Manifest Space: Starlab and The I.S.S. Commercial Succession with Voyager Space CEO Dylan Taylor 9/28/23
Sep 28, 2023
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CEO of Voyager Space, Dylan Taylor, discusses the retirement of the ISS in 2030 and the search for its commercial successor. He talks about the challenges on the ISS, Voyager Space's innovative company culture, the economics and advantages of STAR Lab, potential plans for going public, and his life-changing experience with Blue Origin.
The retirement of the International Space Station (ISS) by 2030 opens up opportunities for the commercial space industry to take over and develop a commercial successor, such as Voyager Space's Starlab, in order to continue human space exploration in a research-focused and economically compelling way.
Voyager Space differentiates itself from traditional aggregators by focusing on assembling complementary capabilities and capturing higher value positions, allowing them to make buy-versus-build decisions and control the supply chain as the prime contractor for the replacement of the ISS.
Deep dives
The Next Chapter: Commercial Space Stations
NASA's plans to retire the International Space Station (ISS) by 2030 have paved the way for the commercial space industry to take over. With steps to open low Earth orbit for commerce, NASA has backed companies like Voyager Space, which aims to become a commercial successor to the ISS. Voyager focuses on the research and experimentation market by optimizing hardware, streamlining processes, and addressing the long lead times and bottlenecks associated with conducting experiments on the ISS. By attracting top talent and forming strategic partnerships, Voyager aims to capture the value chain and offer a compelling economic model.
Scaling Space Infrastructure
Voyager Space was founded with the goal of scaling space infrastructure by assembling capabilities and capturing higher value in the market. Unlike traditional aggregators, Voyager focuses on assembling complementary capabilities to unlock higher value positions rather than simply acquiring market share. As a prime contractor for the replacement of the ISS, Voyager has the advantage of making buy-versus-build decisions and controlling the supply chain, increasing the potential for economic rewards. The company aims to maintain its entrepreneurial and innovative spirit as it grows, with a strong emphasis on hiring individuals aligned with its culture and values.
Star Lab: A Compelling Economic Model
Voyager's flagship project, Star Lab, aims to replace the ISS and optimize it for research and on-orbit experimentation. With the ISS currently conducting around $400 million of research per year, Voyager believes the supply of a dedicated research-focused space station will create the demand for more extensive research activities. By leveraging its expertise as the largest commercial user of the ISS, along with optimized hardware and an international consortium, Voyager expects to offer a more accessible, efficient, and economically compelling model for conducting research in space. Star Lab is projected to launch by 2028.
The I.S.S. is expected to be retired in 2030, closing a multidecade chapter for humans in space funded by the government. With the next chapter of human space exploration spotlighting the private sector, a slew of companies are developing what they hope will be the I.S.S’s commercial successor. Voyager Space, a holding company concentrated on space infrastructure, is the startup behind Starlab, one of 3 projected pre-selected by NASA to potentially rise to the challenge. Morgan Brennan sits down with founder & CEO Dylan Taylor about space stations, his own spaceflight with Blue Origin and the commercial space sector.
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