Why Blue Origin Keeps Coming Up
Robert Kiyosaki’s space-economy campaign, with analyst Garrett Baldwin supplying the picks, rests on a simple framing: you do not have to guess whether SpaceX, Blue Origin, or Rocket Lab wins the new space race. You can own the companies that get paid no matter who launches. Blue Origin is the company every one of these presentations has to mention, because it is the one credible counterweight to Elon Musk’s SpaceX.
Blue Origin is Jeff Bezos’ aerospace company, founded in 2000 and funded largely out of Bezos’ own fortune. For most of its life it was famous for suborbital tourism flights on its New Shepard rocket. What changed is New Glenn, a heavy-lift orbital rocket that finally reached orbit on its first launch attempt in January 2025 after years of delays. That one launch moved Blue Origin from a tourism side-show into the same conversation as SpaceX for payload delivery to orbit.
What Blue Origin Is Actually Doing
The near-term relevance to the space-economy picks is twofold. First, Blue Origin is the anchor customer and competitor that keeps the launch market honest. SpaceX currently handles roughly 85 percent of U.S. launches, and a functioning New Glenn gives satellite operators, NASA, and commercial customers a second option. Second, Blue Origin has filed with regulators for permission to launch a very large number of orbital data centers, the same “compute in space” theme we covered in the INI XPanse space-stocks explainer.
The orbital data center idea matters because it is where space meets the AI power bottleneck. Running data centers in orbit sidesteps the land, water, and electricity constraints that have made on-earth AI buildouts so expensive. Bezos has publicly described a future where heavy industry and compute move off-planet. Whether Blue Origin or SpaceX gets there first is an open question, which is exactly why the Kiyosaki campaign’s “pick and shovel” framing has merit.
What It Means for the Picks
Blue Origin itself is not publicly traded, so it is not one of the free tickers in the Kiyosaki promotion. That is the key point for investors: you cannot buy Blue Origin stock directly today. The way these promos handle that is by pointing instead at the suppliers and funds that benefit regardless of who wins.
For example, the “Fuel the Race” report in the campaign points at the industrial gas companies that supply liquid oxygen and hydrogen to launch pads, whoever owns the rocket. The “All of the Above” report points at a space ETF that holds a basket of public space names. We unpacked the full set of reports in our teardown of the Launch Cheat Code presentation, and the merger angle in our SpaceX and Tesla merger teardown.
The honest read on Blue Origin is that it raises the ceiling on the whole sector while remaining something ordinary investors can only touch indirectly. That indirect exposure is the entire logic of the Kiyosaki campaign, and it is a fair one.
Ready to see the full space-economy research? Click here to access Garrett Baldwin’s reports.
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