Hugh Lam

speaker

582 appearances 2 recordings 2 series first heard May 2026 last heard 1 Jun

Hugh Lam’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Equity Mates Investing Podcast · The $1.8 Trillion Space Opportunity with Hugh Lam · 14 May 2026 podcast

Yeah.

Microsoft CEO, Satya Nadella, mentioned the Jevons paradox, I think, a couple of years ago in rebuttal to the AI bubbles.

Yeah, yeah, yeah.

I think it's absolutely true, yeah.

You know, government contracts are supporting companies like Rocket Lab.

And we also had things like NASA's CORBS program, which is a Commercial Orbital Transportation Services, or sorry, COTS program.

So this was a program throughout 2006 to 2013 that really gave, you know, private sort of companies the limelight to pursue space exploration.

That was sort of obviously in the past, but moving forward, I think the proliferation from here is all about services, data as a services.

So I mentioned PlanetLab.

I think that as more satellites are in space, whether that's in low Earth orbit, medium, or higher than that, we're going to see more companies take advantage of data as a service.

And right now we've seen, for example, PlanetLab, which is profitable at the moment.

They actually sell proprietary data to those companies that I mentioned before.

Yeah.

I think data services is going to become an emerging theme.

Of course, launch services and sort of the infrastructure of space remains very, very important.

But over time, yeah, we're going to see more companies towards the data and service side of things.

So Planet Labs, so their mission is really to map the earth every single day.

So what they do is they've got that data and then they'll sell that data to industries such as agriculture, maritime, et cetera.

And so where their revenue is coming from, it's very SaaS-like, software-like.

It's monthly, it's recurring.

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