Thesis
The greatest threat to capital in deep-tech isn't market risk; it's bad physics. Before you deploy capital, I provide the diligence to determine if the science is sound.
That principle informs my long-term view on the space economy:
The space industry builds million-dollar satellites and ground stations but operates with an incomplete map of how they are all connected and used. This hardware is rapidly becoming a commodity. The durable advantage isn't owning the physical assets, but understanding the entire network: who is communicating with what, where, and when.
This lack of clarity is a critical vulnerability. Companies waste capital on redundant infrastructure. Investors mis-price public companies. Governments operate with strategic blind spots. We are building the definitive map of ground-to-space communications to fix this.
- For National Security: Provide a persistent, unclassified view of the strategic communications landscape.
- For Capital Allocators: De-risk investment by replacing speculation with ground-truth data on network usage and capacity.
- For Market Leaders: Deliver the strategic edge needed to outmaneuver competitors and capture disproportionate value.
Proof of Work
ESA: High-Stakes Operations
Identified mission-critical failure points in next-generation multi-million $ satellite systems during live flight operations.
Predictive Modeling & Simulation
Differentiated viable physics from investor hype by modeling the edge-case performance limits for novel technologies.
Satellite Systems Engineering
Provided ground-truth assessments of hardware risk, production timelines, and supply chain vulnerabilities.
Technical Intelligence Translation
Translated complex quantum & optical physics into actionable intelligence for senior technical staff and leadership.