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

Apr 29
This passage:

"Lebanese security forces reportedly seized 1 truck last June carrying 5,000 explosive drones..."

...is the heart of why I say that the US Army & USMC ground troops will bleed heavily in their first real drone war.

Drone War🧵
Each of those 5,000 Hezbollah drones is individually far more lethal than a dumb 155mm shell, and a 5-ton truck can carry only 176 of them.

Each of those 5,000 drone can kill a truck carrying those 176 shells.

2/ Image
You simply can't hide from drones like you can from a shell.

It will follow you inside hard cover with a thermobaric warhead.

There is no safe space on the battlefield unless you build one with fishing nets and drone jammers.
3/ Image
Read 6 tweets
Apr 29
I'm tempted to say the difference between military flag ranks who are competent at 2026 peer to peer warfare, and those who are not, is the understanding and application of attritional loss curves to combat loss rates, electronic warfare and logistics.

Professional military education (PME)🧵
1/Image
The set of curves I had an AI produce for me above have been used for air warfare many times starting at the end of WW2, in the USSBS after WW2 and by many classic RAND airpower studies from the 1950's to 1980's.

2/ Image
All post 9/11/2001 Western flag ranks are counter-insurgency (COIN) trained & experienced.

They have no gut feel at all to statistical attrition models at all.

These "COIN-head" flags may prove to be highly resistant to changing this. Which is required to deal with drones.
2/Image
Read 14 tweets
Apr 27
The effectiveness of drones is directly affected by the electronic warfare competence of the drone users.

The fact that the US Army defenestrated every EW practitioner in the 2000's and has compete "EW virgins" as flag rank leadership means it will fail with mass casualties in its first major drone war combat.
1/3
A US Army serious about drone warfare would:

- Rebuild the full EW enterprise with organic division-level EW battalions and real exercises.

- Embed EW jamming into all combat branches (not MI-only).

- Shift to gun/autocannon dominant combined-arms counter-drone doctrine.

2/3
- Require FAA drone pilot + Ham radio licenses for flag ranks to build drone domain literacy.

None of these four reforms will happen until after US Army soldiers are deep in both defeat and buckets of blood.

3/3
Read 4 tweets
Apr 26
It is extremely unlikely that this shooter acted alone given the following:

1. Reports are the guns were cached disassembled in a black bag, in a room outside the secured Secret Service perimeter.

2. The room the guns were cached in didn't have television surveillance.

🧵
1/
3. The shooter arrived at the hotel the day before the event.😯

4. TSA rules require firearms to be transported in checked baggage, unloaded, and locked in a hard-sided container, declared to the airline at check-in.

2/
5. Local DC law requires firearms in vehicles to be inaccessible from the passenger compartment and unloaded.

6. Washington DC is not a "safe passage" jurisdiction for non-residents without a license. The shooter lacked this license.

3/
Read 10 tweets
Apr 14
USN flag ranks & their staffers have been fighting the idea of distant economic blockade of China tooth an nail as a response to China invading Taiwan for 30 years.

They really don't want a recent precedent of a successful blockade...

1/3
...to prevent their Carrier fleet Pickett's charge into the South China Sea.

Specifically distant blockade as a strategy against China makes having/regaining 100 Cold War era

2/3 Image
Image
Image
...frigates and destroyer tenders supporting them on distant blockade stations outside the 2nd Island chain, "budget relevant" for a military strategy of conducting three years of blockade enforcement.

3/3 Image
Image
Read 4 tweets
Apr 14
The high death rate of Russian troops due to a lack of casualty evacuation was highly visible in March-September 2022.

I've documented this consistently, repeatedly and at great technical depth.

Russia Strong "slopaganda" has buried it over and over.

1/
I was calling out two dead for every three Russian wounded in Sept 2022 as the more realistic Russian casualty ratio in Ukraine because it was taking more than 24 hours to get to the equivalent of a battalion aid station.

2/3
I asked @grok to summarize my receipts on Russian casualty ratios since February 2022, which are clipped below:

3/3 Image
Read 4 tweets

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