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One narrative has that only the gov't buys space observation data, do you see that continuing? those companies growing? E.g the government asking for more data, non-government enterprises asking for more data?

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Broadly governments are the primary buyers of EO data, and yes I see that continuing. There is also the trend of sovereign space, where countries without a strong history of operating in space want to own their own satellites, but don't have the in-country expertise to do so, which is driving government procurement of commercial EO satellites

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