Space Capital

Founded in 2012, Space Capital is a VC firm with $1B AUM investing in space technology and global markets, backed by deep operator expertise.

[Space Capital @SpaceCapital]

In 2012, we founded Space Capital on a simple conviction: space technologies would become the invisible backbone of the global economy.

For over a decade, we've been investing at this inflection.

Today we're announcing Space Capital IV.

https://t.co/nhoKv9kb2i

[Space Capital @SpaceCapital]

“SpaceX is the apex player, and they have been for a very long time.”

@chadsonofchad joined @CNBC’s Morning Call to discuss SpaceX’s dominance, AI infrastructure, satellite growth and why the biggest space opportunities remain in private markets: https://t.co/ciNvi3rP23

[Space Capital @SpaceCapital]

Consolidation in the space economy is intensifying, and it's happening on two fronts.

Category leaders are acquiring to broaden offerings and secure top talent. Mid-market companies with differentiated positioning are being absorbed through PE-driven consolidation.

Q1 saw $7 billion across 26 deals – a strong start to the year.

Get the full breakdown in the Q1 2026 Space IQ Report: https://t.co/d83vEJEuQu

[Space Capital @SpaceCapital]

@NASA’s latest Moon Base update highlighted a major shift toward sustained lunar infrastructure and operations.

The announcement featured SC funded @LunarOutpostInc’s Pegasus rover and @astrobotic’s Griffin lander as part of upcoming Moon Base missions supporting mobility, logistics, and surface operations ahead of Artemis crewed activity.

Read the full update here: https://t.co/RW9QULxuhV

[Space Capital @SpaceCapital]

“We are in the early innings of a multi-decade infrastructure cycle. There are hundreds of billions of legacy systems on-orbit today that are being replaced and we're building out an entirely new layer. SpaceX is at the center of this and they own the rails.”

@chadsonofchad joined Romaine Bostick and Isabelle Lee on @Bloomberg’s “The Close” to discuss what’s next for the space economy, from the SpaceX IPO conversation to the growing convergence of AI, orbital infrastructure, and global markets: https://t.co/weI8WBLior

[Space Capital @SpaceCapital]

@alexandraandnyc The space economy is finally being priced for what it is – the next great infrastructure build out of our lifetimes.

[Space Capital @SpaceCapital]

@NASA is being rebuilt around commercial capability, and the relationship with legacy contractors is being fundamentally renegotiated.

Starliner reclassified as a Type A mishap. SLS sidelined. Gateway scrapped. Starship central. $20 billion committed to a lunar base over seven years.

Space Capital portfolio companies are building what comes next; from the world's first commercial space station from @vast to lunar rovers launching alongside astronauts on Artemis IV from @LunarOutpostInc.

The space economy is being restructured in real time. Get the full breakdown in the Q1 2026 Space IQ Report. Download it free here: https://t.co/d83vEJEuQu

[Space Capital @SpaceCapital]

@blueorigin’s latest New Glenn mission sparked an important discussion around launch cadence, reusability, and reliability expectations in today’s market.

In a recent feature from @seattletimes, @chadsonofchad shared perspective on how different launch philosophies are shaping the competitive landscape, while SC funded @KayhanSpace provided orbital tracking analysis: https://t.co/ZhaDtcmXfA

[Space Capital @SpaceCapital]

Portfolio company @LunarOutpostInc just got the NASA contract for the first human-rated lunar rover since Apollo. The roads don't exist yet — they're building the vehicle that will make them. 🌕

Congrats @StarlordCyrus @ForrestMeyen and the whole team!

[Lunar Outpost @LunarOutpostInc]

Artemis Astronauts, meet your new ride: Pegasus.

@NASA has selected Lunar Outpost's Pegasus for a High Achievability Mission task order under its Lunar Terrain Vehicle Services (LTVS) contract, marking the first human-rated mobility on the Moon since Apollo. This award confirms Lunar Outpost’s leading role as the next generation mobility and infrastructure provider to advance permanent lunar operations.

The Lunar Outpost Pegasus LTV provides critical surface mobility for Astronauts operating at the Moon’s South Pole, expanding how far and long crews can traverse and operate on the lunar surface. Pegasus is designed to support a range of mission profiles, including site exploration, foundational science operations, resource prospecting, and surface site preparation as NASA lays the groundwork for a permanent human presence on the Moon by 2030.

The development of Pegasus was led by Lunar Outpost, in partnership with collaborators @GM, @goodyear, and @LeidosInc. The team combines proven heritage with decades of experience in advanced engineering, automotive industrialization, and human spaceflight.

Read more: https://t.co/KUCyazonYO

#TheNextLeap #LunarOutpost #DrivingArtemis #SpaceTech #Innovation

[NASA @NASA]

LIVE: We're sharing the latest updates on @NASAMoonBase, our lunar habitat where astronauts will work and live. https://t.co/7oWZYx0GYx

[Space Capital @SpaceCapital]

@Google’s reported Project Suncatcher discussions with SpaceX are another signal that orbital compute is moving from theory toward infrastructure planning.

The conversation is no longer if space-based compute happens; it’s who scales it first and how the economics evolve. More on Reuters: https://t.co/40gjRgsDRR

[Space Capital @SpaceCapital]

The AI infrastructure race is rapidly moving beyond traditional hyperscale data centers.

SC funded @armada_ai announced a $230M Series B last week and a manufacturing partnership with Johnson Controls to build a new 400,000 sq. ft. Arizona facility dedicated to modular AI infrastructure.

As AI demand accelerates globally, the bottleneck is increasingly shifting toward power, deployment speed, and infrastructure access. Learn how Armada is defining the next phase of the market in the full announcement on @CNBC: https://t.co/MjvUHDHfbT

[Space Capital @SpaceCapital]

Capital isn't just flowing into the space economy. It's concentrating.

Average round sizes have climbed across all stages for four consecutive years, with Series A doubling and Series C up 81% from 2024. Seed and Series B followed steadily, up 33% and 47% respectively. Infrastructure posted 9 mega-rounds in Q1 alone, on pace to set a new annual record.

Get more insights in the Q1 2026 Space IQ Report: https://t.co/d83vEJEuQu

[Space Capital @SpaceCapital]

@Ric_RTP It's hard to pin a comp on a company that will own the rails to space and also a full-stack infrastructure and AI platform.

[Space Capital @SpaceCapital]

Read more about the S-1 filing at https://t.co/3L8TGyjzZq

[Space Capital @SpaceCapital]

SpaceX's S-1 dropped yesterday and the market is starting to grapple with the fact that SpaceX no longer fits neatly into any traditional category.

@chadsonofchad with @MorganLBrennan on @CNBCMorningCall this morning: https://t.co/G9TN9H19wq

[Space Capital @SpaceCapital]

Orbital manufacturing is reaching a turning point.

#SCfunded @VardaSpace is moving microgravity pharmaceutical production from government research into commercial application through a new collaboration with United Therapeutics.

Lower launch costs + reusable rockets + decades of ISS research are converging into a new market.

🔗 Explore the full story on @Bloomberg: https://t.co/aWVRSU4eOi

[Image credit: Varda Space Industries]

[Lunar Outpost @LunarOutpostInc]

New Lunar Terrain Vehicle Unlocked 🔓

Introducing the Lunar Outpost Pegasus LTV — purpose-built to provide Astronauts with safe, highly achievable mobility to lay the foundation for a permanent Moon Base. Pegasus is named after the winged horse of Greek mythology, a symbol associated with reach, capability, and prosperity; it is the trusted steed that will enable Artemis missions to go farther, operate longer, and explore more boldly than ever before.

Designed to operate for at least one year on the Moon and traverse over 900 kilometers—100x the distance the Apollo-era LRV covered across all missions—Pegasus is ready to drive Artemis toward a Moon Base.

#TheNextLeap #LunarOutpost #DrivingArtemis #SpaceTech #Innovation

[Space Capital @SpaceCapital]

In 2019, SpaceX launched 26 times. Once every two weeks.

In 2025, they launched more rockets than every other space agency and company in the world combined, averaging one launch nearly every two days. The Falcon 9 family has now flown nearly 700 times with a 99.5% success rate.

Capital alone doesn't build great companies. Conviction, velocity, and a relentless focus on the mission do.

The full breakdown is in the Q1 2026 Space IQ Report: https://t.co/d83vEJEuQu

[Space Capital @SpaceCapital]

Space Capital family company @RocketLab announced plans to acquire @MotivSS, adding Mars-proven robotics and critical spacecraft manufacturing capabilities to its vertically integrated platform: https://t.co/gdm7InHNRv