Caleb Henry: The Soup-to-Nuts Space Economy

Today's episode of Pathfinder is brought to you by SpiderOak Mission Systems, an industry leader in cybersecurity. Check out SpiderOak’s space cyber whitepaper at spacecyber.com*CHAPTERS*00:00 — Intro01:46 — The pre-Quilty Analytics days ... Caleb's winding journey from political science and astronomy to space reporting08:27 — What do space analysts do for a living?12:01 — SpaceX and T-Mobile teaming up and satellite-to-smartphone connectivity21:23 — Tracking newly SPAC'd or IPO'd space companies, vs. established mid/big-cap A&D stocks with large and $$$ space divisions28:22 — A shout-out to AST SpaceMobile's online fans and r/ASTSpaceMobile ... "Hi, Reddit and AST SpaceMobile subreddit, we're reading you."30:00 — Caleb's 🐐 description for what supports the satellite industry ... the-three legged stool36:59 — And don't forget the invisible stool ... cybersecurity, space situational awareness (SSA), and spectrum authorization47:22 — What was it like moderating the Amazon Project Kuiper announcement, aka the largest commercial launch procurement in history? Caleb interviewed CEOs of Blue Origin, Arianespace, and United Launch Alliance (ULA)48:33 — Where is the market tapped out? And where is there room to grow? 52:18 — The long-lasting effects of the Russia-Ukraine conflict on the space industry. With the two space powerhouses at odds, "the split is literally tearing rockets in half and tearing satellites in half."*SHOW NOTES*Caleb's Twitter — https://twitter.com/CHenry_QACaleb's LinkedIn — https://www.linkedin.com/in/calebahenry/Ryan's Twitter — https://twitter.com/RyandoofyQuilty — https://www.quiltyanalytics.com/Research/reports ($) — https://www.quiltyanalytics.com/research/industry-research/Diagrams — https://payloadspace.com/pathfinder-0016-featuring-caleb-henry/ Parallax —parallax.beehiiv.com*ABOUT US*Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we publish Payload, our flagship newsletter, from Monday to Friday; Pathfinder, and Parallax. Parallax is our brand-spanking new weekly science newsletter for the space industry. Subscribe now so you can say you were early by signing up at parallax.beehiiv.comYou can subscribe to our daily newsletter and find out more about Payload at payloadspace.com