Our Thesis

Seven Fundamental Disruptions

The forces reshaping how we work, communicate, and thrive. These seven shifts guide everything we back across SpaceTech and DeepTech.

PNT Revolution

Position, GPS, Navigation & Timing becomes secure & reliable

Autonomous vehicles navigate with centimeter-level precision. Assets flowing through global supply chains are tracked in real-time without signal loss. Critical infrastructure relies on tamper-proof, decentralized positioning systems that work everywhere—underground, urban canyons, and beyond current GPS coverage. For national security, next-gen solutions deliver trusted timing and positioning for every critical domain.

Planes land safely in fog at regional airports where air traffic control is limited or the flight crew is incapacitated.
GPS satellites' atomic clocks have become the global timekeeper that keeps disparate assets synchronized to the same time. This feature is essential for high frequency trading, wind farm coordination with the grid frequency for stable power, and avoiding errors and fraud for banks managing digital payments.
Urban delivery robots navigate with precision in tall building environments where GPS signals become unreliable, using encrypted terrestrial beacons, local sensors and other strategies.
Defense forces deploy guidance systems for troops, vehicles, robots, UAVs and missiles in GPS-contested zones, reducing risk of navigation errors, jamming or spoofing during gray zone or hot conflicts. Troops don't accidentally stray across borders and high value stealth drones are not manipulated to go off course.

Robotics Multiplier

Robotics and autonomous operations multiply human productivity

Autonomous machines perform critical tasks humans cannot or address labor shortages—servicing spacecraft, operating in hazardous environments, and performing precision-critical tasks. A single expert can oversee dozens of autonomous operations, amplifying their impact exponentially. Humankind benefits from improved healthcare in life changing ways.

Specialized robots accomplish tasks that are dangerous for humans to perform. Mining bots work on oil derricks and mining that have historically high injury rates. Climbing robots inspect and repair high-voltage transmission towers, improving worker safety and grid uptime.
Large grocery distribution centers use mobile picker robots to restock shelves and fulfill online orders overnight to transform them into a dual use facility - both brick & mortar retail and a last mile distribution warehouse.
Bots designed for surveillance & security offer enhanced monitoring for critical sites: sensitive research centers, data centers, military bases and national borders in remote terrain.
Precision agriculture robots plant, irrigate, and analyze every crop row, optimizing seed selection, water consumption and use of pesticides and fertilizer.

Real-Time Intelligence

We detect & react almost real-time to issues that can cause us harm

Fast, automated response to disasters, industrial hazards, military threats, and climate risks saves lives and assets. The combination of satellites, robotics, defense tech, and smart analytics lets society respond at machine speed. Infrastructure failures are predicted and prevented before they occur.

A sudden storm forms offshore or a lightning storm ignites a fire in a remote forested region. Satellites, sensors, and drones feed real-time data into AI models that predict its path within minutes. Automated alerts trigger defenses and evacuation systems. Lives, assets, and infrastructure are protected—showing how intelligent forecasting turns prediction into rapid, action-driven resilience.
An unidentified drone swarm approaches the Ukrainian border. AI fuses satellite, radar, and cyber data to confirm the threat, deploying automated countermeasures within seconds. Defense teams receive verified insights, act instantly, and neutralize the risk before escalation—proving how intelligent automation enables national defense to detect and respond faster than any adversary.
Border patrol deploys autonomous drones with advanced sensors for real-time tracking of illegal crossings in remote terrain.
Precision agriculture is realized through space-based hyperspectral sensors that supplement field robots with actionable information for planting, irrigation and to optimize the selection and application of fertilizer and pesticides.
Utility companies use climbing robots to inspect and repair high-voltage transmission towers, improving worker safety and grid uptime.

Tech Sovereignty

Countries insist on regional / sovereign technology autonomy

Nations demand independent control over defense capabilities, cloud infrastructure, space technology, manufacturing, communications and critical resources. Critical systems run on hardware and software stacks located domestically. Technology sovereignty becomes as essential as food security, driving localized innovation ecosystems and ensuring security, economic resilience, and data privacy.

The European Union launches its own next-gen Earth observation satellites and UAVs to monitor agricultural yields independently of foreign sources.
For the purpose of data privacy and reducing the likelihood of data hacks or data surveillance, each major government insists that its ministries and commercial companies remove their dependence on foreign hyperscaler cloud platforms, and to use a sovereign instance of cloud services and data centers entirely hosted and managed domestically.
Each of the most powerful nations fields its own national satellite constellations for government and defense, wholly operated domestically.
To protect US sensitive communications and data security, the Intelligence Community deploys quantum-encrypted satellite communications networks, guaranteeing privacy across all branches in-theater.
Brazil deploys dual use technologies to monitor rainforest regions via national satellites, directly integrating the data into border enforcement and local farming incentives.

Edge & Orbital Compute

Secure, intelligent & sustainable local and cloud computing enable real-time decisions

Distributed, planet-scale computing means secure AI, analytics, and decision support systems are available instantly, from orbit, the edge, and inside every sensor—unlocking new resilience for governments, businesses, and communities. All computing is made with millisecond latency while consuming minimal energy. Real-time local compute is essential in scenarios where ultra-low latency, immediate response, security, and reliability cannot be guaranteed by traditional Cloud Providers or even through 5G networks alone.

Autonomous vehicles require instant processing of sensor data (e.g., LiDAR, cameras) to make driving decisions such as braking, swerving, or identifying obstacles. Any delay, even in milliseconds, could be catastrophic; depending solely on the cloud or 5G introduces unacceptable latency and connection risk.
Factory robots in high-speed assembly or quality control environments need to process data locally for split-second coordination and fail-safe emergency stops. Connectivity disruptions or delays from cloud/5G can result in dangerous errors, lost productivity, and safety hazards.
Critical Healthcare (Remote Patient Monitoring): devices like wearable cardiac monitors or in-hospital telemetry systems must analyze patient data on-site to enable immediate intervention for life-threatening anomalies. Latency or network outages using cloud/5G could prevent timely alerts and medical responses.
Disaster Response, Search & Rescue: drones, robots, or sensors deployed in disaster zones often operate where network connectivity is poor or absent. Local compute enables real-time decision-making such as victim detection or environmental hazard assessment when cloud/5G access is unreliable or non-existent.
Smart Infrastructure (Traffic Management, Smart Grids): Traffic signals, grid controllers, and energy management systems must react locally to changing conditions (e.g., congestion, outages) for safe and efficient operation. Relying on external data centers or 5G introduces latency and risks loss of real-time control, impacting public safety and utility reliability.
Projections for terrestrial AI cloud processing are unachievable: we are devouring electricity at a pace beyond what can be sustained. We see a future in which solar-powered in-space computing power will expand terrestrial AI compute. This in-space processing power will also be the backbone for the SpaceTech industry, enabling space data to be transformed into timely, actionable information that can be delivered directly to decision makers on Earth.
Real-time AI object recognition based on nextgen cloud data fusion and scalable edge compute will enable government defense and intelligence units to provide greater protection against bad actors.

Universal Power

People and devices can access power even in the most difficult environments

Resilient, distributed energy unlocks progress, health, and safety—from disaster zones to lunar outposts, from remote villages to high-scale data centers.

Data Centers have sufficient power for AI demand while addressing utility grid management and power generation concerns, as well as community noise, climate, and water constraints.
Power generation facilities run more efficiently, securely and sustainably.
Every home & building across the world has access to power 24x7. This includes geographies that are affected by power peaking, disaster scenarios, and emerging countries.
All satellites and spacecrafts have 24x7 power and even help us have more power on earth.
Military bases deploy portable microreactors, monitored by satellite, for guaranteed power in blackout scenarios.

Global Connectivity

Continuous and affordable broadband data connectivity is available globally

Continuous affordable broadband will be available universally on Earth and in space. As more people and devices connect, the value of networks grows and communication quality improves, supporting high-bandwidth, real-time experiences that were impossible with older, slower systems. A combination of Low Earth Orbit (LEO) satellites, fiber, and wireless RF/Optical create a resilient global infrastructure that provides high-performance digital services, richer communication, and economic opportunity available universally—unlocking the true power of the connected world.

LEO Satellite Connectivity: The provision of communications services to both terrestrial users and for assets in LEO is evolving quickly to offer more reliable, available, high-speed data.
Optical Communications (RF-to-Optical Transition): Companies will no longer rely on slow, insecure, unreliable radio communications for satellite and ground communications. While radio goes through clouds and is omnidirectional, it will be complemented by new laser/optical data transmission solutions which offer increasingly point-to-point higher speed, greater security, and reliable communications even in challenging environments.
Space/Cloud Integration: The growth of data centers on Earth is already approaching capacity: power constraints, government regulations / local government / community reviews on climate & noise impacts. To provide data center access to the world's growing demand for cloud, AI and data, we must leverage space as a multi-sovereign cloud region where the temperature is low, where access to solar power is abundant, and where data transmission to Earth is getting increasingly fast (in speed & throughput).

These seven disruptions are where we spend most of our energy, but they aren’t the boundary of what we back. We also invest in exceptional SpaceTech and DeepTech companies that fall outside them. If you’re building something remarkable beyond these themes, we still want to hear from you.