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Demux'd Thoughts

Where open-source intelligence meets strategic space domain analysis.

adithyapani.substack.comSource feed ↗16 episodes

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The Space-PNT Report #3

Iran, BeiDou, and the end of single-constellation warfare

Borrowed Eyes, Mandated Sight: India's SSA Dependency

India requires its satellite operators to comply with space-safety rules while owning no catalog to comply against, and the foreign military feed they fly on can be switched off without notice.

The Follower’s Dilemma: The Cost of Chasing China in Space

India need not, cannot, and should not validate competitor metrics through reactive pursuit.

The Space-PNT Report #2

Did the December 2025 H3 failure impact Japan's QZSS as bad as NVS-02 did to NavIC?

Mars Gets a Network. The Moon Gets a Market.

Why infrastructure reality is colliding with ideology in U.S. space strategy

Disposal-as-a-Service: Reading Between the Lines of SDA's $52.5M Starfish Contract

Examining a strategic development in the context of 'The Orbital Servicing Wars' capability framework

Designing Demand: How India Can Signal Defense Space Requirements

Without a dedicated force design authority, India generates satellite requirements service-by-service, procurement-by-procurement, crisis-by-crisis - building capability gaps instead of closing them.

The Space-PNT Report #1

India's Navigation Constellation in November 2025: Performance Under Strain

The Orbital Servicing Wars - Part II: Dissecting Vulnerabilities

How today’s orbital servicing architectures hold up under extended conflict, and what their failure modes reveal about doctrine, deterrence and national power.

GeeSpace Constellation Rescue Complete: Can They Still Meet 2025 Targets?

Orbital data reveals what press releases don't: a rescue success and timing pressures for constellation completion.

The Orbital Servicing Wars - Part I: A Brief History till Date

Drawing out the distinct approaches taken by China, the US and Europe in pursuing on-orbit servicing over the past 15 years.

Architecting in the Unknown: Lessons from a Space Systems Drill

A hands-on mental drill in system-level problem-solving that's outside my usual beat, but a reminder that every professional needs new tools and mental reps to stay sharp.

Beyond Rideshare vs. Dedicated Launches: The Spectrum of Satellite Constellation Deployment Strategies

Looking past the launcher debates: How physics, business, regulation, and market realities shape successful constellation strategies, and what that means for launch companies

Dual-Purpose VLEO: An Ongoing Chinese Constellation Rescue Bid & its Strategic Significance

What an automaker's VLEO excursion reveals about China's space capabilities and dual-use infrastructure

VLEO: The Not-so-Virgin Orbital Regime

Analyzing stealth VLEO capabilities of US, China, Russia, Europe, India and Japan — in the context of commercial VLEO constellations — with custom tools & public data

Analyzing effects of ISRO's NVS-02 Navigation Satellite failure on NavIC users

A round-up of the impacts of NVS-02 with some context