Lou Whiteman

These things happen.

It's literally rocket science, but the Neutron is an important part of the both thesis for Rocket Lab.

And this setback is likely going to delay how soon Neutron has its first flight.

That's already behind schedule.

They had already hoped to do it last year.

I think the issue is fixable.

And in the long run, I'm still excited about this company.

But the longer we go without the Neutron flying, the more questions there are going to be.

So as a shareholder or anyone who's interested, you have to watch this closely.

Please just get this stupid thing in the air so we can stop talking about it.

That's the thing.

Like Rachel said, it is a maturing business.

We're just going to have to get used to that.

This whole last six months or year of Netflix hasn't been about Netflix falling apart or the sky is falling.

It's about management recognizing that they are at a new stage in their existence and reacting.

Look, they're going to spend more on content this year.

10%

content increase over $18 billion this year.

Content is not cheap.

That's partially why they are looking to acquire more of it.