rob meyersonRob Meyerson founded Interlune to harvest helium-3 from the moon for quantum computing, with a terrestrial cold capture technology and $500M in purchase orders.
peter elstromLeads Bloomberg's coverage of Asian technology companies, particularly Korean semiconductor makers Samsung and SK Hynix.
brett lindsayBrett Lindsay leads industrial sector research at Mizuho, recently initiated coverage on SpaceX with an Outperform rating and $200 price target.
mary d'onofrioMary D'Onofrio focuses on venture growth investments in AI infrastructure at Crosslink Capital, previously spent seven years in AI and infrastructure investing.
conner loveMilitary veteran who joined a16z's American Dynamism practice to invest in defense tech, energy, manufacturing, and space; emphasizes low-cost autonomy thesis and building valuable companies for national security.
mandeeep singhBloomberg Intelligence analyst covering cloud and AI infrastructure; focuses on hyperscaler capex trends and AI monetization through cloud revenue growth.