Space: The Ultimate Frontier for Investing—How AI and Technology Are Expanding Economic Boundaries

In Episode 272 of BlackRock’s The Bid, host Oscar Pulido speaks with Reid Menge, Portfolio Manager on the Fundamental Equity team, about the current state and core drivers of the space economy. The episode explores declining launch costs, advances in satellite technology, demand for AI infrastructure, and national security priorities, analyzing investment opportunities in the space economy alongside uncertainties such as execution risks and technical complexity.