7 ms·
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
by erulabs 4mo ago
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?
- zarzavat 4mo agoRockets are mostly proprietary knowledge so you won't be able to vibecode a starship no matter how smart the AI is.
- Zigurd 4mo agoThat'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.