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Sierra Space out of nowhere! This could make sense for saving some money on Dreamchaser launches, buying the backlog, and offering truly end-to-end services for their satellite business.
Burying a bit of a lede here, too:
Jeff Bezos' Blue Origin and Cerberus Capital Management had placed bids in early 2023 for the company, according to people familiar with the negotiations. Rocket Lab had also expressed interest, two people said.
Rocket Lab could have had a similar motivation to BO and wanted the backlog and contracts. The Vulcan and Neutron overlap aren't ideal, though.