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  "documentTitle": "Astra Space, Inc. (ASTR)",
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  "notes": "This is a research note page from Kerrisdale Capital, focusing on the lack of differentiation in Apollo Fusion's technology and the questionable background of Astra's leadership regarding satellite networks.",
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      "text": "Without any proven technological differentiation, the only way to win business is price, a market position which puts a dent in the strategy of “moving up the value chain.”",
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      "text": "“two companies a week were coming in with the same designs and talking to me about the same things.” — Unnamed new space CEO. “[Apollo Fusion] is a company that has made claim 1 and failed, made claim 2 and failed, and is now building something that everyone else has been building forever.” — Unnamed expert. “I’ve long believed that there has been an amazing opportunity to provide communications satellites, essentially an internet in the sky, with the opportunity to provide internet anywhere and everywhere, fulfilling” — Craig McCaw.",
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      "text": "Broadband Constellation Plan is a Pipedream",
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