Space

Will Starlink Disrupt Canadian Telcos?

Starlink is not an existential threat to all Canadian telecom operators, but it is a serious strategic threat to the weak parts of the Canadian broadband market: rural fixed Internet, remote enterprise connectivity, aviation, maritime, mining, northern communities, backup connectivity, and locations where fibre or cable economics are poor. Canada’s telecom market remains dominated by mobile, fibre, cable, and bundled services, especially in cities.

Jagannath Kshtriya

Jun 268 min read

The Morgan Stanley Space 60

Exhibit 1: The Morgan Stanley Space 60 maps the public-company “picks and shovels” behind the U.S. space economy. Instead of treating space as only rockets and satellites, it shows the full value chain from raw materials → specialty alloys → fuels → semiconductors → components → spacecraft/launch → satellite operators and services. The key idea is that space growth should not only benefit launch providers like Rocket Lab or spacecraft primes like MDA/Lockheed/Boeing, but also

Jagannath Kshtriya

Jun 192 min read

The 3x3 Space Economy

The 3×3 Space Economy Map is a simple way to understand where value is created in space. It breaks the industry into three market domains: communications, navigation, and Earth observation and three infrastructure layers: physical space assets, ground/distribution systems, and software/application businesses. The key idea is that value often expands as you move “right” and “up”: satellites and hardware are capital-intensive, while applications built on space data, like broadb

Jagannath Kshtriya

Jun 191 min read