Lorenzo2cents

Lorenzo2cents

Interview with Rocket Lab CFO Adam Spice at Goldman Sachs Industrials & Materials Conference 2025

Rough Notes from Lorenzo

Lorenzo Bastianelli's avatar
Lorenzo Bastianelli
Dec 29, 2025
∙ Paid
  • 10 launches needed for Neuton to be profitable

  • 2 years waiting list to launch with Falcon 9 since when you place an order

  • Launch is a very high fixed cost business. 40 M$ per year of infrastructure to be maintained for Electron

  • First Neutron will go to orbit and splash down in the water, second will land on the barge, third will be reused (reusability enab…

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