Source: Bloomberg (paywall)
SpaceX is closing its Falcon 9 booking window and halting production of non-reusable components—forcing satellite operators to either accept shared rideshare missions or wait years for cheaper, higher-capacity Starship flights. The move constrains supply to concentrate demand on Starship's economics. SpaceX is betting that five years is enough to make Falcon 9 obsolete rather than maintaining parallel capability, a wager that signals confidence in Starship's timeline or willingness to absorb near-term customer friction to accelerate adoption.