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

Jun 18
We have just seen over Moscow today - with Ukrainian drones - the Russo-Ukrainian War's version of the RAF’s first 1,000-bomber raid of World War II, codenamed Operation Millennium, which took place on the night of May 30–31, 1942.

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Operation Millennium, marked the first tactical deployment of the RAF "bomber stream".

That is, the tactic of flying a dense, tightly timed formation along a narrow corridor to overwhelm German radar networks and anti-aircraft defenses of the Kammhuber line.
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When I look at the design of the air defense rings around Moscow.🧐⬇️

I can't help but think Ukraine used a 2026 "Drone Stream' to saturate one sector of these ring defenses like the RAF did to the Kammhuber line.

3/3
Read 4 tweets
Jun 18
Since you asked...we need to talk about Russian truck logistics in the age of destroyed at will by Ukrainian drones Russian refineries.

Russian industrial infrastructure reflects the Soviet WW2 "one big vertically integrated factory" experience.

Soviet industrial legacy🧵
1/
The Soviets built their industrial plants to minimize transportation impact on its railway system, and later, it's trucking.

This 2013 time stamped Jon Parshall presentation on WW2 US vs German Vs Soviet tank industries underlines this Soviet reality

2/ Image
In the 1950's and 1960's the CIA and Strategic Air Command (SAC) Single Integrated Operational Plan (SIOP) targeting planners discovered this quirk of the Soviet centralized economy.

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Read 12 tweets
Jun 18
The negative air defense reality of a 2,700km range one-way attack drone cannot be overstated for Russia or the USA.

Let us consider for a moment a Cuban "OWA-Drone Crisis" akin to the 1962 Cuban Missile Crisis.

Drone threat 🧵
1/
Via a question to @grok of Cities of 500K(+) in OWA Drone range:

"Distances are approximate great-circle (straight-line/air) from Havana or central Cuba; actual drone paths could vary due to routing, wind, altitude, & launch site (e.g., closer to Florida from western Cuba)
2/
All listed cities are well under 2,700 km.Florida and Southeast (easiest reach)

Miami, FL (~370 km / 230 miles) — Well within range.

Jacksonville, FL (~1,000–1,100 km) — Within range.

Tampa/St. Petersburg area (metro >500k in cities/urban) — ~400–500 km.

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Read 14 tweets
Jun 14
Fearless prediction: N. Ireland will be 90%(+) migrant free in 3 months.

It is now clear to me that what we are seeing in N. Ireland is a sectarian pogrom.

One which will in 3 months be utterly successful in driving out 90%(+)...

N.I. "Troubles Pogrom"🧵
1/
...of the migrants the UK government has placed there. Then Liverpool will be next.

The UK government utterly failed to stop mutual Catholic/Protestant pogroms in the late 1960's early 1970's troubles.  When half N. Irish population was nominally...

2/
...on-side with UK/N.I. law enforcement. The situation is far worse now.

Currently the vast majority of white middle and working classes in Northern Ireland are on-side with the anti-migrant pogrom...

3/
Read 19 tweets
Jun 13
The problem with this analysis is it leaves out the drone & power projection capabilities of the PLA and Taiwan's highly vulnerable off shore islands.

PLA & PLAN parachute, heliborne & marine landing forces can take all of those small islands as a coup de main for drone, SAM & MLRS bases.
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The ability of Taiwan to operate it's HIMARS is tied directly to it's ability to deny China drone air superiority inside Taiwanese air space.

China can throw 1 million OWA drones to suppress Taiwanese air defenses to take those off shore islands.

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The PLA holding the Pescadores, Green and Orchard islands as launch platforms for HQ-9 SAM's, heavy MLRS rockets and Hornet class truck hunting drones means it can overwatch & reduce Taiwanese beach defenses, all while denying air space to ROCAF fighters.

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Read 4 tweets
Jun 11
Russia faces a logistical dilemma in occupied Ukraine for which it has no good solutions.

Crimea is a de facto island fed by road and rail bridges Ukraine can now destroy at will, and Russia cannot stop.

And Ukraine is destroying those bridges.

1/ Image
Russia's air defense has suffered a nearly complete "Lanchester Square Collapse" proximate with the Ukrainian mass deployment of both 150 km range AI truck hunting drones and bridge busting FP-2 OWA drones.

Map H/T United24media
2/3 Image
Any route Russian trucks take to Crimea will result in parking lots near replacement pontoon bridging for both those kinds of drones to exploit.

"Trucks that mass together...die together.

3/3
Read 4 tweets

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