Michael got scooped!

1/6 The space economy is on the cusp of unprecedented growth, with 2025 poised to be one of the most transformative years in history. Space Capital’s @ChadAnderson has been at the forefront, sharing insights into these shifts:

Blue Origin and SpaceX are gearing up for a transformative year in 2025. Space Capital's @ChadAnderson joined @bloomberg.com Technology to discuss how the commercial space race is shaping the future of the space economy. Watch here: https://vist.ly/3msreyy

#SpaceEconomy #CommercialSpaceRace

↳ We expect 2025 to continue these trends and be a groundbreaking year for the space economy, particularly because of deregulation and pro-growth policies, geopolitics-fueled defense spending, Starship, AI advances, and a shake up among incumbents.

↳ Applications rebounded in a big way, largely driven by AI, up triple digits Y/Y. 2024 saw the highest annual investments in GEOINT Applications (also surpassed GPS in annual round share for the first time in this category), largely being driven by AI integrations.

↳ Notably, 2024 also ranks as the third-highest year for Emerging Industries investment (ie, space stations, SSA, energy generation, etc), reflecting growing interest from founders and investors in building for a post-Starship world.

↳ $9.5 billion raised by 99 space companies in Q4. Total investment rebounded 30% Y/Y, despite SpaceX not raising any new capital, indicating that 2023 may have been the bottom.

Space Investment Quarterly Reports | Space Capital Drill into the data for the space tech economy including each company in the Space Capital Portfolio with the Space Capital Space IQ: Space Investment Quarterly Report.

The Q4 Space IQ by @spacecapital.com is now available in a new interactive format! Here’s what shaped the space capital markets this quarter: www.spacecapital.com/space-iq

10 predictions for the space economy in 2025 2025 could prove to be one of the most transformative years on record for the space economy. As we look ahead, here are 10 predictions for the space capital markets in 2025.

2025 could prove to be one of the most transformative years on record for the space economy. As we look ahead, here are 10 predictions for the space capital markets:

The Space Capital Q4 Space IQ is now available to download. FY highlights:
↳ 2023 was tough, but space was resilient
↳ Q4 $4.6B, FY $17.9B (all layers)
↳ Apps down 63% Y/Y (decade-low)
↳ $12.5B in Infrastructure (near 2021 highs)
↳ Record # of acquisitions

It was a pleasure to visit Buckingham Palace, where His Majesty King Charles III unveiled the Astra Carta framework, aimed at accelerating space sustainability efforts. Read more here: www.royal.uk/news-and-act...