What Happens If SpaceX Pulls Back on Rideshare?

For the past five years, cheap, frequent, reliable rideshare transformed access to orbit for the small satellite industry. But that era may be coming to an end. With SpaceX prioritising Starship and its own constellations, commercial Falcon 9 capacity is tightening just as demand for launch continues to grow. Eclipse Space founder and CEO Derek Huerta joins Space Capital CEO Chad Anderson to explain why the industry is entering a new period of launch scarcity, and why he sees it as a reversion to the norm rather than a market failure. They discuss the launch vehicles positioned to absorb demand, why satellite manufacturers need to design around multiple rockets, and where investors should look as confirmed launch capacity becomes an increasingly valuable asset. #SpaceX #Starship #Falcon9 #SatelliteIndustry #SpaceEconomy #SpaceCapital