Bogdan Gogulan

Bogdan Gogulan, CEO of NewSpace Capital and former defense executive, dives into the challenges of investing in the space industry. He reveals how he transitioned from corporate finance to venture capital, expressing his surprise at the commercial potential of space, which he likens to telecom privatization. Bogdan emphasizes the 'valley of death' for growth-stage companies and shares his strategy to back category leaders. He also discusses the importance of technical expertise and the interplay between defense demand and sustainable commercial markets.