>Tomorrow?

Eventually :)

Markets are forward looking, and not really bound to 'tomorrow'.

Oh sure we can do anything if we just handwave all requirements, all needs for reality, all actual thought

Do we really need to say (on HN especially) that time-to-market does matter?

Not just for startups either. If you ramp up the Polio vaccine in 1 year vs 10 years, that has a big impact on human wellbeing. The two scenarios are not equivalent outcomes, even though it still happens "eventually."

Speed matters.

Sure, speed matters.

Developing new technology happens to matter more.

I'm sure investors are going to do their own analysis on this and reach their own conclusions, you should try betting against it.

Surely the constraint will be the rate at which you can get them into and installed orbit, not the manufacturing rate