For the first time in 53 years, NASA just stacked a rocket capable of flying astronauts to the moon. But that's not today's headline. NASA acting administrator just put SpaceX and Blue Origin on the clock. >> So, I'm going to open up uh the the contract. >> Welcome back to the launchpad. I'm Zach and this is your TLP space news update. NASA acting administrator Shawn Duffy just dropped a major announcement that could reshape the future of America's return to the moon under the Aremis program. >> By the way, ...

I know NASA uh is under your purview as well. Um exciting about the Aremis too. You're you're making strides there.Um less emphasis on on the climate crisis now at NASA. I can't imagine I can't imagine the carbon footprint for this uh you thinking through these things. U there's a lot of a lot of agencies that can deal with climate.There's only one that does human space exploration and that's NASA and that's what we've refocused on. So, in in the first part of next year, Artemis 2 uh is going to go out to t ...

ELON MUSK: “Mars will make science fiction real. It doesn't have to be fiction for ever. It's the biggest space race in history. The Star Fleet academy should be real.”https://t.co/RwvpX9Xwj1 ...

Company Vision & Strategy - Terraform Industries aims to reinvent American industry by tiling the United States in solar panels to generate rocket fuel and clean water for tens of millions of people [1] - The company focuses on synthetic fuels, developing prototypes to achieve its vision [2][3] - Terraform Industries is exploring desalination to support new mega-cities, indicating a long-term vision beyond fuel production [3] Technology & Innovation - Terraform Industries is innovating in the area of solar to hydrocarbons conversion, focusing on scaling the technology [3] - The company's founder, Casey Handmer, previously worked at NASA and JPL, seeking to address inefficiencies and lack of innovation in traditional institutions [2] Geopolitical & Economic Context - The interview highlights the geopolitical stakes in the space race between the US and China, framing it as a competition for lunar dominance [1][3] - The discussion touches on energy geopolitics and the potential for US reindustrialization through innovative energy solutions [3] Talent & Culture - Terraform Industries values ambition, self-awareness, curiosity, and practical experience in its hiring and talent development philosophy [2][3] - The company's culture emphasizes hands-on building and a practical approach to problem-solving [3]

Core Viewpoint - Firefly Aerospace has faced significant setbacks with its Alpha rocket, leading to a 22% drop in share price as investors express concerns over the impact on the company's timeline for commercial service [1][4]. Group 1: Company Performance - Firefly Aerospace went public in August and initially saw a surge in stock price due to investor enthusiasm for space stocks [3]. - The company has a history of both successes, such as landing a lunar lander, and failures that have affected its financial standing [3]. - The Alpha rocket's booster stage experienced a failure during a preflight trial, marking the second failure in recent months, with the first occurring in April [4][7]. Group 2: Market Position and Competition - There is a market demand for rockets in Alpha's size range, which is between SpaceX's Falcon 9 and Rocket Lab's Electron [5]. - Competition in the space launch sector is intensifying, and delays in Alpha's launch schedule could hinder its ability to compete effectively [5][8]. - Firefly's stock has shown volatility, trading between $27.60 and $73.80 per share since going public, indicating speculative valuation [6][7]. Group 3: Investor Sentiment - Investor excitement in the space sector is high, but caution is advised until Firefly can demonstrate reliable launches with the Alpha rocket [8]. - Analysts have identified other stocks as better investment opportunities compared to Firefly Aerospace, suggesting a lack of confidence in its current trajectory [9].

While the Trump administration insists that America has the lead in the new space race, China is steadily making progress. https://t.co/dKgVGdxmMn ...

Business Expansion & Production - Apex is expanding its factory to accommodate the industry shift towards proliferated systems, moving away from expensive, exquisite systems [1] - Before the funding round, Apex produced approximately 12 satellites per month; now, it can produce about 80 satellites per month [2] - The company is scaling manufacturing to meet high demand from both government and commercial sectors [3] Market Demand & Opportunities - Demand for constellations is driven by US defense initiatives and commercial companies like SpaceX [4][5] - Consumer electronics, such as new Apple products, are increasing constellation requirements [6] - The company sees a new space race, emphasizing the need to increase manufacturing capabilities to compete with adversaries [4] Supply Chain & Manufacturing - Apex primarily uses US components and vertically integrates manufacturing in-house [8] - By controlling the supply chain, Apex aims to ensure rapid production of satellite platforms [9] - The company is located in Los Angeles, an aerospace capital, providing access to talent, but still needs to hire dozens to hundreds of roles [10][11] Government Relations & Strategy - Apex advocates for the US government to rethink acquisition processes [12] - The company invests in building products before government demand, enabling rapid supply [13] - Apex encourages the government to focus on commercially available off-the-shelf products instead of custom solutions [15]

In terms of my chairmanship, beating China has been a consistent theme. So whether it is beating China to to to win the race for AI or beating China to 6G as part of the one big beautiful bill, one element of it was my legislation to free up 800 megahertz of spectrum to auction so we win the race to 6G or beating China in the Arctic. Part of again the one big beautiful bill was $24 billion invested the Coast Guard, the biggest investment in the history of the Coast Guard.Huge part of that is building polar ...

NASA acting administrator Sean Duffy pushed back against recent critics who have suggested China will beat the US back to the moon, saying “I‘ll be damned” if that is the ultimate outcome of the decade’s space race https://t.co/7G5BeZWFXC ...

The UK government’s decision to absorb the country's independent space agency into a small science department has left the industry questioning whether the move will help or hurt the nation in the global space race. https://t.co/EYzCtfp9Vc ...