

Luke Ward
Investment professional at Baillie Gifford, specializing in aerospace and technology investments. Shares insights on SpaceX's business model and future potential.
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Dec 4, 2024 • 1h 2min
SpaceX: Rocket Ship - [Business Breakdowns, EP.194]
Luke Ward, an investment professional at Baillie Gifford specializing in aerospace, shares his insights on SpaceX's groundbreaking innovations. He discusses the company's cost-efficient rocket launches and the significance of Starlink in its economic model. The conversation also delves into the transformative potential of the space industry, highlighting the shift from government-led to commercial ventures. Ward candidly addresses the risks of capital-intensive missions while imagining the future of space travel for everyday consumers.

Feb 3, 2025 • 30min
Quantum, space, fusion: 3 firms engineering the future
Investment manager Luke Ward, from Baillie Gifford’s Private Companies Team, discusses transformative technologies shaping our future: quantum computing, reusable rockets, and nuclear fusion. He highlights PsiQuantum's strategy to revolutionize computing through photonics, SpaceX's innovations making space travel affordable, and SHINE Technologies' advancements in nuclear fusion for clean energy. Ward also explores how these breakthroughs could impact agriculture, telecommunications, and medical treatments, providing a thrilling glimpse into engineering's influence on tomorrow.


