spacecraft components
2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 24, 2026 by Sir Peter Beck · across every show →
Everything said about spacecraft components, oldest first
Aug 24, 2026 positive
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…”
Aug 26, 2026 positive
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…”