@bubblemocchi Two actual, realistic concerns - thank you!
I actually worked in IT in a past life too so I understand and share the same concern. That’s why they’re utilising $PLTS’s Foundry & Warp Speed to “identify synergies and enhance efficiencies”. They also hired a senior exec from Rafael specifically to aid integration. Quote below.
I agree that it’s sort of a concern, but realistically how likely is a full relationship breakdown between them with all the joint spending, operations and procurement? A lot of $ONDS operations are global too, so although the US is a major part of $ONDS strategy, it wouldn’t completely kill the thesis, IF it did unexpectedly happen.