Space Investor: SpaceX Is Only 20% of the Opportunity
Descripción del Episodio
I help founders & executives generating more than $10M in revenue find their Easy Mode. Start here: https://ryanhanley.com/subscribe
Watch this episode on YouTube: https://youtube.com/ryanmhanley
You don't need to build a rocket to make money in space. You may already depend on space technology without knowing it. The leaders watching launches while ignoring the infrastructure underneath them are staring at the mascot and missing the team.
I brought Mark Boggett, CEO and General Partner of Seraphim Space, onto Finding Peak to explain what the commercial space economy looks like when you remove the Mars fantasies and billionaire theater. Mark argues that SpaceX is the public face of the market, but the bigger founder opportunity is in the other 80 percent.
We get practical fast. Radar satellites are helping insurers assess flood damage through cloud cover. New positioning networks are being built because today's GPS cannot support the accuracy and security demanded by autonomous vehicles, drones, and robots. Orbital tracking companies are creating what Mark calls the "Google Maps of space."
We also cover space-based solar power, compact nuclear batteries, off-planet manufacturing, and the founder flywheel forming around experienced space operators.
The rocket is the distraction. The infrastructure is the business.
For founders and executives, this episode offers a sharper way to study platform shifts. Don't stop at the category leader. Look for the data, security, power, logistics, software, and service companies the platform makes necessary.
This is the way.
Hanley.
Connect with Mark Boggett
- LinkedIn: https://www.linkedin.com/in/mark-boggett-5044631/
- Website: https://seraphim.vc/
Follow Ryan Hanley
- Website: https://ryanhanley.com
- Instagram: https://instagram.com/ryan_hanley
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