Jason Hall

That's right.

A lot of the opportunities in space are increasingly from private companies.

But the U.S.

federal government and other governments are still big players and big spenders here.

I think increasingly, we may see that with more partnerships with private companies.

What's going on there for Rocket Lab?

Rocket Lab has also made some progress beyond just its Electron small launch system.

That's the bulk of its business right now.

The Haste hypersonic platform has also launched multiple missions.

And I think the next big thing that's so exciting to me

They just opened up their test site for Neutron.

That's their reusable medium lift platform.

They say they're still on track to deliver and launch the first Neutron early next year.

And that's starting to push into an area that SpaceX has really kind of dominated so far.

Starlink is doing a little bit of the same thing that Space Mobile, but Space Mobile is really focused on being a partner

for existing terrestrial mobile network operators, MNOs.

Verkus vs. what we've seen from Starlink with a lot of the proprietary handsets and other equipment.

At end of the quarter, with 50 cell provider partners globally,

Now, the sheer distance between the satellite and the user means it's not going to work for every need.

There's still going to be some latency.