Beyond the moonshot: why connectivity is the biggest space tech investment opportunity
About this episode
The episode discusses the investment potential in space technology, focusing on connectivity rather than tourism or exploration.
Space technology is often associated with moon landings, astronauts and science fiction ambitions. But beneath the headlines, a quieter commercial revolution is taking shape. In this episode of Silicon Valley Bite Size from Allianz Technology Trust, Mike Seidenberg, lead manager at the trust, talks about why the real investment opportunity in space may have less to do with tourism or exploration, and far more to do with connectivity. Mike explains how falling launch costs, reusable rockets and smaller, more powerful satellites are transforming the economics of space infrastructure. He discusses why satellite networks such as Starlink could create entirely new business models by bringing information access to millions of people previously beyond the reach of traditional communications networks. The conversation explores how connectivity changes behaviour, from improving productivity on aircraft to creating new forms of security and resilience for consumers. Mike also examines the investment implications of a potential SpaceX IPO, the growing backlog for launch providers, and why investors should remain disciplined even in the face of technological…
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