Kontrarian Korner #102 - Dave Masten

Kontrarian Korner #102 - Dave Masten

From Kontrarian Korner by Ben Kelleran

April 28, 2026 · 57 min

About this episode

Ben Kelleran interviews Dave Masten about the future of the space race and logistics in aerospace.

Yesterday I had Dave Masten, the CTO of Sagittarius Logistics, on the podcast for the first time. It was a fascinating conversation about the future of the space race and the progress of the US. We talked about the fleet logistics that are required for orbital data centers, the supply chain issues for the aerospace ecosystem, and the SpaceX IPO. We also talked about the long term future for space operations, including asteroid mining and colonies on the Moon and Mars. If you’re even a little bit interested in space, you will enjoy this one. You can find Dave on Twitter , and you can look into their operations on the Sagittarius Logistics website. Podcast Summary * The fleet logistics that will be required for orbital data centers, and why it will require six to twelve launches, every single day, for three to five years. * The upcoming SpaceX IPO, and why you shouldn’t bet against Elon Musk. * Why the US is the leader in the space race, and how China and Russia stack up. * The supply chain issues that impact the aerospace ecosystem, and * Why LNG is the preferred propellant for most launches today. * The importance of bringing down launch costs, and why solar is the preferred…

People in this episode

Host: Ben Kelleran

Guest: Dave Masten

Topics covered

  • space race
  • logistics
  • aerospace supply chain
  • SpaceX IPO
  • asteroid mining
  • colonies on Moon and Mars

Keywords

  • space logistics
  • orbital data centers
  • SpaceX
  • launch costs
  • LNG propellant
  • asteroid mining
  • Moon colonies
  • Mars colonies

Mentioned in this episode

Organizations: Sagittarius Logistics, SpaceX

Places: US, China, Russia, Moon, Mars

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