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 · last 12 months

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

So LEO satellites are still giving users very good experience such as Wi-Fi on the internet.

You could absolutely do data centers in space.

Notwithstanding how heavy those payloads are, those satellites should be able to do just as good as a job as fiber optic cables.

launch costs, we need to see that continuing to trend down so we can launch more into orbit.

I think that we also need to see technology of satellites to improve.

Obviously, we've seen that happening with Starlink satellites.

But if that technology continues and evolves, again, we need fewer and fewer things to do more.

So that Jevons paradox

And I think, you know, generally, as we see more investor interest come into the space, really driven by all this hype around SpaceX, you know, maybe the public capital markets can add further fuel to the fire.

Maybe that these companies can really gravitate towards public markets as a source of funding.

Because right now, historically, that's been driven by VC and private markets.

And if space really, you know, or the space companies can really show to shareholders once they are listed, or the current existing incumbents, that...

Earnings are really accelerating.

At the end of the day, it's all about, can you show improving EPS year over year?

That's going to attract money into the sector.

And again, that's really going to drive investments going forward.

So I'd say those are probably three key things.

But I think that evolution, once SpaceX does list, public investors start getting involved.

And if SpaceX can continue to please shareholders every quarter, that could be a positive signal for the rest of the ecosystem.

Yeah, I think the services aspect will be probably biggest.

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