Peter Beck

“Rocket Lab is targeting a 1-3-5 ramp across the first three years. Neutron is priced at $50–55M with no significant early-flight discounting.”

“The $8B Iridium deal is framed not as a bet on satellite communications broadly, but as a capture of L-band spectrum — a physically irreplaceable asset that Starlink and Kuiper cannot replicate.”

“Even when we go after being a prime, even if we lose, we still win. And when we win, we win twice, because we'll go head-to-head with a prime for a contract, and if we lose, then the next day there's a whole bunch of purchase orders for reaction wheels, the solar, & a whole bunch of stuff.”