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Luke Ringlein's avatar

The way you broke down HGVs vs HCMs and scramjets made the rest of the update easier to follow. I’m still wrestling with one question: if glide vehicles are easier to make and the main constraint is heat management, why aren't more startups leaning into thermal solutions instead of full vehicle platforms?

Are there technical limits to modularizing that layer, or is it just that primes already dominate the relevant supply chains?

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