Earth Observation
Earth observation companies are hybrid operating models: hardware, software, government, and commercial, all running inside a single organisation. The structural tensions between those modes are what determine whether the company scales or stalls. Standard due diligence doesn't look for them.
Expert networks give you 45 anonymous minutes. You need a structural diagnosis of the EO company you're about to invest in. The model is wrong, not the experts.
Read →Climate tech companies don't pivot to defense because defense is more attractive. They pivot because the climate market hasn't been built.
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