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

Nov 22
So, the Russians are using TMM-6 assault scissor bridges to cross gaps in partially destroyed bridges?

Nothing like a medium girder bridge?

This points not only to a major gap -ahem- in Russian bridging capability, but also one in the Russian state.

Logistics & the State🧵
1/ Image
I've mentioned this gap in both Russian bridging capability and Western Military Intelligence assumptions about it back in June of 2023.

2/
That video of Ukrainian PSU glide bomb strikes underlines Russia still has nothing like the partial dry bridge gap crossing capability of a medium girder bridge in the 3rd year of the war in Ukraine.

3/
Read 11 tweets
Nov 22
This line about AFU drone warheads:

>>It is especially well suited for attacking energy infrastructure.

Makes me wonder what is about to happen to the Russian power grid after Pres. Biden leaves office.🤔⬇️
Please recall DR. Celeste Wallander [ASSISTANT SECRETARY OF DEFENSE
FOR INTERNATIONAL SECURITY AFFAIRS] extended rant about what the Biden Administration considered civilian versus military targets inside Russia for Ukrainian assault drones.

2/
Wallander saying Russian oil refineries are civilian targets most likely means the Biden Administration views Russian power infrastructure even more of a civilian target.

The lack of AFU grid strikes on Russia & this new power grid killing drone warhead make me go...hummm.🤔
3/3
Read 4 tweets
Nov 21
This act of cost-ineffective public theater by Putin is his going away present to the Western escalation managers they so desperately need to justify their failed retread of appeasement policy jobs

The cost of an IRBM/ICBM is around 10-20 times the cost of an ALCM/GLCM/SLCM
1/
...for about the same payload, with the several hundred meter CEP accuracy of a daylight of February 1945 B-17 raid.

The Putin regime put out propaganda yesterday about using the RS-26 Rubezh, a SS-20 SABER lookalike, to scare Western policy makers⬇️

2/
Image
It is unlikely the Putin Regime has a significant warstock of such missiles, & every RS-26 Russia fires reduces the nuclear threat to the USA.

It is military madness...but it's great for impressing dullards in media and politics like @JakeSullivan46, German Chancellor Scholz
3/
Read 8 tweets
Nov 20
Please note:

@elonmusk has stated two launches from now there will be an attempted 2nd stage catch at Boca Chica.

That is in the 1st quarter of 2025.

The SpaceX Starship catch will be the "HMS Dreadnought" moment of the Space age.
1/3
After that event, every non-reusable orbital class rocket launcher in the world designed and built before her will be obsolete the same way every battleship built and designed before the all big gun HMS Dreadnought was made so.

2/3 Image
Image
Nothing except another fully reusable rocket can compete with Starship in exactly the same way that no other battleship could compete with HMS Dreadnought, unless it was a all big gun main battery dreadnought battleship.

3/3 Image
Image
Image
Read 4 tweets
Nov 19
People haven't paid anywhere near enough attention to this development⬇️

Russian cruise missile production is now like their tank production.

Russia is living off of Cold War stockpiles that are thinner & thinner as time goes on, & harder to resuscitate.

Attrition🧵
1/
The spokesman of the Main Intelligence Directorate of the Ministry of Defense of Ukraine, Andriy Yusov has stated that Russia's military-industrial complex can produce 40-50 Kh-101 cruise missiles every month.

2/
unian.ua/weapons/skilki…
The question that @GrandpaRoy2 photo raises is exactly how much of that X-101 production rate is being assembled using recycled Kh-55/55SM missile components?

"More than zero" was confirmed from that photo...but exactly how many?

3/ Image
Read 15 tweets
Nov 18
Russia seems headed towards a February 1917 moment.

1. A kilogram of potatoes in Nov 2024 is 73% more expensive than in Jan 2024.
2. Interest rates reached 21% in Oct 2024
3. Mortgage rates have risen to 28%

1/
express.co.uk/news/world/197…
The Russian railway system is now falling apart.

It's not one thing, it is everything.

The Western ball bearing were the excuse for the Russian railway system to fire its entire maintenance department in 2013.

2/
moscowtimes.ru/2024/11/15/rzh…Image
~40% of Russian railway rolling stock is Soviet era vintage.

Russia went to 100% utilization of the Trans-Siberian railway in the late summer of 2021 and has stayed there ever since.

Those rail cars were not well maintained to start with, less Western bearings.

3/
Read 11 tweets

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