Why it matters
Keeping expensive things working.
Every asset delivered to the Moon is expensive, and today most of it is disposable. Refueling, repair, spare parts and long-duration operations are what turn one-time missions into durable infrastructure.
Servicing and sustainment are the layer that makes the rest of the stack pay back over years instead of weeks.
Infrastructure is what still works after the mission ends.
Inside this layer
5 building blocks
Repair
Robotic and crewed repair of hardware in orbit and on the surface, designed in from the start.
Maintenance
Inspection, cleaning and scheduled upkeep of assets that live in dust and radiation.
Refueling
Propellant depots and transfer, in orbit and on the surface, that extend the life of landers and tugs.
Replacement parts
Spares logistics and in-space manufacturing so a failed component is not the end of a mission.
Long-duration operations
The operating discipline, staffing and tooling to run infrastructure continuously for years.
Connect the stack
Dependencies
Rather than evaluating companies in isolation, we look for dependencies between infrastructure layers, and ask what must exist before the next layer can scale.
This layer depends on
This layer enables
Across every layer
Questions we are watching
Open questions
- Which hardware is being designed to be serviced, and which is still disposable?
- Where does the first lunar depot make economic sense?
- Who operates infrastructure between missions, when no crew is present?