CBlue Origin's New Glenn won't fly again until January 2027.
MThat's a long time on the ground for a rocket that was supposed to be the future.
CReuters is reporting the delay, and it traces back to that static-fire explosion in May.
MRight, the one that damaged the launchpad at Cape Canaveral.
CThe explosion is reported to have started at a main oxygen valve on one of the BE-4 engines.
MSo this isn't a design flaw in the rocket itself, it's a pad rebuild problem.
CThat's the frustrating part. The rocket had flown before its setback.
MAnd now it's grounded for over a year and a half because the pad got wrecked.
CCEO Dave Limp told employees the summer weather 'has not been our friend.'
MFlorida in the summer. Shocking.
CFlash floods slowed the repairs. But here's the thing—
MHere's the thing? You're about to defend a year-long delay.
CI'm not defending it. I'm saying the next mission was supposed to carry Blue Ring.
MThe orbital transfer vehicle. So this delay also pushes back that whole program.
CExactly. It's not just one launch. It's a domino effect.
MAnd meanwhile, SpaceX is launching every few days.
CThat's not a fair comparison. SpaceX has been at this for two decades.
MBlue Origin has been around a long time! Jeff Bezos founded it in 2000.
CBut New Glenn only started flying recently. The operational experience is completely different.
MThat's my point. They had twenty-five years to get here, and one pad explosion sets them back eighteen months.
CBecause they're rebuilding the pad to handle multiple flights per week by the end of the decade.
MThat's what Ian Richardson, their senior VP of operations, is saying.
CRight. They're not just patching it. They're upgrading for a much higher flight rate.
MI'll believe that when I see it. This is the same company that took years to get to orbit.
CBut when they did, New Glenn performed. The hardware works.
MThe hardware works, the infrastructure doesn't. That's the story.
CAnd the infrastructure is fixable. It's concrete and steel, not rocket science.
MIt's also money. Bezos has plenty, but patience?
CHe's still funding it. That says something.
MIt says he's stubborn. Which, for space, might actually be a virtue.
CLook, I'd rather they take the time and get it right than rush a launch and lose the rocket.
MNobody wants a repeat of the explosion. But eighteen months is a long time in a space race.
CThe race isn't going anywhere. The moon's still there.
MTell that to the commercial customers waiting for rides.
CThey'll wait. There's not exactly a surplus of heavy-lift rockets.
MThat's the only reason this delay doesn't kill them. Demand is still there.
CAnd when they come back, they'll have a pad that can handle a real launch cadence.
MIf they come back on schedule. January 2027 is the target, not a promise.
CFair. But I'm taking the optimistic view. The rocket works, the pad will be better.
MI'll take the skeptical view. This is Blue Origin's pattern: slow, then slower.
CAnd yet they're still a serious heavy-lift contender in the country.
MBeing one of two horses in the race isn't exactly a trophy.
CIt is when the other horse is SpaceX.
MOkay, that's fair.
CDifferent world entirely: T-Mobile is in trouble with New York state.
MArs Technica reports the state alleges T-Mobile capped a low-income home internet plan.
CAnd according to the state, after that cap, speeds drop significantly.
MThat's basically unusable. The law requires 25 megabits per second.
CSo they're throttling people to about two percent of the required speed.
MThis is a plan for low-income households. The people who can least afford alternatives.
CAnd T-Mobile marketed it as home internet. Not 'internet until you hit a hidden cap.'
MThe state's argument is that the cap violates the terms of the program.
CIf you're taking government money to provide a service, you have to actually provide it.
MT-Mobile hasn't responded publicly yet, as far as I've seen.
CBut this is a bad look. A 50 gig cap on home internet is absurd in 2026.
MA family streaming video could blow through that in a week.
CAnd then they're stuck with speeds slower than dial-up.
MI want to hear T-Mobile's side. Maybe there's a network capacity argument.
CThere's always a network capacity argument. It's usually about money.
MIf you can't serve the customers, don't take the contract.
CExactly. This one feels like a company cutting corners on the poorest customers.
MAnd getting caught. The state's not going to let this slide quietly.
CSpeaking of space, Anduril says its first satellite can see in the dark.
MArs Technica has the story. The sensor has what they call 'huge dynamic range.'
CMeaning it can track objects in orbital darkness. That's a big deal for defense.
MMost satellites rely on sunlight reflecting off objects. In Earth's shadow, they're blind.
CAnduril is saying they can see adversaries maneuvering in full dark.
MThat's the kind of capability that changes how you track hostile satellites.
CAnduril is a defense tech company, and they've been moving fast.
MThis is their first satellite, and they're already claiming a unique capability.
CThe quote from the company is 'We can see things in full dark.'
MIf that holds up, it's a real advantage. But I'd want independent verification.
COf course. Company claims are company claims until someone else tests it.
MStill, the idea of tracking satellites in darkness is genuinely important.
CEspecially as more countries put weapons and sensors in orbit.
MThe space domain is getting crowded and contested. This kind of sensor matters.
CAnd one more from the money side: TSMC is putting a billion dollars into Anthropic and OpenAI.
MArs Technica reports the chipmaker is investing in both AI companies.
CThis is the circular financing thing. Chipmakers fund AI companies, who buy chips from chipmakers.
MIt's a billion dollars. For TSMC, that's not huge, but it's a signal.