The commercial space sector is evolving, and capital is following the opportunity. During B. Riley Securities' 26th Annual Institutional Investor Conference in May, our panel "𝐌𝐚𝐭𝐮𝐫𝐢𝐧𝐠 𝐂𝐨𝐬𝐦𝐨𝐬: 𝐅𝐢𝐧𝐝𝐢𝐧𝐠 𝐀𝐥𝐩𝐡𝐚 𝐢𝐧 𝐍𝐞𝐱𝐭-𝐆𝐞𝐧 𝐒𝐩𝐚𝐜𝐞 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬" discussed the convergence of commercial space, defense technology, and institutional capital with Mike Crawford, Senior Managing Director and Head of the Discovery Group Research Analyst Griffin Boss, and Daniel Wallman, General Partner at Balerion Space Ventures.
Key takeaways from the discussion:
𝐓𝐡𝐞 𝐥𝐮𝐧𝐚𝐫 𝐞𝐜𝐨𝐧𝐨𝐦𝐲 𝐢𝐬 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐧𝐠: NASA and allied governments are moving with urgency on moon-based infrastructure and mobility solutions
𝐍𝐞𝐚𝐫-𝐭𝐞𝐫𝐦 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲: Telecommunications, broadband, and remote sensing represent the most immediate and investable part of the space value chain
𝐓𝐡𝐞 𝐒𝐩𝐚𝐜𝐞 𝐅𝐨𝐫𝐜𝐞 𝐛𝐮𝐝𝐠𝐞𝐭 𝐭𝐚𝐢𝐥𝐰𝐢𝐧𝐝: Companies that can deliver exponential technological change will be best positioned to meet the pacing challenge posed by China
𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐫𝐢𝐝𝐠𝐞, 𝐧𝐨𝐭 𝐭𝐡𝐞 𝐝𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧: The long-term opportunity lies in the transition from R&D partnerships to programs of record and commercial scale
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