Spacecraft Components
topic on 1 show · 2 statements across 2 episodes
2 statements about Spacecraft Components, every show
Beck: Spacecraft components are massive moats due to fractured supply chains
“Launch is a huge moat, but all of these spacecraft components are huge moats as well, because, you know, it doesn't matter how much capital you've got. If you turn up tomorrow and say, I want to build a thousand satellites, good luck. Like it's just not happen…”
Beck: Spacecraft Components Are the Second-Biggest Moat After Launch
“Launch is always a huge moat, so, you know, launch, launch is like probably the biggest moat, but I would say the second biggest moat is, ah, is, is those components to go into those spacecraft, because you can have infinite capital, it doesn't make any differ…”