Interests
Geely’s 500 Wh/kg Battery Claim Is Missing One Word
Geely says its 2027 battery hits 500 Wh/kg. CATL and the US DOE use that number for one cell. Geely's, as reported, is for the whole pack.
Interests
Stoke Space Is Raising $1 Billion to Skip SpaceX’s Seven-Year Climb
Stoke Space and China's iSpace want reuse on their first flights. SpaceX needed six years and ten months to refly one, and the capital behind both bets is smaller than the headline numbers suggest.
Interests
On-Orbit Servicing Was Due in 2021. The Arms Arrive in 2027.
On-orbit servicing promised a robotic satellite repair demonstration by 2021. The arms are expected to begin servicing around 2027 - the armless version has worked since 2020.
Interests
Smart Glasses 2026: The Volume Is Chinese, the Margin Is Not
A decade of face computers gathers dust behind the pair that finally sold. The category's numbers are usually quoted in dollars, and the competition is being fought in units — which is why the growth rate everyone repeats says almost…
Interests
What $8 Billion Buys That a Rocket Cannot Build
The rocket is the easy part. Rocket Lab already builds spacecraft and launches them; the piece it could not manufacture was a set of radio licenses. Ten weeks after Amazon closed on Globalstar, a second buyer reached the same conclusion…