space companies
5 statements across 3 episodes · 2 bullish · 3 bearish · 2 people on the record · first statement Mar 28, 2025 by Delian Asparouhov · across every show →
Everything said about space companies, oldest first
Mar 28, 2025 negative
US space startups bypass domestic regulators by obtaining German spectrum licenses
“A lot of space companies will actually go to Germany, because you can actually get a license from the German regulator of spectrum, and that is valid in the United States. That's probably a broken state of the world to be in.”
Aug 24, 2026 positive
Beck: Large space companies must build and launch their own satellites
“You know, I've always viewed the large space companies are going to have the ability to build on their own satellites and launch them. And if you're beholden to someone else providing you all the critical components and you, your ability to scale is governed b…”
Aug 28, 2026 positive
Beck: Future space giants will integrate rockets, satellites, and downstream apps
“Like, the big space companies of the future are gonna all look a little bit the same. They're gonna have their own rocket, because access to space is key. They're gonna have their own ability to build as many satellites as they need, and they're all gonna have…”
Aug 28, 2026 negative
Beck: Space startups linger as zombie companies longer than other industries
“The funny thing is, like, space companies are really hard to kill. Like, the amount of space companies that should be dead, ah, and not, the sort of zombie companies is quite, quite incredible. It's not like other industries where, you know, you go to die, you…”
Aug 28, 2026 negative
Beck: Large VC firms are often the worst at space diligence
“Cause you see so many, you see a company that's just objectively terrible. And they just continue to get funding. There's just new investor after new investor and after new investor, but sometimes, sometimes like the really big firms that you think are really …”