Trent Telenko Profile picture
Oct 30, 2021 12 tweets 5 min read Read on X
CASEY HANDMER'S BLOG has a hugely important piece on Starship. If a space firm misunderstands this passage:

"A dollar spent on mass optimization no longer buys a dollar saved on launch cost. It buys nothing."

It's doomed

caseyhandmer.wordpress.com/2021/10/28/sta…
His blog's comparison of NASA's SLS based Artemis architecture versus a Lunar program based on Starship makes the point.

This is a phase change difference in access to space akin from the X-Atlantic air travel jump from Charles Lindberg to the wide body jet in 5-years.
2/
For the logistical types, these are your current price points:

$100,000/kg for LEO bulk cargo
$1,000,000/kg(+) for deep space exploration.

Starship will do 100 ton (+) chunks for <$10m per launch.

It will be launching several hundred times a year w/in 5-years.
3/
Starship will be doing 1,000(+) flights a year in about seven to 10 years.

And no one in the NASA or the incumbent space industries world wide are doing jack to prepare for that reality.
4/
Casey Handmer's point is how will...

"NASA and industry will have to find a way to produce 100x as much stuff for 1/10th the price. Rovers will have to be $1000/kg and we will need 100 tons of them every year."

5/
That isn't where NASA is
Nor Boeing,
Nor Lockheed Martin,
Nor Aerojet etc. etc.

They are all pretending the SpaceX's Falcon & Falcon Heavy rockets don't exist
6/
Another of Handmer's point's --

"History is littered with the wreckage of former industrial titans that underestimated the impact of new technology and overestimated their ability to adapt. Blockbuster, Motorola, Kodak, Nokia, RIM, Xerox, Yahoo, IBM, Atari, Sears, Hitachi,
7/
...Polaroid, Toshiba, HP, Palm, Sony, PanAm, Sega, Netscape, Compaq, Enron, GM, DeLorean, Nortel.

What we are seeing here is an industrial/institutional version of Thomas Kuhn's Theory of Scientific Revolutions. People invested in the old ways
8/
amazon.com/Structure-Scie…
...will be displaced by those who believe in the new, relevant, scientific & technological paradigms.

And politics will follow this shift.

9/
Starship's success, and it is looking increasingly successful, will be akin to a seed crystal dropped into a supersaturated solution.

The first fully successful Starship orbital launch & return will kill stock values of every other space launcher firm overnight.
10/
And the NASA SLS architecture - long nicknamed the "Senatorial Launch System" for its major supporters - will not survive past the 3rd launch.

What there will be left of NASA after Starship enters regular daily service is conjecture. I too, like Handmer, hope it can adapt.
11/
But whatever comes after...it won't include the Senatorial Launch System.

/End

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More from @TrentTelenko

May 23
This is another reminder that Peer-to-Peer drone warfare is all about attrition loss curves.

Ukraine's drones has made the roads of occupied southern Ukraine into an "anti-access area denial" (A2AD) kill zones for Russian trucks.
1/ Image
Ukraine has achieved "Drone air superiority" over those roads rivaling WW2's Summer 1944 Allied air superiority over German occupied Normandy.

As a result, the Russian truck fleet is taking unsustainable attrition, particularly of its fuel tanker fleet.
2/ Image
Image
Image
This AFU fuel interdiction campaign is causing panic:

"Fuel shortages are beginning in Sevastopol. This is the beginning of the consequences of the enemy's systematic strikes on oil refineries and tanker trucks along the land corridor to Crimea."
3/
Read 5 tweets
May 22
If true, it looks like Russian truck fuel logistics has completely fallen part on the Rostov-Dzhankoy highway.

This has a lot of strategic geo-political implications.

A2AD & Truck Logistics 🧵

1/
Given few/no trains, these are the Russian truck logistical facts of life:

1. At ~300 miles/480 km, tactical truck's only payload is fuel for a return trip**

2/ Image
2. A 56 mile/90 km radius from a supply point allows three trips a day with refueling & mechanized logistics to load & unload a truck

3/ Image
Read 19 tweets
May 21
Texas has seven unique advantages in terms of infrastructure, political culture, and resource geography that make it uniquely suited to be the next industrial heartland of the USA.

The seven industrial development advantages of Texas 🧵
1/
They are as follows:

1. About 94% of land in Texas is privately held. This vastly limits what the Federal, State and local governments can do to in terms of regulations and NIMBY games.

2/ Image
2. Texas is mostly flat. Texas hill country is small beer compared to the Appalachian and Sierra Nevada mountain ranges. This compounds with #1 for industrial development.

3. Texas has a lot of water compared to the US west & sea access.

3/ Image
Image
Image
Read 7 tweets
May 20
I am still trying to see the military relevance of the MV-75 Cheyenne II.

Especially when 3rd rate powers like Iran have Qaem-118” (Ghaem-118) / “Misagh-358” jet engine powered, loitering, surface to air munitions.

1/4
The MV-75 Cheyenne II can't outrun a jet powered munition.

These things. ⬇️

2/4

None of the standard US Suppression of Enemy air Defense (SEAD) radar sensor detection practices work on a “Misagh-358.”

3/4
Read 5 tweets
May 12
This is one of the most logistically incompetent hot takes by any German journalist in the Russo-Ukrainian War.

95% getting through is a 5% loss rate per trip
95%(x) for 10 to 20 kills means x = 200 to 400 trucks on this route
10 trips means 40% total fleet loss - 80 to 160 trucks
1/Image
You can follow the 5% loss curve in this 500 unit fleet at 10 exposures in the graphic below.

A 40% fleet loss in 10 days from a 5% drone loss rate is logistical collapse for the Russian Army in occupied Ukraine.

Only some trying to get AfD eyeballs would say different.

2/ Image
This leaves out the fact that the Russian Army doesn't use *ANY* mechanized logistical enabler like pallets, Truck D-rings, forklifts, or telehandlers.

Russian trucks are in the drone kill zones 3 times as long as a Western truck due to loading times.

Receipts:
3/3
x.com/i/grok/share/e…
Read 4 tweets
May 10
Regarding this:

"The DF-26 intermediate-range ballistic missile, with a range of approximately 4,000 to 5,000 kilometers, was specifically designed and publicly nicknamed by Chinese military analysts as the "Guam Killer.""

I disagree with those analysts.
1/
The Chinese PD-2900 drone (2,500 km range, 12-hour endurance, 250 km/h speed, stealthy Su-57-like design) is far more a "Guam Killer" than the DF-26.

It is a matter of numbers.

2/
As laid out by warquants -dot- com, China is buying one million OWA drones to destroy all US/Taiwan/Taiwan allied military logistics from Guam to the China coast.

A quantity of one million "Shaheed plus" class OWA drones has quality all its own.

3/
Read 7 tweets

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