Robotbeat argued NASA commercial cargo funding enabled SpaceX and that SpaceX market cap now exceeds NASA's cumulative budget since SpaceX's founding, while also claiming NASA got a good deal on HLS compared to a NASA developed lander. The theme is NASA procurement leverage versus private scale.
NASA got a deal. $20-30B is how much a minimal NHRO lander would cost if developed by NASA using NASA's cost model. SpaceX got $3B for a crew landing.
NASA commercial cargo funding enabled SpaceX to exist.
SpaceX marketcap now is greater than NASA’s entire budget since SpaceX’s founding.
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