The only company currently performing is SpaceX.

And then we have the suit problem (that I talked about in my Reason study last year). But Eric Berger seems sanguine about it:

People often say there's no difference between "new" space and "traditional" space. Not true, and we've seen that play out with this spacesuit contract. Axiom has no guarantees it will ultimately profit on its fixed price suit contract with NASA. It could lose big time. But the…

— Eric Berger (@SciGuySpace) April 21, 2026

[Afternoon update]

I left Rockwell a third of a century ago when it became very clear that, despite being the prime contractor on the Shuttle, they didn't see themselves as being in the space business. They were in the government-contracting business.

— Rand Simberg (@Simberg_Space) April 21, 2026

I’m starting to wonder how long they’ll survive. With Blue Origin finally flying (if still at low rates) and other providers coming on line, maybe it doesn’t matter.

…how are the landers coming along?