Space: The $2 Trillion Opportunity Investors Are Chasing

06/06/2025 40 min
Space: The $2 Trillion Opportunity Investors Are Chasing

Listen "Space: The $2 Trillion Opportunity Investors Are Chasing"

Episode Synopsis

In Episode 16 of the Dakota Research Podcast, we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making.We break down the investment landscape—highlighting government-backed defense initiatives, private capital pouring into infrastructure and satellite networks, and M&A across launch, logistics, and Earth observation sectors. The episode also features recent deals and notable players like SpaceX, Rocket Lab, VAST, and Planet Labs.Plus, we unpack themes that matter to institutional investors: dual-use technologies, sovereign space strategies, and the role of space in ESG, communications, and data infrastructure.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.