Prediction certainty 3/5 debate potential 2/5

Mendler: The space economy will consolidate into dominant infrastructure platforms

Bridget Mendler · Inside The $100M Bet on the Future of Space | Northwood CEO on a16z · Mar 23, 2026 · at 21:58

Bridgit Mendler, CEO and co-founder of Northwood Space, discusses the market structure of the space economy compared to the internet and cloud computing.

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“If I were to, like, look forward into the space industry, I think you know, if you analogize to the internet, like, you have a couple of kind of platform infrastructure plays that really wind up becoming enmeshed across the internet. And, you know, it's not like you have a thousand different companies that stand to benefit from them, but there are a few that wind up becoming really influential and fundamental. You know, cloud is one that we analogize to a lot and we were inspired by. And we want to be one of those companies.”

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