Thanks Kevin, I am keeping a close eye on UP42 and hope they are successful. I didn't critique Airbus too much, because I don't have as much experience working with them.

One thing to note--Airbus' satellite imagery operation is a subdivision of an explicit defense contracting arm of the company. It's different from Maxar or Planet in that it's closer to a side hustle than a core focus of the company. I could see that ultimately being the fate of Maxar (or Planet) in an acquisition from someone like Boeing or Raytheon.

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