This collection reflects our ongoing analysis of the space economy — where missions, markets, policy, and capital collide.
While many of the dynamics we examine (dual-use economics, infrastructure-heavy markets, policy constraints) appear across frontier technologies, space is where these forces are most visible, most acute, and most investable today.
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 mission-funded space infrastructure succeeds — or quietly fails to become a market
DownloadA Diagnostic for Founders, Investors, and Operators in Frontier & Dual-Use Technologies
DownloadA Strategic Intelligence Brief for Founders, Investors, and Operators in the Space Economy
Download2025 Saw Record Space Investment: Are We Building Markets or Locking In Mission-Dependence at Scale?
Read INSIGHTWhy Dual-Use Is a Design Problem, Not a Customer Mix Problem
Read INSIGHTWhy Structure, not Technology, Will Determine Whether Space-Based Data Centers Become Markets
Read INSIGHTMissions are not markets. Capabilities are not customers. Execution is not demand.
Read INSIGHTProductization as Precursor
Read INSIGHTClarifying the path to a resilient, market-driven space economy
Read INSIGHTA visual framework for the markets where end-user demand drives real revenue into the space sector.
Read INSIGHTA demand-first framework for understanding where value is actually created — and why the current definitions fall short.
Read INSIGHTThese examples reflect where our judgment has been applied — not a menu of services. Today, this experience informs our Space Market Intelligence Program, providing clients with standing clarity rather than episodic execution.
