Register and share your invite link to earn from video plays and referrals.

Aaron Burnett
@aaronburnett
Founder, CEO @mach33 | technical investment research on space & spacex | investing in early stage expansion tech
667 Following    32.6K Followers
The only thing that matters is that the customer never feels the need to run a speed test. I ran speed tests far more on cable than I do on Starlink. It just works.
Consistently my residential Starlink has less interruptions than my colleagues fiber connections.
@SciGuySpace Starship will deliver somewhere between 1M and 10M tons per year to orbit. Even if non-SpaceX tonnage to orbit were to triple, it would still be less than 0.1% of what SpaceX plans to do.
Show more
0
274
8.1K
508
Forward to community
My favorite phrase from this episode “symphony of iteration”. Also one SpaceX engineer estimated that starship surviving accelerated their learning by at least 3 months. save this if you don’t have 20mins to watch now. Inspiring!
Show more
A fully and rapidly reusable rocket will fundamentally change how humanity accesses outer space. “The Holy Grail of Rocketry” continues the ongoing Starship series with a look back at the scrappy days of SpaceX engineers proving reuse was possible and takes you onboard a high-seas race to recover a floating Starship
Show more
0
57
872
102
Forward to community
He speaks the truth
@aaronburnett Your Mach33 research plugged into the MCP/Connector for @bot is honestly awesome
Another good way to think about starlink/starship bandwidth relationship
Another way to think about it is that it will only take ~35 Starship launches to double the existing Starlink capacity. (It took 422 Falcon 9 launches to get us here)
I did not know that Starlink’s collision avoidance limits was that strict. Interesting. Orbital infrastructure is the clear future. We’ll need everyone to take orbital cleanliness this seriously soon
Show more
STARLINK SATS DODGED OVER 207,000 POTENTIAL COLLISIONS IN 6 MONTHS! SpaceX moved its first- and second-generation Starlink satellites out of harm’s way 207,152 times over six months. The Space Review reported the figure, citing a SpaceX filing with the FCC on July 1. The company orders a maneuver once the calculated probability of a collision reaches 3 in 10 million. That threshold is more than 300 times stricter than the 1-in-10,000 benchmark the same filing describes as the industry norm. Probability isn’t the only trigger: SpaceX also applies a minimum safe separation distance between objects. Maneuvers in the hundreds of thousands are nothing new for the constellation, which has previously logged 355,000 collision-avoidance moves in a single year.
Show more
Framed in time, it would take Falcon 9 about 3.5 weeks to launch the equivalent bandwidth Starship will be launching in ~45 mins.
So here's a crazy stat: Starship's upcoming 14th test flight next week, which will deliver 26 @Starlink V3 satellites to orbit for the first time, will increase the entire Starlink constellation capacity by 3%. It would take 10 Falcon 9 launches (277 V2 satellites) to add that same amount of capacity. Future Starship launches will eventually carry up to 60 next-gen Starlink V3 satellites, adding ~61,000 Gbps of network capacity in a single launch. That means each Starship launch will be able to deploy roughly as much Starlink capacity as 23 Falcon 9 launches combined - equivalent to about 640 V2 satellites.
Show more
This starship flight will add 10 Falcon 9s worth of bandwidth. This will double as Starship works up to full 100T payload capacity. I presume this is starship payload mass optimization and not Starlink V3 production thing. But I could be wrong.
Show more
Starship Flight 14 is about to take Starlink deployment to another level Starship will carry 26 Starlink V3 satellites to orbit Each V3 satellite is designed to add around 1 Tbps of downlink capacity That means: • 26 satellites • ~26 Tbps of new network capacity • Around 10× the capacity added by a single Falcon 9 launch carrying V2 Mini satellites After deployment, the satellites will unfold their antennas and solar arrays, establish RF and laser links with the Starlink network, raise their orbits, complete on-orbit checkouts.....and begin serving customers within weeks And there’s another wild part 3 of the satellites have been modified with cameras specifically to scan Starship’s heat shield after deployment and send imagery back to SpaceX So one Starship flight is not only massively expanding Starlink capacity..... The satellites themselves will also be watching Starship in space and helping SpaceX prepare it for future returns to the launch site
Show more
If you're a fan of Mach33 research and you're not plugging the MCP/Connector into your agents (my preferred is grok bot) then you are falling behind. just a few moments ago, 20 days after a very quiet release, total research interactions from MCP eclipsed total research visits on our site over the same time. The median user on the site has read 2 analysis over the last 20 days and the median user on the MCP has made 36 analysis calls. 18x more depth of engagement. the really nutty thing is that this trend is actually meaningfully accelerating over the same amount of time, across free users and paid users. this does not include internal users which would dramatically accelerate this trend. do yourself a favor and connect the Mach33 MCP to grok/claude/chat gpt whatever you use. You're agent will get much smarter on any space/spacex related question.
Show more
What’s crazy is that this bandwidth growth is well known but it’s likely impact is totally dismissed at the same time. For context here is Starlinks historic bandwidth growth by generation. The V2 -> V3 inflection will 3-10x greater than the V1 -> V2 inflection was on this video.
Show more
Starlink V3 constellation starts being deployed this month. Ultimately, it will deliver more than 100 times the bandwidth of our current 11,000 satellite constellation.
0
55
1.6K
206
Forward to community
Official orbit announcement. Revenue generating flight is very important milestone
Starship is preparing to go to orbit. Flight 14 is targeting to launch as early as Tuesday, September 22, pending regulatory approval →
This isn’t a prize you can get anywhere else. N of 1
We’re inviting one Grok Bot user to a Starship launch. You could win the invite by sharing the ways you've integrated @Bot into your work. The invite includes a plus one. How to submit and some examples we love:
Show more
Listen Bento Box Starfall is pretty epic mission name. The return from space market feels niche today. It won’t in 3 years.
BREAKING: SpaceX has signed a Starfall mission deal with Luxembourg-based Space Cargo for Starship’s first commercial mission, planned for 2028 Space Cargo plans to fly the BentoBox system aboard Starfall, carrying and safely returning up to 1 ton of customer payloads from orbit
Show more
physics constraints being brutal is actually incredible valuable when you're forecasting space industry. Actual hard rules (not heuristics) provide directionality you can trust further out into the future than traditional forecasting.
Show more
Physics is a harsh judge
“Audacity is a feature not a bug” - Gwynne Shotwell
All-In Summit: Elon Musk & Gwynne Shotwell -- AI Risks and Peer Review -- Starship -- Terafab as Taiwan Insurance -- SpaceX/Tesla Merger Potential -- Management at SpaceX ++ much more! (0:00) SpaceX's @Gwynne_Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, competition (18:34) Data centers in space (22:00) Management at SpaceX (27:37) @elonmusk joins: AI's real risk, model peer review, what he meant by "Dario is right" (36:53) Elon and Gwynne on their working relationship, Starship's future (46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX (52:51) Lying AIs, how to do AI peer review right $TSLA $SPCX
Show more
Gwynne is suggesting we rebrand data centers to super compute.
SpaceX President Gwynne Shotwell on data centers in space: “There is an expense to put data centers on the ground. You have to buy real estate, and as soon as someone finds out a supercompute center is going in, real estate goes from $3,000 an acre to $180,000 an acre. The time lag is incredible. Permits and licensing are pretty stifling. People are talking about generators in three years.” “We need compute now. The demand is insatiable right now. People need compute now. We need it now. So why data centers in space? We own launch. We have great launch capability, and that path is very well known. The real estate in space is infinite. It’s free.” “The cooling is there. The radiator looks at deep space, the coldest thing ever out there, so free cooling. You can put satellites in orbit that always face the sun. We’ll be making our own solar panels too. We’re building a factory outside Austin.”
Show more
0
37
1.6K
81
Forward to community
Reminder that SpaceX thought they’d only captured 10% of the airline market for Starlink back in Q2 earnings.
Starlink is now delivering fast, reliable connectivity onboard @KoreanAir_KE, enabling seamless streaming, working, gaming, browsing and more while in-flight 🛰️✈️