Space: investing in the next frontier

​The hosts:

• ​Matthew Blain, Voyager Ventures

• ​Jordan Billiald, IQ Capital

​What is this Ripple about?

​What is the future of the space ecosystem? Where will the next SpaceX be built?

​⁠Why this topic timely or urgent in 2026

​SpaceX has just delivered the largest IPO in history proving the commercial opportunity in the sector for investors. However, the announced retirement of the rideshare programme jeapordises many space incumbents' business models. Who will win over the next 10 years? Will orbital data centres work? Have all the best opportunities left the station or is there still white space to deploy capital and deliver decacorn outcomes?

​⁠Key questions or challenges being explored

• ​Where are the most exciting opportunities to invest in space infrastructure over the next decade? (e.g. orbital data centres, VLEO, moon infrastructure etc.)

• ​What is the impact of SpaceX retiring rideshare on the space tech ecosystem?

• ​What are the implications for Earth from the growth in space infrastructure?

​⁠The key tension or debate at the heart of this discussion

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​Who would get the most value from attending this Ripple?

• ​Founders building in the space ecosystem, or selling into it.

• ​Experienced space tech investors.

• ​Space-curious investors who are interested to explore deploying into the sector.