Mastodawn

Newsletter: The Space Railroad

SpaceX is selling the Optical Inter-Satellite Links that it's been deploying on Starlink, so I caught up with one of the company's former directors Abhi Tripathi and Mynaric CEO Mustafa Veziroglu for their takes on the implications for the "space lasers" market.
https://www.cnbc.com/2024/03/21/investing-in-space-what-to-make-of-spacex-selling-satellite-lasers.html

Intuitive Machines is now in "a position of financial strength" after its first moon mission and a NASA services contract, with the lunar company aiming to fly its second cargo mission later this year and bidding on a trio of potential new contract opportunities: https://www.cnbc.com/2024/03/21/intuitive-machines-lunr-q4-results-improved-cash-position-backlog.html

Newsletter: Sweater weather

As Odysseus continues to survive on the moon, I spoke with Columbia EVP Joe Boyle about how the sportswear company's thermal reflective fabric became a key part of Intuitive Machines' spacecraft.
https://www.cnbc.com/2024/02/29/investing-in-space-how-columbias-fabric-tech-landed-on-the-moon.html

Intuitive Machines' lander Odysseus sent back its first photos from the moon after Thursday's historic landing:
https://www.cnbc.com/2024/02/26/moon-landing-photos-first-images-from-intuitive-machines-odysseus-.html

Newsletter: Moon shots on goal

With IM-1 hours away from attempting to land, I spoke with Dr. Z to unpack why NASA is willing to tolerate failed cargo landings under the CLPS program – and how far that tolerance goes:
https://www.cnbc.com/2024/02/22/investing-in-space-explaining-nasas-approach-to-cargo-moon-landings.html

I spoke to the few Wall Street analysts covering Intuitive Machines' stock, to unpack the 300% moon-fueled rally.

Here's what investors should know ahead of today's IM-1 landing attempt: https://www.cnbc.com/2024/02/22/intuitive-machines-stock-surge.html

Intuitive Machines' mission is making progress toward a moon landing attempt at 5:49 pm ET on Thursday (Feb. 22 at 22:49 UTC).

IM-1 is preparing to enter lunar orbit, representing "Odysseus’ largest challenge to date."

Exclusive – Bridgit Mendler is adding space CEO to her list of actress, singer, and songwriter.

Introducing Northwood Space, which aims to mass produce ground stations and is backed by Andreessen Horowitz, Founders Fund, and Also Capital.

“For me, why the ground-side matters is because it actually is about bringing the impacts of space home to people."
https://www.cnbc.com/2024/02/19/disney-star-bridgit-mendler-launches-satellite-startup-northwood-space.html #space

A publicly-traded moon mission:

Intuitive Machines stock is up 75% as of Friday highs since SpaceX launched the IM-1 lander – which the company says is in "excellent health" and progressing toward the Feb. 22 landing attempt. https://www.cnbc.com/2024/02/16/intuitive-machines-lunr-stock-jumps-after-moon-mission-update.html

Intuitive Machines' first moon mission is on its way:

SpaceX launched the company's Nova-C cargo lander “Odysseus” early this morning, which aims to touch down on the lunar surface next week.
https://www.cnbc.com/2024/02/15/intuitive-machines-first-moon-mission-begins-after-spacex-launch.html #space #moon