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Aug 18, 2021Liked by Jeff Burke

"Space is almost a perfect vacuum. The air is more pure than even the most expensive, sophisticated clean rooms on earth."

Can you elaborate on this? I know there are gases and some dust in space. I haven't heard that it also has air (O2, N, etc.) as we typically understand the term.

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SpaceX has already proven it can vertically integrate ridesharing for various sat launchers. They are experts in reuseability, so what exactly makes you believe the risk of SpaceX verticalizing Varda's logistics approach? Seems to me that launch logistics operations is not a huge barrier to entry, esp. for a launch provider. Varda's main value prop is the hardware/infrastructure for manufacturing, and if they prove it viable, there's practically nothing stopping launch providers from crowding them out. What am I missing?

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