Chase Million @millionconcepts.com · 25/09/2026I'm confident that the leaders and engineers at Google and Planet are completely aware that "data centers in space" is a bullshit idea with no business case. "Project Suncatcher" is much closer to an advertising campaign than earnest R&D. Same as most other Google "moonshot" projects. 031
Chase Million @millionconcepts.com · 22/09/2026Administrator Isaacman appears to have invented a new "flagship-like" mission classification that includes several things that are not at all like flagship missions. 051
Chase Million @millionconcepts.com · 04/09/2026Just about the only thing I disagree with: I don't think it will. But we agree that there's a lot of uncertainty! And he's not being intellectual dishonest about this. If you want to try to jump start a new market / industry / economy, this is not insanity. 110
Chase Million @millionconcepts.com · 04/09/2026This is pretty much exactly the opposite prediction that just about every industry-watcher is making, and has been making. And I think it's the correct prediction! And I am so surprised to see any NASA Administrator say it aloud. 110
Chase Million @millionconcepts.com · 04/09/2026"It does not." This level of clarity and bluntness is really great to see. 110
Chase Million @millionconcepts.com · 04/09/2026Basically the things we can commercialize in space are those that require: (1) extreme altitude (e.g. in order to see or send signals long distances, and this market is oversaturated) (2) microgravity (and this market is both oversaturated and, in fact, micro) And that's the end of the list! 151
Chase Million @millionconcepts.com · 04/09/2026It's refreshing to hear this. Industry insiders keep asserting that everything is moving to firm-fixed. That would be (and has been!) a terrible mistake. Different contracting approaches have different tradeoffs, and make sense in different circumstances. Pick what makes sense for the job! 120
Chase Million @millionconcepts.com · 04/09/2026Correct! For most of the coolest things that NASA does, what Jared calls "the near impossible," NASA is asking for something that has never been done and is the only current or foreseeable customer. That is going to be expensive for two separate reasons, always. 110
Chase Million @millionconcepts.com · 04/09/20261000xYes. There has been a meme in and around NASA for >10 years that "commercial" is a magic word that solves every problem. I've heard it described as "commercial fairy dust." There is a further meme that "requirements" are what make space hard and expensive. (We can call that "magical thinking.") 120
Chase Million @millionconcepts.com · 04/09/2026This use of "if" is a MAJOR shift from the policy discussions and approaches discussed in Project Athena and pushed early in Jared's tenure. As I've said, NASA already has a robust and highly productive "science-as-a-service" ecosystem, but we call it "research and analysis grants." 110
Chase Million @millionconcepts.com · 04/09/2026This is absolutely correct and important. Most of the "new space" industry has been passing around the same $10B that originated from NASA. The ones that are now doing ok pivoted into defense. There are a lot of companies providing services and technology for which no non-government market exists. 120
Chase Million @millionconcepts.com · 04/09/2026I agree with just about everything Administrator Isaacman says here. And I appreciate and applaud him for having the courage to state some of it so directly. 272
Chase Million @millionconcepts.com · 02/09/2026Trained largely at USGS Flagstaff! And only after advocacy by Gene Shoemaker to include dedicated science investigation. I visited the USGS archives a few years ago and held Shoemaker's personal copy of the proposal in my hands. Here's a mock stereo camera that they used. (It's made of wood!) 130
Chase Million @millionconcepts.com · 02/09/2026If it's a good idea, "the community" will get quickly behind it. I am confident of that. We are capable of reaching consensus quickly, in fact. But we want to know that we're not wasting years of our lives --- and this will take years! --- for something pointless and stupid, that is doomed to fail. 120
Chase Million @millionconcepts.com · 02/09/2026Somehow I only just learned that Juan Tamariz died a few weeks ago. He was absolutely fucking brilliant. If there's ever a pantheon of magicians, he's in it. Do yourself a favor and go watch clips of his work. Delight in knowing that magicians are no less baffled than you by what he accomplishes. 🔮 030
Chase Million @millionconcepts.com · 01/09/2026"On budget," that means there is a budget. We still does not know what it is, nor what funding it is coming out of. Nobody asked for this mission. It does not achieve any strategic objectives. It will not do meaningful science. It is likely to do substantial harm to the Mars exploration program. 020
Chase Million @millionconcepts.com · 28/08/2026This is not exactly the same thing as the "Starfleet Academy" idea described in Isaacman's Project Athena plan. But it smells the same, and Jared is in charge of it. 120
Chase Million @millionconcepts.com · 24/08/2026The pushback against data centers is authentic. There are many reasons to oppose them, and the people building them. However, if I were betting big on a company trying to float a >$2T valuation on "orbital AI compute," I would do everything I could to encourage opposition to building them on Earth. 121
Chase Million @millionconcepts.com · 21/08/2026"Venture Predation" (2023) is one of the most important documents for understanding the "new space" and "AI" industries. "Critically, for VCs and founders, a predator does not need to recoup its losses [to] sell their shares [...] to later investors." papers.ssrn.com/sol3/papers.... 050
Chase Million @millionconcepts.com · 21/08/2026There is definitely good work being done. That experiment flew on a Space Tango bus, which is a great company that I personally know well. But these experiments are a long way from consumer-facing commercial viability. E.g. that article contains the important hedge words "one day." 100
Chase Million @millionconcepts.com · 21/08/2026And separate, but these passages from Wikipedia illustrate some of the sloppy thinking around launch costs: 1. World's richest liar said a thing, so we'll run with that. 2. Ignore capital expenditures when determining "profitability." ($500M revenue only covers $500M R&D if rockets cost nothing.) 000
Chase Million @millionconcepts.com · 19/08/2026When a bottled water company is releasing ads in opposition to data centers, the opposition has clearly gone mainstream. This will make orbital data centers seem more attractive, because the strongest argument for them is to avoid zoning laws. But they will still never make sense. Still bullshit. 110
Chase Million @millionconcepts.com · 19/08/2026Jared's hobby rocket does not have much support among planetary scientists. Nobody asked for it. NEP was barely more than a footnote in the Decadal. Also, nobody asked for Skyfall. It appears to exist only to give the NEP demo something charismatic to carry. It won't do meaningful science. 032
Chase Million @millionconcepts.com · 17/08/2026I have the "top men" conversation a few times times a month. Who?! 31804
Chase Million @millionconcepts.com · 12/08/2026Recall that CBO estimated that Golden Dome would cost ~$1.2T and will be easily overwhelmed by an attack. I would bet that estimate is probably 4-10x low. The largest and most complicated megaproject ever. Golden Dome is bullshit. It is SDI but 100x stupider. www.cbo.gov/system/files... 000
Chase Million @millionconcepts.com · 10/08/2026MSR is nearly impossible. Any version is complicated, difficult, and expensive. The community agreed on the costs we were willing to bear for MSR and, when expected to exceed that, the project was cancelled. The funds spent were _invested_ in learning how to do MSR and other hard things. 050
Chase Million @millionconcepts.com · 10/08/2026If NASA is going to attempt to "do the nearly impossible" (which is Jared's own framing), then a lot of projects will not ultimately work out. If the people who supported those projects are retroactively punished for "wasting" money, then people will no longer attempt to do difficult things. 140
Chase Million @millionconcepts.com · 10/08/2026Jared Isaacman recently posted a video on Twitter that included these slides. He continues to describe money invested in MSR as "lost" or "wasted." If investments in MSR are "wasted," then he must prepare to personally own the "waste" of every project that doesn't pan out on his watch, too. 3112
Chase Million @millionconcepts.com · 29/07/2026There is little publicly available evidence that F9 dramatically cut the cost of launch. There is some evidence that launch costs have continued to increase, at least for NASA. See e.g. www.sciencedirect.com/science/arti... 010
Chase Million @millionconcepts.com · 28/07/2026I just recently submitted this related abstract to NASA's Mission Software for the Science Mission Directorate Workshop 2026. (science.data.nasa.gov/features-eve...) 030
Chase Million @millionconcepts.com · 25/07/2026One of the biggest and most disruptive innovations of "new space" is that they no longer meticulously define mission success criteria well in advance, with all stakeholders involved, in unambiguous language and verifiable, quantified benchmarks. Now it's vibes. Was that a success? 🤷 Who's asking? 171
Chase Million @millionconcepts.com · 24/07/2026agupubs.onlinelibrary.wiley.com/doi/10.1029/... See the use of all visible wavelength filters to determine chromaticity. Image products were often composited from the narrow band filters, but not the "true color" image products. 110
Chase Million @millionconcepts.com · 24/07/2026I am confused about why you are not referencing the calibration papers... e.g. agupubs.onlinelibrary.wiley.com/doi/10.1029/... See designations for "red" and "blue" but none for "green." Also see relatively narrow band passes on all filters. 200
Chase Million @millionconcepts.com · 23/07/2026I'm sure it's a complete coincidence that this also puts the launch attempt after the market closes for the weekend. 000
Chase Million @millionconcepts.com · 17/07/2026During the press conference, Isaacman specifically and repeatedly referred to a single rover called "Promise" that was already built and essentially ready to fly. Did he not understand the proposal from JPL? I won't ever bet against JPL engineers making something work, but this is a terrible idea. 151
Chase Million @millionconcepts.com · 02/07/2026Thanks. He appears to assume (his word) the launch costs by backing out from the claim that Starlink was "breakeven cash flow," and assuming that launch costs were included in the "cash flow" claim. To his later point, we also now know that SpaceX is drowning in debt. Is this the best evidence? 220
Chase Million @millionconcepts.com · 19/06/2026I appreciate this honest take. I've spent 25 years looking at pictures of Mars. While they are beautiful and awe-inspiring, part of the takeaway should be that Mars is lifeless and monochrome. You might die of boredom first. There is no planet more beautiful (and alive) than Earth, not even close. 030