I don't see the difference between these two and starship doing laps around the moon next year. It's all bullshit.
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Cowboy is trying to make their entire upper stage a data center, so they're more reliant on having their own rocket.
AST... I don't really get why they wouldn't just work with Firefly to make a custom fairing or something. The launch crunch is still real now, and it'll take years to replace the Falcon cadence, but I don't see any way for them to be faster.
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