Rocket Lab...

$8.2 million ASP for electron currently
-36 electrons in the backlog
-"Haste is the fastest growing part of electron's launch portfolio"
-“it’s not hard to squint and see 20 plus, 30 plus launches per year for electron “
-“our non GAAP and GAAP gross margin (for electron) were actually pretty close, call it the low 30s, we see a path to it being a 45% to 50% gross margin business “
-“if we get to 2 launches per month that the sweet spot for electron, where we’re really get north of that 40% gross margin “
-“ I think we can get there (50% gross margin) without reusablity, before I had my doubts, but if we’re doing 30 launches a year I think we can pretty safely get their without reuseable “
-“I think reuseable probably add about 5% of margin improvements “
-“recover actually takes about 40kg worth of payload “

 
Big personal new, I am moving to New Zealand in about a month! I will be joining Rocket Lab to start development of plasma propulsion systems there. It's definitely a huge change but super exciting. Also if there is anyone here in the Auckland area please let me know!