Side-by-side comparison of AI visibility scores, market position, and capabilities
Building commercial space stations. Haven Demo flew 3 months in orbit (2025-2026). Haven-1 crew launch May 2026. $500M raised (Mar 2026). Founded 2021 by Jed McCaleb.
Vast is a commercial space station company founded in 2021 by Jed McCaleb, the entrepreneur behind Ripple and Stellar, with a mission to build privately owned and operated habitats in low Earth orbit. As NASA's International Space Station approaches decommissioning, Vast is positioned to provide a successor commercial destination for astronauts, researchers, and private space travelers. The company is building a family of modular space stations designed to serve as research platforms, manufacturing facilities, and eventually long-duration human habitation in orbit — the next phase of human spaceflight infrastructure.\n\nVast's initial product is Haven-1, a single-module commercial space station designed for short-duration crew missions. Haven-1 is scheduled for a crewed launch in May 2026 aboard a SpaceX Crew Dragon, making it the first commercial space station to host astronauts. A demonstration version of the Haven module completed a three-month uncrewed orbital mission between 2025 and 2026, validating the platform's life support, power, and structural systems in orbit. Vast is also developing Haven-2, a larger multi-module station intended for longer-duration research and commercial operations.\n\nVast raised $500M in March 2026, bringing total capitalization to over $500M and enabling the company to accelerate station development and expand its mission manifest. The company has partnered with SpaceX for launch and crew transportation services. Vast is competing with Axiom Space and Blue Origin's Orbital Reef project for the commercial space station market, which NASA is funding through its Commercial Low Earth Orbit Destinations (CLD) program as a deliberate strategy to transition human spaceflight from government-owned to commercially operated infrastructure.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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