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  • 7-Things-Space: #4

    7-Things-Space: #4
    2022/10/14

    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
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    48 分
  • 7-Things Space: #3

    7-Things Space: #3
    2022/08/21

    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
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    38 分
  • 7-Things Space: #2

    7-Things Space: #2
    2022/07/22

    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
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    37 分
  • 7-Things Space: #1

    7-Things Space: #1
    2022/05/28

    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
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    35 分
  • 7-Things Space: Teaser

    7-Things Space: Teaser
    2022/05/21

    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
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    1 分