It’s a moral and strategic imperative that humanity gets to space, and does so soon. We have a ticking time bomb on our hands, but we don’t know when the clock is going to run out. In short, we are overdue for an extinction-level event.
As we’ve dug deeper into the Space Startup market over the 6 months since our original Space as a Platform thesis post in mid-2016, we’ve come to a frightening realization.
There are not enough people investing their time nor dollars into the required areas of space to enable us as a species to get there. It’s simply not going to happen, folks.
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Space as a Platform
1. The 12 TECH THESES
OF THE 2030S
A think tank for
building humanity’s future
2. 12 Greek Titans of tech: past & future
I. Coeus: intelligence and farsight
II. Crius: heavenly constellations
III. Cronus: time and the ages
IV. Hyperion: light
V. Iapetus: mortal life span
VI. Mnemosyne: memory & remembrance
VII. Oceanus: all the salt water on earth
VIII. Phoebe: prophetic radiance
IX. Rhea: fertillity and motherhood
X. Tethys: fresh water on earth
XI. Theia: shining
XII. Themis: divine law and order
I. Video as an App
II. Music as a Control Mechanism
III. Biologic Intelligence Disrupting AI
IV. Space as a SAAS Platform
V. Automatic Health Optimization
VI. Personal Hedge Fund
VII. Personal Power Stations
VIII. Self-organizing Biorobotics
IX. Autonomous Internet of Things
X. Reality Retail
XI. Interstellar Sports Wearables
XII. Superhuman Modifications
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The past The future
3. IV. Space as a saas platform
Commercial appeal
Discover new technological
innovation valued on Earth
Grows global GDP
Future of entrepreneurship
DE-RISK EXTINCTION
We’re overdue for an
extinction-level event
Only had 2 days notice for
the Sept 7, 2016 near-Earth
asteroid
COMPETITIVE THREATS
From misaligned
governmental agendas
From private enterprise
monopolistic control
Why go to space in the first place?
exploration
Because it’s hard (John F. Kennedy)
To reach for new heights and reveal the unknown so that
what we do and learn may benefit all humankind (NASA)
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4. IV. Space as a saas platform
PHASE 1: ACCESS
Levels of capital investment required at each phase of build out.
PHASE 2: SURVIVAL
PHASE 3: BASE INFRASTRUCTURE
• Capital Required: % of national budget ($B+)
• (USA, China, Russia, Europe, Japan)
• Capital Required: large cap VC ($100M+)
• Hard Tech: first attempt may not work
• Invest in novel tech that shows promise
• Double-down on those that pass tests
• Capital Required: seed VC ($1M+)
• Reuse existing tech from Earth
• Investment in new use cases for space
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5. IV. Space as a saas platform
Cheap & Fast Access
$100/kg of payload,
every 15 minutes
ROBOTICS manufacturing & 3d printing
When “Push to PROD” means “launch a rocket into space”
Life support
Shelter, H20, Food, Gravity
Energy
Solar, synthetic photosynthesis, excess energy capture
Raw materials
Asteroid mining, launching from Earth
communication
Internet, P2P
Material processing
Zero-gravity smelting, molding, casting,
pressurizing, fluid dynamics
Waste disposal
New garbage, existing
space debris
Transforming raw materials into finished goods by machines for the use in more complex manufacturing operations
BIOLOGIC INTELLIGENCE
Many complex sensory inputs to automated motor output
6. IV. Space as a saas platform
So where are we today?
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Tourism
• Elderly and people with
surgical implants can
withstand gravitational
forces
GOVERNMENTAL
• Most of the talent and
capital locked inside public
sector
• But, NASA’s space budget
was +$1.3B in 2016
• Luxembourg investing
$227M in asteroid mining
(DSI, Planetary Resources)
• Japan $290M Venus probe
• China mimicking the USA
• Trump & BREXIT impact?
More Launches
• From private companies
including SpaceX, Blue
Origin, and Rocket Lab
Property rights
• 1967 Outer Space
Treaty is still the basis
of international law
• Need new legislation
for free property rights
for a space land grab
Debris
• Companies are
required to clean up
after themselves
• No enforcement
• Only one startup just
getting started
entrepreneurs
• Not enough space
builders because social
& ecom VC sucks away
our best talent
7. IV. Space as a saas platform
The number of private space startups has grown 4x in 7 years but it’s not enough.
7
200
50
2017
2010
*Source: Space Angels Network
8. IV. Space as a saas platform
What space startups are already being funded?
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Space Angels Network (EARLY stage)
Planetary Resources: asteroid mining
Accion Systems: satellite propulsion
Planet: Earth imagery
NanoRacks: any payload into space
Kepler Communications: satellite telecom
World View Enterprises: space balloons
Space Adventures: tourism
Vector Space: cheap access (50kg)
Omni Earth: Earth imagery
Astrobotic: Moon delivery, purchase space
Analytical Space: satellite telecom (lasers)
Xcor: reusable rocket engines
Zero G: weightlessness (tourism)
Other private funding (late stage)
SpaceX ($Bs): reusable rockets, Mars travel
Blue Origin ($Bs): reusable rockets, tourism
OneWeb ($Bs): space internet, satellite mfg
Deep Space Industries ($Ms): asteroid mining
Moon Express ($Ms): Moon travel
Access
69%
Survival
19%
Infrastructure
12%
9. NO
IV. Space as a saas platform
But is the funding being spread across the right areas?
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Not Investing in critical areas of space
• Energy Recapture
• Survival
– Food 2.0
– Smart Clothes
– Gravity
– Automatic Health Optimization
• Biologic Intelligence for Robotics
• Self-Building Robots
• Material Processing & 4D Printing
• Zero-G Manufacturing
10. PROvide Funding
• Find LPs who want to enable the next
Industrial Revolution (in Space)
• Create multiple funds focused on
different aspects of the infrastructure
• Actually invest
IV. Space as a saas platform
If we don’t do something about it, it simply won’t happen.
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1
2
Incentivize Entrepreneurs
• Show the product gaps so they know
the most valuable pieces not yet built
• Give them a high-level roadmap of
where to start
• Plug them in with the right mentors and
experienced entrepreneurs for help