Alessio Bonucci
speaker
189 appearances
1 recordings
1 series
first heard Jun 2026
last heard 22 Jun
Alessio Bonucci’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Should it be their customer?
It might not necessarily be the same country that hosts those satellites and that they belong to because the company might not necessarily be from that country.
This creates some complexity on how we're going to be able to actually manage it.
Again, a situation where capabilities really drive the realm of opportunities.
Are you going to be able to have satellites properly secure with the right level of resiliency, being able to monitor what others are doing nearby your satellites?
All of these questions will need to be addressed in the next five to 10 years.
Otherwise, we really risk investing billions in assets and potentially even more if we think about orbital data centers and further without a clear risk management perspective.
If we think, for example, from a private equity venture capital perspective, this might get extremely tricky.
How do you manage insurance on those assets?
I would definitely say it's going to be about own investment.
And some companies, both in the U.S.
and Europe, in the last few years have been heavily supported, even their role within the overall national aerospace and defense ecosystem has
and to be the provider of choice for the specific governments.
By doing so, they of course enable the right level of capabilities for those countries.
But at the same time, never took the entrepreneurial mindset, if you want, of investing on its own capital before actually seeing a contract.
And this again was SpaceX changed into the equation.
Investing private capital into the development of Starlink was somehow a game changer for the industry.
and open up new opportunities and new capabilities and again, new services that were not there before, at least not at a proper level of competitiveness from a pricing perspective, for example, because nowadays I can basically buy a Tarlings contract solution at home that has performance and costs that are equivalent to fiber.
in some areas this is much better 10 years ago it would have been impossible to do so now it is and it's a real competitor for new domains so it's really bringing new value pools to the industry the custom the companies rather they will be able to bet on themselves on constellations on capabilities on infrastructure on assets will be the one in a position to really determine how the market evolves because they will unlock the customers at the end of the day and the value pools
We slightly touched this even earlier, and I will double down happily on that.
Showing 101–120 of 189 · page 6 of 10
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