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At Silicon Valley Space Week, investors described space companies priced like defense primes. SDA’s GP Sandhoo laid out the production standard that earns a real order. Most of the companies in the room are still working to reach it on demos and small research awards.
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Commercial space companies are moving faster than the government to meet the 2030 post-quantum deadline, MilSat panelists said.
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Gallagher’s Tim Rush says war risks are excluded from satellite insurance, and only a handful of cleared underwriters and brokers can cover classified programs.
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Xona launched its first six navigation satellites last week. CEO Brian Manning says U.S. users seeking GPS backup now lean on Chinese signals.
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RG-XX bids went in Monday, but Scout Space’s Courtney Sayles says an award a year away, for a handful of satellites, isn’t the commercial speed or volume investors need.
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City Labs flew 20 curies on BOHR. CEO Peter Cabauy says it will ask the FAA in December for 10 million curies, after flying a tritium heater next year.
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Momentus CEO John Rood says Golden Dome lacks bipartisan support, while Breakwater’s Jen Ross says the program is on track for its 2028 demo.
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Space Systems Command’s Katherine Coens says MUOS is getting two more satellites and ground upgrades to stretch its life to 2035 or 2040, with RFIs expected over the next 18 months.
Read MoreSDA Director GP Sandhoo says the first Tranche 1 tracking launch has slipped to next spring, with about 474 satellites planned through Tranche 3 and a Tranche 4 RFI out.
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On the day the FCC approved Amazon’s Globalstar deal, analyst Tim Farrar told Silicon Valley Space Week that carriers have concluded relatively few people will pay for satellite-to-phone service.
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