Zooming out to look at the competition, there should be some big milestones across the industry in 2025. They're still mostly skating to where the puck is, not where it's going, though.

For rockets, New Glenn and Neutron should have first launches, and we'll see what progress Stoke makes this year.

For spacecraft, Dreamchaser cargo, and the Blue Origin Mark 1, Firefly Blue Ghost, and Astrobotic Griffin uncrewed lunar landers should all have first flights.

For comms sats, Amazon really needs to start launching Kuipers. The SDA PWSA constellation should also start launching their next tranches soon from a handful of manufacturers. We'll see if any of them are able to start to catch up to Starlink/Starshield (doubt).