| I don't fully understand the negativity around BO. They haven't gone to orbit yet, and they don't run everything they do as a PR campaign the way that SpaceX does, but getting a rocket to orbit isn't that big of a deal these days. We first achieved orbital flight over 50 years ago, and many different groups have achieved the same since then. Given Bezos' deep pockets, why would BO fail where so many other have succeeded in launching payloads to orbit? They appear to be making steady progress, both on reusability and on their BE-4 engine. There doesn't appear to be any real insurmountable obstacles between where they are today and orbital flight. I'm not saying they will absolutely succeed, but their success feels more like a when than an if unless Bezos decides to pull the plug for some reason. Whether they can do this by 2026 is of course a different matter. |
Regardless of how rich Bezos is, can he bring the right type of talent together and get that talent to make no errors? How many hundreds of millions to billions of dollars is he willing to throw away with nothing to show for it? It's not just can it be done, it's can it be done in this competitive environment before SpaceX pulls so far ahead that there isn't any reason to compete? Add onto it that most of the top talent wants to be, and is, at SpaceX.