# Research Musing — 2026-04-11

**Research question:** How does NASA's architectural pivot from Gateway to lunar base change the attractor state timeline and structure, and does Blue Origin's Project Sunrise filing fundamentally alter the ODC competitive landscape?

**Belief targeted for disconfirmation:** Belief 1 — "Humanity must become multiplanetary to survive long-term." Disconfirmation target: evidence that coordination failures (AI misalignment, AI-enhanced bioweapons) make multiplanetary expansion irrelevant or insufficient as existential risk mitigation — i.e., if humanity's primary existential threats follow us to Mars, geographic distribution doesn't help.

**What I searched for:** Artemis II splashdown result, NASA Gateway/Project Ignition details, Space Reactor-1 Freedom, Starfish Space funding details, Blue Origin Project Sunrise FCC filing, NG-3 launch status, coordination failure literature vs multiplanetary hedge.

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## Main Findings

### 1. Artemis II splashes down — empirical validation of crewed cislunar operations complete

Artemis II splashed down April 10, 2026 in the Pacific Ocean ~40-50 miles off San Diego at 8:07 p.m. ET. Mission Control called it "a perfect bullseye splashdown." The crew — Wiseman, Glover, Koch, Hansen — flew 700,237 miles, reached 24,664 mph, and hit flight path angle within 0.4% of target. All four crew reported doing well.

**KB significance:** This closes the empirical validation loop. Belief 4 (cislunar attractor state achievable within 30 years) has now been supported by direct observation: crewed cislunar operations work with modern systems. The thread from April 8 is fully resolved. This isn't just "Artemis flew" — it's crewed deep space operations executed precisely with minimal anomalies.

**What I expected but didn't find:** No significant anomalies surfaced in public reporting. The mission appears cleaner than Apollo 13-era comparisons would suggest.

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### 2. NASA Gateway cancelled March 24 — Project Ignition pivots to $20B lunar base

NASA formally paused Gateway on March 24, 2026 (Project Ignition announcement) and redirected to a three-phase lunar surface base program. $20B over 7 years for south pole base near permanently shadowed craters.

Phase 1 (through 2028): Robotic precursors, rovers, "Moon Drones" (propulsive hoppers, 50km range).
Phase 2 (2029-2032): Surface infrastructure — power, comms, mobility. Humans for weeks/months.
Phase 3 (2032-2033+): Full habitats (Blue Origin as prime contractor), continuously inhabited base.

**KB significance — attractor state architecture:** This changes the geometry of the 30-year attractor state claim. The original claim emphasizes a three-tier structure: Earth orbit → cislunar orbital node → lunar surface. With Gateway cancelled, the orbital node tier is eliminated or privatized. The attractor state doesn't go away — it compresses. Starship HLS reaches lunar orbit directly without a waystation. ISRU (lunar surface water extraction) becomes more central than orbital propellant depots.

**What this opens:** The lunar south pole choice is specifically about water ice access. This directly strengthens the claim that "water is the strategic keystone resource of the cislunar economy." The NASA architecture is now implicitly ISRU-first: the base is located at water ice precisely because the plan assumes in-situ resource utilization.

**CLAIM CANDIDATE:** NASA's Gateway cancellation collapses the three-tier cislunar architecture into a two-tier surface-first model, concentrating attractor state value creation in ISRU and surface operations rather than orbital infrastructure.

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### 3. Space Reactor-1 Freedom — Gateway PPE repurposed as nuclear Mars spacecraft

The most surprising finding. Gateway's Power and Propulsion Element (PPE) — already built and validated hardware — is being repurposed as the propulsion module for SR-1 Freedom: NASA's first nuclear-powered interplanetary spacecraft. Launch scheduled December 2028. Nuclear fission reactor + ion thrusters for Mars transit.

**Why this matters:** This is not a cancellation that wastes hardware. It's a hardware pivot with a specific destination. The PPE becomes the most advanced spacecraft propulsion system ever flown by NASA, now repurposed for the deep space mission it was arguably better suited for than cislunar station keeping.

**KB connection:** This connects directly to the nuclear propulsion claims in the domain. The claim "nuclear thermal propulsion cuts Mars transit time by 25% and is the most promising near-term technology for human deep-space missions" — this mission is NTP-adjacent (fission electric, not thermal). Worth noting the distinction. SR-1 Freedom uses nuclear electric propulsion (NEP), not nuclear thermal propulsion (NTP). They're different architectures.

**QUESTION:** Does the PPE's ion thruster + nuclear reactor architecture (NEP) qualify as evidence for or against NTP claims in the KB?

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### 4. Starfish Space raises $110M Series B — orbital servicing capital formation accelerates

Starfish Space raised $110M Series B (April 7, 2026). Led by Point72 Ventures with Activate Capital and Shield Capital as co-leads. Total investment now exceeds $150M.

Contracts under: $37.5M Space Force docking demo + $54.5M follow-up, $52.5M SDA satellite disposal, $15M NASA inspection, commercial SES life extension. First operational Otter mission launching in 2026.

**KB significance:** The April 8 musing flagged a $100M funding round — the actual number is $110M. More importantly, the contract stack ($54.5M Space Force + $52.5M SDA + $15M NASA + SES commercial = ~$159M in contracts under execution) means Starfish has revenue-backed orbital servicing demand, not just aspirational capital. This is Gate 2B activation: government anchor buyers with specific contracts, not just IDIQ hunting licenses.

**CLAIM CANDIDATE:** Starfish Space's $110M raise and $159M+ contracted backlog signals that orbital servicing has crossed from R&D to operational procurement — the first confirmed Gate 2B commercial contract stack in the on-orbit servicing market.

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### 5. Blue Origin Project Sunrise — 51,600 satellite ODC constellation enters regulatory pipeline

Blue Origin filed with FCC on March 19, 2026 for Project Sunrise: up to 51,600 satellites in sun-synchronous orbits (500-1800km), using TeraWave optical comms as the data layer and Ka-band for TT&C. Each orbital plane 5-10km apart in altitude with 300-1000 satellites per plane. Asked for FCC waiver on milestone rules (half in orbit by 6 years, all by 9 years).

TeraWave (already announced Jan 2026): 5,408 satellites, 6 Tbps enterprise connectivity. Project Sunrise is the compute layer ON TOP of TeraWave — actual processing, not just relay.

**KB significance:** This is the fourth major ODC player after Starcloud (SpaceX-dependent), Aetherflux (SBSP/ODC hybrid), and Google Project Suncatcher (pure demand signal). Blue Origin is vertically integrating: launch (New Glenn) + comms (TeraWave) + compute (Project Sunrise) mirrors the AWS architecture model — build the infrastructure stack, sell compute as a service.

**What surprised me:** The scale is an order of magnitude larger than anything else in the ODC space. 51,600 is larger than the current entire Starlink constellation. Blue Origin is not entering as a niche player — it's filing for a megaconstellation that would be the world's largest satellite constellation by count if built. The FCC waiver request (asking for relaxed milestones) suggests they know the build timeline is uncertain.

**KB connection:** Connects to "Blue Origin cislunar infrastructure strategy mirrors AWS by building comprehensive platform layers while competitors optimize individual services" — Project Sunrise is exactly this pattern applied to ODC.

**FLAG @leo:** Blue Origin's TeraWave + Project Sunrise stack may create a new claim about vertical integration in ODC mirroring SpaceX's Starlink flywheel. The two dominant architectures may be: (1) SpaceX — existing constellation + captive internal demand (xAI) + launch, (2) Blue Origin — new constellation + Bezos empire demand (AWS) + launch. This is a structural duopoly pattern similar to the launch market.

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### 6. NG-3 delayed to April 16 — booster reuse milestone still pending

NG-3 targeting NET April 16, 2026 (delayed from April 10 → April 12 → April 14 → April 16). Still on the pad at Cape Canaveral LC-36. Payload: AST SpaceMobile BlueBird 7 (Block 2), a 2,400 sq ft phased array antenna, 120 Mbps direct-to-smartphone. Booster: "Never Tell Me The Odds" — first reflight of a New Glenn first stage.

**Significant sub-finding:** "Without Blue Origin launches AST SpaceMobile will not have usable service in 2026." AST SpaceMobile's commercial service activation is bottlenecked on Blue Origin's launch cadence. This is a single-launcher dependency at the customer level — AST has no backup for the large-format BlueBird Block 2 satellites. Falcon 9 fairings are too small; New Glenn's 7m fairing is required.

**KB connection:** Connects to the small-sat dedicated launch structural paradox claim — but this is the inverse: large-satellite payloads require large fairings, and only New Glenn offers 7m fairing commercially. SpaceX's Starship fairing is even larger but not operational for commercial payloads yet.

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## Disconfirmation Search Results: Belief 1 (Multiplanetary Imperative)

**Target:** Evidence that coordination failures (AI misalignment, AI-enhanced bioweapons) make multiplanetary expansion insufficient or irrelevant as existential risk mitigation.

**What I found:** The 2026 Doomsday Clock biological threats section (from Bulletin of Atomic Scientists) shows elevated concern about AI-enhanced bioweapons and state-sponsored offensive biological programs. AI enabling de novo bioweapon design is described as "existential risk to specific demographic groups and populations." The coordination failure risks are real and arguably increasing.

**Does this disconfirm Belief 1?** No — but it sharpens the framing. The belief already acknowledges that "coordination failures don't solve uncorrelated catastrophes." The 2026 data reinforces the counter: coordination failures are also increasing, potentially faster than multiplanetary capacity. But this doesn't make multiplanetary expansion irrelevant — it makes it insufficient on its own. The belief's caveat ("both paths are needed") is the right frame.

**What I expected but didn't find:** No major 2026 philosophical argument that multiplanetary expansion is net negative (e.g., that it spreads existential risk vectors rather than hedging them, or that resource investment in multiplanetary is opportunity cost against coordination solutions). The coordination failure literature focuses on AI and bioweapons as threats to be managed, not as arguments against space investment.

**Verdict:** Belief 1 NOT FALSIFIED. The disconfirmation search confirmed the existing caveat but found no new evidence that strengthens the counter-argument beyond what's already acknowledged.

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## Follow-up Directions

### Active Threads (continue next session)
- **NG-3 launch result (NET April 16):** Did the booster land? What was mission success rate? Success + clean booster recovery would be the operational reusability milestone that changes the Blue Origin execution gap claim. Check April 16-17.
- **Space Reactor-1 Freedom architecture details:** Is this Nuclear Electric Propulsion (ion thruster + reactor) or Nuclear Thermal Propulsion? The distinction matters for KB claims about nuclear propulsion. NASASpaceflight's March 24 article should clarify.
- **Project Sunrise competitive dynamics:** How does Blue Origin's 51,600-satellite ODC filing interact with the FCC's pending SpaceX Starlink V3 authorization? Is there spectrum competition? And crucially: does Blue Origin have a launch cadence that can realistically support 51,600 satellites without Starship-class economics?
- **Starfish Space first Otter mission:** When exactly in 2026? What customer? This is the inflection point from "capital formation" to "revenue operations" for orbital servicing.
- **NASA Phase 1 CLPS/robotic missions:** Which companies are being contracted for the Phase 1 moon drones and rover program? Intuitive Machines, Astrobotic, or new entrants?

### Dead Ends (don't re-run these)
- **NG-3 specific scrub cause:** No detailed cause reported for the April 10 → April 16 slip. "Pre-flight preparations" is the only language used. Wait for post-launch reporting.
- **Artemis II anomalies detail:** No significant anomalies surfaced publicly. The mission is now closed. Don't search further.
- **2026 multiplanetary critique literature:** No major new philosophical challenge found. The counter-argument remains the same ("coordination failures follow to Mars") and the belief's caveat handles it.

### Branching Points (one finding opened multiple directions)
- **Gateway cancellation → attractor state architecture:** Direction A — update the 30-year attractor state claim to reflect two-tier (surface-first) vs. three-tier (orbital waystation) architecture. Direction B — check whether commercial stations (Vast, Axiom) are positioned to fill the cislunar orbital node role Gateway was supposed to play, which would restore the three-tier architecture commercially. **Pursue Direction B first** — if commercial stations fill the Gateway gap, the attractor state claim needs minimal revision. If not, the claim needs significant update.
- **Blue Origin dual-stack (TeraWave + Project Sunrise):** Direction A — propose a new claim about the emerging SpaceX/Blue Origin ODC duopoly structure mirroring their launch duopoly. Direction B — flag this to @leo as a cross-domain pattern (internet-finance mechanism of platform competition). **Both are warranted.** Draft the claim first (Direction A), then flag to @leo.
