Space Industry

“I think, you know, my hot take would be, I think, the biggest thing to be done in space hasn't even been thought about, let alone talked about. So I think we're at the very, very beginning of the whole process. If you want to, you know, make an analogy here, i…”

“What is the biggest TAM in the space industry? It's comms.”

“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 li…”

“In the last few years, the industry has shown the ability to reuse the first stage, which has been transformative. It allowed companies to scale from maybe a dozen or so, 10 to 20 launches per year, now to that 150 number.”

“So I have a slightly contrarian take on this. I don't think anything is pure play commercial. Nothing. Not even Starlink.”

“As the space industry has been scaling it's not really a sustainable model to think of, like, as you're needing to coordinate, you know, tens or hundreds of different sites to think about that individual booking and coordination”

“How the space industry is going to evolve in terms of communication, going from booking an antenna, like you book a science telescope to, Having the outcomes through a global network where you can you can have a lot of observability and control into that netwo…”

“It is on us in the space industry to solve this problem. I do not see any other means solving it.”

“It is very unlikely that in the next 2030, 50 years, we could scale up space industry in a way that would allow us to have large, gigantic, controllable space mirrors at L Two.”