Campbell Yule
1.8K posts

Campbell Yule
@ctyule
Founder / builder / strategist Advising, Consulting and Building AI SaaS @ C3 Ventures

We're conservative with our use of AI at my day job. So over summer I used Claude Code to build a few side projects: Year View Planner: apps.apple.com/us/app/year-vi… Markdown Editor for Mac: linkedin.com/posts/peterjth… Modern Code Source Control for Mac: github.com/peterjthomson/… Importantly, each one was built in a different software language from what I normally use. They're all "hand crafted" but I didn't type any of the code.












$RKLB Rocket Lab’s 7 Acquisitions: Building the "Amazon of Space" ♟️🚀 I’ve spent the last few days dissecting the history of Rocket Lab ($RKLB), and the realization is staggering. Peter Beck isn’t just building rockets; he is following the Jeff Bezos Playbook: use strategic acquisitions to own the entire infrastructure of an industry. Just as Amazon acquired Kiva Systems for robotics and Whole Foods for physical reach, Rocket Lab has executed 7 strategic moves to control the Bill of Materials (BOM) for the entire space economy. 🧐 The 7 Pieces of the Empire: A Portfolio of Dominance The "Eyes & Balance" (2020) - Sinclair Interplanetary: Acquired the world leader in reaction wheels and star trackers. Every satellite needs these to point and navigate. The "Brain" (2021) - Advanced Solutions, Inc. (ASI): Acquired the masters of off-the-shelf space software and GNC (Guidance, Navigation, and Control). They provided the "Operating System" for the Photon platform. The "Ejection Seat" (2021) - Planetary Systems Corp (PSC): Acquired the gold standard in satellite separation systems. They have a 100% success record across 100+ missions. The "Heart/Power" (2022) - SolAero Technologies: The biggest move yet. Acquired one of the world's leading producers of high-efficiency space solar cells. Absolute energy independence for every RKLB mission. The "Infrastructure" (2023) - Virgin Orbit Factory: Not a company acquisition, but a genius asset buyout. Beck secured 144,000 sq ft of world-class manufacturing space and machinery for pennies on the dollar to accelerate the Neutron rocket. The "Senses" (2025) - Geost: A massive $275M deal for elite EO/IR (Electro-Optical/Infrared) sensor capabilities. RKLB can now build the "cameras" for missile tracking and reconnaissance. The "Nervous System" (2025 - Pending Approval) - Mynaric: The final piece of the puzzle. Laser communication terminals for inter-satellite links. Note: Currently clearing German regulatory hurdles (BMWK). Once complete, RKLB owns the space-based internet mesh. The Strategic Result: The End-to-End PowerhouseRocket Lab now controls ~90% of its own supply chain. While competitors wait 18 months for parts, Peter Beck simply walks downstairs to his own factories. With BlueBird 6 successfully in orbit for ASTS today (featuring that game-changing ASIC chip), we are seeing the dawn of new technology. But for Rocket Lab, the "Amazon Era" of space—where one company owns the truck, the cargo, and the delivery route—is already here. If you resonate with the long-term value of this "one-stop" vertical integration strategy, please Like and Retweet😊😊.Thanks for your support! 🙏 #RKLB #RocketLab #PeterBeck #AmazonOfSpace #VerticalIntegration #SpaceEconomy #Investing #Neutron #Photon #Geost #Mynaric

"Very little software is ever the final word on solving interesting problems. Even products that start out with great promise and simplicity tend to accumulate cruft and complexity over time. A healthy ecosystem needs a recurring cycle of renewal." world.hey.com/dhh/fizzy-is-o…














