SPACE CAPITAL

SPACE CAPITAL

By SPACE CAPITALBusinessTechnology
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SPACE CAPITAL episodes

  • Where the Money Lands: Defense, Deals, and the Industrial Space Age

    Zach Martin breaks down the migration of capital across orbital infrastructure, defense maneuvers, and lunar logistics as the space economy enters its industrial phase. Explore how mega-acquisitions, shifting defense doctrines, and new commercial constellations are reshaping the industry downstream.

    Show Notes

    • Space Capital | Insights | Shield & Spear: The Age of Maneuver: https://www.spacecapital.com/blogs/shield-spear-the-age-of-maneuver
    • Space Capital | Insights | Orbital Data Centers: The Honest Case: https://www.spacecapital.com/blogs/orbital-data-centers-the-honest-case
    • Space Capital | Insights | NASA's New Operating Model: Anchor Customer, Not Sole Builder: https://www.spacecapital.com/blogs/nasa-the-commercial-first-mandate
    57 min
  • Launch Plus and the Real Economics of Orbit

    Zach Martin breaks down Q2 2026 Space IQ data, moving beyond headline numbers to analyze where smart capital is actually flowing in the space economy. Discover how the emergence of Launch Plus, historic public debuts, and massive spectrum acquisitions are reshaping industry unit economics.

    Show Notes

    • Space Capital | Insights | Eclipse's Fabless Model: System Architect, Not Factory Owner: https://www.spacecapital.com/blogs/eclipse-space-fabless-model
    • Xona Space Systems: Advancing Precision PNT Beyond GPS: https://www.spacecapital.com/blogs/xona-space-systems-redefining-precision-pnt
    56 min
  • The Allocator's Blueprint: Where Space Economy Dollars Flow Next

    Zach Martin breaks down where institutional capital is really flowing across the space economy, moving past launch hype to examine the rise of Launch+ and multi-layer infrastructure. Discover how converging forces in public equity, corporate debt, and digital engineering are redefining investment strategies.

    Show Notes

    • Lunar Outpost: The Interplanetary Economy Starts with Wheels: https://www.spacecapital.com/blogs/lunar-outpost
    • Orbital Data Centers: The Honest Case - Space Capital: https://www.spacecapital.com/blogs/orbital-data-centers-the-honest-case
    • Shield & Spear: The Age of Maneuver - Space Capital: https://www.spacecapital.com/blogs/shield-spear-the-age-of-maneuver
    • Eclipse's Fabless Model: System Architect, Not Factory Owner: https://www.spacecapital.com/blogs/eclipse-space-fabless-model
    • Insights | NASA's New Operating Model: Anchor ... - Space Capital: https://www.spacecapital.com/blogs/nasa-the-commercial-first-mandate
    46 min
  • The Rise of Launch Plus: Inside the $67B Space Economy Boom

    Zach Martin breaks down the record-breaking $67.6 billion invested in the space economy during the first half of 2026 and explores the rise of the Launch Plus category. Discover why standalone launch providers are consolidating and how companies like SpaceX, Rocket Lab, and Amazon are prioritizing spectrum, digital engineering, and orbital infrastructure over pure launch capabilities.

    Show Notes

    • Lunar Outpost: The Interplanetary Economy Starts with Wheels: https://www.spacecapital.com/blogs/lunar-outpost
    • The Architects of the Space Economy. In One Room. - Space Capital: https://www.spacecapital.com/blogs/space-capital-summit-2026
    • Space Capital | Insights | Eclipse's Fabless Model: System Architect, Not Factory Owner: https://www.spacecapital.com/blogs/eclipse-space-fabless-model
    50 min
  • SpaceX, AI Compute, and the New Rules of Space Capital

    Zach Martin breaks down what happens after SpaceX's historic public debut, exploring how record valuations and massive stock-funded acquisitions collide with market volatility. Discover why the space economy's explosive pivot into AI compute and orbital infrastructure now faces the harsh reality of public market economics.

    Show Notes

    • The Next Era – Space Capital IV: https://www.spacecapital.com/blogs/the-next-era-space-capital-iv
    • Orbital Data Centers: The Honest Case - Space Capital: https://www.spacecapital.com/blogs/orbital-data-centers-the-honest-case
    • Eclipse's Fabless Model: System Architect, Not Factory Owner: https://www.spacecapital.com/blogs/eclipse-space-fabless-model
    • Insights | NASA's New Operating Model: Anchor ... - Space Capital: https://www.spacecapital.com/blogs/nasa-the-commercial-first-mandate
    53 min
  • The Real Money in Space: Satellites, Spectrum, and Orbital Assets

    This episode explores how space capital is really being deployed across satellites, spectrum, ground stations, and orbital infrastructure—not just launch. It also examines Blue Origin’s massive outside funding round and what it signals about the shift from rockets as the headline to the businesses built on top of them.

    7 min
  • Space Capital’s Space Economy Thesis and the Launch Plus Shift

    This episode unpacks Space Capital’s case that the space economy has entered an industrial phase, with private money flowing hardest into satellites, geospatial intelligence, and infrastructure rather than launch. It also examines the new Launch Plus framing, defense-driven demand, and what SpaceX’s Nasdaq debut signals for the market.

    Show Notes

    • Orbital Data Centers: The Honest Case - Space Capital: https://www.spacecapital.com/blogs/orbital-data-centers-the-honest-case
    • Eclipse's Fabless Model: System Architect, Not Factory Owner: https://www.spacecapital.com/blogs/eclipse-space-fabless-model
    • Insights | NASA's New Operating Model: Anchor ... - Space Capital: https://www.spacecapital.com/blogs/nasa-the-commercial-first-mandate
    48 min

About SPACE CAPITAL

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KMKT IR Hub Radio. Zach Martin solo on the space economy: launch, orbital infrastructure, spectrum, and the capital behind them. Real assets. Real ideas. A brighter tomorrow.