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Iterations are faster than modelling, no different for software where testing in prod with actual users ends up being quicker than in a testing environment.

Iterations in hardware businesses are far more expensive, particularly for early stage (by revenue not age) companies like Blue Origin. Outside of the Vulcan engine sales, joy rides and NASA grants they don't have much inflow and depend on equity infusion.

SpaceX also would find it tough without Starlink revenue to fund iterations for Starship. Similarly the early customer revenue ( plus the generous NASA grants) contributed to iterate on F9 be it Block V or for landing etc.

Beyond money, it also requires the ability to convince customers to be okay with the trade-offs and risks of constantly changing configurations, designs.

It is not that people do not know iterative testing with real artifacts is quicker, but most are limited in their ability to fund it or cannot convince customers, regulators to allow them.





> Iterations are faster than modelling

For launch perhaps, but what about for Moon and/or especially Mars landing?

With limited Mars launch windows, probably faster to have less attempts with more modelling, than vice versa


You get lot more data when running real world experiments .

For off world missions, the best examples are the Soviet Venus missions of how iterating and sticking with the goals helped do some incredible research which would be hard to replicate even today .

The benefit of not doing quick and dirty is why we got out The longevity of voyager or some of the mars rovers or ingenuity.

It is matter of tradeoffs and what you want


They were "launching cities" as one of their program chiefs said. Yes, when you can arbitrarily tax you population you can afford these loud propaganda headlines.

Are you talking about USSR Venera program or the US Apollo program? Your statement could apply to either one.

Yeah, it does seem like iterative development with hardware is an extremely cash intensive way of development. And yes, what a genius move to fund a lot of this development with Starlink - it's amazing this seemingly off the cuff idea is such a cash cow, and it seemed at least like they got it up and running relatively quickly. Yeah, regardless how someone feels about Elon these days, Starlink has got to be up there for one of the most brilliant moves by an entrepreneur of all time.

And to come back to you point, yeah, I do see, you need the funds first to be able to support such a cash hungry way of development - which, on a tangent, kind of disappointed me (and a few others online) when Stoke Space decide to build their own 1st stage instead of just focusing on their unique 2nd stage. Like many in the past have mentioned, it seems like they'd be getting to space a lot quicker if they had just designed their 2nd stage to fit on a Falcon 9.


Starlink was not that amazing as a business decision.

If one expects to generate orders of magnitude more supply of a good (launch capacity), then one needs to expect the existing (conservative, long lead-time) market will have insufficient demand.

So one needs to generate additional demand.

So one needs to find a profit-generating business that's limited by mass in space / launches, where each component is inexpensive enough that its loss doesn't bankrupt the company.

Space-based telecommunications falls out pretty obviously from those requirements, given the pre-Starlink landscape (limited, exquisite assets serving the market at high premiums).

In small irony, it's also the exact same possibility space optimization that led to Amazon starting with books: Bezos didn't give a shit about books specifically, but he did like that they were long-tail, indefinitely warehouse-able, and shaped for efficient shipping.

In novel logistics spaces, it's better to find the business that matches capabilities than the other way around, because the company's core competency and value is their novel logistics solution.


Well, sure, agree that there is a natural logic to the idea, but to actually go through with something that no one has done before and actually execute it (which as we all from the tech/sci industries here know), and also do it on a large scale and be very successful is an entirely different matter. Yeah, the number of things that need to go right is still pretty high, and at least to me, was extremely impressive. But to each his own.

It was an obvious market, that was visible years before the project was announced. I don't think any one was surprised, it was not like Apple launching iPod or the iPhone.

What was impressive is at that they solved a lot of hard problems like satellite manufacturing at scale, phased array dishes, or fleet management of thousands of satellites or laser interconnects between satellites, and so on, for basically a side project to increase their primary product demand enough to justify the reuse being a useful feature.


Absolutely! The engineering delivery and pace of execution was super impressive.

Especially avoiding the gold-plate-it tendency and remaining laser focused on economies of scale.


Hmm, don't know, easy to say it was obvious in hindsight. But over the years, Google project Loon and other similar attempts at increasing internet coverage (think Facebook tried too at one point) have not been nearly as successful. Yeah, still not convinced it was obviously going to be successful, but maybe am missing some aspect you're seeing.

Market was obvious, solutions weren’t as you cite there were many tech failures, it was just a logical extension to their business that is not really hindsight.

It was not the same kind of new market entry Apple did with the iPhone or even the iPod , or Amazon doing AWS, which if we claim today as obvious would be hindsight


It was also a great move because they could take more risks launching their own Starlink satellites and prove out the reliability of the Falcon 9 to others. They also are very had to compete with when they build, launch, and deploy the system all in house.

Was thinking this too. It reminds me of how TSMC's fab has a lot more volume than Intel's, because TSMC has outside customers and high-volume is what is needed to perfect a chip fabrication process (getting many more chances to fix any problems, and once you finally do, have the volume necessary to make it profitable). What a great idea it was:)



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