Jack Kuhr(@JackKuhr):Starcloud CEO @PhilipJohnston says it could do fine without Starship given its govt. contracts. But it needs Starship to profitably handle terrestrial AI workloads. "The big bet of the industry is that Starship will be operating and will be able to take a decent portion of the industry's payloads. But remains to be seen." "We can survive without Starship just on the military and government contracts we have. That works fine with the current launch cost." "But in order to be cost competitive with terrestrial data centers, we would need more like a Starship." With @itsmoislam at the @NYSE

Jack Kuhr

@JackKuhr

Space industry research director at Payload. Views are my own. jackkuhr.33 on signal. Jack@payloadspace.com

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Jack Kuhr@JackKuhr

2026.08.28 14:31

Starcloud CEO @PhilipJohnston says it could do fine without Starship given its govt. contracts. But it needs Starship to profitably handle terrestrial AI workloads. "The big bet of the industry is that Starship will be operating and will be able to take a decent portion of the industry's payloads. But remains to be seen." "We can survive without Starship just on the military and government contracts we have. That works fine with the current launch cost." "But in order to be cost competitive with terrestrial data centers, we would need more like a Starship." With @itsmoislam at the @NYSE