Maybe not in so many words but I assumed it was clear in the footnote (which I have not edited).
I do think an analogy with decision theory is valid though:
two-boxer says: “I won’t decide in advance not to pick both boxes, it’s only ‘rational’ to decide in the moment, I don’t care I’m predictably leaving out winnings ex ante”
You might say: “I won’t decide in advance not to believe I’m a Boltzmann brain, it’s only ‘rational’ to decide in the moment, I don’t care that I’m predictably sabotaging the accuracy of my future beliefs”
Or if you don’t agree with that… then what would your opinion be on that?
Very interesting report!
I think the assumptions regarding vulnerability to debris are questionable, I assume that the Starlink “zero confirmed failures due to debris strikes” thing probably means complete failure of the satellite, not some sort of degradation?
Also, Starlinks don’t (afaik) use radiators with coolant for heat rejection, so loss of coolant due to a radiator being hit by debris is a risk that ODCs would face and Starlinks don’t. I think mitigating that would be a barrier to getting really low mass radiators, though I don’t expect it’s a showstopper for ODCs overall.
Regarding competition, Stoke Space, while it’s a startup not a pre-existing launch provider, is also developing a fully reusable rocket (Nova). I’d also mention Rocket Lab’s Neutron, which while it will have an expendable upper stage, may be able to save some costs by making the non-reusable stuff cheaper, so an interesting competitor if the fully reusable rockets (Starship, Nova) don’t work out.