2026-06-02

“We believe the time has come for every company to just move from consuming a frontier model to fully participating ... in the frontier ecosystem.”

“Even if you're moving at, you know, a pretty quick pace, that's going to take some serious time.”

“So that I think is within the realm of possible for recovery of their launch pad, but there's going to be many more.”

“In terms of heavy lift, you know, real heavy lift, you've got SpaceX and Blue Origin, and obviously one of them is down a pad right now.”