Space: The $2 Trillion Opportunity Investors Are Chasing

In Episode 16 of the Dakota Research Podcast, we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making.We break down the investment landscape—highlighting government-backed defense initiatives, private capital pouring into infrastructure and satellite networks, and M&A across launch, logistics, and Earth observation sectors. The episode also features recent deals and notable players like SpaceX, Rocket Lab, VAST, and Planet Labs.Plus, we unpack themes that matter to institutional investors: dual-use technologies, sovereign space strategies, and the role of space in ESG, communications, and data infrastructure.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.