SHOW DIRECTORY
Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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RKLB Factory Tour: Satellites, Spacecraft & Mission Control
Rocket Lab’s signal is capital efficiency: Electron reached orbit for under $100M with 80 people, while Beck says Richard Branson put $1.2B into Virgin Orbit before bankruptcy.Its moat extends beyond launch into spacecraft components, where a small, fractured supply chain makes end-to-end ownership difficult to replicate.Execution is the monitor: 12-year radiation-heavy missions, acquisitions, Neutron, and national-security work.
Inside Rocket Lab w/ CEO Sir Peter Beck: Record Earnings, Neutron, Flatelittes
Rocket Lab posted record revenue, nearly $1 billion of backlog, and acquisitions extending its reach beyond launch.Beck calls launch and supply-constrained components its strongest moats, while Iridium adds profitability immediately and time for a new constellation.Neutron’s key milestone is the 10th rocket on the pad, not first flight, as delays raise the risk of a two-year gap.