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Hugh Lam

πŸ‘€ Speaker
582 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

that's expected to go down to even $200 to $400 per kilogram.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So it's an insane amount that we've come down.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And the math is very simple.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

If launch costs fall, you can send more stuff into space.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And we've actually seen that in a chart that I looked at online.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So you've got falling launch costs.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

We've also got improving just technology in general.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So what I mean by that is the bandwidth per satellite is increasing.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

That means you need typically fewer satellites to put into orbit as well.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So naturally, that's given a lot more coverage for underserved regions in the world.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So think about internet in places like Africa or even in the ocean as well for maritime vessels.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I mean, the other two factors, private capital, as we know, continues to fund the industry.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

That's been another driver behind the space theme as well.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Also, just demand.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So I kind of mentioned, we've got about 2.9 billion people on Earth that don't have access to internet.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Three quarters of the world is water.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And we know on water, there's a lot of shipment through vessels and maritime that occurs.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And again, they actually need internet services.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So...

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Yeah, I think those are four key drivers and that's really putting space at the limelight today as a potential investment thing that investors can look into.