The Investable Age of Space

The Investable Age of Space

From Let’s Talk Future™ - An Oppenheimer Podcast by Oppenheimer

February 26, 2026 · 23 min

About this episode

The episode discusses the rapid expansion of the space economy and the role of satellite communications and AI in future innovations.

The space economy is expanding rapidly, with projectionsrising from approximately $100 billion today to $400 billion over the next decade. Tim Horan speaks with Brian O'Toole of BlackSky and Graeme Shaw of EarthDaily Analytics about next-generation Earth observation constellations, AI-enabled analytics, and the growing role of satellite communications within the global digital infrastructure. The discussion explores how real-time satellite intelligence and integrated communications networks may define the next phase of space-driven innovation. Oppenheimer Transacts Business on all Principal US Exchanges and is a Member of SIPC. 8781620.1

People in this episode

Host: Tim Horan

Guests: Brian O'Toole, Graeme Shaw

Topics covered

  • space economy
  • Earth observation
  • satellite communications
  • AI analytics

Keywords

  • real-time satellite intelligence
  • integrated communications networks
  • space-driven innovation

Mentioned in this episode

Products: BlackSky, EarthDaily Analytics

Places: US

More episodes of Let’s Talk Future™ - An Oppenheimer Podcast

Explore listener stats, chart rankings, contacts and more on the Let’s Talk Future™ - An Oppenheimer Podcast podcast page.