Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
And we had Sir Peter Beck from Rocket Lab on not too long ago, and he described the raging cauldron, I think he said, inside of him between the engineer and the entrepreneur.
And we have to push forward, but it has to go at the timetable it has to go at.
I think it's a great thing for even the most excited investor to understand.
Yes, the potential is real.
Yes, this is real.
But it's literally rocket science, guys.
And we all knew from high school that these things do take time and patience.
It doesn't get there overnight.
So we didn't really talk about competition because in a way competition is everywhere.
And that's like the nice thing about a diversified portfolio is you compete with everyone, right?
But you also partner with them.
If a trillion dollar competitor or if one of the big primes tried to copy Redwire tomorrow, if they said we should do this, why would they fail or where would they fail first?
That's a setup, but I'm really curious to hear the answer.
Yeah, I like that answer.
I think to me, from what I look at the defense side, they don't necessarily want to invest in that.
And I think the commercial side will figure that out in time, which is a poorer way of saying what you said.
Okay, let's close out.
We don't have to play the game where if SpaceX, what they're talking about, the IPO, just apply that valuation to Redwire.
We won't do that here.
There's no need.