http://personal.ee.surrey.ac.uk/Personal/L.Wood/constellatio...
I'm pretty sure that the idea behind huge fleets of commercial LEO internet communication satellite constellations had existed long before Elon tried his hand at it (first proposed in 1994).
Even starlink was only brought in-house after a cancelled project with OneWeb (formerly WorldVu) https://www.wsj.com/amp/articles/elon-musks-next-mission-int...
You can get 10 launches per year and pretty high reliability and high cost. Satellite cost is maybe 10x the launch cost. Government and commercial operations are possible. Europe has to maintain this for strategic reasons, no matter the cost.
And then there's the "newspace" strategy. Low cost launch achieved by reuse brings more demand, satellite cost goes down. When price goes low enough, completely new markets become possible. You enter a virtuous spiral. This is at least the theory. Requires a large amount of political capital to do this, as it will be lossy for a long time and there will be high profile failures (because you do so many launches and iterate). So this is probably only doable by mega billionaires who "get it" (the newspace way of thinking), not by public companies or governments.
Even Elon Musk didn't "get it" originally, they were trying to fish the rockets from the sea and refurbish them. At some point he turned around completely. Grasshopper and vertical landing was done.
There, I fixed it. The reusable orbital launch vehicle revolution may well reduce launch costs by an order of magnitude when it's all said and done. That's not even relatively boring. It's not boring at all. It's nothing short of amazing. But it was boring when no one knew how to make it happen.
> But with a high-volume market things shift considerably. [...]
That's on the money. Government-owned/operated launchers are in trouble.
Can you name a few?
Google for "Hidden Champion".
$50m is still a lot, and not every sat costs that much. How does a corporate bean counter justify spending $50m more than they have to?
> SpaceX has slips
Are there launchers that don't??
> and occasionally loses a bioster.
Losing a booster is a risk for SpaceX, not for the customer.
> So you might simply buy the Ariane offering because they will effectively purpose-built the rocket for you.
Nonsense. Unless there's something to do with fairing sizes, $50m is $50m.
> Especially when there are political connections to be maintained.
Ahhh, got it.
That's seems pretty easy? The satellite easily has a 2 year lead time, and it's 100s of millions so you can't afford to build a spare 'just in case'. At that point, spending an extra $50M to reduce the (perceived?) chance of a 2-year project delay starts to look pretty cheap.
Of course, this is dependent on there being a material reduction in the probability of RUD. And as SpaceX has accumulated more data on reliability, it starts to get very hard to argue that there is indeed a material reduction.
Naturally, everyone has delays. But a company that purpose-builds the rocket for you does not, for instance, have to deal with a RUD of the booster it wants to use for you.
Selecting launch providers is not just about the sticker price of the rocket. But with more and more launches it obviously becomes ever more important.
Let's not forget too that EVERY booster for EVERY rocket other than Falcon 9 suffers a rude, if scheduled, disassembly EVERY time. When Falcon 9 suffers an unscheduled one, it's SpaceX's loss, not the customers. How can you possibly think that the occasional loss of a booster post-boost phase is a problem for the customer?!
Starship and the undeveloped Superheavy, not so much.
The fact is, Arianespace just had massive month long delays because of production issues.
While SpaceX has 5 flight proven booster ready in the pipeline if one fails, its next one up and very little delay.
Its not even comparable.
Anyways, soon enough we'll know what their real reliability story is.
What?!
Before Elon came up with StarLink, even the Falcon 9 was a relatively boring concept, from the economical perspective. Yes, you can save say $50M for your launch. But your satellite costs hundreds of millions and it has a very long lead time. SpaceX has slips and occasionally loses a bioster. So you might simply buy the Ariane offering because they will effectively purpose-built the rocket for you. Especially when there are political connections to be maintained.
But with a high-volume market things shift considerably. Now it looks freakishly expensive to launch even for $10M when your satellites roll out of the factory in the dozens. And the concept of building a rocket on demand when you might need to replace a few broken sats next quarter is just outlandish.
I think old rocket companies are basically just seeing the entire business model change from a ultra-specialist logistics company to something more akin to FedEx.