π a16z just led a $250M round valuing Vast Space at $5.5B. Haven-1 is crewed. Haven-2 is still in development. Three investment theses are inside one round, and only one closes the gap to that valuat
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Twitter / Xπ a16z just led a $250M round valuing Vast Space at $5.5B. Haven-1 is crewed. Haven-2 is still in development. Three investment theses are inside one round, and only one closes the gap to that valuatopen.substack.comπ a16z just led a $250M round valuing Vast Space at $5.5B. Haven-1 is crewed. Haven-2 is still in development. Three investment theses are inside one round, and only one closes the gap to that valuation. Which one is carrying the weight?
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