

512: Investing in the Final Frontier – Space
10 snips Jun 22, 2025
Chris Quilty, a space industry analyst and co-founder of Quilty Space, discusses the remarkable transformation of the space economy. He highlights how companies like SpaceX have significantly reduced launch costs, paving the way for a thriving commercial sector projected to exceed $1 trillion by 2040. The conversation also delves into innovative satellite technologies that enhance connectivity and real-time monitoring. Quilty emphasizes the role of AI in revolutionizing Earth observation, showcasing vast investment opportunities in the rapidly evolving space industry.
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SpaceX Disrupts Launch Costs
- SpaceX revolutionized space launch economics, dropping costs from $50,000 per kilogram to under $2,000 with Falcon 9.
- Starship aims to reduce costs below $500, enabling entirely new space industries and opportunities.
Chris Quilty's Space Entry Story
- Chris Quilty entered the space sector after 9/11 when defense companies he covered were acquired.
- SpaceX's innovative approach, including hiring fresh engineers and vertical integration, broke long-standing industry cost barriers.
Evolving Investable Space Sectors
- Satellite communications were the traditional investable space segment with a few dominant players.
- New investable sectors emerged including Earth observation and dedicated satellite launch companies like Rocket Lab.