Originally Posted by
wrldtrav2013
I honestly think AC is in a rush to cull a bunch of SE and elite members ASAP and reduce their overall liability on the balance sheets.
There's no liability related to status on the balance sheet. These changes might reduce their 2026 expenses and/or increase 2026 revenues - they certainly hope it will do one or both - but it doesn't affect anything on the balance sheet.
Originally Posted by
D404
Some of the "majors" lile OMAAT (who have worked woth AC in the past for e.g. the SS launch) have never been very shy about getting stuff up ASAP with a hot take.
My tinfoil hat theory is that that they were pitched by AC, but decided not to after seeing details, and are now bound by some sort of NDA or embargo.
NDAs and embargoes are meant to protect information that's not public, and typically fall away once the information becomes public, so your construct would be very strange.