Episode summary
Dylan Jovine | Space Is the New AI?
Summary
Dylan Jovine argues that the next major investment wave could be space, echoing Walter Isaacson’s claim that “space will be the new AI by 2027.” He says he agrees with the idea in spirit because space is becoming the “new new thing,” driven by geopolitical rivalry, military needs, and improved launch economics.
A central theme is that the moon is becoming strategic high ground. Dylan says both the United States and China are racing to establish lunar bases so they can be closer to satellites and other assets that will matter in future conflicts. He frames this as a deterrence issue: the goal is not to dominate for its own sake, but to avoid a world where another country can dictate trade terms or pressure U.S. markets.
He also emphasizes that SpaceX changed the business model for the entire sector. In his view, reusable rockets finally made space investments practical by reducing costs and improving the economics that used to sink satellite companies. Dylan says this opens opportunities across satellites, defense technology, AI infrastructure, and aerospace, and he points to one company with partnerships tied to the Space Force, Nvidia, Intel, and major satellite players.
Key takeaways
- Dylan Jovine says Walter Isaacson’s “space will be the new AI by 2027” thesis captures a real investment theme.
- Dylan Jovine argues the moon is becoming the ultimate high ground because satellites and military assets depend on space dominance.
- Dylan Jovine says reusable rockets from SpaceX changed the economics of space by making launch costs more workable.
- Dylan Jovine views faster data transmission and proximity of assets as key military advantages in the next phase of warfare.
- Dylan Jovine says one company he discussed has partnerships with the Space Force, Nvidia, Intel, and major satellite players.
Notable quotes
“Space will be the new AI by 2027”
“The moon is the ultimate high ground, okay”
“SpaceX really changes the math on that. It's quite an accomplishment”
“Speed is the absolute key in warfare”
How the episode opens
Good morning. This Dylan Jovane with Behind the Markets. Happy Wednesday.
It's almost hard to believe the month is almost over. Wow, it's just Is it me or is the older you get the faster time flies? My goodness.
Anyway, first things first, I wanted to thank you all for attending the webinar yesterday. We had a lot of fun doing it and it was just where Charles and I were talking about it afterwards. We're so grateful that anybody shows up.
Whether you buy or not, we're just grateful that other humans take time out of their own lives to spend time with us. I'm humbled by it, actually. And the day I stop being humbled by it is the day you should stop listening to me.
Anyway, I was listening to the Musk biographer, Walter Isaacson, very smart guy. He said, "Space will be the new AI by 2027. Isn't that interesting?
It's a quote quote, "Space will be the new AI by 2027. And I agree with that, actually. I don't know if it's the new AI, but it is the new new thing.
It's the new new thing. And it has to be. You remember we've been talking about warfare a lot.
I don't want anybody to think I'm a pro-war kind of guy. I mean, that's not the way I see the world. I think at the end of the day you have so many armchair generals who This guy should do that.
They don't understand battle. I've never been in the military, but I have friends who served. And what I do understand is this, war is young kids on the battlefield hurt crying for their mothers.
Full stop. So, anybody who's eager to get into a war is an idiot. Having said that, I also think as Reagan talked about or with Teddy Roosevelt, speak softly and carry a big stick.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- space investment
- lunar infrastructure
- satellite defense
- reusable rockets economics
- u.s.-china space race
Companies and tickers mentioned
- NVDA
- INTC
- Nvidia
- Intel
- SpaceX
Watch the episode
Watch “Dylan Jovine | Space Is the New AI?” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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