The frontier economy is changing fast — from space systems and autonomous mobility to AI-enabled operations and dual-use defense technologies. Our insights cut through the noise with clear, practical analysis on where markets are forming, how technologies create value, and what leaders need to do next. These pieces reflect the same frameworks we use to advise investors, operators, and policymakers across the global advanced-technology ecosystem.
Governments will fund the next generation of space infrastructure. Markets will decide whether it compounds.
This Point-of-View explains how early investment, architecture, and policy choices lock in one path or the other — and how to tell the difference before capital is committed. Read our Point-of-View
Why Structure, not Technology, Will Determine Whether Space-Based Data Centers Become Markets
Read storyMissions are not markets. Capabilities are not customers. Execution is not demand.
Read storyProductization as Precursor
Read storyClarifying the path to a resilient, market-driven space economy
Read storyA visual framework for the markets where end-user demand drives real revenue into the space sector.
Read storyA demand-first framework for understanding where value is actually created — and why the current definitions fall short.
Read story