Mark Boggett

speaker

437 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Mark Boggett’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

Finding Peak with Ryan Hanley · Space Investor: SpaceX Is Only 20% of the Opportunity · 4 Aug 2026 podcast

So we're really focused ourselves as an organization on where space is able to serve Earth.

where it's addressing terrestrial problems and requirements where there are real budgets, where people are prepared to pay for whatever can be provided from space.

So that's what's here today.

And there's a very clear pathway to the future of lots of exciting things that are going on beyond that.

Yeah, well, of course, SpaceX is, you know, it's a multi-trillion dollar company.

And, you know, they've defined the sector and they're continuing to do that.

And, you know, Elon and the Elon premium is highly justified.

You know, growing Tesla and having a multi-year advantage in EV.

SpaceX and how it's revolutionized the launch industry over the last decade and is now a monopoly player in that sector.

The communications network of Starlink.

multi-year head start on any other players in the market.

And now we're talking about data centers in space, leveraging low cost, abundant energy for XAI, you know, is the next step.

And do I believe that he's going to enjoy a multi-year advantage in that as well?

Yes, I do.

But what I sort of just described there is,

is um spacex is part of the market um which is only in my view only about 20 of the overall space market so it's the other 80 that really doesn't get much air time that we're going to talk about today um and um this this huge opportunity you know uh we we have um uh

made it our business not to do anything to compete against SpaceX.

Why would you?

There's so much opportunity in the rest of the market that what we have set out to do in our last 12-year journey as a specialist space investor is to find the other SpaceXs.

And there are many of them out there and we've invested into many of them that I'm sure we'll come on and talk about in the show today.

Showing 61–80 of 437 · page 4 of 22