Episode Details

It’s April 21st, 2026, and the future of space commerce is bleeding out. Join financial auditors Marcus and Katie as they dissect the Q1 metrics of a sector built on aspirational projections and government contracts. From LUNR's questionable $800 million acquisition to the soaring rhetoric around a nascent lunar economy, Marcus sees terminal negative ROI everywhere, describing it as "premium oil poured into a cracked engine block." Katie, ever the stoic analyst, attempts to frame these aggressive investments as "strategic imperatives" and "blitzscaling." But as the numbers scream, even her clinical detachment begins to fray under the weight of an unsustainable vision.