EPISODE SUMMARY
This week, we bring you our second installment of Pathfinder’s special podcast series on the State of the Space Industry. You’ll hear from two members of Payload’s editorial staff on key trends, exclusive interviews, and insights shaping the industry. Today’s episode explores EO & SatCom, featuring Payload’s Research Director, Jack Kuhr, and Lead Reporter, Rachael Zisk.
EPISODE NOTES
This week, we bring you our second installment of Pathfinder’s special podcast series on the State of the Space Industry. As a reminder, you’ll hear from two members of Payload’s editorial staff on key trends, exclusive interviews, and insights shaping the industry.
Today’s episode explores EO & SatCom, featuring Payload’s Research Director, Jack Kuhr, and Lead Reporter, Rachael Zisk. Highlights from the discussion include:
EO
- EO market dynamics in 2023
- Public EO companies’ trajectory
- VC inclinations and startup viability in EO
- Speculating on SpaceX’s emerging EO ambitions
- The realities of commercial demand
SatCom
- The SatCom market in 2023
- The impact of the Ukraine war
- Exploration of direct to cell innovations
- SpaceX’s strategic moves
- Investor sentiment and edge computing in SatCom
This episode is brought to you by the Italian Trade Agency (ITA). Be sure to check out the Italian Pavilion in South Hall (Booth 603) during Space Symposium!
• Chapters •
00:00 Intro & ITA Ad
01:22 Jack’s background
02:21 Earth Observation market in 2023
04:41 State of the public EO
06:23 Major fundraisers in 2023
07:51 EO startups securing venture capital
14:20 Spire and BlackSky
16:19 SpaceX and EO
18:59 Consolidation in the EO market
22:37 Rachel’s background
23:30 Satcom in 2023
24:51 Ukraine & SatCom
26:45 Direct to cell technology
28:51 Starlink’s impact
33:22 Edge computing
35:30 Investing in SatCom
39:47 FCC and regulations
42:17 Predictions for SatCom in 2024
• Show notes •
Jack’s socials — https://twitter.com/JackKuhr
Rachael’s socials — https://twitter.com/RachaelZisk
Mo’s socials — https://twitter.com/itsmoislam
Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace
Pathfinder archive — Watch: https://www.youtube.com/@payloadspace Pathfinder archive — Listen: https://pod.payloadspace.com/episodes