Wall Street Wildlife Investing Podcast E81: Investing in Space, with Beyond Earth Ventures
In this fascinating episode, we dive deep into the trillion-dollar space economy with Alexandra Vidyuk, General Partner at Beyond Earth Ventures, author of the leading Space Ambition Substack, and one of the world's most prominent deep tech VCs focused on space innovation.
💰 The Trillion Dollar Opportunity - Why space is projected to triple from $500-600 billion to over $1 trillion in the next decade, and the investment themes driving this explosive growth
🎯 Investment Strategies - Alexandra's framework for finding the next SpaceX, including dual-use technologies and the transition from government-led to private sector dominance
🧬 Space Manufacturing Revolution - How companies are producing cancer treatments and semiconductors in zero gravity that are impossible to create on Earth, potentially transforming healthcare and electronics
🛰️ Earth Observation & Climate Tech - The explosion in satellite data applications, from monitoring greenhouse gas emissions in real-time to revolutionizing mining exploration and agricultural planning
🌙 The New Moon Race - Inside the $93 billion Artemis program and why the US-China competition is creating massive opportunities for private space companies
🔬 Biotech in Space - Discover how COVID vaccines were formulated on the ISS and why protein crystallization in microgravity could change cancer treatment from hospital drips to at-home injections
⚡ Nuclear Batteries & Energy - How space-grade nuclear power systems are enabling everything from Mars missions to remote terrestrial applications
🏭 Orbital Manufacturing - Why moving toxic production off Earth could preserve our planet as a "clean garden" while building a space-based industrial economy
💻 Data Centers in Space - The surprising case for orbital computing: unlimited solar power, protection from cyber attacks, but the complexities of radiation and cooling!
Alexandra shares her expertise from evaluating hundreds of space startups and explains how retail investors can participate in this generational wealth creation opportunity through angel investing platforms.
About Our Guest:
Alexandra Vidyuk is a General Partner at Beyond Earth Ventures and runs the largest space tech newsletter on Substack with 57,000+ subscribers. She previously spent 10+ years in international banking and holds a physics degree. Her Space Ambition newsletter breaks down complex space technologies for mainstream investors.
LinkedIn: linkedin.com/in/alexandrausynina
Resources Mentioned:
Space Ambition Substack: spaceambition.substack.com
Beyond Earth Ventures: beyondearth.vc
Recommended viewing: "For All Mankind" series
Companies discussed:
Rocket Lab $RKLB, Planet Labs $PL, SpaceX, Varda Space Industries, Space Forge, Zeno Power, Lunar Outpost
Segments:
00:00 The Space Platform Economy
05:30 Physics to Finance to Space VC
12:00 Trillion Dollar Market Breakdown
20:30 Biotech Manufacturing in Microgravity
32:15 Earth Observation Revolution
45:20 Moon Economy & Helium-3
56:40 Investment Framework & Public Markets
65:15 Making Space Investing Democratic
**********
SUPPORT THE SHOW AND BECOME A PATREON:
https://patreon.com/wallstreetwildlife
**********
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r
**********
To use the same portfolio tracking tool as Luke, check-out:
https://www.portseido.com/?fpr=lukehallard
**********
Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
**********
Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
**********