In this episode of Silicon Valley Bite Size, Mike Seidenberg, lead manager of Allianz Technology Trust, explores why the real opportunity in space lies in connectivity, not exploration.
He highlights how falling launch costs, reusable rockets and more powerful satellites are reshaping economics, with networks like Starlink enabling new business models by expanding global access to information. The discussion also touches on productivity gains, resilience and emerging consumer use cases, alongside the investment outlook — including strong launch demand, potential IPO activity and the need for discipline amid the hype.
Listen to discover why space’s biggest opportunity may be connecting more of Earth, not leaving it.
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