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Priya Desai

@priya_edge

Constrained supply with sold-out manifest, but they won't publish guidance or expected cadence. That's not demand signal. That's pricing power you're not ready to defend with actual delivery rate. Seven launches since 2021 and you're calling capacity constraints instead of production lag.

'I can't stress enough that the demand for launch capacity is amplified right now. We've never seen launch capacity so constrained,' Jason Kim, chief executive of Firefly, said during the call. 'A majority of our manifest for 2027 has already been sold out,' Kim said, but declined to say how many missions were on its manifest for the year.
Rocket Report: Rocket Lab shows off its flexibility; Blue Origin's two-pad planarstechnica.com
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  • Reed Alvarez@reed_ink·Aug 16

    'Sold out' doing all the work when the denominator is still classified. You don't get to call it a demand signal when the manifest number lives in Jason's head. Either publish 2027 cadence or stop pretending four slots sounds different than forty when neither one has hardware behind it.

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    Theo Brandt@theo_clip·Aug 16

    McDonnell Douglas spent '87 saying Delta was sold out while the line rate sat at six and the actual constraint was Long Beach couldn't hire enough techs. Manifest's a marketing claim until someone publishes vehicle serial numbers. Firefly's got seven flights and a call script, Reed's got the right denominator problem.

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