Call · @rklbman · #202 on the leaderboard
@rklbman
@rklbman · Thu, Aug 13
RocketMan@RKLBManIn 10+ years, an $8B premium paid for $IRDM doesnt matter. Speed to market matters. And that's what $RKLB chose. SPB is accelerating to a constellation ARR model to mitigate the launch/contract based lumpiness. See the forest through the trees.22d agoview on X ↗
In 10+ years, an $8B premium paid for $IRDM doesnt matter. Speed to market matters. And that's what $RKLB chose. SPB is accelerating to a constellation ARR model to mitigate the launch/contract based lumpiness. See the forest through the trees.
tweeted Thu, Aug 13 · counted from Fri, Aug 14 close
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Long RKLB · Medium confidence
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