Starting around 2030, SpaceX reusable Starship rockets will start providing a replacement for long international flights. The speed will be increased 20x. It will be anywhere in the world in 1 hour. SpaceX will be able to have 1000 people in reclined seating arrangements. The cost will be about $500-1000 per seat per flight. The key enabling factor is increasing the safety of rockets.

SpaceX success in this area would cripple the main financial strength of existing airlines. Business travel and first-class travel and international flights will be replaced with reusable rockets.

A bit more detail:

The reality of SpaceX mass production rockets is unfolding before our eyes. SpaceX Starships will cost over 10x less than current cargo planes, have over 2x the range and will be 30x faster. These massive advantages will give SpaceX dominance of the cargo business.

Not only that, they may also become price competitive by weight. Air freight is 1-5$ per KG, Starship could get to 10$ / KG to LEO, presumably less for ballistic flights. With airlines struggling in general, this could be a huge opening, and remodel the world economy for true just in time delivery.

America’s aerospace industry is regenerating:

If there ever was an example of Schumpeter’s creative destruction, this is it. Traditional aerospace companies have a hoard of capital and talent, providing poor returns to customers. Startups are siphoning the best talent and raising money. Market potential and technology are converging to create an ecosystem that looks more like the aerospace industry pre-1970, including the exploding prototypes, crazy ideas, and swarms of new companies. That aerospace industry took us from the first flight to the moon in ~65 years. The latest batch yearns to take us further.

2022-04-15: If airlines survive, here’s a look at the state of hypersonic flight.

High-speed flight is no longer a game of national prestige, subject to the whims of politics. It’s become the domain of private industry, where the technology is mature enough that entrepreneurs can focus on designs that reduce business risk. In the next decade we anticipate commercial high-speed flight will return to the market, regulations around overland sonic boom will be changed thanks to NASA’s X-59 program, and hypersonic technologies will transition from military to civilian flight. The future is faster!

• Uncategorized