Back in the Pathfinder hot seat is Caleb Henry, director of research at Quilty Space. Caleb and Mo discuss SpaceX’s dominance, remote sensing business models, capacity shortages across broadband operators and much more.
Back in the Pathfinder hot seat is Caleb Henry, Director of Research at Quilty Space. We were privileged to have Caleb join us over a year ago on one of the initial Pathfinder episodes, where he shed light on industry consolidation and the T-Mobile partnership with SpaceX.
Today, he rejoins us to delve into a variety of pertinent topics, including:
- SpaceX vs everyone else
- Remote sensing business models
- LEO vs GEO broadband operators
- Capacity shortages across operators
- Effective telecom regulation
And much more…
This episode is brought to you by SpiderOak, a US-based software company that builds space cybersecurity products and solutions for civilian, military, and commercial space operations. Learn more at https://spideroak.com/
• Chapters •
00:00 – Intro & SpiderOak Ad
01:56 – Caleb’s origin story
04:00 – Transitioning from journalist to research writer
10:08 – How does Quilty choose what to focus on
13:44 – Is SpaceX a monopoly?
18:24 – Supply/demand dynamics of launch
20:39 – Market for small and medium lift launch vehicles
24:42 – SpiderOak Ad break
25:29 – The commercial remote sensing market
30:53 – A commercial remote sensing market big enough for multibillion businesses?
33:57 – Will Starlink make GEO operators obsolete?
40:03 – A shortage of capacity?
42:56 – Would you rather be a LEO or GEO operator?
45:42 – Where should there should be more regulation?
49:56 – What would you be doing if you weren’t in the space industry?