[adolph]

I think the parent comment refers to ULA being on life support. The new contracts won't be as flush as the company was designed to need, and there won't be 3x launch cadence.

https://www.cnbc.com/2024/02/08/investing-in-space-how-banke...

Here is a deeper history/analysis of ULA and how they were propped up by maintenance fees to retain launch capacity even when there were no payloads.

https://www.youtube.com/watch?v=vyxLAezc9k0