Orbital Economy Research

TheDigitalBackbone

Infrastructure Intelligence
WithBryan Tarras, M.Eng.

Independent research on the physics, capital, and politics of orbit. Launch economics, orbital spectrum, propulsion, and the sovereign stacks most coverage never reaches.

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Launch EconomicsOrbital SpectrumPropulsion PhysicsSovereign StacksLEO ConstellationsGround InfrastructureCanadian Orbital Economy

The Library · 10 Dispatches

Latest dispatches

SpaceX's 33rd booster landing and the compounding cost curve
Amazon's $9B regulatory insurance policy: the Globalstar spectrum play
Starship's Artemis bet: the cryogenic fuel problem is the engineering problem
Launch Economics· Dispatch 01

SpaceX's 33rd booster landing and the compounding cost curve

SpaceX just landed a booster for the 33rd time. For decades, the industry didn't think reuse was worth the trade-off at all.

Mar 10, 202662,000+ impressions

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01 / 10

At $20,000/kg, only governments built constellations. At $200/kg, applications that don't yet have business models are viable.
SpaceX's 33rd booster landing
The Thesis
Vol. 01 · 2026

The biggest infrastructure buildout in history is underway — from the ground to orbit. We go inside the engineering, the capital, and the companies most coverage never reaches.

That's the research.
That's the podcast.
That's The Digital Backbone.
Bryan Tarras
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the analyst

Bryan Tarras

M.Eng.

Five years on the internal hedge fund desk at one of Canada's largest pension funds. Helped design and manage a $3B activist and SMID-cap portfolio across TMT, space tech, and digital infrastructure. Infrastructure engineer before that. AI operator at Boosted.ai. Now publishing independent research on the companies building the orbital economy.

EngineerInstitutional InvestorAI Operator
The narratives follow the physics... eventually. We start there.
The Podcast · Coming Soon

The podcast.
Coming soon.

Operators, engineers, and capital allocators on the infrastructure being built above the atmosphere — and who captures the value. No press releases.

From Launch Pad to Orbit

The orbital economy,
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Long-form analysis. Engineering depth. Institutional context.

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