Bezos has a problem. Instead of finishing the job of putting Santa out of business, he’s loading his exploding mushrooms with the wrong payload.
Blue Origin is busy sending Katty and Lauren to the clouds. Meanwhile Amazon is still delivering Christmas presents at 65 mph like it's 1997.
Enter Rocket Lab. A properly shaped load delivery system that has proven results to deliver.
Neutron can carry roughly 28,000 lbs toward orbital velocity. Assume a Christmas present weighs 5 lbs: \~5,600 presents per rocket.
Santa? One sleigh. Nine reindeer. Billions of customers.
Amazon already has the warehouses, AWS, Alexa, Prime and an alarming amount of knowledge about what your kids want. RKLB brings the missing piece: 17,000 mph delivery.
Let Blue Origin handle celebrities. Rocket Lab handles Christmas.
Quants in NYC are trying to calculate RKLB’s post Iridium EBITDA, Idiots. Christmas TAM × orbital velocity ÷ reindeer. Long rockets, short sleighs. RKLB price target: $12,000 by new year.