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Thesis
Vast is targeting the first commercial space station with Haven-1, a single- module outpost planned for launch on Falcon 9 in 2026, with Haven-2 positioned as a candidate ISS successor. The thesis hinges on being first to a crewed commercial station and winning NASA's follow-on program.
Catalysts
- Haven-1 launch and on-orbit operations
- NASA Commercial LEO Destinations Phase 2 selection
- SpaceX partnership depth and crewed-flight cadence
- Funding model in a capital-intensive market