“Why do we assume a lunar economy is desirable, inevitable, or even a coherent concept? Is it a genuine strategic objective, or a narrative constructed to secure investments?”

We love this. Here’s our honest answer.

Nothing happens on the Moon without power. No mining, no habitats, no science stations, no economy. Power is the bottleneck, and fission is the only viable path at scale. That’s what we’re building.

The critique that matters most: political will is fragile. Public interest shifts. Government priorities change. Investor patience runs out. All true.

That’s exactly why we’re focused on power infrastructure with near-term government customers - NASA and DOE are funding fission surface power today. We don’t need to wait for the lunar economy to arrive on someone else’s timeline. But we are building the layer that makes it possible.

The real risk in this sector isn’t technical. It’s building a business that only works if the hype cycle holds. The antidote is unit economics that work within existing government contracts while positioning for the broader economy as it develops.

The backbone of any space venture isn’t political will. It’s making the economics so obvious that political will follows.

If your business plan needs Congress to stay excited, you don’t have a business plan. You have a lobbying strategy.