Future Stories

People are not super-excited about the SpaceX Starfall test tomorrow. This is a hockey puck shaped space vehicle that will be released from a Falcon 9 flight that goes to orbit or near orbit. It is a heat shield capsule that will hold about 1000 kg of payload and has some cold thrusters and parachutes ... Read more

Post-spacetime physics refers to the idea that our familiar 4D spacetime is not fundamental but emerges from deeper structures—whether geometric (fiber bundles, higher-dimensional manifolds), quantum (entanglement, information), or vacuum effects. Eric Weinstein’s Geometric Unity (GU) proposes a 14-dimensional geometric framework (involving a metric bundle over 4D spacetime) from which the Standard Model forces, gravity, and ... Read more

SpaceX is adding another $900 million of revenue in 2026 and $1.8 billion of revenue per year with another AI rental. This is with Reflection. It adds from July 2026 to 2029. This means $900 million more in 2026 and a runrate of $2.35 billion per month in Q4. $28 billion per year in 2027 ... Read more

Drone walls and layered short/medium/long-range droning have effectively recreated a modern version of trench attrition warfare, where large-scale land capture is extremely difficult and costly for near-peer adversaries. Only small, incremental gains have been seen in Ukraine. Countries that cannot match drone quantity and integration at scale risks failure or stalemate. Drone Walls and Layered ... Read more

In an interview of Elon Musk, Elon talks about getting greater than 10X the world economy in 10 years. What does this mean, if it were to happen. It means averaging 27% per year GDP growth but starting with a ramp in the first half. NOTE: in WW2, the USA had 18% gdp growth for ... Read more

Based upon oil flows Hormuz were 15-20% open at 3 to 4 mbpd last month (May) but yesterday 17 mbpd. This means Hormuz was 85% open. 17 mbpd is 85% of 20 mbpd. It was 20% open with complete opposition from Iran. And now it is 85% open. The ships know they are getting through. ... Read more

Starfall is explicitly designed for mass production (like Starlink satellites), so unit costs drop sharply with volume. It is tiny compared to a Starship upper stage (~2.1 t dry mass vs. ~85–100 t), with far simpler systems (no main propulsion, parachute landing, jettisonable shield). Here is a realistic BOM (Bill of Materials) breakdown and cost ... Read more

AI Gives a venture capital take of Anything anywhere delivery via Space rocket. 1hr global TAM for 2k lb / 5.6m³ container • Core TAM: $50B to 100B slice of ~$250B air cargo + $300B express for time-critical high-value goods (pharma, electronics, auto/aero parts, medical). • Expansion opportunity True global JIT slashes inventory costs across ... Read more

SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. Starship flying then eject Starfalls. 50-100 per Starship. Reusable system delivers anywhere. No launch tower and no drone ship needed. Can also deliver people (military commandos first). Two of the last few pieces have been ... Read more