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
I think the first key element is, as we said, not necessarily up.
binary position between Western world and non-Western world.
It's not good and bad necessarily.
It's trade-offs between what the different companies and the different countries are willing to put on the table.
For example, on a G2G agreement.
Because that's really what we're talking about.
It's not something that you buy or purchase independently without a strong support from the government on both sides.
The second element is that anyhow, especially some of these new countries are bringing lots of capital to the table.
And this is quite interesting because again, you have the opportunity to support other players that might have those capabilities, but might not be
on a strong capital position and therefore to make the investment that we're talking about, for example, on infrastructure and constellation.
Let's take a partnership between the space for which I think that's an example of that can really build on those capabilities to unlock some next generation solutions.
Again, now budget is not an issue anymore if we think about Europe.
Maybe in the US it has never been, at least on a relatively scale, but still to do this with own capital and not necessarily on public contracts that still require long-term agreements and a slow-moving decision process can really be a differentiator for the industry.
Well, we talked about low rockets.
Those are not necessarily quiet.
But I would say, again, if you look into the subtle dimensions of the value chain, for example, terminals.
Terminals are a key element that even SpaceX struggled for a long time in terms of a unit of economics, because they were too expensive to manufacture and basically for anybody to work on a typical contract.
Now, then we scale the solve the problem, but to really look at these specific elements, whether it's the ground stations.
Again, I think now we have the facts to support that, uh, France, uh, blocked the sale of the ground stations to equity.
for a very simple reason, that they consider that a strategic asset.
Showing 121–140 of 189 · page 7 of 10
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