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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

Again, we've probably got many more shortages of housing in Australia and other parts of the world.

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

I think that, yes, we've talked about the falling launch costs, but if you think about hotels, think about how much that weighs, the heaviness of that payload or cargo, it's going to be immense.

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

Yeah.

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

Oh, inflatable.

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

Inflatable.

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

Does that change your answer?

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

Maybe 3.5.

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

But, yeah, it would still be towards that, you know, 4 range.

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

Yeah, yeah.

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

So I'll keep it there.

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

I'd used my two already, but I was leaning towards a two.

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

It doesn't scream like a one to me, so...

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

Because I used my two, I would have put it in two, but it'd have to go in the three bucket.

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

I think that, again, the use cases are a lot more sensible in that scenario.

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

And, you know, rockets within space are probably going to use, again, a lot more energy.

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

And the way he's doing that is probably a lot more conservative.

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

So I'd keep that in the three bucket.

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

Okay.

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

So I wouldn't necessarily that's as blue sky as many people think.

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

I think that there is some manufacturing that occurs within space.