Credit: u/Waker_of_Winds2003

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[–] 3 points 4 days ago (1 child)

You and I see the same things.

Makes me wonder what we're missing. SpaceX seems to have beat everyone "to the punch", yet all these other companies keep going (and I wish them well, monopolies are problematic).

Is there that much more opportunity that we don't see?

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  • [–] 2 points 4 days ago

    These two have a different business case than launch startups. Cowboy and AST are both focused on their satellites (data centers and direct to cell comms, respectively) and a way to launch them.

    SpaceX is pulling back from the commercial market, and a big part of Starlink success is the low internal Falcon 9 pricing vs what Amazon and Oneweb pay commercially. Vertically integrating launch can be a huge leg up IF (giant if) they actually pull it off.

    Blue Origin has announced their own comms and data center constellations. I wouldn't be surprised if Relativity did the same.

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