To the Moon and Beyond, Earthlings. 🛸
Day 1 of LBC's Space Tech Expo USA featured innovators and operators sharing their insights about the investible commercial importance of the moon. The lunar economy can be thought of in three parts: 1) On the moon, 2) Around the moon, and 3) Between Earth and the moon.
The moon is a critical link in the Space supply chain. It is relatively close and has resources that are valuable in Space and on Earth. In Space, the moon’s water can be used as fuel as well as subsistence for human life. Not having to go back to Earth for this critical resource will save a ton of money and extend the life of Space missions.
There is also Helium-3. This is valuable stuff for Space and Earth priorities. It can be used for nuclear fusion to power Space mobility and manufacturing. It currently goes for $4 billion per ton.
💥 Spacebound 🚀
There are investible opportunities in Spacetech for capital allocators with shorter term horizons and lower risk profiles as well as those prepared for multi-year deep tech product development. 🛰🛫🗺
Spacetech commercial market opportunities outsize the traditional government based markets with the added benefit of qualifying for dual use and associated grants and multi-year government contracts. There are software and platform solutions as well as hardtech solutions.
Going Green into Space. Why SpinLaunch is Cool.
I asked SpinLaunch CEO Jonathan Yaney what was one of the most fun parts of his job.
“Proving people wrong who said this could not be done.”
Long Beach, California based SpinLaunch is changing the way payloads are sent into space by removing the complexity and reducing the dependence on carbon-based fuel. What is so fascinating about SpinLaunch is that they have created a greener, cheaper, faster way to launch based on technology that is not new but has not previously been applied to launching rockets into space.