Rocket Lab [Updated Jan 2026] - Space's Next Commercial Frontier - $RKLB
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It's been a while since we produced our story on Rocket Lab. Based on a user ask, we are refreshing it.
Rocket Lab is not just a “mini‑SpaceX,” but the shed‑born New Zealand upstart that turned a small rocket into a wedge into the entire space infrastructure stack—evolving from Electron, the world’s most flown dedicated small launcher, into a vertically integrated builder of satellites, components, and full constellations that now wins billion‑dollar U.S. defense and missile‑warning contracts, while betting its future on Neutron, a reusable medium‑lift rocket designed to compete for mega‑constellations and national security missions—making this a story of how a self‑taught founder rejected by NASA built one of the most important space companies of the 2020s from the bottom of the world.
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Transcript https://empor.top/us/RKLB
- I. Introduction & Episode Roadmap
- II. Origin Story: The Kiwi in the Shed
- III. The Electron Gamble: 3D Printing & Battery Straps
- IV. "It's a Test" and Reaching Orbit
- V. The Great Pivot: Space Systems & The M&A Spree
- VI. Neutron: The War for Mega-Constellations
- VII. The Modern Era: From Startup to Prime Contractor
- VIII. Analysis: Power & Playbook
- IX. Bear vs. Bull Case
- X. Epilogue & Future