Marcus Wilstrup
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The Portfolio

Monday, 5 October 2026No amounts · no valuations · no returns

InvestmentsMarcus Wilstrup

I own a piece of a few companies, mostly in space and AI.

I own pieces of eight companies, four of them in space: SpaceX, Relativity Space, North Propulsion and Rocket Lab. Two more are part of the story: merged or sold.

In this edition

  1. 01SpaceX
  2. 02Hosted AI
  3. 03Braive
  4. 04Relativity Space
  5. 05North Propulsion
  6. 06xAImerged
  7. 07Anduril
  8. 08Groqexited
  9. 09Erebor
  10. 10Rocket Lab

House rules

A company shows up here only once it is public knowledge. The order is when I got in, not how much. Every number is sourced and dated, and none of them is money.

Headlines from the Spaceflight News API, as of 5 Oct, 08:59 UTC.

How I get in

I got into several of these through Hersir Ventures: “A Nordic venture capital firm investing deal by deal as syndicate lead through SPVs in early-stage tech-driven startups.” Public stocks I buy myself.

No. 01 of 10Since 2023Space

Active · Nasdaq: SPCX

SpaceX

“enabling people to live on other planets”— SpaceX, in their words

What they do

Reusable rockets, Starship and Starlink.

By the numbers

Starship V3 height
124.4 m
as of 30 Sept 2026 · wikipedia.org
Starship diameter
9 m
as of 30 Sept 2026 · wikipedia.org
Starship V3 payload to low Earth orbit
~100 t
as of 30 Sept 2026 · wikipedia.org
Falcon 9 launches in 2025
165
as of 30 Sept 2026 · aiaa.org

Milestones

  1. 22 May 2026Starship Flight 12: the first V3 Starship, and the first launch from Pad 2. wikipedia.org
  2. 12 Jun 2026SpaceX lists on Nasdaq as SPCX. nasdaq.com
  3. 24 Jul 2026Starship Flight 13 deploys the first Starlink V3 satellites. wikipedia.org
  4. 28 Sept 2026Starship Flight 14 reaches orbit and deploys 26 Starlink V3 satellites. wikipedia.org

Recent news from the wire

No. 04 of 10Since 2024Space

Active

Relativity Space

“Built for Launch. Driven by Discovery.”— Relativity Space, in their words

What they do

Terran R, a reusable medium-lift rocket, and a ride to Mars for NASA science.

By the numbers

Terran R height
86.6 m
as of 30 Sept 2026 · relativityspace.com
Terran R diameter
5.4 m
as of 30 Sept 2026 · relativityspace.com
Aeon R engines on the first stage
13
as of 30 Sept 2026 · relativityspace.com
Liftoff thrust
3,497,000 lbf
as of 30 Sept 2026 · relativityspace.com

Milestones

  1. 10 Mar 2025Eric Schmidt becomes CEO. techcrunch.com
  2. 2026 · plannedFirst Terran R launch, targeted for late 2026 from LC-16. relativityspace.com
  3. 17 Jun 2026NASA picks Relativity for Aeolus, a public-private Mars science orbiter, launching in 2028. nasa.gov
  4. 9 Sept 2026NASA adds Terran R to its launch services contract. nasa.gov

Recent news from the wire

No. 05 of 10Since 2024Space

Active

North Propulsion

“We don't follow orbits. We change them.”— North Propulsion, in their words

What they do

Non-toxic thrusters that move small satellites.

By the numbers

TAILWIND total impulse
22,500 Ns
as of 30 Sept 2026 · northpropulsion.com
TAILWIND thrust
5.6 / 1 N
as of 30 Sept 2026 · northpropulsion.com
Satellite size
100–250 kg
as of 30 Sept 2026 · northpropulsion.com

Milestones

  1. 2023Founded. northpropulsion.com
  2. 2027 · plannedTAILWIND available to customers, Q1 2027. northpropulsion.com

Recent news from the wire

Nothing about North Propulsion on the wire right now.

No. 06 of 10Since 2025AI

Merged into SpaceX

xAI

What they do

Frontier AI and Grok. Merged into SpaceX in 2026, now SpaceXAI.

The position rolled into SpaceX in the merger.

Milestones

  1. 9 Mar 2023xAI founded. wikipedia.org
  2. 2 Feb 2026Acquired by SpaceX. wikipedia.org
  3. Jul 2026Renamed SpaceXAI. wikipedia.org
  4. 21 Sept 2026Grok 4.7 released. siliconangle.com

Recent news from the wire

No. 07 of 10Since 2025Defence

Active

Anduril

“Transforming U.S. Defense Capabilities with Advanced Technology”— Anduril, in their words

What they do

Autonomous defence systems, tied together by one software network.

Milestones

  1. 31 Oct 2025YFQ-44A Fury flies for the first time. wikipedia.org
  2. 17 Jun 2026The US Air Force orders the Fury into production. twz.com
  3. 7 Jul 2026Anduril's first satellite reaches orbit on Transporter-17. aviationweek.com
  4. 27 Jul 2026The first Ohio-built Fury rolls off the Arsenal-1 line. jobsohio.com

Recent news from the wire

No. 10 of 10Since 2026Space

Active · Nasdaq: RKLB

Rocket Lab

What they do

Electron and Neutron rockets, and the spacecraft for NASA's ESCAPADE twins to Mars.

By the numbers

Electron height
18 m
as of 30 Sept 2026 · wikipedia.org
Neutron height
42.8 m
as of 30 Sept 2026 · wikipedia.org
Neutron payload to low Earth orbit, reusable
13,000 kg
as of 30 Sept 2026 · wikipedia.org

Milestones

  1. 13 Nov 2025NASA's twin ESCAPADE orbiters, with Rocket Lab as a key partner, launch on New Glenn. science.nasa.gov
  2. 2026 · plannedNeutron's first launch, targeted for Q4 2026 and may slip into 2027. spaceflightnow.com
  3. Nov 2026 · plannedESCAPADE's Earth gravity assist sends the twins toward Mars. science.nasa.gov
  4. Sept 2027 · plannedESCAPADE arrives at Mars. science.nasa.gov

Recent news from the wire

Star map · the telescope

The solar system, today

Real positions of the planets for right now, the journey through my chapters, and the belt. Pick a destination on the right, or drag the map.

MercuryVenusEarthMarsJupiterSaturnUranusNeptune