@thekookreport Kinda hate to say it, but WIP is just warehouse space until they ship. Shipped barely moves while WIP doubles. Assembly isn't the constraint. Integration choke or launch availability is.
Complete and utter bullshit. The sector didn't freeze. DXB back in hours. Space42 held service. Sanad and Etihad kept turning metal. People saying otherwise are coping hard, I'm sure.
The Aircraft Accident Investigation Bureau's Lack of Detail in Its AI171 Crash Interim Report Worries Experts
Investigation veterans say it fails both the letter and the spirit of the rules meant to protect public safety.
@rachelchitra✍️
https://t.co/fjleCzEYEA
@AfriMEOSINT This is complete and utter bullshit. IL-76s run Gulf-Africa cargo daily. UAE moves more air freight than most continents. One Soviet airframe and OSINT bros think it's a spy thriller.
Mass And Energy As The Operative Economic Units In Scaled Cislunar Infrastructure
Mass and energy become the economic units as cislunar infrastructure compounds. Lunar mass drivers and orbital solar drive marginal costs to physical minima.
Economic coordination shifts to energy flows and material stocks as abundance supplants scarcity for goods and compute.
$RKLB Are we observing a Quiet Period between @viasat and @RocketLab?
Correct me if I’m wrong but, I continue to see 🛰️ an interesting pattern forming around $RKLB and $VSAT, adding to the layered continuous relationship between the two companies.
Viasat just won a U.S. Space Force PTS-G Swarm 1 contract, with Rocket Lab named as bus supplier according to @SpaceNews_Inc.
No press release from Rocket Lab.
The press release from Viasat did not mention Rocket Lab.
A small start-up, K2 Space, publicly confirmed and claimed their PTS-G bus provider role for SES (who was also awarded).
The relationship between Viasat and Rocket Lab runs deep:
⚪️2022: Rocket Lab builds L-band radio for Inmarsat
⚪️2023: Viasat acquires Inmarsat
⚪️2024: Viasat picks Rocket Lab for NASA CSP bus
⚪️June 2026: Rocket Lab selected as Viasat's Space Force GEO bus provider
Meanwhile, Viasat + Space42 (UAE) are building Equatys, a 2,800-satellite D2D constellation and are looking for JV partners, or in the very least; a bus/component provider for the constellation.
A company in quiet period negotiations does not put out press releases involving the company they are setting up business with.
No press release from Rocket Lab.
ViaSat’s Press Release did not mention Rocket Lab.
Just speculating. But the dots are connecting. 👀
Let me know if I’ve missed something or what you think.
#RKLB #VSAT #Equatys #Space
@scottwisniews@CytoplasmicANA Scott please do me a favour and buy more SpaceX launch. It’s better for everyone’s heart. Don’t go bs with a Relativity MLA. We want SpaceX launches!