"Normally, venture capital does early stage and equity does growth stage. But what's happened, kind of shocks me, is seeing how much these have blended. You now have private equity firms doing stright up venture investing." Quilty
Latest Downlink Podcast:
podcasts.apple.com/us/podcast/ins…
Latest Downlink Podcast:
podcasts.apple.com/us/podcast/ins…
0
0
1
214
Our first thoughts on AST SpaceMobile's Future Rocket:
The deal charts a path for AST to become vertically integrated, controlling satellite manufacturing and launch as access to orbit grows increasingly scarce.
quiltyspace.com/post/ast-space…
The deal charts a path for AST to become vertically integrated, controlling satellite manufacturing and launch as access to orbit grows increasingly scarce.
quiltyspace.com/post/ast-space…
4
4
76
5,084
Quilty Space retweeted
Amazon’s launch gamble reaches a turning point spacenews.com/amazons-launch…
1
5
37
12,988
Space funding has shifted dramatically over the past decade. In September alone, 26 rounds raised $3.1B.
Chris Quilty discusses the evolving investment landscape during his #SVSW2026 panel, “Buy What We Can vs. the Build-First Budget.”
Chris Quilty discusses the evolving investment landscape during his #SVSW2026 panel, “Buy What We Can vs. the Build-First Budget.”
0
0
1
202
Our latest report, Quantifying the Launch Shortage, projects a shortfall of ~150 medium- and heavy-lift launches through 2030, with 2028 shaping up to be the most acute year. Explore the growing gap between launch demand and available capacity: quiltyspace.com/product-page/q…
1
1
5
704
Tune in and explore our latest industry insight quantifying the launch shortage. As demand for launch continues to rise and supply tightens, the gap is only growing. quiltyspace.com/product-page/q…
🎙️ @ChenrySpace of @QuiltySpace joined me (live in studio!) to talk about the launch shortage, SpaceX going their own way, what the future holds for Amazon, what new launch vehicles are best positioned to fill gaps, and so much more. Have a listen!
mainenginecutoff.com/podcast/341
0
0
2
380
Since acquiring Swarm in 2021 and partnering with T-Mobile in 2022, @SpaceX has positioned direct-to-cell as a way to extend terrestrial cellular service, while assembling a spectrum portfolio that can bypass those carriers altogether. Full analysis here:
quiltyspace.com/product-page/s…
quiltyspace.com/product-page/s…
2
2
5
688
We break down the regulatory decisions that cleared the way for SpaceX, from waivers of carrier-lease and emission rules granted without a commissioner vote to satellite-coverage targets that replaced the tower-buildout milestones on EchoStar’s licenses.
1
0
2
314
"Each vehicle must earn its keep across a range of missions, from disposal to inspection, repositioning, and life extension. So the spacecraft’s commercial viability depends on it being more of a Swiss Army knife than a garbage truck." Full Analysis here:quiltyspace.com/post/debris-re…
0
0
0
244
September 2026: Record VC funding of $ 3.1B smashed the previous record of $2.1B (Aug’20) by more than 50%. YTD funding is up more than $10B from $4.0B to $14.6B.
Download our free Monthly Market Monitor here:
quiltyspace.com/product-page/m…
Download our free Monthly Market Monitor here:
quiltyspace.com/product-page/m…
1
0
0
246
The FCC’s satellite spectrum abundance order is final. Commissioners voted 3-0 on Sept. 30, with the final text making several changes to the draft we analyzed in September.
Read more in our latest Industry Insight here:
quiltyspace.com/product-page/f…
Read more in our latest Industry Insight here:
quiltyspace.com/product-page/f…
0
0
0
308
"Now, losing the Falcon 9 as a way to orbit is expected to exacerbate the issue: “It’s been a rough ride for folks that are trying to get to orbit,” @ChenrySpace said, “and it’s not like this is the first aftershock — but it is the most severe.”
Read More: cnn.com/2026/09/30/sci…
Read More: cnn.com/2026/09/30/sci…
1
0
0
383
Since returning from Paris, our annual #WSBW top 5 takeaway list is up.
Read the full story here:
quiltyspace.com/post/quilty-sp…
Read the full story here:
quiltyspace.com/post/quilty-sp…
0
0
2
426
Quarterly analysis of the EO sector with complete financial earnings reviews on six pacesetters: BlackSky, HawkEye 360, Planet, Satellogic, Satrec Initiative, and Spire. Sector revenue rose 50% y/y to a record $267M, the strongest growth in two years.
quiltyspace.com/product-page/e…
quiltyspace.com/product-page/e…
0
2
2
437
New Insight: NGSO Downlinks Win the FCC's Spectrum Abundance Draft on Points
On Sept. 30, the FCC will vote on a draft package that would hand satellite operators another 1,050 MHz of spectrum while teeing up two follow-on proceedings to open even more.
quiltyspace.com/product-page/n…
On Sept. 30, the FCC will vote on a draft package that would hand satellite operators another 1,050 MHz of spectrum while teeing up two follow-on proceedings to open even more.
quiltyspace.com/product-page/n…
1
1
3
370
"By then, Amazon Leo and Starlink are likely to be offering data volumes closer to what TeraWave has proposed, @ChenrySpace said. 'Then the whole idea of being differentiated falls away.'"
Read more:
Read more:
Jeff Bezos’ Blue Origin rocket company is poaching employees from Amazon, where he remains executive chairman. Both companies are working on internet satellite services. bloomberg.com/news/articles/…
1
0
2
547
A glimse into August's Mega Monthly: @AmazonLeo formalized its 5,105-satellite system; @AST_SpaceMobile expands its footprint; @elveomobile launched with 60 MHz of S-band; @MDA_space put SpaceRAN on the ITU map; and @SpaceX is aiming straight at the MNOs.
quiltyspace.com/product-page/m…
quiltyspace.com/product-page/m…
0
0
4
416
