[erulabs]

Feels risky to push the S-1 a day before the latest starship launch. If there is a catastrophic failure OR a perfect success it feels like it would be material here.

Also I’m concerned that if AI “works” (ie: country-of-genuses-in-a-box) that the moat of reusable rockets decreases substantially. What would stop Northrop from vibe coding their own starship?

[Zigurd]

That's an interesting use of the word material. The problem with the IPO is that it's vibes based. There's already a lot to doubt about starship. If there is some large failure on this flight, it won't change the actual material value, or lack thereof. But it would shift the vibes.

[zarzavat]

Rockets are mostly proprietary knowledge so you won't be able to vibecode a starship no matter how smart the AI is.