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.

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

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

Yeah.

Well, before I answer that, let me just give you another sort of level setting sort of view.

So you've got SpaceX and

The world knows what they do and they're excited about it.

And I doubt there's many people who don't know.

And most folks who are lucky enough to have an exposure to SpaceX, particularly those that invested while it's private, consider that they've actually got their exposure to space.

But that's not true for the reasons that I've already explained.

So if you think about AI, and I'm going to come and talk throughout our conversation today about how space is very similar to AI because it's a horizontal technology.

AI is not a sector.

Space is not a sector.

What it is, is an enabling technology that enables a range of themes and a range of underlying industries.

And there isn't a theme or an industry that both AI and space don't impact.

So...

You can't say that you've got an exposure to SpaceX, to space market, by only having a holding in SpaceX.

You can't say that you've got your full exposure to AI just by holding NVIDIA in your portfolio.

And no investor would sort of say, I've got NVIDIA, there you go, I've done AI, I'm done.

They recognize that there's other ways to play that market.

We haven't yet got to the stage where investors are sort of saying, right, okay, I've got SpaceX, you know, what next?

Yeah.

So this is why your question there is so pertinent.

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