cover of episode Charles Beames — Welcome to the Second Space Race (EP.269)

Charles Beames — Welcome to the Second Space Race (EP.269)

2025/5/22
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Chuck Beames
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Jim O'Shaughnessy
美国著名投资者和量化股票分析先驱,创立了奥沙恩斯资产管理公司,并著有多本投资经典著作。
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Chuck Beames: 我认为我们正在经历第二次太空竞赛,与第一次太空竞赛不同,这次的重点已经从国家荣誉转向经济竞争和谁来制定太空领域的规则。第一次太空竞赛更多的是关于谁能先登上月球,带有冷战的象征意义。而现在,太空领域的竞争更多的是关于谁能在经济上获胜,以及谁来定义这个新领域的规则。我们需要决定是采用西方式的自由市场模式,还是采用政府主导的模式。为了在这次竞赛中获胜,美国需要采取不同的政府政策,鼓励自由市场和商业发展,并激励私人资本进入太空领域。如果我们按照自己的优势来竞争,我相信我们能够击败中国。

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Aerospace investor and York Space Systems chairman Chuck Beames joins me for a fascinating discussion on the commercial space revolution and the future of satellite security. A retired Air Force colonel with over 20 years experience as a space and intelligence officer, Chuck brings unparalleled expertise to our conversation about what many are calling "the second space race”.

We explore how America can leverage her free-market strengths, why ‘zero trust’ protocols could revolutionize cybersecurity, the military origins of GPS, and why Space Force needs a streamlined procurement approach.

I hope you enjoy this insightful conversation as much as I did. For the full transcript, episode takeaways, and bucketloads of other goodies designed to make you go, “Hmm, that’s interesting!”, check out our Substack).

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Show Notes:

  • The Second Space Race
  • The Zero Trust Approach and ‘Secure By Design’
  • GPS as a Military Technology
  • The Space Force is dealing with Multiple Complex Adaptive Systems
  • New Paradigms in Satellite Design
  • What VCs and Bankers Need to know about the Space Community
  • Wargaming with AIs and Humans
  • Laser Spoofing and Adversarial AIs
  • Establishing Supply Chain Sovereignty
  • Open Organizational Cultures
  • Chuck’s Lessons from Woodworking
  • The Job of an Executive Chairman
  • Chuck as World Emperor