$ASTS: So definitely a carbon composite. At least that's what it looks like in this image. If so, I want to know their approach to building the structures and laying up the composites (e.g., partnering with any other companies, automated placement, etc.). As @trypto_tran, @mottbox_, and I have discussed, this could be a significant time commitment that would almost certainly push the timeline out past 2030. Either way, as I've said previously, they had no choice but to pursue their own launch vehicle. It's not for getting to initial service, but rather to be able to service the constellation long-term. Very exciting day today with the Rakuten JV ($1B in non-dilutive funding) and earnings, and more to come on Blacklift later this week!
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