Building the Network of Now: A Practical Guide to Defense Network Modernization
The answer isn’t ripping and replacing everything—it’s creating what I call the “Network of Now” through intelligent, incremental modernization.
The Current Reality Check
Let’s be honest about where we are. Critical defense systems still in use are written in COBOL or FORTRAN, and operating decades-old hardware remains a critical aspect of overall defense operations. Meanwhile, we’re trying to deploy AI/ML capabilities for missile defense and integrate space-based sensors that generate terabytes of data per second. It’s like trying to stream 4K video through a dial-up modem.
The traditional approach—complete system replacement—isn’t just expensive; it’s dangerous. These legacy systems work. They’re battle-tested. What we need is a bridge between what we have and what we need.
Step 1: Embrace Hybrid Architecture (Not Replacement)
The Strategy: Create abstraction layers that enable old and new systems to communicate without requiring wholesale replacement.
Why This Works: Financial services faced this exact challenge. Banks still run COBOL systems that process trillions of transactions, yet they offer mobile apps with real-time AI fraud detection. They achieved this through API gateways and microservices that wrap legacy functionality in modern interfaces.
For defense, this means creating a “Legacy Integration Office” within each Program Executive Office. These teams would develop standard APIs that expose legacy system data without touching the core code. Think of it as putting a universal translator between systems speaking different languages.
The Reasoning: Risk mitigation. By keeping stable legacy systems running while adding modern capabilities around them, we maintain operational continuity while gaining new functionality. It’s evolution, not revolution.
Step 2: Liberate the Data First
The Strategy: Before modernizing systems, modernize data access. Extract information from legacy silos into modern data lakes where AI/ML can use it.
Why This Works: Data is the ammunition for modern warfare. A missile defense system needs to correlate information from hundreds of sensors in milliseconds. If that data is locked in COBOL systems accessible only through batch processes, we’ve already lost.
The approach is straightforward: build extraction pipelines that continuously copy data from legacy systems into modern repositories. The legacy systems continue to run unchanged, but their data is now available for advanced analytics.
The Reasoning: Data liberation is a low-risk, high-reward approach. It doesn’t require changing operational systems, yet it enables transformational capabilities. It’s like installing a window in a bunker—you don’t compromise the structure, but suddenly you can see outside.
Step 3: Overlay Modern Networks (Don’t Replace Infrastructure)
The Strategy: Use software-defined networking to create virtual modern networks on top of existing infrastructure.
Why This Works: Telecommunications providers faced similar challenges transitioning from circuit-switched to packet-switched networks. They couldn’t replace everything overnight, so they built overlay networks that gradually took over traffic.
For the DoD, this means implementing dual-stack operations that support both IPv4 and IPv6, deploying translation gateways at network edges, and utilizing Software-Defined Networking (SDN) to create flexible, programmable networks regardless of the underlying hardware.
The Reasoning: Network infrastructure is expensive and mission-critical. By overlaying modern capabilities, we can achieve next-generation functionality without the risk and cost of physical replacement. It’s like adding express lanes to an existing highway rather than building an entirely new road.
Step 4: Deploy AI/ML as a Force Multiplier (Not a Replacement)
The Strategy: Implement AI/ML capabilities as “sidecar” services that augment human decision-making rather than replacing existing systems.
Why This Works: The most successful AI implementations enhance rather than replace. Consider how Tesla’s autopilot assists drivers rather than replacing them. For defense applications, AI should provide decision support, pattern recognition, and predictive analytics while humans retain ultimate control.
Start with non-critical applications, such as predictive maintenance, and progress to logistics optimization. Then, carefully move into operational support. Each step builds confidence and capability.
The Reasoning: Trust is earned incrementally. By demonstrating AI’s value in low-risk areas first, we establish the organizational confidence necessary for mission-critical applications. It also allows us to develop the human-machine teaming skills essential for future warfare.
Step 5: Reform Acquisition to Incentivize Modernization
The Strategy: Develop new contract vehicles that reward incremental improvements and facilitate continuous modernization.
Why This Works: Traditional defense contracts assume a fixed end-state. But modernization is a journey, not a destination. We need “Modernization as a Service” contracts that pay for outcomes—reduced latency, increased availability, improved security—rather than specific technologies.
Include provisions for sole-source bridges during transitions, rapid acquisition for integration tools, and shared savings models where contractors benefit from the efficiency improvements they create.
The Reasoning: Current acquisition regulations were designed for hardware procurement, not software evolution. By aligning incentives with modernization goals, we motivate the industry to invest in creative solutions rather than protecting incumbent positions.
Step 6: Organize for Success
The Strategy: Create dedicated modernization leadership with real authority and budget control.
Why This Works: Modernization efforts typically fail due to organizational antibodies—the people and processes that resist change. By establishing a Chief Modernization Officer with budget authority and creating cross-functional teams, we ensure a sustained focus and allocation of resources.
Equally important is workforce development. The weapon systems based on either COBOL or FORTRAN aren’t just obsolete—they are also poorly documented. Partner with modern developers to capture that knowledge while building new systems.
The Reasoning: Technology problems are people’s problems. Success requires changing culture, incentives, and organizational structures. Without this human element, even the best technical solutions will fail.
The Path Forward: Start Now, Start Small, Scale Fast
The Network of Now isn’t about having the newest technology everywhere—it’s about making our current capabilities work together while building tomorrow’s foundation. Every day, we delay makes the challenge harder and our adversaries stronger.
Start with pilot programs that demonstrate value. Pick a single critical system and show how modern integration can enhance its capabilities without replacement. Use that success to build momentum for broader initiatives.
The Golden Dome missile defense system exemplifies why this matters. We can’t wait for perfect infrastructure to defend against hypersonic threats. We need to leverage what we have while building what we need. That’s the essence of the Network of Now—pragmatic modernization that delivers capability today while preparing for tomorrow.
The question isn’t whether to modernize—it’s how to modernize intelligently. By following this roadmap, we can transform defense networks from liability to advantage, ensuring our warfighters have the tools they need when they need them.
June 15, 2025 1 Comment
Space Industry Weekly: Political Turbulence Meets Technical Triumphs
Team, here is my review of the weekly space industry roundup. It has been an interesting week, marked by everything from high-level political drama to groundbreaking technical achievements. Let me break down what’s been happening in our rapidly evolving space sector.
The SpaceX Dependency Dilemma
This week, the elephant in the room has been the ongoing political clash between President Trump and Elon Musk, prompting everyone to ask tough questions about our national dependency on SpaceX. Whether you love it or hate it, the reality is stark: SpaceX has become the backbone of American space capabilities. They’re our only means of transportation to the ISS, dominate national security launches, and Starshield has become essential to DoD operations.
Byron Callan from Capital Alpha Partners put it best when he noted that while other contractors could step in, matching SpaceX’s scale and efficiency would be a massive challenge. The irony here is thick — we went from worrying about ULA’s monopoly to being over-reliant on a single company outpacing global competitors. It’s a good problem to have, but it’s still a problem.
Jared Isaacman’s Lost Vision
Speaking of political casualties, we examined what could have been with Jared Isaacman’s plans for the NASA administrator. After his nomination was pulled in the Trump-Musk fallout, Isaacman shared his 100-page blueprint for transforming NASA. His vision? Cut the bureaucratic bloat, accelerate Artemis II to December 2025, boost ISS utilization from a 3‑person crew every 8 months to a 7‑person crew every 4 months, and push hard into nuclear electric propulsion.
The guy was even planning to donate his salary to Space Camp scholarships. Now, NASA is stuck with an acting administrator taking orders from OMB while we wait months for a new nominee. This missed opportunity highlights how political risk now rivals technical risk in our industry.
Money Moves and Market Momentum
Despite the political chaos, the investment community remains optimistic about the space. Voyager Technologies’ IPO was the story of the week — they priced at $31, opened trading, and boom — shares shot up over 80% to close at $56.48. That’s a $3.8 billion valuation and a strong signal that investors see opportunity in the defense-space nexus.
Other notable funding rounds:
- Muon Space raised $44.5M in a Series B extension and acquired propulsion startup Starlight Engines
- Aethero secured $8.4M for space-based computing systems
- Quantum Space pulled in $40M as it pivots toward national security applications
Technical Achievements and Setbacks
On the technical front, we saw some impressive demonstrations. Arkadia Space has proven that its green propulsion system works as advertised in orbit, utilizing hydrogen peroxide instead of the toxic hydrazine. This isn’t just about being environmentally friendly — it’s about cost. Filling a tank with hydrazine can run $2 million; Arkadia did it for under $57,000.
Northrop Grumman has integrated robotic arms onto its Mission Robotic Vehicle, setting the stage for a 2026 launch that could revolutionize satellite servicing in Geosynchronous Earth Orbit (GEO). Think of it as bringing the gig economy to space—one vehicle doing everything from refueling to repairs to hosting payloads.
However, not everything went smoothly. The Ax‑4 private astronaut mission was delayed indefinitely due to a leak in the liquid oxygen system of the Falcon 9 first stage. NASA is also dealing with ongoing ISS air leak issues in the Russian module, adding another layer of complexity to station operations.
Legislative and Policy Updates
Congress is showing bipartisan support for space, but with some interesting nuances. The House Appropriations Committee proposed boosting Space Force funding to $28.9 billion—about 10% above the White House request. Both parties agree that cutting Space Force is bad, but they’re split on Golden Dome missile defense, with Republicans pushing hard while Democrats want more technical details.
Two new space bills hit the Senate:
- The Quad Space Act would boost space cooperation among the US, Japan, India, and Australia
- The Secure Space Act would block satellite licenses for foreign companies posing security threats
Looking Ahead
The space industry continues to transform from a government-dominated to a commercially driven sector, but this week showed us that political considerations remain paramount. Companies succeeding in this environment need more than good technology — they must navigate Washington’s turbulence.
Key trends I’m watching:
- The push for launch alternatives to SpaceX is intensifying, but progress remains slow
- Defense applications are driving investment and innovation
- International partnerships are becoming critical for both commercial and security reasons
- Supply chain issues, particularly for optical communications terminals, continue to plague major programs
Bottom Line
We’re at an inflection point where political instability could threaten American space leadership. The good news is that the commercial sector continues to innovate, investors remain confident, and technical capabilities continue to advance. The challenge is ensuring that political drama doesn’t derail the momentum we’ve built.
June 15, 2025 Leave a comment
Space Industry Weekly: Chaos, Crashes, and Critical Contracts Define Turbulent Week
The space industry experienced one of its most tumultuous weeks in recent memory last week, marked by political upheaval at NASA, failed lunar missions, and massive defense contracts that signal a fundamental shift in how the United States approaches space security.
Political Turmoil Rocks NASA Leadership
The most shocking development came from the White House’s abrupt abandonment of Jared Isaacman as NASA administrator nominee. After proposing record-breaking cuts that would reduce NASA’s budget to pre-space age levels (adjusted for inflation), President Trump pulled Isaacman’s nomination, citing concerns about “complete alignment” with his America First agenda.
According to sources, this wasn’t about the budget cuts—it was internal politics. Isaacman’s past donations to Democratic candidates became ammunition for Musk’s rivals within the administration, leading to his sudden dismissal. The chaos escalated Thursday when a public feud between Musk and Trump included threats to cancel SpaceX contracts and decommission Dragon spacecraft, though both sides quickly walked back these statements.
The administration is now considering retired Air Force Lt. Gen. Steven Kwast as a replacement, but this leadership vacuum comes at a critical time. NASA faces proposed cuts of $12 billion in stranded investments, the cancellation of 41 scientific projects (including 19 active missions), and plans to run the ISS with a skeleton crew through 2029.
Golden Dome: America’s $500 Billion Space Defense Gamble
While NASA struggles, the Defense Department is pushing forward with Golden Dome, the ambitious missile defense initiative that’s absorbing existing programs and raising concerns about a new arms race. BAE Systems secured a $1.2 billion contract to build 10 missile-tracking satellites for the Resilient Missile Warning Tracking Epoch 2 program, with delivery scheduled for 2029.
The technical challenges are immense. As Amentum executives noted, creating a unified “system of systems” that integrates space sensors, ground radars, and other data sources for real-time decision-making represents one of the most complex integration challenges in the history of defense. The cancellation of DoD’s planned industry day this week only adds to the uncertainty surrounding the program.
Democrats on the House Armed Services Committee expressed serious concerns, with Rep. Seth Moulton warning that Golden Dome could be “a massive waste of taxpayer dollars” if adversaries develop countermeasures. China, Russia, and North Korea have all criticized the project, with China claiming orbital interceptors violate the Outer Space Treaty. (Author’s Note: I recommend that Rep. Moulton subscribe to the Integrity ISR newsletter to better understand international threats before making bold claims.)
Commercial Sector Shows Resilience Amid Government Chaos
Despite government turmoil, the commercial sector demonstrated remarkable momentum. Impulse Space’s $300 million Series C funding round stands out as a vote of confidence in the future of in-space transportation.
The company plans to leverage its Helios spacecraft for a range of applications, from GEO rideshare services to lunar missions, potentially increasing payload capacity to the Moon by a factor of ten compared to current Commercial Lunar Payload Services (CLPS) missions.
The Space Force’s $4 billion contract to Jacobs Technology for launch range upgrades represents a paradigm shift in infrastructure funding. For the first time, commercial launch providers can directly pay for services and upgrades rather than relying on government funding. This market-driven approach could accelerate modernization at both Eastern and Western ranges.
Lunar Ambitions Meet Harsh Reality
Thursday’s crash of iSpace’s RESILIENCE lander serves as a sobering reminder of the challenges facing commercial lunar exploration. This was the second consecutive failure for the Japanese company, caused by a laser rangefinder issue that prevented proper deceleration, resulting in a 30% drop in stock price and raising questions about the viability of low-cost lunar missions.
CEO Takeshi Hakamada’s stoic response at the press conference—refusing to show emotion despite the setback—exemplifies the determination required in this high-risk industry. But with only Firefly achieving a successful landing among this year’s commercial attempts, the path to routine lunar access remains steep.
Industry Responds with New Advocacy
Recognizing the need for unified action, the Commercial Space Federation launched its Space Supply Chain Council (S2C2) this week. With founding members spanning logistics, subsystems, and manufacturing, the council aims to educate Washington on how policy decisions impact the broader space ecosystem—not just prime contractors.
This couldn’t come at a more critical time. New 50% tariffs on steel and aluminum are driving up costs for rocket and satellite manufacturers, while proposed budget cuts threaten to render billions of dollars in prior investments obsolete.
Looking Ahead: Uncertainty and Opportunity
As we close out last week, several critical developments loom:
- The European Commission’s expected approval of the SES-Intelsat merger by June 10
- Hydrosat’s VanZyl‑2 thermal imaging satellite launch on SpaceX’s Transporter-14
- Congressional action on Sen. Ted Cruz’s proposal to restore $10 billion to NASA’s budget
- The ongoing search for a new NASA administrator
The disconnect between rhetoric about space as a critical domain and actual budget allocations has never been starker. The Space Force faces a $2.7 billion cut even as officials tout the need for resilient capabilities against China and Russia.
For those of us analyzing opportunities in this sector, the message is clear: commercial innovation will need to fill the gaps left by government retrenchment. Companies that can deliver capabilities faster and cheaper than traditional contractors will find eager customers in both civil and defense markets.
The space industry has always been about managing risk and uncertainty, and last week proved that political risk may now be the greatest challenge of all. As we navigate these turbulent times, one thing remains certain—the companies that survive and thrive will be those that can adapt quickly to rapidly changing circumstances, whether technical, financial, or political.
June 11, 2025 Leave a comment
Golden Dome Initiative Takes Shape: $175B Missile Defense Shield Faces Technical and Political Hurdles
President Trump’s ambitious Golden Dome missile defense initiative gained momentum this week with the announcement of a $175 billion price tag and the appointment of Space Force General Michael Guetlein to lead the project. However, new analysis suggests the program faces significant technical, financial, and political challenges that could impact its three-year timeline.
Leadership and Timeline Announced
During a May 20 Oval Office briefing, President Trump unveiled key details about the Golden Dome program, naming Gen. Michael Guetlein, Vice Chief of Space Operations, as project lead. The administration claims the system will be “fully operational” by the end of Trump’s term – an aggressive timeline that experts say will require a phased approach.
“It is time that we change that equation and start doubling down on the protection of the homeland,” Guetlein stated during the announcement, calling the missile defense project a “bold and aggressive approach” to counter emerging threats like cruise missiles and hypersonics.
Cost Estimates Vary Widely
While Trump pegged the program at $175 billion, a Congressional Budget Office report released May 5 suggests costs could range from $161 billion to $542 billion. Some officials, including Montana Senator Tim Sheehy, have warned that the final price tag could reach into the “trillions.”
The program’s initial funding would come from a $25 billion allocation in the Republican reconciliation bill, though that legislation currently faces internal GOP opposition in the House.
System Architecture: A “System of Systems”
Golden Dome won’t be a single defensive system but rather a complex integration of multiple technologies:
- Ground-based sensors and radars
- Space-based sensors and tracking systems
- Terrestrial interceptors
- Space-based interceptors capable of boost-phase interception
- Integrated command and control systems
The inclusion of space-based interceptors marks a significant departure from current U.S. missile defense architecture and represents the program’s most technically challenging aspect.
Critical Spectrum Battle Threatens Program
A major threat to the Golden Dome emerged this week as Congress debates auctioning off the 3.10–3.45 GHz spectrum band – what the DoD calls the “Goldilocks zone” for missile defense radars. A new Center for Strategic and International Studies (CSIS) report warns that opening this spectrum to commercial 5G networks would jam critical defense systems, including:
- Navy’s Aegis SPY radar family
- Army’s TPQ-53
- Marine Corps’ Ground/Air Task-Oriented Radar
- Space Force’s Long-Range Discrimination Radar
“To steal a phrase from children’s literature, selling off the low 3 band is a terrible, horrible, no good, very bad idea,” said Tom Karako, director of the CSIS Missile Defense Project.
Industry Competition Heats Up
The administration emphasized that Golden Dome contracts would be open to companies of all sizes. Senator Dan Sullivan noted that both traditional defense contractors, such as Lockheed Martin and Raytheon, as well as “new defense tech companies” offering lower-cost solutions, would compete for work.
“What’s exciting about this is it makes it available to everybody to participate, to compete. Big companies, mid-sized companies, small companies,” said Senator Kevin Cramer during the briefing.
SpaceX has reportedly emerged as a frontrunner for space-based components, raising ethics concerns among Senate Democrats about Elon Musk’s influence on the program. (Author’s Note: This is before an X (Twitter) heated exchange between President Donald Trump and Elon Musk).
International Partnership and Strategic Implications
Canada has expressed interest in joining the Golden Dome initiative, with Trump stating they would “pay their fair share” to participate. This partnership could extend the defensive shield beyond U.S. borders. (Author’s Note: Canada is already deeply involved in the defense of North America through its relationship with North American Aerospace Defense Command (NORAD). The relationship will be an extension of this.)
The program builds on lessons learned from Ukraine’s successful use of commercial satellite systems during the 2022 Russian invasion. Gen. Stephen Whiting, commander of U.S. Space Command, recently highlighted how Ukraine’s experience demonstrated that even nations with limited space infrastructure can leverage commercial space capabilities during conflict.
Challenges Ahead
Beyond funding and technical hurdles, Golden Dome faces several critical challenges:
- Technical Integration: Stitching together diverse systems into an effective defensive shield
- Arms Control Concerns: Critics warn that the system could destabilize the nuclear deterrence doctrine
- Spectrum Protection: Ongoing Congressional battles over spectrum allocation
- Timeline Feasibility: Three-year operational goal considered highly ambitious
Looking Forward
As MDA prepares for this massive undertaking, the cancellation of the COMETS program and postponement of the June Golden Dome summit suggest the agency is reassessing its acquisition strategy. The emphasis on commercial solutions, highlighted in Executive Order 14271, may drive a new approach to developing and fielding these capabilities.
For defense contractors, the Golden Dome initiative represents both an unprecedented opportunity and a complex challenge requiring innovative approaches to system integration, commercial technology adoption, and rapid capability development.
The success of Golden Dome will ultimately depend on Congress protecting critical spectrum, securing adequate funding, and the defense industrial base’s ability to deliver revolutionary capabilities on an accelerated timeline. As one industry analyst noted, while skeptical that an “impervious continental missile defense shield is feasible,” Golden Dome serves as an “important catalyst to develop and field critical space-based capabilities.”
June 11, 2025 Leave a comment
MDA Partnership with Space Force for Golden Dome

Since my MDA’s LinkedIn post about the Missile Defense Agency (MDA) sparked a conversation, it also led to a larger discussion about the MDA partnership between the U.S. Space Force (USSF) and U.S. Space Command (USSPACECOM). For the Golden Dome for America initiative, the Missile Defense Agency (MDA) would likely partner with both USSF and USSPACECOM, but for different reasons based on their distinct roles and responsibilities. Here’s how the partnerships would align:
MDA Partnership with Space Force
Why Space Force?
- Capability Development: The Space Force is responsible for organizing, training, and equipping space forces, which includes developing and maintaining space-based assets, such as satellites, sensors, and communication systems.
- Technology Integration: The Space Force would provide the necessary infrastructure and expertise to integrate space-based sensors and communication systems into the Golden Dome architecture.
- Space-Based Interceptors (SBI): If Golden Dome includes space-based interceptors, the Space Force would likely play a crucial role in operating and maintaining these systems once they are deployed.
Key Areas of Collaboration:
- Satellite Operations:
- Space Force operates missile warning satellites and other space-based sensors that would feed data into Golden Dome’s command and control systems.
- Space Domain Awareness:
- The Space Force tracks objects in space, ensuring the safety and functionality of the Golden Dome’s space-based assets.
- Research and Development:
- The Space Force could collaborate with MDA on advanced technologies, such as artificial intelligence (AI), machine learning (ML), and digital engineering, for space-based systems.
MDA Partnership with Space Command
Why Space Command?
- Operational Execution: Space Command is tasked with planning and executing military operations in the space domain, which includes missile warning, missile defense, and space-based operations.
- Multi-Domain Integration: Space Command ensures the integration of space capabilities into joint operations across all domains, including land, sea, air, cyber, and space.
- Defensive Operations: Space Command would oversee the operational use of Golden Dome’s space-based assets to detect, track, and intercept threats.
Key Areas of Collaboration:
- Missile Warning and Tracking:
- Space Command would use data from space-based sensors (operated by Space Force) to provide real-time missile warning and tracking for Golden Dome.
- Command and Control (C2):
- Space Command would integrate Golden Dome’s space-based capabilities into broader missile defense operations, ensuring seamless coordination with other combatant commands, such as U.S. Northern Command (NORTHCOM) and U.S. Indo-Pacific Command (INDOPACOM).
- Operational Defense:
- Space Command would oversee the day-to-day operations of Golden Dome’s space-based assets, ensuring they are ready to respond to threats.
How MDA, Space Force, and Space Command Work Together
MDA’s Role:
- Develops and tests Golden Dome systems, including interceptors, sensors, and command and control infrastructure.
- Transfers mature systems to operational entities (e.g., Space Force or Space Command).
Space Force’s Role:
- Provides the space-based infrastructure (satellites, sensors, communication systems) needed for Golden Dome.
- Operates and maintains space-based assets once fielded.
Space Command’s Role:
- Uses the capabilities provided by Space Force and MDA to conduct real-time operations.
- Integrates Golden Dome into multi-domain operations and coordinates with other combatant commands.
Example Scenario: Golden Dome in Action
- Space Force Contribution:
- Operates missile warning satellites that detect a ballistic missile launch.
- Provides tracking data to Golden Dome’s command and control system.
- MDA Contribution:
- Develops the interceptor system that is launched to neutralize the threat.
- Provides the integrated architecture that connects sensors to shooters.
- Space Command Contribution:
- Executes the operational response, coordinating with other combatant commands to ensure the missile is intercepted and the threat neutralized.
Conclusion
MDA would partner with Space Force for capability development and infrastructure, and with Space Command for operational execution. Both partnerships are essential for the success of Golden Dome, as it requires:
- Space Force’s expertise in building and maintaining space-based assets.
- Space Command’s expertise in using those assets to conduct real-time operations.
This collaboration ensures that Golden Dome can provide a layered defense against threats across all domains—land, sea, air, space, and cyberspace.
For the BD/Capture Audience
The SHIELD is going to an $151B IDIQ, and the GOLDEN DOME, as of yet, has not gotten a dollar amount assigned; I am going to bet that the GOLDEN DOME will fall under SHIELD, along with other Space Force and MDA opportunities. For the Federal Service Integrator (FSI) community, many of you align your MDA efforts to the 4th Estate Book of Business versus Space. Let’s start partnering Account Executives together and treating it as one Book of Business.
June 4, 2025 Leave a comment
May 2025 Space Update
The space industry is experiencing one of the most transformative periods I’ve witnessed in my years in technology and defense. As someone who’s spent considerable time analyzing market dynamics and strategic opportunities, I can tell you that what we’re seeing today isn’t just incremental progress — it’s a fundamental reshaping of how we approach space operations, national security, and commercial opportunities beyond Earth’s atmosphere.
Over the past 30 days alone, we’ve seen game-changing acquisitions, critical government funding battles, and technological breakthroughs that would have seemed like science fiction just a decade ago. From SpaceX’s relentless push toward Mars to the Space Force’s struggle for adequate funding amid growing threats, the landscape is shifting rapidly. And here’s what matters for those of us in the business: these changes are creating unprecedented opportunities for companies that can move fast and think strategically.
Launch Activity & Technology
SpaceX Starship Progress: SpaceX conducted its ninth Starship test flight, marking the first reuse of a Super Heavy booster. While the vehicle reached space successfully, it experienced propellant leaks and attitude control issues, resulting in an uncontrolled reentry. The company is pushing hard toward a Mars mission in late 2026, reallocating resources from other programs, such as the Dragon program, to accelerate Starship development.
GPS Constellation Updates: The Space Force has ordered two additional GPS 3F satellites from Lockheed Martin for $509.7 million, with delivery scheduled for 2031. Additionally, GPS 3 SV08 was launched on an accelerated timeline to address growing concerns about electronic interference.
International Launch Developments:
- China launched its first asteroid sample return mission, Tianwen‑2, targeting the asteroid Kamoʻoalewa
- Chinese startup Sepoch successfully tested its reusable rocket with a 2.5km hop test
- South Korea’s Unastella performed the country’s first private launch
Major Acquisitions & Investments
Rocket Lab’s Strategic Move: Rocket Lab acquired Geost for $275 million, gaining electro-optical and IR sensor payload capabilities. CEO Peter Beck positioned this as a key step toward becoming a “disruptive, nontraditional prime” defense contractor.
Other Notable Deals:
- Northrop Grumman invested $50 million in Firefly Aerospace for their new Eclipse launch vehicle
- MDA Space announced plans to acquire Israeli satellite chipmaker SatixFy for C$387M
- Aetherflux raised a $50M Series A for space-based solar power
- EnduroSat secured $49M to scale satellite production to 60 units per month
Government & Policy Developments
Space Force Challenges: Gen. Chance Saltzman continues to advocate for increased funding, highlighting that despite growing threats from Russia and China, the Space Force received $28.7 billion for FY2025, $300 million less than the previous year. The service is also losing 14% of its civilian workforce due to federal reduction efforts.
Intelligence Coordination: The Space Force and the National Geospatial-Intelligence Agency (NGA) signed an agreement to clarify roles in satellite-based intelligence delivery, addressing longstanding turf wars. The TacSRT program has emerged as a key tool for rapid access to commercial imagery.
Golden Dome Initiative: The missile defense program continues to generate controversy, with both Chinese and North Korean officials expressing concerns about potential implications for a space arms race.
Commercial Sector Highlights
Satellite Communications:
- Lithuanian startup Astrolight closed €2.8M for laser communications network development
- Viasat continues struggling against Starlink competition, with its market cap down 78% over the past five years
- SpaceX reportedly offered Apple a $5 billion exclusive Starlink deal, which Apple declined
Earth Observation & Intelligence:
- Growing demand for space-based maritime surveillance to counter illegal fishing and spoofing
- New wildfire detection constellations from Muon Space and OroraTech
- Spire emerged from financial difficulties with new leadership and a government focus
Infrastructure & Sustainability
Lunar Development: Sierra Space has secured a $3.6 million NASA contract to study inflatable habitat technology for lunar bases, focusing on the challenging lunar environment, including sharp regolith and gravity considerations.
Space Debris Concerns: The UN released “When the Sky Falls,” a guide for nations dealing with falling space debris, as reentry events become more common with 261 launches and 2,437 satellites registered in 2024.
Launch Site Planning: Space Florida is developing a master plan for Cape Canaveral to manage projected growth, with a goal of 130 launches by 2025, addressing infrastructure limitations.
Looking Ahead
Key trends emerging include:
- Increased focus on resilient military space capabilities
- Growing international competition, particularly from China
- Shift toward commercial solutions for government needs
- Rising importance of space sustainability and debris management
- Continued pressure on traditional satellite operators from LEO constellations
The industry continues to undergo rapid evolution, marked by record investment levels, technological breakthroughs, and expanding military applications. However, budget constraints and workforce challenges persist as ongoing concerns for government programs.
June 3, 2025 Leave a comment
Breakdown of Q1 2025 Space Activities
The first quarter of 2025 has proven to be a watershed moment in the space industry, marked by groundbreaking achievements and sobering setbacks. From SpaceX’s historic first polar crewed mission to the evolving landscape of satellite communications, the industry continues its rapid transformation. While established players push the boundaries of what’s possible—evidenced by 69 global launch attempts in Q1 alone—newcomers like Isar Aerospace and traditional powerhouses like Blue Origin remind us that the path to space remains challenging. The period has been particularly notable for the shifting dynamics in satellite communications. SpaceX’s Starlink constellation of 7,000+ satellites has forced traditional operators to reimagine their business models while nations from China to the European Union race to establish their space-based internet capabilities. As we witness this acceleration of space activities, it’s becoming clear that the industry is not just evolving—it’s undergoing a fundamental restructuring that will define the next decade of space exploration and commercialization.
- Launch Activities:
- A total of 69 global launch attempts
- SpaceX dominated with 38 launches (36 Falcon, 2 Starship)
- 25 Starlink missions
- 5 commercial launches
- 4 government satellites
- 1 crew launch
- 1 rideshare mission
- Notable setbacks:
- Starship Flights 7 & 8 failures (January and March)
- Falcon 9 booster tip-over incident (March 2)
- Blue Origin’s New Glenn successful maiden flight (despite booster landing failure)
- Rocket Lab: Record 5 Electron launches from New Zealand
- Europe: Successful Ariane 6 commercial mission
- Isar Aerospace’s Spectrum rocket failed on its maiden flight
- Satellite Communications Industry:
- Major disruption from Starlink (7,000+ satellites) and upcoming Kuiper
- Industry shift toward 5G integration
- EU is developing an $11.1B IRIS² constellation
- China launched satellites for the Guowang and Thousand Sails constellations
- Australia canceled a $5B military satellite program
- Notable Missions:
- First-ever polar crewed mission (Fram2) by SpaceX
- Chinese Yaogan constellation reorganization
- Space Force preparing Tetra‑5 and Tetra‑6 satellite refueling experiments
- NASA astronauts completed an extended 9‑month ISS mission
- Commercial Space Developments:
- Airbus purchased 100 Astroscale docking plates
- Gravitics won a $60M Space Force contract for Orbital Carrier
- Increased focus on space debris mitigation and satellite servicing
- Growth in commercial space services for military applications
- International Developments:
- Vietnam-approved Starlink services (limited to 600,000 subscribers)
- European space launch capability showing signs of recovery
- China’s advancing domestic satellite internet capabilities
- Korean Aerospace Association facing talent acquisition challenges
- NASA Astronaut Return
- Astronauts Suni Williams and Butch Wilmore returned after a 9‑month ISS stay
- The mission was extended from the planned 1 week due to Starliner spacecraft issues
- Space Force Activities Q1 2025
- Received $40 million for commercial surveillance, reconnaissance, and tracking services
- Additional funding spread across budget lines for commercial services
- Accelerating efforts for smaller, distributed satellites from non-traditional contractors
CASR Program:
- Launched Commercial Augmentation Space Reserve program
- The first four companies signed agreements on March 1
- Companies’ identities are kept confidential for security
- Initial three-month pilot focusing on space domain awareness
- The program includes “surge” options for crisis scenarios
Satellite Refueling Initiative:
- Preparing Tetra‑5 and Tetra‑6 experiments
- Partnering with Astroscale, Northrop Grumman, and Orbit Fab
- Tetra‑5 scheduled for 2026 launch
- Tetra‑6 planned for 2027
- Aimed at assessing in-space logistics industry viability
Technology Demonstrations:
- Sierra Space demonstrated Resilient GPS (R‑GPS) technology
- Supporting commercial space integration into military networks
- Focus on enhancing space resilience against potential adversaries
Commercial Integration:
- Working through COMSO (Commercial Space Office) to bridge commercial and military needs
- The Front Door program has attracted over 800 vendors
- Emphasis on hybrid space architectures blending government and private-sector capabilities
April 5, 2025 Leave a comment
Changes to the Small Business Administration
As someone who has spent over two decades working with government contractors and small businesses, I want to share my perspective on the announced SBA changes. These shifts represent significant changes in how small businesses interact with the federal government, and we must approach this strategically.
The new SBA directives present both challenges and opportunities, and I want to help you position your business to thrive in this evolving landscape.
I want to break this down into actionable steps that make sense for your business. I’m not here to explain the changes – I want to give you practical, implementable strategies that will work in the real world.
Before we discuss the specific action items, let’s understand what these changes mean for your day-to-day operations and long-term strategy. The key is to be proactive rather than reactive, and I’ll show you exactly how to do that.
Immediate Actions (Next 30 Days):
- Review current SBA loans and assistance programs you’re utilizing
- Document all existing relationships with SBA offices and representatives
- Audit your manufacturing processes and supply chain to align with “Made in America” initiatives
- Begin gathering documentation to meet potentially stricter underwriting standards
- Review your cybersecurity protocols to align with new SBA requirements
Short-term Strategy (60–90 Days):
- Evaluate eligibility for new manufacturing and trade programs
- Assess the impact of 8(a) contracting goal changes (if applicable)
- Prepare for enhanced fraud prevention measures in loan applications
- Review and update business continuity plans
- Consider relocating or establishing relationships with SBA offices in non-sanctuary cities
Long-term Planning (6–12 Months):
- Develop strategies to capitalize on reduced regulations
- Plan for potential AI integration in business operations
- Build relationships with local SBA representatives as they transition to in-person operations
- Review and update business plans to align with new SBA priorities
Key Focus Areas:
A. Financial Preparedness:
- Strengthen financial documentation
- Improve cash flow management
- Prepare for stricter loan requirements
- Maintain detailed audit trails
B. Compliance:
- Ensure all documentation proves U.S. citizenship/legal status
- Review contracts for compliance with new regulations
- Document “Made in America” components of your business
- Maintain clear records of all SBA interactions
C. Technology Integration:
- Upgrade cybersecurity measures
- Prepare for digital interface changes
- Consider AI implementation opportunities
- Improve digital record-keeping
D. Business Development:
- Focus on American-made products and services
- Build domestic supply chain relationships
- Document job creation initiatives
- Maintain clear metrics on economic impact
Recommendations for Implementation:
Create a Compliance Team:
- Assign responsibilities for SBA compliance
- Develop monitoring systems
- Create reporting structures
- Maintain documentation
Financial Planning:
- Review current loans and grants
- Prepare for stricter underwriting
- Build stronger financial controls
- Maintain detailed records
Strategic Alignment:
- Align business goals with new SBA priorities
- Focus on American manufacturing where applicable
- Build domestic supply chains
- Document economic impact
Communication Plan:
- Develop relationships with new SBA contacts
- Create clear communication channels
- Maintain records of all interactions
- Build a network within the local business community
Risk Mitigation:
Document Everything:
- Maintain detailed records
- Create audit trails
- Keep clear financial documentation
- Save all communications
Build Redundancy:
- Develop multiple funding sources
- Create backup supply chains
- Maintain multiple business relationships
- Have contingency plans
Stay Informed:
- Monitor SBA updates
- Join business associations
- Attend SBA meetings
- Network with other businesses
Success Metrics
Compliance:
- Zero violations
- Clean audits
- Updated documentation
- Clear record-keeping
Financial:
- Improved cash flow
- Reduced debt
- Increased profitability
- Better financial controls
Growth:
- Increased revenue
- Job creation
- Market expansion
- Innovation metrics
March 25, 2025 Leave a comment
DOGE Facts
The vitriol and personal attacks by Democrats and left-of-center media regarding Elon Musk’s involvement in the audit of the U.S. government continue to demonstrate intellectual dishonesty because:
Here is the breakdown of the facts:
1. Musk’s role: Musk is part of an auditing team under the Department of Government Efficiency (DOGE), created by a presidential executive order. This team is tasked with identifying waste and inefficiencies in the federal budget.
2. Decision-making authority: Musk’s role is advisory—he can propose budget cuts, but the final decision rests with President Trump
3. Legitimacy: Musk’s appointment is comparable to other non-elected, non-Senate-confirmed officials, such as:
• National Security Advisor: The president directly appoints this high-ranking official without Senate confirmation, who serves as the president’s chief advisor on national security matters.
• White House Chief of Staff: The president appoints this individual without Senate confirmation to manage the President’s schedule, staff, and operations at the White House.
• Director of the Domestic Policy Council: This official oversees the development and implementation of the President’s domestic policy agenda and is appointed directly by the president without Senate confirmation.
• Special Envoys: Many special envoys do not require Senate confirmation. They are appointed by the president or secretary of state to carry out specific international missions.
• Senior Advisors to the President: These advisors work directly with the President on various policy matters and are appointed without Senate confirmation.
4. Historical precedent: U.S. presidents have tapped industry leaders to help implement their vision. For example:
• World War II — William S. Knudsen (FDR Administration):
Knudsen, the president of General Motors, was appointed Director of the Office of Production Management in 1941. He helped mobilize American industry for war production, earning the nickname “Big Bill, the Production Czar.”
• 1950s—Charles E. Wilson (Eisenhower Administration): Wilson, a former president of General Motors, served as Secretary of Defense from 1953 to 1957, showcasing his expertise in large-scale industrial management.
• 1960s — Robert McNamara (Kennedy/Johnson Administrations):
McNamara, president of Ford Motor Company, was appointed Secretary of Defense in 1961 where he brought corporate management techniques to the Pentagon.
• 1970s — George P. Shultz (Nixon Administration):
Shultz, former president of Bechtel Corporation, held several key positions, including Secretary of Labor, Director of the Office of Management and Budget, and Secretary of the Treasury.
• 2000s — Paul H. O’Neill (George W. Bush Administration):
O’Neill, former CEO of Alcoa, served as Secretary of the Treasury in 2001, applying his business acumen to government financial management.
5. Legal basis: USAID was established on November 3, 1961, by Executive Order 10973, signed by President John F. Kennedy [3]. This executive order was issued in response to the Foreign Assistance Act 1961, which Congress had passed to reorganize the U.S. government’s foreign assistance programs.
• Executive Order Authority: Executive orders are directives issued by the President of the United States to manage the federal government’s operations. They have the force of law and can create, modify, or dissolve federal agencies within the executive branch.
• Congressional Reaffirmation: In 1998, Congress reaffirmed USAID as an independent agency, although it continued to operate under the policy guidance of the Secretary of State. This legislation did not remove the President’s authority to reorganize the agency.
• Executive Branch Discretion: While USAID’s existence is backed by legislation, the executive branch retains significant discretion over its organization and operation. The President can issue new executive orders to reorganize USAID, alter its reporting structure, or adjust its operations.
• Precedents for Modification: There have been several reorganizations of foreign assistance programs throughout U.S. history. For example, in 1999, USAID was placed under closer coordination with the State Department, and in 2006, a Director of Foreign Assistance was created to oversee both USAID and State Department assistance programs.
• Limitations: Although the executive branch has broad authority to reorganize USAID, it cannot unilaterally eliminate programs or funding explicitly mandated by Congress. However, it can significantly alter how those programs are administered.
• Potential for Legal Challenges: Any major changes to USAID’s structure or operations could be challenged in court, especially if they appear to contradict congressional intent or established law.
• Budget Considerations: While the executive branch can reorganize USAID, Congress still determines its budget through the appropriations process. Major structural changes would likely require congressional support for funding.
In conclusion,
Criticism of Elon Musk’s involvement in auditing the U.S. government, particularly his role in the Department of Government Efficiency (DOGE), appears to be more rooted in political bias than factual analysis. The appointment of industry leaders to government roles is not unprecedented, and the authority of these roles is often misunderstood.
Musk’s role in DOGE is primarily advisory, with the final decision-making power resting with the President. This is similar to many other high-ranking government positions that do not require Senate confirmation, such as the National Security Advisor and the White House Chief of Staff.
Therefore, the vitriol and personal attacks against divert attention from the substantive issues. It is crucial to focus on the potential benefits of this audit, such as identifying and eliminating waste and inefficiencies in the federal budget. Objectives that should transcend political affiliations
February 24, 2025 Leave a comment
Economic Darwinism: A Deep Dive into the Catalyst for Innovation and Progress
After reading Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger, I was drawn to the concept of Economic Darwinism. This term, coined in the late 19th century, applies the principles of Charles Darwin’s theory of evolution to economic systems and business environments. The core idea is that companies and businesses best adapted to their environment are more likely to survive and thrive in a free market economy. In contrast, those who fail to adapt will struggle and potentially fail. This concept has sparked ongoing debate, with proponents highlighting its role in driving innovation and efficiency, while critics raise concerns about its potential to exacerbate inequality and neglect social responsibility.
At the heart of Economic Darwinism are several key principles:
- Competition: Businesses, like organisms in nature, constantly struggle for limited resources, including customers, market share, and capital. This competition drives them to improve their offerings and operate more efficiently.
- Adaptation: Companies must continually evolve to meet changing market conditions, consumer preferences, and technological advancements. Those that fail to adjust risk becoming obsolete.
- Innovation: Businesses that innovate and improve their products or services gain a competitive edge, attracting customers and securing market placement.
- Survival of the Fittest: The most efficient and effective companies that best utilize resources and meet customer needs tend to survive and grow. In contrast, less competitive ones may struggle or fail.
- Natural Selection: Market forces act as natural selection, weeding out inefficient or outdated businesses and paving the way for new and more efficient entities to emerge.
- Creative Destruction: As new, more efficient businesses emerge, they may displace older, less efficient ones. While sometimes disruptive, this process ultimately leads to economic progress and innovation.
These principles manifest in various ways within the business world. Products and services evolve to meet consumer needs and preferences. Companies that fail to innovate risk losing market share. Industries are constantly in flux, with new entrants disrupting established players and challenging the status quo. This dynamic environment forces businesses to stay agile and adaptable. Companies must explore new technologies, expand into new markets, and develop innovative business models to remain competitive.
While economic Darwinism offers a valuable framework for understanding market dynamics, it’s important to acknowledge its limitations and potential drawbacks. Critics argue that economic systems are far more complex than biological ecosystems, involving human decision-making, cultural factors, and intricate social structures. A purely Darwinian approach may overlook these complexities, leading to policies with unintended consequences. This could lead to exploitative business practices, poor working conditions, and environmental degradation. The “survival of the fittest” mentality can contribute to extreme wealth concentration and widening income gaps, potentially creating social unrest and instability. Additionally, prioritizing market success over ethical considerations may lead to exploitative business practices, poor working conditions, and environmental degradation. The pressure to adapt and survive can also encourage short-term thinking at the expense of long-term sustainability.
However, Economic Darwinism is not a static concept. Modern interpretations have emerged to address some of these concerns:
- Digital Darwinism: Explores how businesses adapt to technological changes and digital transformation, highlighting the need for agility and innovation in the digital age.
- Global Market Adaptation: Companies must adapt to global market forces and competition, requiring them to consider cultural nuances and diverse consumer preferences.
- Sustainability Considerations: Increasing emphasis is placed on adapting to environmental concerns and adopting sustainable practices to ensure long-term viability and resource conservation.
Economic Darwinism has significantly impacted economic thought, influencing discussions on free market advocacy, innovation policy, and corporate governance. Some use it to argue against government intervention, believing that free-market forces are the most efficient drivers of economic growth. The concept also shapes ideas about corporate management, emphasizing adaptability, innovation, and responsible resource use.
Numerous examples illustrate the practical application of Economic Darwinism:
- The shift from traditional retail to e‑commerce: Companies like Amazon have thrived, while many traditional retailers have struggled to adapt to changing consumer behavior and technological advancements.
- The rapid evolution of tech companies: Some, like Google and Facebook, have risen to dominance, while others, like My Space and Nokia’s phone business, have faded due to their failure to innovate.
- The rise of electric and autonomous vehicles: New players like Tesla have disrupted established automakers, showcasing how technological advancements can reshape entire industries.
While Economic Darwinism can drive innovation and efficiency, it also presents challenges. To counteract its negative impacts, governments have implemented various measures with mixed results:
- Minimum Wage Laws: These have helped lift millions of workers from poverty in the U.S. by setting a wage floor.
- Social Security: This program has significantly reduced poverty rates among seniors in the U.S.
- Environmental Regulations: The Clean Air Act has reduced air pollution, improving public health and environmental quality.
- Antitrust Laws: These have prevented corporations from gaining excessive market power, promoting fair competition and innovation.
- Public Education: Global public education systems have improved literacy rates, reduced poverty, and fostered social mobility.
- Healthcare Reforms: Universal healthcare systems in countries like Canada and the U.K. have improved health outcomes and reduced health inequalities.
- Labor Unions: These have secured better wages, benefits, and working conditions for workers.
- Progressive Taxation: Countries like Denmark and Sweden use progressive taxation to reduce income inequality and strengthen social safety nets.
- Investment in Renewable Energy: Germany’s focus on solar and wind energy has increased renewable energy production and reduced greenhouse gas emissions.
- Infrastructure Investment: China’s infrastructure investment has fueled rapid economic growth and improved connectivity.
However, some argue that reducing government intervention can have positive effects:
- Boosts Efficiency and Innovation: Less regulation allows businesses to operate more freely, fostering competition and technological advancement.
- Reduces Costs and Lowers Taxes: Less government spending can lead to lower taxes, freeing resources for private investment.
- Enhances Individual Freedom and Responsibility: With less government intervention, individuals have more opportunities and personal accountability.
- Improves Global Competitiveness: Reduced regulation can make a country more attractive for foreign investment and trade.
- Promotes Adaptability and Resilience: Markets become more responsive to changing consumer preferences and technological advancements, fostering economic resilience.
Conclusion:
While government interventions can play a role in mitigating the negative impacts of economic Darwinism, there are also potential benefits to removing or reducing government interventions. These benefits include increased efficiency and innovation, reduced costs and lower taxes, greater individual freedom and responsibility, global competitiveness, and adaptability and resilience. However, it’s important to note that removing government interventions can have negative consequences, such as increased inequality, environmental degradation, and market instability. Therefore, deciding whether or not to intervene in the economy is complex, requiring careful consideration of the potential benefits and drawbacks.
Businesses have a responsibility to operate ethically, considering the impact of their actions on employees, communities, and the environment. They should adopt practices that ensure long-term viability and consider their decisions’ environmental and social implications.
While economic Darwinism has its critics, I believe in its potential to drive innovation, efficiency, and progress in the market. The principles of competition, adaptation, and survival of the fittest can lead to a dynamic and resilient economy. While it’s important to acknowledge the potential challenges, the market, through the principles of economic Darwinism, can self-regulate and adapt over time. Businesses, driven by the need to succeed, can adopt ethical practices and strive for long-term sustainability. In conclusion, I favor economic Darwinism, which can lead to a robust, innovative, and efficient economy.
February 13, 2025 Leave a comment








