Patrick McGoldrick

speaker

252 appearances 1 recordings 1 series first heard Dec 2025 last heard 18 Dec

Patrick McGoldrick’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 — 1 in all, peaking in Dec 2025 with 1.

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Bloomberg Tech · Micron’s Rosy Memory Outlook Lifts AI Hopes · 18 Dec 2025 podcast

You probably know someone or you're two degrees removed from someone who has flown to space now.

And we're launching all different kinds of people, including people with different accessibility needs.

And so this is a big moment for me for those reasons.

space economy and clearly everyone is looking for what is going to be the next big thing that provides that big profit that everyone is looking for.

I think over time we've kind of questioned whether launch alone

is enough to sustain these companies.

Well, they're off to a fantastic start where SpaceX goes out and is known for trying and testing and running their test programs very visibly in public.

All of the mishaps and the learnings and everything that we get to follow along.

Bezos and Blue Origin has gone the exact opposite route.

They have done a ton of testing before they launch.

And so that's why we've seen the first two launches of that vehicle be successful and the second one even landing successfully.

If 2025 was the year of launch frequency, and it was, I mean, we were launching orbital rockets almost every single day, sometimes multiple times per day.

If that was the case, then 2026 is going to be the year of mass.

We have massive new vehicles coming online.

SpaceX's Starship, Blue Origin's New Glenn, and they've announced a larger variant that is similar in size to Starship.

So we have two massive vehicles that are going to launch

an enormous amount of mass and enable more and different types of infrastructure like orbital data centers, like space stations and manufacturing facilities.

And it opens up an entirely new sort of piece of the market that didn't make economic sense before.

So it's a really interesting foundation for what I think is going to be a fantastic and massive 2026 in the space economy.

I think it's a core theme that we're seeing across asset classes, both in the equity market and the credit markets, of course.

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