The new space race: Investing in critical infrastructure

Host Thomas Mucha and investment experts Sean Petersen and Rupinder Vig explore how geopolitics, defense spending and commercial innovation are reshaping the space economy — and assess the opportunities and risks for investors.

3:17 – What is driving growth in the space economy?
6:06 – Mapping the investment opportunity set
9:20 – What SpaceX teaches investors
11:18 – National security and the new space race
15:47 – AI, data centers and infrastructure in space
20:23 – Financial and geopolitical risks
28:39 – The next frontier for space innovation

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