Space Business Podcast

There has been a lot of recent talk about a potential SpaceX IPO. I sit down with Aaron Burnett, co-founder and CEO of Mach33, to discuss. Mach33 and Ark Invest collaborate on an open-sourced SpaceX financial model. Enjoy!
🕰️ Timestamps: 
0:00 Podcast Intro
01:25 Episode Overview: SpaceX IPO and Business Model
03:07 Aaron Burnett
04:54 Understanding SpaceX's Businesses
09:31 Launch Business
17:51 Starlink
36:30 Margins, Cashflows and Valuation
43:54 Potential Future Business Lines
51:42 Mars and Long-Term Value
56:25 Potential Tail Risks
1:01:30 When to Sell?
 
🔗 SpaceX model by Ark Invest & Mach33: https://github.com/ARKInvest/ARK-Invest-Mach-33-SpaceX-Valuation-Model
🔗 Mach33 website: https://www.33fg.com/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Founder NewsletterA new newsletter with opportunities for space startup founders. Sign up here: https://forms.gle/JCUq92vERtxsuYnF8
Space Business Newsletter📬 https://spacebusiness.substack.com/

Space lasers again! Odysseus Space from Luxembourg focuses on providing optical communications solutions between Space and Earth as a service. If you seem to notice that is not the first episode on optical communications, you’re right – I think this will be a potentially very big theme going forward. Our guest this week is Odysseus’ CEO & Co-Founder Jordan Vannitsen. Enjoy!
🕰️ Timestamps: 
0:00 Podcast Intro
01:14 Elevator Pitch02:44 Optical Communications07:02 Business Model13:09 Interoperability and Integration15:17 Space-to-Ground Communication Architectures18:41 Security and Geopolitical Considerations22:18 Future of Optical and RF Coexistence24:10 Challenges in Optical and Radio Communication26:44 Satellite Requirements32:05 Marketing and Business Development34:05 Commercial Operations and Ground Stations38:57 Future Plans40:20 Luxembourg's Space Ecosystem42:35 Origin Story44:59 Closing: What else in Space? & Favorite Science-Fiction
 
🔗 Odysseus Space
🏠Website :  https://www.odysseus.space/home
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Founder NewsletterA new newsletter with opportunities for space startup founders. Sign up here: https://forms.gle/JCUq92vERtxsuYnF8
Space Business Newsletter📬 https://spacebusiness.substack.com/

Magma Space is a U.S. startup with advanced technology to help keep satellites stable / jitter-free, which is more important to satellite communications and remote sensing than you may realize. We have Magma's CEO & Co-Founder Alessandro Stabile as our guest to help explain.
🕰️ Timestamps: 
0:00 Podcast Intro
02:02 Elevator Pitch
04:31 Markets & Customers
10:11 Origin Story
15:50 Technology
21:46 Superconducting Materials in Space
22:35 Magnetic Levitation and Shielding
23:55 Testing and TRL Levels
24:35 Future Applications and Challenges
27:27 Scaling Production
28:22 Magnets
30:08 Vision for the Future of Space Technology
35:39 Orbital Edge Accelerator experience
37:42 DC Space Ecosystem
39:31 Science Fiction
 
🔗 Magma Space
🏠Website :  https://www.magma-space.com/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Founder NewsletterA new newsletter with opportunities for space startup founders. Sign up here: https://forms.gle/JCUq92vERtxsuYnF8
Space Business Newsletter📬 https://spacebusiness.substack.com/

Pixxel is a prominent earth observation startup originally from India and now present in the U.S., too. They are focused on so-called hyperspectral imaging. CEO & Co-Founder Awais Ahmed is our guest.
🕰️ Timestamps: 
0:00 Podcast Intro
01:23 Elevator Pitch03:32 Origin Story07:51 Hyperspectral Imaging09:54 Market Demand and Use Cases18:25 Hyperspectral vs. Multispectral22:07 Pixxel's Satellites31:28 Data Cube and Onboard Processing34:38 Machine Learning in Orbit36:06 Current and Future Satellite Deployments38:40 Beyond Hyperspectral39:34 Future of Earth Observation46:43 Entrepreneurial Lessons and Industry Insights50:32 The Indian Space Ecosystem52:19 Science Fiction Favorites
 
🔗 Pixxel
🏠Website :  https://www.pixxel.space/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/

How can you get real-time intelligence from space rapidly and cheaply? Novi Space is a startup from Virginia that uses its own hardware and on-orbit edge processing to do just that. Their CEO Michael Bartholomeusz is our guest this week.
🕰️ Timestamps: 
0:00 Podcast Intro
01:33 Elevator Pitch
02:50 Real-Time Intelligence and Use Cases
06:02 Technical Details
12:02 Commercial and Defense Applications
18:33 Low Latency
19:09 Cost Reduction and Democratization of Geospatial Intelligence
20:00 Innovative Use Cases and Market Disruption
23:33 Space Data Centers
25:47 Novi's Satellite Constellation
31:37 Developing a Space-Based App Ecosystem
36:35 Future Vision & Closing Thoughts
 
🔗 Novi Space
🏠Website :  https://www.novispace.ai
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/

Cailabs is a French laser company and one thing they are doing are optical communications between Earth to Space. This has a number of advantages over radio frequency communications, which is why it is being adopted by customers, for example in defense. The company also just raised EUR57M. Founder & CEO JF Morizur is our guest.
🕰️ Timestamps: 
00:00 Podcast Introduction
01:08 Intro & Elevator Pitch
02:32 Advantages of Optical Communication
10:31 Solving Atmospheric Interference
24:13 Market Demand
26:38 Future of Optical Architecture
26:51 Spectrum Scarcity
28:31 Optical vs. Radio: A Hybrid Future
29:50 In-Flight Connectivity
31:12 Optical Comms and Constellations
37:37 Risk and Industrialization of Optical Comms
41:04 Supply Chain and Scalability
44:03 Future Plans and Expansion
46:56 Safety of Lasers
48:36 Extraterrestrials & Science Fiction
 
🔗 Cailabs
🏠Website :  https://www.cailabs.com/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/

SatSure is an Earth intelligence company from India, processing satellite imagery to generate insights for various industry verticals. Co-founder and CEO Prateep Basu is our guest. Enjoy! 
🕰️ Timestamps: 
00:00 Podcast Introduction
01:10 Elevator Pitch
02:51 Non-Defense Markets
05:22 Market Education
08:27 Market Verticals
16:47 SatSure's Product
19:46 Satellite Data
23:43 Future Proprietary Data
24:15 Investments and Gaps in Earth Observation Capabilities
25:11 Sensor Diversity and Data Harmonization
26:50 Government Influence and Market Dynamics
28:49 Hyperspectral Data and Market Challenges
30:54 Space Data Explosion and Onboard Computing
32:28 Downlinking Challenges
33:35 Business Model and Market Strategy
37:09 Future of Earth Observation
41:54 SatSure's Vision and Indian Space Ecosystem
44:35 Closing: Other Opportunities in Space & Science Fiction
 
🔗 SatSure
🏠Website :  https://www.satsure.co/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/
 

SPACE ROBOTS! We are are talking about this exciting topic again in this episode. Icarus Robotics is a NY-based space robotics start up that just raised its $6M seed financing round. Co-founders Ethan Barajas and Jamie Palmer are our guests. 
🕰️ Timestamps: 
00:00 Podcast introduction
01:33 Elevator Pitch
02:56 Role of Robots in Space Stations
05:42 Challenges and Innovations in Space Robotics
12:22 Future of Space Robotics and Competition
24:16 Training for Space Missions
24:42 Robots in Space Exploration
25:38 Business Opportunities in Space
26:43 Low Earth Orbit Innovations
32:10 Prototyping and Testing Robots
36:05 Future of Robotic Labor in Space
38:41 Founders' Backgrounds and Inspirations
42:56 Favorite Robots in Science Fiction
 
🔗 Icarus Robotics
🏠Website :  https://www.icarusrobotics.com/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/
 

Atomic-6 is an advanced composites solutions manufacturer providing products such as satellite solar arrays and Space Armor(TM), based in Atlanta. Founder & CEO Trevor Smith is our guest this week.
🕰️ Timestamps: 
00:00 Podcast Intro
02:02 Elevator Pitch on Atomic-6
02:43 The Advantages of Composites in Space
04:00 From Real Estate to Advanced Composites: Trevor's Journey
04:14 The Birth of Atomic-6: From Tequila to Technology
08:40 Finding the Right Market: Space and Defense
13:49 Innovative Products: Space Armor and Solar Arrays
21:24 Customer Requirements for Solar Arrays
22:52 Challenges of Scaling Production
25:25 Space Armor
31:42 Future Milestones
35:30 Atlanta Space Ecosystem
36:55 What else is interesting in Commercial Space
39:58 Science Fiction
 
🔗 Atomic-6
🏠Website :  https://www.atomic-6.com/
🎤 Trevor's podcast on Atomic-6 YouTube channel:https://www.youtube.com/@atomic6_composites/podcasts
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
◇  Twitter/X - https://x.com/RaphaelE2MC
🔷LinkedIn - https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/
 

Monitoring greenhouse gases, including from Space. That’s our topic this week. We therefore have another earth observation startup on the show as our guests: Airmo from Germany. They’re developing an innovative instrument including LiDAR to track greenhouse gases. Founder-CEO Daria Stepanova joins me to explain their technology and market in more detail. Enjoy!
🕰️ Timestamps: 00:00 Introduction01:20 Elevator Pitch and Daria's Background04:20 Airmo's Technology07:12 Comparison with Existing Solutions09:38 Customer Benefits11:51 From Drones to Satellites14:44 Potential Additional Applications20:17 Evolution of Remote Sensing Technologies20:32 LIDAR as a New Commercial Remote Sensing Instrument22:06 Regulations as a Demand Driver25:53 Use Cases and Target Customers29:44 Business Model and Vision35:13 Vision for the Future of Remote Sensing40:20 Science Fiction
 
🔗 Airmo
🏠Website :  https://www.airmo.io
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
🔷LinkedIn -  https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 ◇  Twitter/X - https://x.com/RaphaelE2MC
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/

Mini-brains in space. Did you know that we can study something called brain organoids, effectively mini-brains, in the special conditions in space, on the International Space Station, and that such studies may help us with diseases like Alzheimers, Autism or Parkinsons? My guest this week is Prof. Alysson Muotri from the University of California San Diego. He and his team have flown such brain organoids to the ISS many times already. Don’t miss this episode on what I consider one of the most exciting intersections of space and biology, and ultimately a potential source of massive positive impact right here on Earth!
🕰️ Timestamps: 00:00 Intro00:29 Alysson Muotri02:12 Understanding Brain Organoids03:49 Stem Cells and Brain Organoids10:31 Accelerated Aging in Space14:18 Challenges and Discoveries in Space Research17:33 Applications and Future Research26:43 Neurodegenerative Diseases27:27 Brain Organoids in Computing29:25 Ethical Considerations of Brain Organoids31:32 Regenerative Medicine and Brain Organoids34:39 Brain Evolution and Neanderthal Genes39:21 Space Research and Future Prospects43:58 Challenges and Opportunities in Space Biology47:22 Science-Fiction
 
🔗 UCSD Sanford Integrated Space Stem Cell Orbital Research Center (ISSCOR)
🏠Website :  https://stemcells.ucsd.edu/centers/sanford-integrated-space-stem-cell-orbital-research-center/index.html
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
🔷LinkedIn -  https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 ◇  Twitter/X - https://x.com/RaphaelE2MC
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/

How can we make operating in space safe & sustainable for everyone? Given the risks we face up there, like space debris and adversarial actors. This is where a company like Slingshot Aerospace comes in with its sensors, data, and insights derived from that data. My guest this week is their CEO, Tim Solms. Enjoy!
🕰️ Timestamps: 00:00 Intro01:44 Elevator Pitch01:53 Founders and Mission of Slingshot Aerospace03:28 Challenges in Space Operations04:18 Situational Awareness in Space05:41 Slingshot's Sensor Network and Data Collection14:21 Data Sharing and International Collaboration19:50 Autonomous Operations and Future Prospects24:23 Avoiding Contact in Space25:26 Understanding Space Traffic Management25:46 Global Space Traffic Management26:41 The Role of the Office of Space Commerce30:28 Challenges of Space Debris31:33 In-Orbit Refueling and Space Operations35:40 Slingshot's Future40:02 Tim's Background42:48 Future of Commercial Space44:22 Science Fiction
 
🔗 Slingshot Aerospace
🏠Website :  https://www.slingshot.space/
 
🔗 Follow us:
🏠Website : https://www.e2mc.space/
🤝🏻LinkedIn : https://www.linkedin.com/company/space-business-podcast/ 🌐Socials: https://linktr.ee/spacebusinesspodcast  
 
🔗 Follow Raphael:
🔷LinkedIn -  https://www.linkedin.com/in/raphaelroettgen
🌐Instagram - https://instagram.com/raphael_space/
 ◇  Twitter/X - https://x.com/RaphaelE2MC
 
To Learn more about Space & the Space Economy:
"To Infinity" – Raphael’s Revised Introduction to the Space EconomyThis book provides an insightful look into the space economy, its current trends, and future opportunities.📚 https://a.co/d/6jIQ2LO
 edX/EPFL's Space Economy MOOCThis course offers a detailed understanding of the New Space Economy, covering key concepts and market developments.🎓 https://www.edx.org/course/new-space-
Space Business Newsletter📬 https://spacebusiness.substack.com/