The helium market's been pretty volatile since the U.S. government finished selling off the national helium reserve in 2019. But we think that's mostly due to short-term market dynamics because helium's a hard commodity to produce and there are only a few producers. There are lots of stories about helium running out, but we've dug in and haven't found much evidence that supply is actually drying up
We think we can build a hydrogen blimp safely. It's not on our tech roadmap currently, but in any case the best way to build a hydrogen blimp is to get lots of flight hours on a helium version first.