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

Mar 12
What jumps put for me looking at this report of the Mullah's decamping to Mashad is the US-Israeli intelligence had to know as soon as it started.

I believe that the steaming of the USS Ford through the Suez Canal happened because of this.

Collapse 🧵
1/
If the Mullah's command was moving.

Their ability to command drone and missile strikes on the USS Ford would be minimal, if only to avoid US-Israeli radio-direction finding.

Mashad is also very convenient place to run away from Iran if the government falls everywhere else.
2/ Image
The Mullah's are so afraid of getting the "Maduro Treatment" by US Special Forces in Mashad that they have blocked the local airport runways with cars

3/
Read 12 tweets
Mar 9
The problem with this thought is the Iranian drones being fired now are the uber sophisticated Russian-guilt Geran using radio mesh and cell phone sim card link video-navigation.

1/3
They are flying lower and more sophisticated trajectories taking advantage of radar shadows from oil infrastructure in the Gulf to prevent the generation of good intercept tracks.

Gun armed ships and attack helicopters low amongst oil rigs are the best play here.

2/3
It is only a matter of time until Geran/Shaheed FPV motherships are being fired by the IRGC at Gulf Oil infrastructure using Gulf Cell phone networks as video data links.

3/3
Read 4 tweets
Mar 8
This is a point I have been pounding upon since 2023.

The "Big/Expensive/Few Mafia" in the US Flag ranks and Western Defense Contractors have denied this harsh reality for reasons Upton Sinclair has expounded upon.
1/
Both I and @johnkonrad were mocked for pointing out how deadly drones were for being disintermediated from existing military platforms for ubiquitous commercial transportation infrastructure like cargo containers.
2/ Image
Image
The Ukrainian Operation Spiderweb showed who were prophets and who were the complete and utter fools.

BLUF:

The Big/Expensive/Few, love the F-35, fanboy community got to eat 💩

3/ Image
Read 6 tweets
Mar 5
Very, Very, few people understand the implications of this Israeli hack combined with its deep penetration of Iran's Regime means for the US-Israeli campaign to exterminate the Mullah's Regime Security Forces.

Let's talk about Gorgon's Stare & Post GWOT smart bombs🧵
1/ Image
Gorgon's Stare and its peer systems like ARGUS, Vigilant Stare, Constant Hawk and Agile Condor are Wide Area Aerial Surveillance (WAAS) systems, the all-seeing eye in the sky.

They are increasingly sophisticated mergers of multi-spectral cameras, computer data bases and more recently A.I.

2/
WAAS has had a rocky and politically charged history (See 2011 text below) but the data fusion technology has gotten to the point that more and more cameras can be networked together over larger areas with the data saved for later analysis.

Analysis which is improving via AI
3/ Image
Read 14 tweets
Mar 2
The crash of the Tanker maritime insurance market will force Gulf tanker escort operations.

Crashing maritime insurance was why 1988's "Operation Praying Mantis" happened.

The problem for China & the EU in 2026 is Gulf Oil no longer flows to the USA.

1/3 Image
The USA is an energy exporting nation now and it doesn't need Gulf oil.

The idea that a huge price spike with the US Economy is actually something Pres. Trump can affect via EXPORT Tariffs.

If domestic suppliers can't make money selling abroad...they won't.

2/3
This will spike oil prices outside the USA, but forcing China to pay the world rate for oil is in the USA's interests.

A 2026's "Operation Praying Mantis" will require Chinese and European Navy's doing the escort duties without the US fleet.

3/3.
Read 4 tweets
Feb 28
I don't doubt that Ukraine cyber hacked in Russian digital terrain elevation maps that the Russians compiled for themselves. Up to date digital terrain elevation maps are a good thing to have.

Plus NASA also had a huge archive of digital terrain elevation data.

1/
But the art of planning munition trajectories to use them is a separate and uniquely military skills set.

Ukraine has had four years of combat experience doing the task of planning munition trajectories.

2/
Which is why I called them out as replicating SMAC's capabilities.

Combat experience is 10 times the best simulations.

The Flamingo flies lower and much faster than most of the other deep strike assets the Ukrainians use, but it is also larger.

3/
Read 6 tweets

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