Jared Isaacman

So I have no equity interest in any of them.

I wish them all incredibly well.

You can't not love space and not want to see them all succeed.

Not really anymore, or as much.

emerging player.

They're just getting going.

I mean, reality is anyone in the launch business, if you have to throw away your rocket, SpaceX can eat you alive.

They can use the same rocket 25, 30 times and they're about to do it with a Starship.

New Glenn is going to get there.

I'm sure Rocket Lab and Stoke will get there too and Firefly.

Rush is not a

I mean, in a combat context, they can brute force and throw a lot of stuff up there and create a lot of problems.

So I think that's more of a DoD consideration.

But in terms of just broad capabilities to wow us from peaceful space, military space, and whatever blurs the line between the two, it's China.

China is the threat.

They will be the ones that will cause issues.

No, honestly, thanks SpaceX.

I'm not trying to make it a SpaceX love story, but they've been landing rockets on ships for 10 years now and no one else has done it once.

So SpaceX gave us reusability because they saw opportunity to break the monopoly that was ULA.

I mean, all of basically US launches was up until SpaceX was a monopoly, a government sanctioned monopoly, a joint venture between Boeing and Lockheed called United Launch Alliance.