Beck: Spacecraft components are massive moats due to fractured supply chains
Sir Peter Beck · RKLB Factory Tour: Satellites, Spacecraft & Mission Control · Aug 26, 2026 · at 12:43
Rocket Lab founder and CEO Sir Peter Beck explains why Rocket Lab vertically integrated into satellite components rather than staying purely a launch provider.
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“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 happening. Cause the supply chain is, is so small and fractured.”
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