Co Commercial space launch providers Loading... : Investor Sentiment and Bull/Bear Views

Isaacman argues NASA must stop competing with private industry and redirect money toward commercial providers. SLS is repurposed shuttle hardware costing about $4.5 billion a launch, and he says senators from SLS states now privately accept that 60-year-old technology at that price has an expiration date, so the political winds are finally shifting even if the government turns like a shipping container. His plan is to fly the already paid-for hardware, check the moon box ahead of China, and then lean on commercial rapid reusable heavy lift while NASA concentrates on what no company would do. He points out NASA's own foresight created the commercial crew program that let him fly, and he is explicitly enthusiastic about the vehicles and investments coming from the commercial industry, naming Rocket Lab alongside SpaceX, Blue Origin and Firefly, saying that once those vehicles work the US gets cheap optionality to reach the moon or Mars.