Thanks! Looks like they have a rather reasonable take. I agree that spaceX has some very impressive capabilities and there is no doubt that their engineering talent is the best in the world in their field, but 1.8T is indeed a ridiculously high number!

I interpret their management risk analysis as being more about the buss factor of 1 than it being about not liking musk, which I also think is a reasonable take.

You don't subscribe to twenty five news outlets, what are you, a freeloader? /s