Dang, Tory Bruno to Blue Origin. Transfer portal going crazy already.

Wow…that's a move.

I have to wonder if he saw the writing on the wall at ULA and decided to take a step down move at Blue, was he forced out of ULA, or did he actually plan on retiring before Blue money-whipped him?

He has stated that he was not fired at ULA. Is that true? Does it translate to not forced out? Who knows. ULA is the archetype of organizations that aren't the future of spaceflight so I can't say I'm surprised that someone that could leave would do so.

I have great hope for Vast. They seem like they have a logical progression in mind for what they want/need to accomplish. If nothing else their PR and soft marketing over the past 6 months or so has been very impressive. Targetted to the space community, positive but with some substance. I really like it.

Maximus_Meridius said:

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Wow…that's a move.

I have to wonder if he saw the writing on the wall at ULA and decided to take a step down move at Blue, was he forced out of ULA, or did he actually plan on retiring before Blue money-whipped him?

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It's interesting... They were the go to for heavy lift them lost the Russian RD180 engines. Designed and built Vulcan but was WAY behind waiting on the BE4 engines.

I almost wonder if there was a conflict of interest as Blue Origin was building/developing New Glen.

Whatever happened to the ULA up for sale rumors?

Bottom line, leave aerospace is going to HAVE to relearn themselves.

ULA is essentially heavily reliant on (a) SLS and (b) government launches (spy sats). Neither of those are long term growth businesses. NRO/USSC will increasingly move to re-usable platforms, and Vulcan Centaur just will have a steadily decreasing net share of those launches vs. the newbies vs. ULA's historical share with Atlas etc.

The problem they had/have is everyone who would be a buyer knows that. Bruno said he wants to work with BO to develop basically a business/bid for government constellation business (to compete with Starshield/Starlink essentially). That is going to be a big business (also why USAF wanted to cancel the E-7, to rely on space-based platforms in the nearish future for C4i and surveillance/tracking), and he knows USSC/gov't contracting well.

Quote:

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Jeff Bezos-founded Blue Origin said on Friday it has hired Tory Bruno, the longtime CEO of United Launch Alliance, as president of its newly formed national security-focused unit.

Bruno will head the National Security Group and report to Blue Origin CEO Dave Limp and will lead the company's national security business, the company said in a post on social media, underscoring its push to expand in U.S. defense and intelligence launch markets.

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Whether BE4 was a mistake for ULA or not is debatable, as I don't think SpaceX was willing to sell their engines (Raptor/Merlin) and they didn't really have a lot of great options once the Russian sourcing dried up.

Back to ULA vs. SpaceX and others, note that they are going for a $1.5 Trillion valuation supposedly in their IPO coming up. Gov't work is big for SpaceX too but it's a pittance of the total valuation estimates, and the scale is remarkable compared to the other players (including ULA):

🇺🇸 SPACEX IS NOW WORTH MORE THAN THE WHOLE COMPETITION COMBINED

At $800B, SpaceX is officially worth more than the top 6 U.S. defense giants put together.

And yes, even Lockheed, Boeing, and General Dynamics got smoked.

Elon built the most valuable space and defense company… pic.twitter.com/DtZKSMBDN1

— Mario Nawfal (@MarioNawfal) December 26, 2025

I laughed.

ULA is solidly on a path to obsolescence. I don't know if making Vulcan expendable was Tory's choice or if his hand was forced by Boeing and Lockheed Martin but it was obviously the wrong choice. That was clear from the beginning, not just with the benifit of hindsight.

— Mike Schriber (@MikeSchriber) December 28, 2025