A16z Space Market Map
Last week, Andreesen Horowitz's team presented a market segmentation on space investments with a post analyzing the Space Industry.
The A16z team broke the space industry into Seraphim Space segmentation infographic we featured last month.
Part of the A16z potential investment thesis is building rockets and satellites requires precise engineering and advanced manufacturing facilities with many suppliers. SpaceX initially did everything in-house, but now an ecosystem of manufacturing and software companies serves the space economy. Software is a key enabler for space, with SpaceX inspiring a lineage of space software companies. Commercial space industry SaaS is now available and an exciting space to watch for investment potential.
The A16z site does say the post does not represent any current or future investments with a pretty lengthy disclaimer at the bottom of the post, but one would think the intensive research and write-up was not simply busywork. Nevertheless, we love their infographic and analysis.
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