After DeepSeek, the two space investments in one VC’s billion-dollar portfolio became the safest bets — because you can rebuild a Robinhood app in one hour, but you cannot rebuild a rocket. Meanwhile, data centers in orbit offer the ultimate air gap: there is no fiber optic cable on Earth that isn’t tapped. And asteroid mining expects profitable returns within five years.

WHAT THIS PANEL COVERS

• Why the convergence of AI, energy demand, and orbital infrastructure is driving serious investment into space-based data centers
• How satellite refueling creates the logistics backbone that makes manufacturing, assembly, and extended operations in space viable
• Why sovereign funds are now competing aggressively for space deals and reshaping the investor landscape
• How launch costs dropping toward $100 per kilogram fundamentally change unit economics for in-orbit production
• What the four value streams of the space economy look like — from primary research to direct-to-consumer applications

PANELISTS

• Mike Butcher — Founder, Pathfounders (Moderator)
• Elizebeth Varghese — Principal & Partner, Deloitte
• Alexandra Vidyuk — CEO & Founding Partner, Beyond Earth Ventures
• Daniel Faber — CEO, Orbit Fab
• Ben Holdermann — Investor, Orbit Fab

unDavos is a community-driven summit running during WEF week in Davos, democratizing the conversation around global challenges.

🌐 undavos.com

Tags: space economy, space technology, space investment, data centers in space, satellite refueling, orbit fab, asteroid mining, space defense, dual use space, launch costs, deep tech investing, sovereign funds, space startups, orbital economy, moon economy, space infrastructure, unDavos, Davos 2026, WEF, SpaceX, Starship