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Facts on the Ground in Hormuz – 85% Oilflow – Iran Tested on Backing Up Threats

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
Recent posts

Bill of Materials (BOM) and Cost Estimate for Starfall

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

Trillions of Dollars in Opportunity

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

Last Mile of Space and Earth Rocket Package Delivery

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

3 Days Until SPACEX Gamechanger. ANYTHING. ANYWHERE

A new SpaceX vehicle will be demonstrated on Tuesday June 23 2026. It changes everything. SpaceX will be able to deliver anywhere on Earth. They can take anything up and down from space. This opens up multiple huge revenue streams. Deliver even without catch towers or drones ships. ANYWHERE. In future, variants will deliver people ... Read more

Tesla SpaceX Merger Announcement and Vote Could Happen Over Next 3 Months

Elon exercised his remaining ~304 million Tesla options from the 2018 performance package. This was done via net share settlement — Tesla withheld ~17.5 million shares to cover the ~$7.1 billion exercise cost. No cash changed hands and no shares were sold on the open market. Elon’s Tesla ownership rose to roughly 19.9% (~20%), giving ... Read more

Anthropic Used Cursor Use Data to Get Ahead, So SpaceXAI Will Use Cursor to Get Ahead

Insider Jason Calcanis said Anthropic stabbed Cursor in the back. Anthropic allegedly used massive Cursor user data/token consumption to train and improve their own internal coding capabilities (Claude Code or similar). They then restricted or cut off Cursor’s access to their models. This left Cursor in a terrible position. Negative gross margins (reported around -23%) ... Read more

SpaceX Starship Going for Orbit in August and September

SpaceX President Gwynne Shotwell launch roadmap for Starship • Flight 13: July • Flight 14: August. SpaceX intends to attempt a full orbital injection • Flying from cape canaveral • Post-Flight 14 Cadence: SpaceX plans to transition to an unprecedented launch rate of flying every single month for 2026 and then going to 100-200 launches ... Read more