Strategy for Frontier Tech and the Space Economy

Helping investors, founders, and operators turn emerging signals into clarity, opportunity, and decisive action.

The Space Economy Is at an Inflection Point

What happens now will determine whether the space sector reaches market-driven hypergrowth — or remains stagnant, mission-locked, and government-dependent.

Governments will fund the next generation of space infrastructure. Markets will decide whether it compounds.

This Point-of-View explains how early investment, architecture, and policy choices lock in one path or the other — and how to tell the difference before capital is committed. Read our Point-of-View

Work With US

Frontier Strategy Call

The fastest way to get clarity on a complex frontier market or technology decision.

Market Reality Assessment

When a single strategic issue is blocking progress, this engagement is designed to answer it clearly and quickly.

Strategy & Diligence Sprints

For situations where missions, capabilities, and markets are being confused — and where clarity determines whether capital gets allocated correctly or burned pursuing narratives that won't fund.

INSIGHTS

Latest analysis on Frontier Technologies and the Space Economy

December 22, 2025

Space-Based Data Centers: When Mission Logic Meets Market Formation

Why Structure, not Technology, Will Determine Whether Space-Based Data Centers Become Markets

December 17, 2025

When Mission Logic Broke: Lessons from the SpaceX Inflection Point

Missions are not markets. Capabilities are not customers. Execution is not demand.

December 12, 2025

What the K2 Fund Raise Signals About the Move from Missions to Markets

Productization as Precursor

December 1, 2025

Why Space-Native Markets Matter

Clarifying the path to a resilient, market-driven space economy

November 26, 2025

Mapping the Space-Native Economy

A visual framework for the markets where end-user demand drives real revenue into the space sector.

November 22, 2025

Missions vs. Markets: The Space Economy Needs a Better Map

A demand-first framework for understanding where value is actually created — and why the current definitions fall short.

Areas of Expertise

Space & Space Economy

Commercial intelligence, EO, communications, and space-native markets.

Road

Mobility & Infrastructure

ITS, autonomous systems, transportation strategy, and digital operations.

Gear

Defense & Dual-Use Technology

Emerging deterrence markets, ISR, and dual-use commercialization.

Emerging Technologies

AI, autonomy, quantum, and the tech foundations shaping next-generation infrastructure.