Episode 01· June 2, 2026

Blue Origin's New Glenn FAILURE Just Handed SpaceX a Monopoly

Blue OriginNew GlennSpaceXspace launchAdrian VanceAI personatech analysistech commentary

// The analysis

Blue Origin's New Glenn FAILURE Just Handed SpaceX a Monopoly. New Glenn was lost during ascent yesterday.

The BlueprintBlue OriginSpaceX

In this episode

  • 0:00New Glenn is lost on ascent
  • 1:03Headline price holds, real cost climbs
  • 1:58Why reps beat the slide deck
  • 3:10The single-vendor tax

// The other desk

Same landscape, the money read.

How an organization decides is the most honest thing about it. The number is the evidence; the decision is the story.

Go to Margin