On the Space Stage at TechCrunch Disrupt 2025, top space tech investors discuss where capital is flowing in the space economy. Register today to save. https://t.co/nAdLKs54R6 ...

On the Space Stage at TechCrunch Disrupt 2025, top investors Celeste Ford, Chris Morales, and Morgan Beller will explore where capital is flowing in the space economy and what startups need to stand out. Together, they’ll dive into where capital is flowing, what founders must demonstrate to win funding, and how investment strategies are shifting as the commercialization of space accelerates. As governments and private markets place bigger bets on space, the funding landscape is rapidly evolving. If you’ ...

Investment Focus - Sans Capital invests in innovation across various stages, from early-stage ventures in cyber and AI to later-stage companies in defense and AI [3] - The firm is particularly interested in dual-use technologies and is actively exploring opportunities in the space and defense tech sectors [4][5] - Sans Capital is focusing on infrastructure related to space, including satellites, rockets, and hypersonics [6] Space Industry Analysis - The cost of space launch has decreased by 20 times in the last 15 years, primarily due to SpaceX, which aims to reduce it by another 15 times [5] - The reduced launch costs are enabling more satellites and other objects to enter space, with expectations of significant innovation in the next two decades [5] - Potential growth areas in space include global broadband beyond Starlink, on-orbit manufacturing (fiber optics, semiconductors, pharmaceuticals, and potentially mining) [6] Defense Tech Transformation - The defense tech sector is shifting from concentrated primes using cost-plus contracts to more entrepreneurial companies innovating with fixed-price, performance-based systems [8] - AI is playing an increasingly important role in defense tech, with companies like Andril using autonomous systems and sensors for event detection and response [8] Artificial Intelligence - AI is becoming ubiquitous and is expected to be integrated into almost every company's operations in the future [7][9] - AI is a significant component of Sans Capital's investment thesis and is being applied across various sectors, including defense tech [7][8]

Company Performance - Firefly shares soared in their Nasdaq debut [1] Industry Focus - Firefly is a space tech company with the Space Force as a major client [1]

AST SpaceMobile (ASTS 9.27%) posted big gains Monday in a session of strong trading for space stocks. The company's share price ended the daily session up 9.3%. Meanwhile, the S&P 500 (^GSPC 0.96%) and the Nasdaq Composite (^IXIC 0.94%) both gained 1% on the day.AST SpaceMobile's valuation surged higher today amid excitement for the space industry, geopolitical developments, and comments from a Federal Reserve official that could point to a more favorable backdrop for the stock. The company's share price wa ...