A Euromoney podcast interview just came out on investing in space and humanity’s “moon shots” more generally.
We started with a discussion of the funding sources for space and then:
4:20 SpaceX mission and investment thesis
8:40 Time horizons and exits for moonshot ideas
11:30 Value of being public
12:30 SPACs — VG and the Saudis
14:00 LP interest in big audacious ideas
18:00 overfunded herds
21:30 Funding futures for moonshots — Starlink, synthetic meat, etc.
26:00 Risk taking in VC
29:25 The inspiration of Apollo and the excitement ahead
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