TerraWatch Space Podcast #2 - An Investor's Outlook on SpaceTech - Part 1: Andrew Lapham
Feb 22, 2021
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Space's 10x Cost Breakthrough
- The space industry is experiencing a 10x cost improvement in launch and equipment size, fueling rapid growth and new business models.
- This fundamental change justifies market enthusiasm and the recent SPAC wave financing unicorn-scale space ventures.
SPACs Fuel Space Investment
- SPACs provide crucial capital for space businesses that require heavy upfront investment before revenue.
- This financing allows companies to build entire constellations or networks without repeated fundraising rounds.
Understanding Space Sectors
- Satellite systems are easier to grasp because they are tangible products tied to orbit types affecting latency and coverage.
- Robotics are vital for automation in space manufacturing and deep space exploration where humans can't easily operate.
- Earth observation offers vast analytics opportunities but requires integrating diverse sensors and data for scalable products.