$NOC
Alongside launch capacity, I think orbital servicing and robotics could become another major bottleneck as the space economy grows.
Look at Northrop and DARPA working on robotic satellite servicing, $MDA 's Canadarm experience and
#GITAI already demonstrating robotics outside the ISS.
And then there's $FLY with Elytra, its recent deorbit design contract and the Eclipse rocket partnership with Northrop.
Imagine combining launch, orbital transport, inspection, repairs, upgrades and eventually building larger structures in space.
Whoever can bring these capabilities together could have a serious advantage.
Still early, plenty to prove… but I think this is one area worth watching closely.
$SPY $SPCX