1、The GEOINT PlaybookReport by Space CapitalAn investment thesis on the future of geospatial intelligence and our outlook on digitizing the physical world.2The GEOINT Playbook|Report by Space Capital Executive SummaryThis is largely due to the proliferation of spatial analysis;a critical feature of mo

2、dern enterprise and consumer applications.Yet despite the growth in geospatial data creation and,subsequently,the tools to conduct geospatial analysis,working with this type of information remains complex and the number of products limited.This is in large part due to the broader industry-wide trend

3、 of market consolidation amongst existing incumbents and well-funded technology startups.3 This points to a conflicting theme within the geospatial stack:companies that begin as a modular technology stack(unbundled)then evolve into a vertically integrated software solution(bundled).The new“As-a-serv

4、ice”paradigm has unlocked scalable modular development across compute,storage,application programing interfaces(APIs),etc.and is accelerating the pace of innovation.In this playbook we will walk through our thesis,which analyzes geospatial intelligence(GEOINT)through the lens of technology layers:In

5、frastructure,Distribution,and Applications.This framework helps us connect the dots from the origin and constraints of the geospatial stack to evolution and inflection within the market.It also helps us see the larger role that space-based technology plays in an ecosystem that intersects with the mo

6、dern tech industry and serves customers across a wide variety of markets.Key TakeawaysThe global geospatial1 market is expected to grow from$63.1 billion to$147.6 billion in the next five years.2 Application:A seemingly infinite number of venture-scale businesses are now being built in multi-trillio