Welcome to the 4th episode of 7-Things Space! From startups to SPACs, on this podcast, we discuss the most interesting developments in the space industry. In this episode, Aravind and Case discuss: 1. Markets, Macroeconomics and Impact on Funding 2. Hiring Difficulties in the Space Industry 3. Commercial Earth Observation Market: The Dilemma 4. Q3 earnings preview/themes to watch out for 5. The Moon is back in the news 6. Space in Europe 7. What Case & Aravind are working on? --- Aravind - @aravind_raves | TerraWatch Space Newsletter Case Taylor - @spacecasetayl0r | Case Closed Newsletter
Welcome to the third episode of 7-Things Space! From startups to SPACs, on this podcast, we will discuss the most interesting developments in the space industry. In this episode, Aravind and Case discuss: 1. Consolidation and M&A - Eutelsat + OneWeb / SES + Intelsat and more 2. Financing Trends - B. Riley Investments, D-Orbit deSPAC, Masten Space Systems Chapter 11 and more 3. Market Earning Calls - $RKLB, $SPIR, $RDW, $LLAP 4. Regulatory Evolution in the US - CHIPS Act, FCC approves ISAM guidelines and more 5. Earth Observation Market - Descartes Labs acquisition, Are EO companies SaaS companies? 6. Communicating about the trends in the space industry 7. What Aravind & Case are working on? --- Aravind - @aravind_raves | TerraWatch Space Newsletter Case Taylor - @spacecasetayl0r | Case Closed Newsletter
Welcome to the second episode of 7-Things Space! From startups to SPACs, on this podcast, we will discuss the most interesting developments in the space industry. In this episode, Case and Aravind discuss: 1. The UAE SAR constellation announcement 2. The trend of small companies padding the balance sheet (Kongsberg + NanoAvionics, L3Harris + Mynaric) 3. The launch market outside the US 4. The James Webb Space Telescope phenomenon and how we can have more of that 5. June/Q2 space stocks review by Case 6. Q2 Earth observation review by Aravind 7. What's coming up from Case & Aravind? --- Aravind - @aravind_raves | https://terrawatch.substack.com Case Taylor - @spacecasetayl0r | https://caseclosed.substack.com
Welcome to the first episode of 7-Things Space! From startups to SPACs, on this podcast, we will discuss the most interesting developments in the space industry. In this episode, Case & Aravind discuss: 1. Financing, M&A and Valuation 2. Seraphim Space Camp and AWS Space Accelerator Selections 3. Launch Updates - SpaceX Transporter-5 and Rocket Lab 4. NRO EOCL Contracts and Spire’s TCOM contract 5. Nationalization in EO vs Collaboration in EO 6. Space tourism - Worldview / Space Perspective vs Virgin Galactic vs Blue Origin 7. Space SPAC Q1 2022 earnings recap - focus on Terran Orbital --- Aravind - @aravind_raves | https://terrawatch.substack.com Case - @spacecasetayl0r | https://caseclosed.substack.com
Welcome to 7-Things Space with Aravind & Case. Join us next week for the first episode. --- Aravind - @aravind_raves | https://terrawatch.substack.com Case - @spacecasetayl0r | https://caseclosed.substack.com