Back in the Pathfinder hot seat is Caleb Henry, Director of Research at Quilty Space. We were privileged to have Caleb join us over a year ago on one of the initial Pathfinder episodes, where he shed light on industry consolidation and the T-Mobile partnership with SpaceX. Today, he rejoins us to delve into a variety of pertinent topics, including:

– SpaceX vs everyone else
– Remote sensing business models
– LEO vs GEO broadband operators
– Capacity shortages across satellite operators
– Effective telecom regulation

And much more…

This episode is brought to you by SpiderOak, a US-based software company that builds space cybersecurity products and solutions for civilian, military, and commercial space operations. Learn more at https://spideroak.com/

• Chapters •
00:00 - Intro & SpiderOak Ad
01:56 - Caleb’s origin story
04:00 - Transitioning from journalist to research writer
10:08 - How does Quilty choose what to focus on
13:44 - Is SpaceX a monopoly?
18:24 - Supply/demand dynamics of launch
20:39 - Market for small and medium lift launch vehicles
24:42 - SpiderOak Ad break
25:29 - The commercial remote sensing market
30:53 - A commercial remote sensing market big enough for multibillion businesses?
33:57 - Will Starlink make GEO operators obsolete?
40:03 - A shortage of capacity?
42:56 - Would you rather be a LEO or GEO operator?
45:42 - Where should there should be more regulation?
49:56 - What would you be doing if you weren’t in the space industry?

• Show notes •
Caleb's socials —   / chenryspace  
Mo's socials —   / itsmoislam  
Payload’s socials —   / payloadspace   /   / payloadspace  
Pathfinder archive — Watch:    / @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 15,000+ 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 three media properties across multiple platforms: 1) Payload, our flagship daily newsletter, sends M-F @ 9am Eastern (https://newsletter.payloadspace.com/) 2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com) 3) Polaris, our weekly policy publication, hits inboxes Tuesday (https://polaris.payloadspace.com/) 4) Parallax, our weekly space science briefing, hits inboxes Thursday (https://parallax.payloadspace.com/)