124. Space Tech Investing, Part 1 (David Cowan)

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David Cowan of Bessemer Venture Partners joins Nick to cover Space Tech Investing, Part 1. We will address questions including:

  • First off, David what was the thought process that led you to invest in this area?
  • You’ve written in the past about the roadmap approach toward investing.  Was it this approach that led you to space tech?
  • What are the major categories or sub-groups within space tech?
  • It seems that there has been a recent surge in space tech investing. Was there a catalyst or a series of factors that has driven the opportunity for VC investing in space technology?
  • Are the risk/return profile and capital intensity of investing in this area fundamentally different than that of other tech sectors? Why or why not?

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