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SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of...

77,506 görüntüleme • 3 ay önce •via X (Twitter)

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BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

Molly O’Shea

197,842 görüntüleme • 4 ay önce

In 2002, Elon Musk tried to buy a rocket. The Russians quoted him $8 million per unit. American aerospace companies wanted over $65 million. He walked away from both. On the flight home, he opened a spreadsheet and broke down the raw materials. Aerospace-grade aluminum. Titanium. Copper. Carbon fiber. He priced each on the commodity market. The total came to roughly 2% of what the industry was charging. That gap is what first principles thinking actually looks like. Not "how do we negotiate a better deal." Not "who else sells rockets." Just: what is this thing actually made of, and why does it cost what it costs? The answer was overhead. Legacy processes. Layers of contractors and subcontractors. Margins stacked on margins. Nobody had questioned the price because nobody had questioned the structure. Musk decided to build it himself. The first Falcon 1 exploded 33 seconds after launch. The second made it further but failed to reach orbit. The third exploded too. Three rockets. Three failures. SpaceX was almost out of money. Musk put his last $35 million into the company. If the fourth launch failed, that was it. September 28, 2008. Falcon 1 Flight 4 reached orbit. First privately developed liquid fuel rocket to ever do it. Seven years later, they landed a booster back on Earth for the first time. Now they do it routinely. The cost per launch dropped from $65 million to under $3 million for a reused Falcon 9 booster. Everyone else was reasoning by analogy: rockets are expensive because rockets have always been expensive. Musk reasoned from atoms: rockets are expensive because nobody rebuilt the system from the ground up.

Peak Thinkers

160,641 görüntüleme • 4 ay önce