> The biggest focus of its business is the manufacture and launch of rockets with reusable parts.
Is it though ? Their TAM in their filing lists 85% as AI. $18.7 billion in REVENUE 2025 yet are spending more than 3x that for Cursor, and AI company.
> The biggest focus of its business is the manufacture and launch of rockets with reusable parts.
Is it though ? Their TAM in their filing lists 85% as AI. $18.7 billion in REVENUE 2025 yet are spending more than 3x that for Cursor, and AI company.