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BREAKING: Inside Rocket Lab ( $RKLB ) w/ Sir Peter Beck FULL INTERVIEW (Part I) We sat down with Peter Beck Founder & CEO of Rocket Lab after another record quarter, $234M in revenue & $2.36B in backlog "The lawyers hate me saying it, but global domination is definitely...

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Molly O’Shea

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My first interview with Peter Beck, Founder & CEO of Rocket Lab. Rocket Lab is scaling launch cadence faster than SpaceX scaled Falcon 9. 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimism
1:05:18

My first interview with Peter Beck, Founder & CEO of Rocket Lab. Rocket Lab is scaling launch cadence faster than SpaceX scaled Falcon 9. 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimism

Ti Morse

165,782 Aufrufe • vor 5 Monaten

$RKLB New Peter Beck interview today on Bloomberg: Does SpaceX's dominance threaten Rocket Lab? "No, I don't think so. The reality is SpaceX is a space company, but also very much an AI company and a bunch of other things as well. Rocket Lab is a very squarely focused pure play space company. I think it draws investors into the sector. And when they go looking, Rocket Lab is really the clear number two with respect to launch frequency and those kinds of things. So no, I'm not too worried about that.” "So do you find yourself complementary to SpaceX? Or are you in direct competition with Elon Musk?" "In some cases we are in direct competition, but also very complementary. We are an end-to-end space company. We're the second most frequently launched US rocket in the world behind SpaceX, so the rocket bit is competitive. But two-thirds of our business is building satellites and spacecraft and supplying components to the rest of the space industry. So in that sense, not really a competitor at all."
1:13

$RKLB New Peter Beck interview today on Bloomberg: Does SpaceX's dominance threaten Rocket Lab? "No, I don't think so. The reality is SpaceX is a space company, but also very much an AI company and a bunch of other things as well. Rocket Lab is a very squarely focused pure play space company. I think it draws investors into the sector. And when they go looking, Rocket Lab is really the clear number two with respect to launch frequency and those kinds of things. So no, I'm not too worried about that.” "So do you find yourself complementary to SpaceX? Or are you in direct competition with Elon Musk?" "In some cases we are in direct competition, but also very complementary. We are an end-to-end space company. We're the second most frequently launched US rocket in the world behind SpaceX, so the rocket bit is competitive. But two-thirds of our business is building satellites and spacecraft and supplying components to the rest of the space industry. So in that sense, not really a competitor at all."

ValueOverPrice

51,421 Aufrufe • vor 2 Monaten

. Rocket Lab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO Peter Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - Mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: SpaceX 's Starship, Blue Origin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.
33:22

. Rocket Lab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO Peter Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - Mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: SpaceX 's Starship, Blue Origin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.

Madison Malone

283,898 Aufrufe • vor 4 Monaten

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.
3:10

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Shay Boloor

173,424 Aufrufe • vor 1 Monat

Inside Rocket Lab 's Neutron test program with VP Shaun D'Mello. From a carpark conversation with Peter Beck about a next generation, medium-lift launch vehicle, to a team of about 500 building & testing flight hardware. The race for reusable rockets is underway. TIMESTAMPS 00:00 - Intro 02:32 - The first Neutron conversation 03:54 - Scaling the Neutron team: 5 to 500 05:53 - Building in public: 'The pressure is definitely on' 08:07 - Design consequences of a bigger rocket 09:40 - Inside the qualification program: Hungry Hippo fairing thermal testing 13:20 - Thrust structure: 125% max load test 15:39 - Stage 1 rebuild: 3D printing timeline 18:24 - Usability of AFP machine 19:10 - Archimedes engine update: Testing & build rate 21:31 - Avionics & flight software for debut flight 23:20 - Regulation required 24:07 - Reusability: Splashdown & stage recovery 26:25 - Flight 2 components in production 27:23 - Aircraft-like operations 30:05 - Allowance for future iterations 31:58 - Multi-planetary missions & human spaceflight 33:32 - 'This is going to be something that’s never been done before.' 34:27 - Likelihood of 2026 debut launch 35:06 - How the team is hustling
36:52

Inside Rocket Lab 's Neutron test program with VP Shaun D'Mello. From a carpark conversation with Peter Beck about a next generation, medium-lift launch vehicle, to a team of about 500 building & testing flight hardware. The race for reusable rockets is underway. TIMESTAMPS 00:00 - Intro 02:32 - The first Neutron conversation 03:54 - Scaling the Neutron team: 5 to 500 05:53 - Building in public: 'The pressure is definitely on' 08:07 - Design consequences of a bigger rocket 09:40 - Inside the qualification program: Hungry Hippo fairing thermal testing 13:20 - Thrust structure: 125% max load test 15:39 - Stage 1 rebuild: 3D printing timeline 18:24 - Usability of AFP machine 19:10 - Archimedes engine update: Testing & build rate 21:31 - Avionics & flight software for debut flight 23:20 - Regulation required 24:07 - Reusability: Splashdown & stage recovery 26:25 - Flight 2 components in production 27:23 - Aircraft-like operations 30:05 - Allowance for future iterations 31:58 - Multi-planetary missions & human spaceflight 33:32 - 'This is going to be something that’s never been done before.' 34:27 - Likelihood of 2026 debut launch 35:06 - How the team is hustling

Madison Malone

106,811 Aufrufe • vor 4 Monaten

$RKLB Rocket Lab CEO Sir Peter Beck explains why the acquisition of Iridium is so crucial: "If you want to do large scale communications globally, you must have spectrum. And for us, this deal really enables us to accelerate our entry into this market." "And the reason why the Iridium spectrum is incredibly important to us is that it is global and it is L-band. And L-band is important because if you want to do safety critical comms, you need that band to penetrate through weather and harsh conditions. It is a band that ensures that you can always be connected."
0:51

$RKLB Rocket Lab CEO Sir Peter Beck explains why the acquisition of Iridium is so crucial: "If you want to do large scale communications globally, you must have spectrum. And for us, this deal really enables us to accelerate our entry into this market." "And the reason why the Iridium spectrum is incredibly important to us is that it is global and it is L-band. And L-band is important because if you want to do safety critical comms, you need that band to penetrate through weather and harsh conditions. It is a band that ensures that you can always be connected."

ValueOverPrice

14,710 Aufrufe • vor 1 Monat

- Stoke Space is perhaps one of the most exciting rocket companies and is one of only a few companies actually building hardware for a fully reusable rocket featuring a super unique aerospike-ish powered actively cooled upper stage, and they’re ALSO building the coveted full flow staged combustion cycle for their main engines on their reusable booster! I caught up with their CEO Andy Lapsa who gave us a rundown on their incredible rocket called NOVA and we saw some new hardware that has the possibility to truly disrupt the rocket launch industry. 00:00 - Intro 00:45 - Hopper 04:50 - 3D Printing 06:20 - Zenith 12:00 - Avionics 16:37 - Heatshield 26:30 - First Mission 30:07 - Pumps 31:05 - Andromeda Manifold / Boltline 36:18 - Injectors / Engine Cell 37:40 - Tanks 46:00 - Zenith Bell 48:44 - Test Site 50:20 - Andromeda Engine 1:04:55 - Zenith 1:19:50 - Zenith Stand 1:21:58 - Andromeda Test 1:25:50 - Outro
1:27:19

- Stoke Space is perhaps one of the most exciting rocket companies and is one of only a few companies actually building hardware for a fully reusable rocket featuring a super unique aerospike-ish powered actively cooled upper stage, and they’re ALSO building the coveted full flow staged combustion cycle for their main engines on their reusable booster! I caught up with their CEO Andy Lapsa who gave us a rundown on their incredible rocket called NOVA and we saw some new hardware that has the possibility to truly disrupt the rocket launch industry. 00:00 - Intro 00:45 - Hopper 04:50 - 3D Printing 06:20 - Zenith 12:00 - Avionics 16:37 - Heatshield 26:30 - First Mission 30:07 - Pumps 31:05 - Andromeda Manifold / Boltline 36:18 - Injectors / Engine Cell 37:40 - Tanks 46:00 - Zenith Bell 48:44 - Test Site 50:20 - Andromeda Engine 1:04:55 - Zenith 1:19:50 - Zenith Stand 1:21:58 - Andromeda Test 1:25:50 - Outro

Everyday Astronaut

105,467 Aufrufe • vor 8 Monaten

$RKLB — Bloomberg Interview Q1. Can you clarify the confusion about Neutron? Yesterday, it seemed like you were pushing back the launch date a little bit. Is Neutron still on track to launch from its launch pad in 2026? Peter Beck: I think the headlines overblew it a little bit. What I said is that it's getting a little tighter to get a launch away this year. That's just being honest and transparent. It's a rocket program. These are very difficult and complex programs. Our intention is to push hard and try to get the first flight away this year. But I think the real question that should be asked is: What about the 10th flight? The first flight is obviously important, but flight number 10 is really important because that shows you've reached scale, cadence, and reusability. That's the most important thing for the whole program. Q2. You mentioned cadence. Tell us a bit about how you're thinking about cadence going forward. Is there a viable path to getting to a regular cadence? Peter Beck: If you look at our current vehicle, Electron, we actually scaled that faster than any other rocket in history. We went from zero to 50 flights in the shortest time in history, and we're on track to get to 100 flights in the shortest time in history with that vehicle as well. So we know a thing or two about taking a rocket, putting it on the pad, and flying it over and over again. Neutron is really important for a few reasons. A lot of people focus on it filling a gap and providing competition for Falcon 9, which is an important part of its job. But Rocket Lab is an end-to-end space company. We build satellites both for ourselves and for other people. With the pending acquisition of Iridium, we really need a rocket to launch our own satellites. At least 50% of Neutron's capacity is going to be consumed by ourselves. Q3. SpaceX was able to raise a huge amount of cash recently. How do you intend to continue raising cash to fund some of these expensive endeavors? Peter Beck: I think we're a little different from SpaceX. Elon has very grand aspirations that require a lot of cash. For us, we're in the business of getting to cash-flow positivity as quickly as we can. If you look at some of the acquisitions we've done in the past and those we're about to do, they put us in that realm very quickly. We have a very different profile from the other big rocket companies. I'm certainly not one of the richest people in the world, and our competitors have a totally different cost and sense of capital. We've always been the rocket company that has had to be very commercial from day one. We're focused on building a good, solid business and a commercial enterprise that's enduring and making money. Q4. I look at the reported backlog of $2.36 billion with 90-plus launches. How should investors look at that backlog? At what point does it become something that should raise concern if it gets too large? Peter Beck: Everybody loves a great big backlog. Between the last quarter and now, we added nearly $1 billion of backlog to the company. Backlog is a great metric, but execution is the true measure. If you look at the company, I think we've established ourselves as very strong executors. Throughout our history, we do what we say we're going to do. Q5. The Iridium deal, which is pending completion, potentially opens the door for direct-to-device products. How do you see that opportunity, particularly against competitors? Peter Beck: I've been saying this for many years, and I think evidence from other companies has proven it out: the really large space companies of the future are going to look a little bit the same. They're going to have the ability to build satellites at scale, launch their own satellites with their own rockets, and have a communications business. Iridium is the entry point for us. It's by no means the endpoint. One of the reasons we like the Iridium platform so much is that it has a very unique spectrum. Its L-band spectrum allows you to do very unique things. Iridium has built an amazing business around safety-critical, defense-critical, and critical-infrastructure applications. That's something that will continue to grow. I don't think you're going to see us going head-to-head in the broadband market. That's very well served and is a tough place to be. But I think there's a tremendous opportunity in some of these more discrete and unique areas of the communications market. Q6. Talk to us about the Kepler deal, which you announced yesterday. Kepler Communications purchased a dedicated Neutron launch for no earlier than 2028. How important is that to the business? Peter Beck: It's funny because naturally a lot of people would expect that we should sell all of the rockets we have for eternity. If we were just a rocket company, that would be a great assumption. But we have to make sure that we have rockets left in production and available to launch our own missions, as well as for some of our defense customers who need assured access to space. Right now, I've never seen the rocket and launch industry so constrained. For us, we're extremely selective about who we give this very valuable Neutron capacity to. It was great to have the Kepler team on contract. We've known that team for a very long time. But it is a very constrained environment right now, and we have to navigate it carefully. Q7. What's the detailed plan for getting to cash-flow positive? Is it just a matter of time? Peter Beck: Yes, absolutely. Neutron, after we have the first flight and then move into commercial flights, is a huge inflection point for the company. And, of course, an acquisition like Iridium would do that immediately. So we have a fairly short time horizon to reaching cash-flow positivity. Q8. Looking at the acquisitions of Mynaric, Motive, and Iridium, are you hungry for more deals, or is there a pause in terms of the company's acquisitive stance? Peter Beck: Never done, never done. All of those acquisitions have been very strategic. I think launch creates a tremendous moat, and everybody can see that. It's the big show in the sky. But actually, we've acquired a whole bunch of component companies and scaled those. Components are just as much of a moat. No matter how much capital you have, if you just turn up and say, "I want to build a thousand satellites," you can't, because there isn't a supply chain there to provide all of the components for the spacecraft. For us, that's not a constraint, of course. But for other people entering the market, it's a huge constraint. So you'll continue to see us tackling those smaller deals on the side. Deals like Iridium certainly aren't going to be the last. And you shouldn't think of us as the L-band communications company. This is the first of many, I would say.
7:55

$RKLB — Bloomberg Interview Q1. Can you clarify the confusion about Neutron? Yesterday, it seemed like you were pushing back the launch date a little bit. Is Neutron still on track to launch from its launch pad in 2026? Peter Beck: I think the headlines overblew it a little bit. What I said is that it's getting a little tighter to get a launch away this year. That's just being honest and transparent. It's a rocket program. These are very difficult and complex programs. Our intention is to push hard and try to get the first flight away this year. But I think the real question that should be asked is: What about the 10th flight? The first flight is obviously important, but flight number 10 is really important because that shows you've reached scale, cadence, and reusability. That's the most important thing for the whole program. Q2. You mentioned cadence. Tell us a bit about how you're thinking about cadence going forward. Is there a viable path to getting to a regular cadence? Peter Beck: If you look at our current vehicle, Electron, we actually scaled that faster than any other rocket in history. We went from zero to 50 flights in the shortest time in history, and we're on track to get to 100 flights in the shortest time in history with that vehicle as well. So we know a thing or two about taking a rocket, putting it on the pad, and flying it over and over again. Neutron is really important for a few reasons. A lot of people focus on it filling a gap and providing competition for Falcon 9, which is an important part of its job. But Rocket Lab is an end-to-end space company. We build satellites both for ourselves and for other people. With the pending acquisition of Iridium, we really need a rocket to launch our own satellites. At least 50% of Neutron's capacity is going to be consumed by ourselves. Q3. SpaceX was able to raise a huge amount of cash recently. How do you intend to continue raising cash to fund some of these expensive endeavors? Peter Beck: I think we're a little different from SpaceX. Elon has very grand aspirations that require a lot of cash. For us, we're in the business of getting to cash-flow positivity as quickly as we can. If you look at some of the acquisitions we've done in the past and those we're about to do, they put us in that realm very quickly. We have a very different profile from the other big rocket companies. I'm certainly not one of the richest people in the world, and our competitors have a totally different cost and sense of capital. We've always been the rocket company that has had to be very commercial from day one. We're focused on building a good, solid business and a commercial enterprise that's enduring and making money. Q4. I look at the reported backlog of $2.36 billion with 90-plus launches. How should investors look at that backlog? At what point does it become something that should raise concern if it gets too large? Peter Beck: Everybody loves a great big backlog. Between the last quarter and now, we added nearly $1 billion of backlog to the company. Backlog is a great metric, but execution is the true measure. If you look at the company, I think we've established ourselves as very strong executors. Throughout our history, we do what we say we're going to do. Q5. The Iridium deal, which is pending completion, potentially opens the door for direct-to-device products. How do you see that opportunity, particularly against competitors? Peter Beck: I've been saying this for many years, and I think evidence from other companies has proven it out: the really large space companies of the future are going to look a little bit the same. They're going to have the ability to build satellites at scale, launch their own satellites with their own rockets, and have a communications business. Iridium is the entry point for us. It's by no means the endpoint. One of the reasons we like the Iridium platform so much is that it has a very unique spectrum. Its L-band spectrum allows you to do very unique things. Iridium has built an amazing business around safety-critical, defense-critical, and critical-infrastructure applications. That's something that will continue to grow. I don't think you're going to see us going head-to-head in the broadband market. That's very well served and is a tough place to be. But I think there's a tremendous opportunity in some of these more discrete and unique areas of the communications market. Q6. Talk to us about the Kepler deal, which you announced yesterday. Kepler Communications purchased a dedicated Neutron launch for no earlier than 2028. How important is that to the business? Peter Beck: It's funny because naturally a lot of people would expect that we should sell all of the rockets we have for eternity. If we were just a rocket company, that would be a great assumption. But we have to make sure that we have rockets left in production and available to launch our own missions, as well as for some of our defense customers who need assured access to space. Right now, I've never seen the rocket and launch industry so constrained. For us, we're extremely selective about who we give this very valuable Neutron capacity to. It was great to have the Kepler team on contract. We've known that team for a very long time. But it is a very constrained environment right now, and we have to navigate it carefully. Q7. What's the detailed plan for getting to cash-flow positive? Is it just a matter of time? Peter Beck: Yes, absolutely. Neutron, after we have the first flight and then move into commercial flights, is a huge inflection point for the company. And, of course, an acquisition like Iridium would do that immediately. So we have a fairly short time horizon to reaching cash-flow positivity. Q8. Looking at the acquisitions of Mynaric, Motive, and Iridium, are you hungry for more deals, or is there a pause in terms of the company's acquisitive stance? Peter Beck: Never done, never done. All of those acquisitions have been very strategic. I think launch creates a tremendous moat, and everybody can see that. It's the big show in the sky. But actually, we've acquired a whole bunch of component companies and scaled those. Components are just as much of a moat. No matter how much capital you have, if you just turn up and say, "I want to build a thousand satellites," you can't, because there isn't a supply chain there to provide all of the components for the spacecraft. For us, that's not a constraint, of course. But for other people entering the market, it's a huge constraint. So you'll continue to see us tackling those smaller deals on the side. Deals like Iridium certainly aren't going to be the last. And you shouldn't think of us as the L-band communications company. This is the first of many, I would say.

Parkash Heerani

130,593 Aufrufe • vor 14 Tagen

JUST DROPPED: Valley of Depth pod w/ Jason Kim , CEO of Firefly Aerospace (Firefly Aerospace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇
1:13:53

JUST DROPPED: Valley of Depth pod w/ Jason Kim , CEO of Firefly Aerospace (Firefly Aerospace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇

Mo Islam

20,716 Aufrufe • vor 2 Monaten

Rocket Lab Neutron AIC update — the Hungry Hippo lift. Photos and full timelapse video. Here is how the operation went down. The Hungry Hippo was sitting on its red support stands inside Building 01. The team slid the blue transport trailer underneath it, lifted it off the stands, backed it out to the lift position, set it back down on the same stands outside, then pulled the trailer out to make room for the cranes. Then nearly six hours of rigging, harnesses attached to the open base, boom lifts positioned on both sides, every connection point checked. All that for a lift that took about 30 minutes, running right through sunset. To my knowledge building 01 does not have crane infrastructure for a vertical lift of this scale, so this appears to be the first time the Hungry Hippo has been stood up vertically at Wallops. Last time it was vertical was in New Zealand. Hopefully the next lift puts it on the interstage. Congratulations to Rocket Lab and the lift crew. Full timelapse (30x) below. NSF - NASASpaceflight.com
0:35

Rocket Lab Neutron AIC update — the Hungry Hippo lift. Photos and full timelapse video. Here is how the operation went down. The Hungry Hippo was sitting on its red support stands inside Building 01. The team slid the blue transport trailer underneath it, lifted it off the stands, backed it out to the lift position, set it back down on the same stands outside, then pulled the trailer out to make room for the cranes. Then nearly six hours of rigging, harnesses attached to the open base, boom lifts positioned on both sides, every connection point checked. All that for a lift that took about 30 minutes, running right through sunset. To my knowledge building 01 does not have crane infrastructure for a vertical lift of this scale, so this appears to be the first time the Hungry Hippo has been stood up vertically at Wallops. Last time it was vertical was in New Zealand. Hopefully the next lift puts it on the interstage. Congratulations to Rocket Lab and the lift crew. Full timelapse (30x) below. NSF - NASASpaceflight.com

EasternShoreSpaceflight

36,620 Aufrufe • vor 18 Tagen

At about T-8 hours before Starship Flight 13’s third attempt to launch, what are the conditions out at the launch site? What does the weather look like? And, what is it like to be at the launch site and Starbase about 8 or so hours from a launch? Today I talk about all of this and provide some updates (narration & visuals) on the construction around the launch site too & why much of this is necessary. Oh, and a reminder too. If you have ever thought about coming out to Starbase and experience something you can literally not do anywhere else in the world (being at an active rocket launch site with a fully stacked rocket just hours before a launch all up close), then you need to plan on doing so sooner than later. These opportunities may not last forever, and indeed some restrictions continue to be added over time. Good luck to SpaceX and the Starship team … I hope Friday with the 13th launch is lucky indeed! 🚀🍀🤞 Ellie in Space 🚀💫
13:24

At about T-8 hours before Starship Flight 13’s third attempt to launch, what are the conditions out at the launch site? What does the weather look like? And, what is it like to be at the launch site and Starbase about 8 or so hours from a launch? Today I talk about all of this and provide some updates (narration & visuals) on the construction around the launch site too & why much of this is necessary. Oh, and a reminder too. If you have ever thought about coming out to Starbase and experience something you can literally not do anywhere else in the world (being at an active rocket launch site with a fully stacked rocket just hours before a launch all up close), then you need to plan on doing so sooner than later. These opportunities may not last forever, and indeed some restrictions continue to be added over time. Good luck to SpaceX and the Starship team … I hope Friday with the 13th launch is lucky indeed! 🚀🍀🤞 Ellie in Space 🚀💫

Joe Tegtmeyer 🚀 🤠🛸😎

28,796 Aufrufe • vor 1 Monat

$RKLB is expecting updates on the MSR study mission as early as next week. Here’s why this potentially $2B award is a game-changer and means way more than just new revenues: ✅Credibility: Rocket Lab's involvement in a NASA flagship mission like MSR would cement its reputation as a top-tier aerospace company. ✅Technological Advancement: MSR is an interplanetary mission, which requires new high-performance systems like advanced propulsion, navigation, and communication. ✅Expansion: It would validate $RKLB capabilities to handle highly complex, interplanetary missions, making it more competitive for future government and commercial contracts. These advancements could be leveraged for future missions and potentially be commercialized. ✅Talents: Being part of a historic mission like MSR would make Rocket Lab more attractive to top-tier engineering talent and potential strategic partners, boosting its innovation capacity and industry alliances. ✅End-to-end: Winning MSR would mark Rocket Lab’s transition from a reliable launcher to a key player in interplanetary exploration, paving the way for long-term growth, diversification, and innovation. It’s not just about the money, it’s about positioning Rocket Lab as a cornerstone of the new space economy.
1:46

$RKLB is expecting updates on the MSR study mission as early as next week. Here’s why this potentially $2B award is a game-changer and means way more than just new revenues: ✅Credibility: Rocket Lab's involvement in a NASA flagship mission like MSR would cement its reputation as a top-tier aerospace company. ✅Technological Advancement: MSR is an interplanetary mission, which requires new high-performance systems like advanced propulsion, navigation, and communication. ✅Expansion: It would validate $RKLB capabilities to handle highly complex, interplanetary missions, making it more competitive for future government and commercial contracts. These advancements could be leveraged for future missions and potentially be commercialized. ✅Talents: Being part of a historic mission like MSR would make Rocket Lab more attractive to top-tier engineering talent and potential strategic partners, boosting its innovation capacity and industry alliances. ✅End-to-end: Winning MSR would mark Rocket Lab’s transition from a reliable launcher to a key player in interplanetary exploration, paving the way for long-term growth, diversification, and innovation. It’s not just about the money, it’s about positioning Rocket Lab as a cornerstone of the new space economy.

Space Investor

102,234 Aufrufe • vor 1 Jahr

Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders
36:13

Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders

Y Combinator

229,182 Aufrufe • vor 20 Tagen

Every rocket ever built before Starship was thrown away after one use. Elon Musk just explained on a SpaceX livestream why that single fact made space exploration practically impossible until now. His analogy was the one that landed hardest. Imagine if you had to throw away a commercial airplane every time it flew. Not maintain it. Not refuel it. Throw it away and build a new one. What happens to the price of a ticket? What happens to the airline industry? What happens to global travel? It collapses. Nobody flies. That is exactly what every space program in history has been doing with rockets. Building them once, using them once, throwing them away. The cost was not a failure of ambition. It was a structural consequence of how the hardware worked. Starship is the first rocket ever designed for full and rapid reusability. Not just reusable. Rapidly reusable. The rocket lands, gets caught by the tower, goes back on the launch stand, and flies again without refurbishment. Like an aircraft. No laborious inspection between flights. Starship B3 is already more than double the thrust of the Saturn 5 moon rocket. Version 4 will be roughly three times. And Musk said they expect Starship to be flying more than once per hour eventually. That number is hard to absorb. The most powerful moving object ever built. Flying more than once per hour. The cost of getting mass to orbit does not drop gradually when that happens. It collapses. And when the cost collapses, everything that was previously impossible becomes a question of how fast you can build. Reusability is not a feature. It is the entire unlock. Every other problem in space is downstream of this one.
4:25

Every rocket ever built before Starship was thrown away after one use. Elon Musk just explained on a SpaceX livestream why that single fact made space exploration practically impossible until now. His analogy was the one that landed hardest. Imagine if you had to throw away a commercial airplane every time it flew. Not maintain it. Not refuel it. Throw it away and build a new one. What happens to the price of a ticket? What happens to the airline industry? What happens to global travel? It collapses. Nobody flies. That is exactly what every space program in history has been doing with rockets. Building them once, using them once, throwing them away. The cost was not a failure of ambition. It was a structural consequence of how the hardware worked. Starship is the first rocket ever designed for full and rapid reusability. Not just reusable. Rapidly reusable. The rocket lands, gets caught by the tower, goes back on the launch stand, and flies again without refurbishment. Like an aircraft. No laborious inspection between flights. Starship B3 is already more than double the thrust of the Saturn 5 moon rocket. Version 4 will be roughly three times. And Musk said they expect Starship to be flying more than once per hour eventually. That number is hard to absorb. The most powerful moving object ever built. Flying more than once per hour. The cost of getting mass to orbit does not drop gradually when that happens. It collapses. And when the cost collapses, everything that was previously impossible becomes a question of how fast you can build. Reusability is not a feature. It is the entire unlock. Every other problem in space is downstream of this one.

Ihtesham Ali

10,431 Aufrufe • vor 2 Monaten

Elon Musk: Our goal is to fly Starship like an aircraft. “In order to achieve full reusability, everything's got to be perfect. The engines, the structure, the avionics, the choice of propellant. You've got to go to extreme measures for mass optimization, which is why we have the tower catch the rocket. Instead of putting on landing legs, which are heavy, the rocket can simply be caught by the tower. And we haven't achieved full reusability yet, but we do expect to achieve that hopefully later this year with Starship. If you're going to go a step beyond that, which is to make it rapidly reusable such that the rocket lands, it gets caught by the tower, gets put back on the launch stand and can be flown again without any refurbishment or laborious inspection. Like an aircraft. Yeah, this is incredibly difficult. This is the first time that there's ever been a rocket where that is possible. That's what makes Starship so profound.” Source: AI Satellite presentation, SpaceX, June 8, 2026
0:52

Elon Musk: Our goal is to fly Starship like an aircraft. “In order to achieve full reusability, everything's got to be perfect. The engines, the structure, the avionics, the choice of propellant. You've got to go to extreme measures for mass optimization, which is why we have the tower catch the rocket. Instead of putting on landing legs, which are heavy, the rocket can simply be caught by the tower. And we haven't achieved full reusability yet, but we do expect to achieve that hopefully later this year with Starship. If you're going to go a step beyond that, which is to make it rapidly reusable such that the rocket lands, it gets caught by the tower, gets put back on the launch stand and can be flown again without any refurbishment or laborious inspection. Like an aircraft. Yeah, this is incredibly difficult. This is the first time that there's ever been a rocket where that is possible. That's what makes Starship so profound.” Source: AI Satellite presentation, SpaceX, June 8, 2026

ELON CLIPS

19,272 Aufrufe • vor 2 Monaten

BREAKING: Inside Impulse Space with Tom Mueller (Tom Mueller) (SpaceX's 1st Employee) FULL TOUR The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (Impulse Space) ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond We cover: → Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life) → Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO) → Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F → Why 3D printing is "almost a cheat code" for rocket engines → In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25 → 3 spacecraft in orbit + a 1,200-meter rendezvous → Starlink, iterating Merlin & Raptor, & working with Elon Musk → Nuclear propulsion, the Moon, & why compute needs to move to space 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space (00:49) Inside Impulse Space (02:32) Avionics Bay floor (02:59) Building rockets at home (03:50) Mira and Helios (08:00) Why Tom left SpaceX (09:33) The Deneb Engine walkthrough (11:42) Testing in Mojave (12:23) Favorite part of the Engine (13:30) How it's 3D Printed (14:21) Why 3D Printing changes everything (16:54) Finding Talent for COPVs (17:28) No Modern hardware without software (19:52) The Mill Turn explained (22:42) Payload Deck Design (25:28) Entering the Secret Area (30:48) Thrust, Flow Rate, & 100 Sensors (32:13) Collision avoidance in Orbit (32:57) The Electric Propulsion Chamber (34:28) Nuclear Electric is the future (38:49) Data Centers in Space (40:28) SpaceX & Starlink's Growth (41:10) Working with Elon (42:07) If not CEO, then what? (42:32) Moon matters more than Mars
43:59

BREAKING: Inside Impulse Space with Tom Mueller (Tom Mueller) (SpaceX's 1st Employee) FULL TOUR The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (Impulse Space) ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond We cover: → Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life) → Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO) → Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F → Why 3D printing is "almost a cheat code" for rocket engines → In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25 → 3 spacecraft in orbit + a 1,200-meter rendezvous → Starlink, iterating Merlin & Raptor, & working with Elon Musk → Nuclear propulsion, the Moon, & why compute needs to move to space 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space (00:49) Inside Impulse Space (02:32) Avionics Bay floor (02:59) Building rockets at home (03:50) Mira and Helios (08:00) Why Tom left SpaceX (09:33) The Deneb Engine walkthrough (11:42) Testing in Mojave (12:23) Favorite part of the Engine (13:30) How it's 3D Printed (14:21) Why 3D Printing changes everything (16:54) Finding Talent for COPVs (17:28) No Modern hardware without software (19:52) The Mill Turn explained (22:42) Payload Deck Design (25:28) Entering the Secret Area (30:48) Thrust, Flow Rate, & 100 Sensors (32:13) Collision avoidance in Orbit (32:57) The Electric Propulsion Chamber (34:28) Nuclear Electric is the future (38:49) Data Centers in Space (40:28) SpaceX & Starlink's Growth (41:10) Working with Elon (42:07) If not CEO, then what? (42:32) Moon matters more than Mars

Molly O’Shea

729,885 Aufrufe • vor 2 Monaten

BREAKING: For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead. The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land. Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle. No one handed China this. SpaceX guards its rocket tech as “trade secrets”, not “patents”, precisely so it cannot be read and copied. China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover. And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival. Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on. One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Sam’s belief that it owns the only road to the Moon. The piece works out which way of coming home actually wins.
0:28

BREAKING: For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead. The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land. Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle. No one handed China this. SpaceX guards its rocket tech as “trade secrets”, not “patents”, precisely so it cannot be read and copied. China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover. And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival. Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on. One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Sam’s belief that it owns the only road to the Moon. The piece works out which way of coming home actually wins.

Shanaka Anslem Perera ⚡

2,631,442 Aufrufe • vor 1 Monat