The $1 Trillion Space Economy (And How to Invest in It) скачать в хорошем качестве

The $1 Trillion Space Economy (And How to Invest in It)

Space is no longer the final frontier (it remains the High Frontier, however), it’s maturing fast, and the investment landscape is evolving just as quickly. In 2023, the global space economy hit $546 billion. The World Economic Forum projects that number will climb to $1.8 trillion by 2035. But where, exactly, is the smart money flowing? Governments and private capital are spreading across a broad set of companies and breakthrough technologies, moving space ambitions out of science fiction and into the everyday. This is the new space race. Three nations (well, two plus Europe) now jockey for leadership, with surging investment in both the US and China, and Europe angling for a bigger piece of the action. Direct-to-device satellite communications are on the cusp of the mainstream, as players like SpaceX, AST SpaceMobile, and others launch mesh networks that transform ordinary phones into global satellite handsets. Public and private markets are waking up again: Rocket Lab, Voyager, Firefly, and more are riding a wave of investor enthusiasm as launch costs plummet and bottlenecks begin to clear. Mark Boggett thinks on paper with Mark and Jeremy Gilbertson. As CEO and co-founder of Seraphim, Mark oversees one of the world’s leading space technology investment firms. He’s been at the center of the industry’s most important developments for more than a decade—from the commercialization of launch and new satellite constellations, to the rise of in-orbit debris management, and the emergence of the Moon as a proving ground for deep-space ventures. In this episode, you'll learn why Seraphim’s investment strategy keeps its focus close to Earth—for now. Mark Boggett outlines how fund timelines shape what gets built, why the defense sector is driving space infrastructure growth, and how commercial markets will soon inherit technologies first turbocharged by government demand. Along the way, the discussion maps out the entire space economy’s value chain: upstream launches, satellite builds, data downlink, planetary intelligence, and the early, experimental steps toward the in-space economy of the future. We also explore how space cooperation can rise above geopolitics, the critical role of regulating and cleaning up orbital debris, and why the Moon should be our sandbox for learning how to thrive off-Earth—without repeating old mistakes. Please enjoy the show. And hit subscribe, it's the best way to help other curious minds like you find our show. And remember: Stay curious. Be Disruptive. Keep Thinking on Paper. Cheers, Mark & Jeremy -- TIMESTAMPS 00:00 Trailer 01:56 Disruptors & Curious Minds 03:08 Mark Boggett 03:27 The Reality Of A 10-Year Investment Period 04:07 Predictions On The Space Economy 04:39 Space Race 2.0: The USA V China 05:54 Direct to Device Space Communications 08:05 Public Markets Love Space Tech Investments 09:35 Space Exits & IPOS 10:36 Trump & Musk To Dominate Space Agenda 11:17 The Space Ecosystem 2025 12:10 Satellite Companies: Hardware & Software 12:36 Launch Companies: SpaceX, Firefly & Rocket Labs 13:50 Satellite Constellations 14:24 HAPS (High Altitude Platforms) 15:22 Data Collection, Ground Terminals & Cyber Security 16:46 Downlink: The Growth Area Of Space Investments 18:50 Satellite Data Companies 21:08 Space Verticals: Climate Success Stories 22:20 How Satellites Verify Carbon Credits 24:37 Space Debris & New Regulations To Clean Up Orbit 26:38 Getting Old, Rickety Satellites Out Of Orbit 30:26 Giving Regulators Teeth 31:15 Geopolitics And Defense Based Space Investment 36:33 Terraforming Mars 36:48 Best Sci-Fi Movie 36:56 Do Kids Look Up? The Accessibility Of Space 37:20 The Best Reason To Go To The Moon 39:51 What Should Humans Be? -- Connect with Thinking On Paper PODCAST: www.thinkingonpaper.xyz INSTAGRAM:   / thinkingonpaperpodcast   Spotify: https://open.spotify.com/show/00volKq... APPLE: https://podcasts.apple.com/us/podcast... Mark X: https://x.com/markfielding99 Mark LinkedIn:   / markfielding99   Jeremy:   / jeremygilbertson   --