The State of EO + SatCom (Payload Editorial)

This week, we bring you our second installment of Pathfinder’s special podcast series on the State of the Space Industry. As a reminder, you’ll hear from two members of Payload’s editorial staff on key trends, exclusive interviews, and insights shaping the industry.Today’s episode explores EO & SatCom, featuring Payload’s Research Director, Jack Kuhr, and Lead Reporter, Rachael Zisk. Highlights from the discussion include:EOEO market dynamics in 2023Public EO companies’ trajectoryVC inclinations and startup viability in EOSpeculating on SpaceX's emerging EO ambitionsThe realities of commercial demandSatComThe SatCom market in 2023The impact of the Ukraine warExploration of direct to cell innovationsSpaceX’s strategic movesInvestor sentiment and edge computing in SatComThis episode is brought to you by the Italian Trade Agency (ITA). Be sure to check out the Italian Pavilion  in South Hall (Booth 603) during Space Symposium! • Chapters •00:00 Intro & ITA Ad01:22 Jack's background02:21 Earth Observation market in 202304:41 State of the public EO06:23 Major fundraisers in 202307:51 EO startups securing venture capital14:20 Spire and BlackSky16:19 SpaceX and EO18:59 Consolidation in the EO market22:37 Rachel’s background23:30 Satcom in 202324:51 Ukraine & SatCom26:45 Direct to cell technology28:51 Starlink’s impact33:22 Edge computing35:30 Investing in SatCom39:47 FCC and regulations42:17 Predictions for SatCom in 2024 • Show notes •Jack’s socials — https://twitter.com/JackKuhrRachael’s socials — https://twitter.com/RachaelZiskMo's socials — https://twitter.com/itsmoislamPayload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspacePathfinder archive — Watch: https://www.youtube.com/@payloadspace Pathfinder archive — Listen: https://pod.payloadspace.com/episodes • About us •Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 19,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We’re also read on Capitol Hill, in the Pentagon, and at space agencies around the world.Payload began as a weekly email sent to a few friends and coworkers. Today, we’re a team distributed across four time zones and two continents, publishing five media properties across multiple platforms:1) Payload, our flagship daily newsletter, sends M-F @ 9am Eastern2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com)3) Polaris, our weekly policy briefing, publishes weekly on Tuesdays4) Payload Research, our weekly research and analysis piece,  comes out on WednesdaysYou can sign up for all of our publications here: https://payloadspace.com/subscribe/