Craig Stromberg · PwC's accounting podcast · Infrastructure resilience amid geopolitical shifts and AI growth
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Identify precision timing and navigation (satellite networks) as a strategic vulnerability and develop contingency planning for satellite outages
“‘One of the parts of infrastructure that is a strategic vulnerability… is undersea cables… you can’t do anything about that… you can have the contingency plans in place to mitigate the impact.’”
“This is their third attempt to reuse the booster… the booster worked, but they didn't put the satellite in the right orbit… a $25 million satellite basically died”
“‘These all-in-one ETFs do have a fairly heavy allocation to Australia… often like 35 to 40%… you can keep it as core but just don’t add Australian satellites.’”
“I'm actually sitting in the middle of the assembly line right now where we're starting to ramp up to even a couple satellites a week.”
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