The Financial Times reports growing investor fatalism regarding significant geopolitical threats to the technology sector. Markets appear to be overlooking an alleged Russo-Chinese plan to develop capabilities for disabling satellites.
This development poses a direct threat to the burgeoning space economy and companies like SpaceX. The firm’s operations rely fundamentally on the security and functionality of its satellite constellations.
Investors have largely ignored these risks despite the gravity of the potential threat to the ongoing tech boom. The report underscores a critical vulnerability for infrastructure-dependent space enterprises.