Carmen Reinecke
speaker
161 appearances
12 recordings
2 series
first heard Nov 2025
last heard 9 Sep
Carmen Reinecke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 5.
Appearances
Well, Blue Origin has established itself as a very important partner with NASA.
So they are very bullish on the moon.
I think if you've ever heard Jeff Bezos talk about his space ambitions, the moon is a very big part of that.
the first lunar landing on the moon.
So SpaceX currently holds that contract to land the first humans on the moon for the Artemis program.
But because of some concerns about delays in that development process, Sean Duffy had talked about opening up that contract to see if Blue Origin could potentially move more quickly on their lunar lander program.
So I think they're going to try and take advantage of that.
So it'll be a very interesting time over the next few years to see if SpaceX pulls ahead, if Blue Origin pulls ahead.
Well, I don't know personally, but I imagine their hearts are thumping quite quickly.
I think they really just are along for the ride for that first ascent portion.
So I think for them, it's just a waiting game.
And they're probably, you know...
I'm gripping the handrails a little tight right now.
I've been waiting for this hold to pass.
Yeah, so I think most basically his argument is that the amount of stock-based compensation is diluting, you know, owner's power.
That if you hold the stock, it's being diluted by the stock-based compensation.
And so it really is just another thing and sort of a myriad of things that he has called out with Nvidia in recent weeks.
And yeah, we saw the company, you know, push back.
There was a memo that they sent to some Wall Street analysts.
This is according to a Barron's report.
Showing 101–120 of 161 · page 6 of 9
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