SpaceX reached orbit and deployed 26 satellites, but Starship has not shown it can return and fly again. Its launch and Starlink businesses are described as profitable, but AI-in-space doubts and the reported Falcon 9 booking shift leave no clear change in SpaceX's outlook.
This shows progress, but SpaceX has not shown that Starship can return and fly again on a schedule customers can rely on. Customers carrying costly payloads may wait for 10 successful flights in a row, and SpaceX reportedly plans to stop taking some Falcon 9 bookings after 2028. Its launch and Starlink businesses are described as strong and profitable, but the doubts about AI-driven orbital computing leave the picture mixed.
SpaceX reportedly stopped taking new Falcon 9 bookings for missions after 2028, which may open room for Rocket Lab's Neutron. The story names no Rocket Lab contracts, so the benefit remains a possibility.
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