Blue Origin
includes Blue Origin New Glenn
11 statements across 6 episodes · 5 bullish · 3 bearish · 3 people on the record · first statement Apr 26, 2025 by Robin Langtry · said 107 times in 28 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (43), Jordi Hays (4), Robin Langtry (2), Jordy (Geordie) (1), Delian Asparouhov (1)
tap a year for its mentions
2026 63 mentions in 15 episodes 4 per episode
- Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN
- Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
- Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN
- Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
- The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
- Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN
- 7 more episodes that year, every mention in 2026 →
2025 38 mentions in 11 episodes 3 per episode
- Blue Origin Lands Rocket, Valve Drops Steam Machine, Cantor Group Surges | Diet TBPN
- The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
- The BEST Super Bowl Commercial (Saquon Barkley)
- Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- Building Northwood and a ground station network for satellites | Bridget Mendler on TBPN April 23rd
- Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- Building the World’s Smallest Fusion Reactor | Robin Langtry on TBPN
- 3 more episodes that year, every mention in 2025 →
2024 6 mentions in 2 episodes 3 per episode
Everything said about Blue Origin, oldest first
Apr 26, 2025 negative
Langtry: Oversized rockets bottleneck casting suppliers and stretch iteration to nine months
“If your rocket is too big, all of a sudden, there's only, like, three suppliers in the whole country where you can get castings made, and now you're at a nine-month, every iteration takes nine months, right? And it's just, it's too slow.”
Nov 15, 2025 neutral
Coogan: SpaceX moved faster than Blue Origin by prioritizing modular components
“One of the reasons the Blue Origin moved a little bit slower than SpaceX is that they leaned a little bit harder on the exquisite system going really big, and Elon had this idea of, like, let's try and make a whole bunch of small things that we bundle together…”
Nov 15, 2025 neutral
Nov 15, 2025 positive
Jan 23, 2026 neutral
Coogan: Blue Origin launching TerraWave constellation in Q4 2027
“Bezos-backed Blue Origin is launching a satellite network for enterprise data center and government customers, TerraWave. The company aims to begin deploying the first of 5400 and Eight satellites in the fourth quarter of 2027, so little over, a little under t…”
Feb 19, 2026 bullish
Feb 19, 2026 positive
Bezos: The US needs two competing SpaceX-scale launch companies
“SpaceX doesn't have to lose for Blue to succeed. What the U.S. Needs is it needs two SpaceX's. It needs two launch companies competing vigorously against each other to try to give us the most capabilities as a country, commercially, civilly, from a defense per…”
May 30, 2026 negative
Coogan: New Glenn has one successful flight in three attempts
“The explosion caused extreme structural damage to its only functional launch pad, while Blue Origin has successfully reached base a number of times with other vehicles. New Glenn has had just one successful flight out of three attempted tries.”
May 30, 2026 negative
May 30, 2026 positive
Jul 1, 2026 positive
Coogan: Blue Origin Pivots Pad Strategy to Return New Glenn This Year
“To return to flight this year, we're not rebuilding the same pad. We're going straight to a horizontal vertical hybrid con ops. We are, we had already been developing for our nine X four new Glenn launch vehicle using existing infrastructure, skipping a new tr…”