Summary of an article by Kliment Robev
In brief
Kliment Robev looks at the space race between Elon Musk and Jeff Bezos against the backdrop of Musk’s falling-out with Donald Trump, and argues that Bezos and Blue Origin could gain from the new political situation.
Key points
- SpaceX is the most successful private space company in history, but Musk’s grand goal — colonising Mars — depends on US support, which may weaken after his clash with Trump.
- In Robev’s view Jeff Bezos is likely to become the administration’s new “favourite” when it comes to government contracts and the battle for supremacy in space.
- Blue Origin “hurries slowly”: with the motto “Gradatim Ferociter” (“step by step, ferociously”), a long-term industrial strategy and infrastructure already in place. Bezos has funded the company mainly by selling Amazon shares — about $1 billion a year.
- Blue Origin’s government contracts are still a tenth of those won by SpaceX — a trend Robev expects could soon change.
- Bulgaria has its place in the race too: the sixth country to send a person into space, and EnduroSat with its future space centre in Sofia. The space race today is where electric cars were two decades ago.
Context
Published on 13 June 2025, days after the public rift between Elon Musk and Donald Trump.
Views reflect his position at the date of publication and are not investment advice. Regulatory information
