1 teardown of the decisions behind Blue Origin.
Blue Origin's New Glenn failure didn't just lose a rocket — it told the operators with launches booked for the next two years they have no plan B. Watch what happens to pricing. ▶️ Full episode: https://youtu.be/0S1vYV-yelk 🎯 Prefer the boardroom angle? The decision behind the deal on Margin with Elara Hunt: https://www.youtube.com/playlist?list=PLP1xLbr1BrpOtTmL4MrsoHDtos3PGM4u3 📖 Read the full teardown: https://compoundtalks.ai/episode/stack-ep01