Filip investing in space startups (🇮🇱,🚀,🛰️,💸)
@fikocian
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5yr at the intersection of space, finance and strategy. Space applications for large terrestrial markets. Writing Intersections by Filip🚀🛰️
Joined July 2020
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I repeat this phrase multiple times every day. The way to actually make money in space is to invest in a create businesses which use space to aid large and diverse terrestial markets. Those can grow big, deliver value and make this whole space thing matter. Amen.
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Lots of news today, but all in Polish about the partial failure of Creotech's EagleEye satellite. Stock down about 20%. Creotech is a small satellite manufacturer listed on the Warsaw Stock Exchange.
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I'm exploring failed space companies. Would like to write an article, but only if I find enough substance. My list atm. Whom would you add?
- Plus Ultra Outpost
- Vector Launch
- Hiber
- Starmesh
- Loon
- Planetary Resources
- Urthecast
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Finally - the promised article on Private Equity in the space industry is out today. Few details to add. Drop what you are doing, read the article and tell me what you think.
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Space computing (edge) rough draft market map
a ton of talented people building in the domain
(note - the map ignores institutional missions and companies inhousing their space edge computing like blacksky, planet, palantir, satellogic and so on)
thoughts?
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🚀🇪🇺🇺🇸Wanted to do this for a long time. Spent my afternoon finding gaps in european space startup scene. The research is big, will share this small bit. Some fields we do well. Some we lead in. But others? Let's wake up. Thoughts?
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It's my birthday! Big one! I’m filled with gratitude for the happy and fulfilled life I got to live. I’m proud of who I am, but I’m far from who I want to be. As I start the new day tomorrow, I’m committed to work hard, trying to be a good person and the best version of myself.❤️
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‼️Big news. I’m happy to report that today I incorporated my company Golem Ventures Space. Over the last months, I shared my plans with many of you and received great support I much appreciate. What does it imply?
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Most of the space sustainability crowd are just parasites not delivering any value and doing this out if self obsession or signalling
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Never ask man his salary and European satellite manufacturer where the demand for 500 sats a year will come from
.
@aerospacelab_
has officially broken ground on its new megafactory, which will be capable of producing up to 500 satellites a year.
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Friends, if you have wondered, today is the day. I have an announcement to make. 🇸🇪 I'm proud and excited to share I got accepted to the Stockholm School of Economics and will be moving to Sweden this August...
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Five years ago today I started my career in the space industry. It became a centerpiece of my life, source of great friendship, purpose and excitement. I want to thank you all and look forward to contribute in our joint effort in the years to come. ♥️🚀🤑🛰️
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My Grandma passed away peacefully this morning and is on her way to reconnect with the Highest.
"By the sweat of your face you shall eat bread, till you return to the ground, for out of it you were taken; for you are dust, and to dust you shall return." (Gen 3:19)
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Friends! It is my birthday! This past year has been full of change, transition and clarity. I was patiently building a foundation for greatness for decades to come. Ultimately, I know the playbook, so, it is time to double down. May this blessing of a life to please continue. 🎉
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It's out, It's out! I’m super excited to finally present the 2022 space funding dynamics report! Covering 150+ transactions on 63 pages, it attempts to make a contribution to understanding equity investments and M&A dynamics beyond simple headlines.
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Thanks for coming to my Ted talk
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Friends 🇺🇲! The moment has come. For the first time in my life, I'm flying to the US, to attend Satellite 2023 in DC.
I will be in DC & New York and I'm highly considering Boston and Philadelphia.
So excited. Waited ever since for this moment, let's make it count. 🔥
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Imagine you have dozens of SSA startups in your country desperately waiting gov't demand and you issue the contract to ArianneGroup and Eutelsat. Driving newspace in Europe my 🤦♂️.
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I'm writing a piece about why there are so many consultants in the space industry
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Yesterday I listened to the best podcast of my life
@AcquiredFM
about TSMC. I feel like now I should tell everyone.
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Seeing so many space VCs emerge. Around 5 since start of the year.
Thinking to start a podcast to discuss portfolio construction, sectors of interest and LP fundraising.
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One day your grandkids will ask: Joe, tell me about the time when Relativity had a higher valuation than RocketLab.
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Looking to buy a return capsule for 6 tonnes from GEO. note: very urgent
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Good Morning!
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Breaking: I'm resigning on all my positions to start Propellant Capital investing exclusively in spacecraft propulsions companies. High upside, margin potential, low competition. Might delta-V and healthy returns be on my side.
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Never in my wildest dreams would I guess SpaceX paid 500M+ in stocks for Swarm Technologies. Absolutely f*cking blew my mind.
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Breaking: Safran acquires Preligens for 220M Eur, making it largest venture-backed full exit in space in Europe
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I'm gonna tell my crush Peter Beck replied to tweet that mentions me.
This is why our customers fly on Electron, orbital elements are provided immediately after separation with extremely high accuracy. Nobody should ever have to go looking for their spacecraft.
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Signing off. Thank you all for having me at SatShow.
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Breaking: $2.1 billion spac successfuly closed its pre-seed round of 2.7M led by...
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And the... nobody makes money on data so they sell satellites race continues. One more company to announce this EOY.
🌎 ✨ OWN THE WORLD'S MOST CAPABLE SAR SATELLITE! 🚀 🚨
Now available for purchase: a complete satellite system or dedicated capacity tailored to your needs.
Umbra satellites deliver the largest volume of high-resolution SAR imagery in concentrated areas of highest demand,
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Just finished an absolutely fabulous day at the
@WSBW_Summit
. I'm happy to report that
@mouthofmorrison
exists and the satellite business around the world is (mostly) safe, sound and growing.
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In the next 1-3years we will unfortunately see a new wave of space startup/scaleups failures in Europe, because some round are completely absent of any connection to reality.
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For the 4 years, to the 1000+ of you - I want to say thank you. It is a pleasure to share, learn, laugh, disagree. Thank you for your time, insights and contribution and I appreciate the chance to interact here with you. Twitter is a great source of friendship and dopamine to me.
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One topic I'm increasingly is more interest in: organisational design: how to set up groups of people, usually in companies, so that key players can do their one best thing and the rest of the organisations folds around to make all other things work.
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You can literrary call CEO of a Series C US Space company and they'll be like "let's make some money" but then this SME CEO of a company in Norway won't speak to you cuz you aren't the one person at ministry of education they need to speak to. FFS.
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I recently finished The Box (the book about shipping containers). So many takeaways relevant to the space economy. Some regulation better than none. We will get it wrong the first time but it can be changed. The early commercial results were mixed. Resulted in a massive market.
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I keep meeting so many lost space startups. Not willing to go down, not able to go up. Investors gave up on you tho you might have not noticed, your key employees thinking of leaving. No good answer but consider partnering - at least more fun. (not about anybody specific)
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Describe newspace in one line 10x more sats, 2x revenue increase. This says so much!
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I'm doing a big a__ spreadsheet to show all space industry consists of 3 people changing companies
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Kleos space goes banktrupt. Released by ASX press service today. Oh wow.
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I love chatting with space veterans. They are always like "I was the first to bring satellite internet to Turkmenistan" or "for 10 years I acted like an A&E for commercial GEO satellites" or "I merged two failed EO cos in 2005 and sold for billion dollars"
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This is crazy wild! Astroscale raised equity funding in the 8 out of last 9 years (2015,16,17,18,19,20,21,23,24). All while launching 2 (two!) payloads to space.
a) Nobu-san is must be the best fundraiser in the world
b) party like in 2015 will never repeat
c) 191.5M$ per sat*
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Daan and I are hosting a small meetup for space/finance folks in New York city. I was already suprised how vibrant the community is - looking forward to meet friends old and new.
@daancoster
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Another blessed day in San Francisco, very glad for the chance to tour the Astranis HQ today. Very impressed with
@jasonjoyride
.
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This is left to cover into my 2022 Space Funding Dynamics report. No way I finish it in May.
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Wow! HE360 to Acquire Aurora Insight from Maxar!
For Maxar/Advent, this means further divestment and making $$$
For HE360, this means an extension of sensing frequencies.
Aurora focused mostly on telco deployment, less Defense which is what HE360 does most afaik.
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Folks ask me how to break into the industry. There is a playbook.
1. Get interested, read, talk to people
2. start writing, don't stop, show you are smart, do it for free
3. people start taking you seriously
4. somebody offers you job/consulting
worked for Aravind, Case, me...
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"Pre-Seed and Seed stage should stay a friendly place. Partnering with other funds is lovely. I believe that the early stages of Venture Capital is not a scarcity based market. The more funds, the more companies, the better the outcome for humanity and capitalism"
@AdamDraper
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@pbdes
@JeanMarc_Nasr
@esa
@SpaceX
I think the comment is funny. Aerospace in Europe is boring, so we should appreciate claims with some viral potential, especially while the company does its job properly, which is the case.
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Finished my last meeting in NY an hour ago. Great weak spent in DC and NYC. Two takeways.
Personal - whatever I have been doing for the last 5.5years, it is working. Being open, honest, kind and full of energy, insightful, helpful,
Work - it is an absolute bloodbath out there.
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One year ago I finished my last exam, went for a last hike at (2am to catch the sunrise), graduated, left Norway after two years, spent 24 hours with my family in Czechia and flew to Abu Dhabi the next day. Best week of my life. Beed a ride since.
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It's happening! At a VC event dude came to talk about the exciting applications of L-band radar.
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...no
Satellite subsystems are the next hot commodity for space investors
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DC treated us with a wonderful warm sunny day. I for one will spend rest of my day crunching slides.
Started off with a great lunch with
@RyanPuleo7
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Payam Banazadeh stepping down as a Capella's CEO to be replaced by Frank Backes, former SVP Federal at Kratos. Leadership change also at OroraTech a week ago. Multiple 100M+ raises today... what a day!
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Two unsolicited pieces of advice
1. you become a consultant by having people ask you questions. Once they start asking too many questions, you start charging them.
2. every good piece of content starts with a database. all my good articles are basically a spreadsheet in words.
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A tad bit disappointing when startups like Slingshot and Leolabs and Look Up Space are working on this and NG gets the contract anyway
Space Force awards $200 million contract to Northrop Grumman for UK radar site
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Interestingly, I meet a lot of young people wanting to be space investors but very few wanting to become consultants. I kinda get it, tho I think consulting/advisory work provides you a very interesting platform to access the industry.
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Omw to Berlin and I will make the event on time! Very happy, been a stressful day.
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This is one of the signs of how ancient/nascent our industry is. What do you mean you cannot find a satellite?!?! Will/needs to change as space becomes a serious industry.
@fikocian
This is an ongoing problem with these rideshare launches: long delays in getting orbit data, leading to inability to contact the satellite during the first month of life, which all too often leads to loss of mission. Really needs to be addressed.
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Very often I receive advice which I haven't asked for. Today, for one, I got a ton of it I have actually asked for. Great chat and nice to meet
@daancoster
in NY today and talk about making moves in the big money world.
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This is wild and serious. We already rejected one investment in the past over this concern. I don't think this is responsibility of investors - governments dealing with space companies need to employ better security screening.
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This has been my dream for a long time. I always wanted to see UN HQ in Vienna and Copuos working. Thankful to be a humble intern in the Czech delegation for this week.
Remember, power is like a real estate.
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Every time I see a propulsion company pitch deck I want to quit the industry.
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Greetings from London where I'm waiting for my last flight. And concluding my US journey. I will soon find an excuse to be back.
Yesterday, I also finally managed to meet with
@JeffCrusey
after a year of near-misses. What a great end to my trip!
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It is quite likely one day I will celebrate the 4th of July as an American and I think it is beautiful.
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First to share! Australian rocket and perhaps also satellite maker Gilmour Aerospace to raise 55M AUD series D at 605M AUD which should be c.400M USD valuation
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Enterprise adoption of space should be the only and mosy important indicator of the progress of so called space economy. We shouldn't care if a billionaire got a new vice called space. But if their company is using space to conduct their prime business, that is an indicator.
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A latest blogpost on the topic just dropped!
I repeat this phrase multiple times every day. The way to actually make money in space is to invest in a create businesses which use space to aid large and diverse terrestial markets. Those can grow big, deliver value and make this whole space thing matter. Amen.
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Mind fucking blowing. Was not on my todo list. Congratulations Luca & Mike
📢 We are thrilled to announce the establishment of D-Orbit USA, a JV aimed at strengthening D-Orbit's presence in the US satellite bus market with a focus on design, production, and sales.
The CEO of D-Orbit USA will be Mike Cassidy.
Read the PR 👉
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This continent is ridiculous. I need to move to the US asap.
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I'm yet to see a space startup without an LOI from OrbitFab in their deck.
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Another CEO of Nanoavionics is out of the company in under just 8 months. My understanding is that many good folks are leaving due to a culture clash w Kongsberg A&D.
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I'm just doing some damn cool research on EO funding! Spend whole day building a chart I wanted to do for years!
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The consequence of an influx of many new people into the space sector + a relative scarcity of successful space companies with venture scale outcomes leads to an unfortunate situation where you can easily spend 10 years around the sector w/o meeting anyone w real success.
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Every space investing panel at a conferences be like:
on the left we have this investment banker who has done space for 27 years, transactions worth 150B USD, works on every space transaction right now
and on the right we have a person who "really likes to write case studies"
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🇸🇪 Friends. My flight was wonderful and troublefree. I 'm happily in Stockholm. Ready to start this chapter of my life. 45th flight, 20th visited country. Fun space stuff scheduled for later this week.
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It is 10.18am where I'm right now. My space funding database is at $11.55B right now. My goal is to crank through the funding database today and then finish my annual report over the weekend. Wish me good luck, updates in the thread, this time for real.
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This morning a Czech dude at a meeting told because he saw my article in the
@payloadspace
newsletter. I had not idea my article was there. Certainly made my day. You need to pay attention to the space industry I guess.
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Time to wrap up. Leaving the best conference I have ever been to. Met a lot of people, learned a ton of stuff. Had great time and reconnected with important friends.
@euroconsultEC
@SGAC
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And absolutely yes, once $ASTS hopefully achieves sustainable revenue generation at reasonable burn, it will be a terrific example of a space business with large and diversified terrestial customer base.
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In 2021 BlackRock funded Loft, Relativity, Ursa Major, Astranis, Astra, RocketLab, Planet, Sierra Space (probably just because space was a big chunk of pre IPO rounds) - I'd bet they are the institutional asset manager with the best access to what's going on.
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I love Transporter launches. It is a moment for the space industry to come together and cheer for each other. This time is important for Golem as well. Stay tuned and good luck everyone.
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Non-space money is a real deal for space startups. Up until let's say 2019, all startups were queuing for a few "the space VCs" who however had basically zero money. Those people coming from outside (think Boost, Mac, Cantos and likes) really changed the game.
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Just published the first issue of Groundsegment Monthly. Groundsegment is a super important yet underreported area of the space industry. Subscribe to stay change that!
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Difficult to overstate how important has Blaine been to me in the past years. So nice to catch up in person for the first time. Since 9/2020 I used every opportunity to talk w Blaine about Asia, satellites, finance. Learned so much & very grateful.
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Late this evening I will post some thoughts on vertical integration in the space industry and will keep hoping I can get viral before I land in Munich 11 hours later.
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I'm not sure how public are the rumours. But w/n months there should be an European space update which will blow all your minds.
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