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Andrew Fox

Andrew Fox

Analyst at Atreides Management LP, covering technology and consumer investments; Arizona State University economics graduate

Jun 11, 2026

8:02
[laughs]
8:02
... right after.
8:03
Um, so I think what SpaceX are ultimately trying to achieve is have a Starship fly both stages, not just the booster, um, uh, 30, 40, 50 times before you have to retrofit that ship.
8:19
Um, and when you do that, you're amortizing the cost of the vehicle over many flights.

17 MINS LATER

25:08
Mm-hmm.
25:08
Um, the second stage, we'll see what happens later this year.
25:11
I think they're attempting to bring that back and then make it reusable by next year.
25:16
Um, but the, the thing that's important about two-stage reusability when it comes to the economics for orbital compute, right, is the cost per kg comes down significantly.

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