Everyone has a space thesis now. We've only ever had one.
SpaceX was our highest-conviction position, and it just went public in the largest listing in history. Public markets have re-rated space as an institutional asset class. At the same time, governments around the world have recognized that space technologies are essential for economic growth and national security, and are funding them at record levels.
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If you are an allocator building a view on the space economy, we'd like to know you.