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

Jan 24
I'm sorry, but this statistic:

>>Violent crime is falling, with homicides down ~21%. The largest annual drop on record.

...has been heavily polluted by improvements in trauma care, particularly hemostatic (blood clotting) bandages.

US Trauma care & FBI statistics🧵

1/ Image
The statistical comparison in the FBI data from pre-1961 is invalid as the underlying medical systems have so changed as to utterly pollute the "murders per 100,000" data.

Violent crime data pre-1961 and post 1961 are apples to oranges comparisons.

2/
-Trauma care centers (1961),

-Standardized trauma procedures (1978),

-Adoption of military Korea/Vietnam medical emergency treatment & air transport procedures,

-Improved triage (1986)

-And (since 2011) widespread adoption and use of blood clotting bandages...

3/
Read 8 tweets
Jan 24
Chairman Xi suffers from the traditional dictator's trap of believing his own sh*t because he has made it too dangerous for his cronies and underlings to tell him the truth.

He has failed the "Dictator on the Wall Test."

1/
Thanks to that, Chairman Xi's Regime has pretty much no resilience in adversity because it's so kleptocratic and it's all about what the guy in charge can do for his next set of corrupt cronies today.

2/
This 1970's comment about the Shah of Iran is so historically on point in 2026 because it shows how Xi's regime is failing "The dictator on the wall test."

3/ Image
Read 8 tweets
Jan 22
Greenland is badly needed by the USA to engage nuclear armed hypersonic glide vehicles and FOBS from China and Russia aimed at the continental USA.

So-called experts saying Greenland is "unnecessary" are "Cold War thinkers" focused on traditional ICBM threat geometries.
1/ Image
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They are not thinking in terms of the detection geometries required for lofted or depressed trajectory ICBM's, HGV, and/or FOBS.

For those threats, the further forward you can deploy radars and interceptors, the better for detection and intercept.

2/3 Image
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When geometrically minded experts in Australia looked at PLARF depressed trajectory ICBM's, HGV, and FOBS threat set.

They ended up placing a TPY-2 radars on the Cocos Island & Christmas Island ("Greenland for Oz") to generate tracks for SM-3 & THAAD interceptors.
3/3 Image
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Read 4 tweets
Jan 20
This map of 124 Russian railway electric traction stations and the 40K OWA drone fired in 2025 demonstrates the political-military leadership failure of the Zelinskyy government.

Like Stalin's failed winter 1941-1942 counter offensives against Nazi Army Group Center,

🚅🧵
1/
...Ukraine is penny packing OWA drones everywhere to no great effect based on which military "Union" faction was last in the room with President Zelenskyy before a decision

Even Ukraine's vaunted oil offensive is a bare plurality of total drone strikes
2/
The latest @RyanO_ChosenCoy thread detailing the bureaucratic issues of Ukraine's military in targeting Russian logistics makes clear Ukraine's military has inter-service and intra-service union/factional disputes that are positively American in scale.

3/
Read 6 tweets
Jan 19
Untrue⬇️

If the target of a US "rapid strike" was either the Kharg Island oil export facility or Iran's banking/financial system with a combination of explosives and non-nuclear electromagnetic pulse munitions, the Mullahs will fall.

COA🧵 Image
This post is typical of analytical thinking regarding strikes on Iran.

Note the complete lack of either Kharg island or the Iranian financial system on the list.

Regime Security Force as a distinct target set that needs a payroll is missing.

2/
There are two real courses of action (COA) for an American air campaign if Regime Change is the goal.

The Schwerpunkt - political center of gravity - of the Mullah regime is its ability to pay for the use Regime Security Forces & foreign hired mercenaries.

3/ Image
Read 8 tweets
Jan 18
This is one of the 3 major strategic mistakes of the Zelenskyy Government.⬇️

Putin has shown better, more consistent, and more effective leadership in the strategic bombing of Ukrainian electrical infrastructure than Zelinskyy has in striking Russia's railways.

1/
Russia remains uniquely vulnerable to a focused drone strike campaign on it's electrical railway traction step down transformers.

Zelenskyy's leadership not only ignored hitting that unique Russian vulnerability since Feb. 2022.

See the figure below⬇️

2/ Image
To give you an idea of the abject political-military failure of the Zelenskyy government in this regard one has to look at the industrial supply chain for those traction substations.

The Soviet Union had two major transformer factories: Tolyatti and Zaporozhye.

3/
Read 8 tweets

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