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

Aug 12
Pres Zelenskyy of Ukraine just made an interesting statement:

"Let me give an example from yesterday, roughly like this: the Russians suffer about a thousand losses per day — that’s 500 killed and 500 wounded.

1/
I’m not even counting the 10 prisoners and so on. More precisely, 968 losses for Russia: 531 killed, 428 wounded, and 9 captured.

We had 340 losses in one day: 18 killed, 243 wounded, and 79 missing in action," he said."

2/
500 Russian KIA versus 18 Ukrainian KIA is a 29.5 to one ratio in favor of Ukraine.

Total Russian casualties of 1,000 versus 340 Ukrainian is a 2.9 to one ratio in favor of Ukraine.

3/
Read 5 tweets
Aug 12
Actually, the Soviet Union in the "Great Patriotic War" did suffer worse casualties and win.

It is that fact which powers the "Russian WW2 exceptionalism" myth that Putin used to zombify Russians over 20 years to make suicidal assaults over and over again.

1/
I said something like what Chuck just said about Russian casualties in July 2024.

Chuck now, like I did then, underestimates how powerful cultural conditioning is in making armies able to take horrific losses and continue.

2/
As long a Putin's propaganda keeps Russians believing they are winning by taking miniscule slivers of Ukrainian land.

The Russians will keep coming.

It doesn't mean Russia will win. It means Russia is paying a disproportionate blood debt which will have to be paid.

3/
Read 17 tweets
Aug 11
The map below underlines a real innumeracy issue with lots of Western analysts of Ukraine's OWA drone strategic bombing campaign.

BLUF: 40,000/52 weeks is ~769 Ukrainian OWA drones launched a week on average for the whole year.

Ukrainian OWA Drone🧵
1/
Historic war mobilization production curves are heavily back loaded.

That is, the production rates of B-17's and B-24's bombers in the 3rd quarter of 1943 versus the 3rd quarter of 1944 showed a much higher production rate in late 1944.

2/ Image
Image
We are mid-way through the 3rd quarter of the 2025 where Ukraine's OWA drone annual production goal was 40,000.

Ukraine should be around 850-950 OWA drones a week in August 2025 and will be close to 1,200 a week in the 4th qtr. of the 2025.

3/
Read 5 tweets
Jul 31
"Russian exceptionalism"⬇️

The Russians see themselves as immune to the consequences of their own actions.

The previous case studies in this were the Nazis and Imperial Japanese in WW2.

1/
Both polities had monumental hubris, the conviction that all was permitted, and that they were invincible.

The committed Nazis still believed they were winning in March-April 1945.

Japanese 'Yamato-damashii' beliefs took nukes to break.

2/ Image
Image
This Russian exceptionalist belief in the immunity to the consequences of their own actions is also why the Russians continue their insane suicidal assaults.

3/3 Image
Read 4 tweets
Jul 29
What is interesting for me is that the pre-2022 Western intelligence assessments of the Russian Army credited it with lots of tactical pipelines to move fuel.

Those would be far more useful in moving water than trucks...yet...where are they?

1/
These pipelines seem to have fallen into that same logistical 'assume they exist but don't' black hole as Russian truck D-rings & pallets, tactical truck trailers, and Russia's "superior" tooth to tail ratio that acts more like 1863 Union Army where...

2/
..."every soldier is a logistical manual laborer when not in combat".

Water is heavy. Pipelines are more efficient that trucks. Yet all we are seeing is Russian water trucks?

Who stole the Russian Army tactical pipelines? Or were they nothing but disinformation?

3/3
Read 4 tweets
Jul 29
Russia is showing signs of being at "end run production."

It has run out of serious motor transport & even the smallest scale we are seeing kludged together trailers to make ends meet.

Note also: Water bottles & potatoes are the high priority transport items⬇️

End run🧵
1/
While we are getting Western intelligence assessments that continue to point out Russia's vast increases in production of military materiel, especially tanks, IFVs and APCs (from the same people who claimed Russia would over run Ukraine in 3-to-5 days)

2/
...claiming Russia is "obviously winning."

We are at the same time seeing economic signs of Russian "End Run Production."

The Russian wartime economy is functioning hand to mouth with oil sales revenues because all of the foreign exchange reserves are spent or frozen.

3/
Read 11 tweets

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