Why RFA Should Celebrate Isar Aerospace Reaching Orbit
Isar Aerospace reached orbit on September 5, 2026, on only its second flight, the first privately funded European rocket to do it. Its closest rival, Rocket Factory Augsburg, has flown 0 times, so it had no market share to lose, and everything around it moved: investors, satellite customers, spaceports, engineers, and the ESA contracts that require orbit before 2028. The pattern is the 4-minute mile: John Landy had run 4:02 six times and never under, then ran 3:57.9 just 46 days after Roger Bannister, and 2,349 men have followed. The record is zero-sum, the club is not. For technical founders: why a rival's win is free growth while customers still doubt the product works, how to tell when the market flips to price and delivery, and what the last rival win actually cost you.