Molly O’Shea@MollySOSheaAug 24

BREAKING: Inside Rocket Lab ( $RKLB ) w/ Sir Peter Beck FULL INTERVIEW (Part I) We sat down with @Peter_J_Beck Founder & CEO of @RocketLab after another record quarter, $234M in revenue & $2.36B in backlog "The lawyers hate me saying it, but global domination is definitely part of the plan." "I didn't want to build a space company that just lives for the lifetime that I'm running it. It needed to be multi-generational." We go deeper into Iridium, Neutron, the $397M Space Force contract to build + launch "Flatellites," & how 81% of revenue last quarter was outside of launch. Covering: › Why the fix for a 9-month lead time was buying the supplier › The $8B Iridium acquisition & why he was surprised nobody saw it coming › Why the Neutron question should be about the 10th rocket, not the 1st › The 24-hour turnaround constraint that produced Hungry Hippo › Flatellites, building satellites for volume rather than one at a time Plus: building a launch industry in New Zealand from zero suppliers & no regulation, staying out of broadband to play in L-band, going public before SpaceX, GHOST & the launch site that ships in a container, & why the Archimedes engines are painted black. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sir Peter Beck, Founder & CEO at Rocket Lab (00:59) Rocket Lab's biggest quarter (02:53) The competitive edge in Space (04:10) Rocket Lab's Acquisition Strategy (05:04) Reason behind the Iridium Deal (06:13) Competing with Blue Origin & SpaceX (09:56) Rocket Lab's Global Domination (11:19) Building a Launch Monopoly in New Zealand (12:33) Is this why Peter got Knighted? (16:42) Beating SpaceX to the Public Markets (20:05) Why Neutron is still facing delays (24:24) The reality of running a Rocket Company (27:38) Rocket Lab's latest contract wins (29:04) How defense became a prime mover for Rocket Lab (30:39) Ghost: Rocket Lab's portable launch pad (31:30) Has he seen Aliens? (33:18) What's next for Rocket Lab? (34:30) Where does Peter draw his inspiration? (36:12) Why he's never read a Business book (37:31) Why their Engine is painted black