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The Mission Foundry framing is smart positioning - it captures what customers actually want better than 'satellite manufacturer.' Your point about outcomes versus hardware reflects a broader maturation happening accross the industry. The 20 satellites in 20 months metric is the real signal here, thats operational tempo not R&D pace. I worked adjacent to constellation deployments where the gap between prototype and production killed momentum. Muon's Halo stack approach to modularity could avoid that trap if they maintain discipline around variant managment. The dual use environemntal monitoring contract is particularly interesting given how that capability set overlaps with defense applications.

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