https://whatsthemoat.com/blog Research notes, framework deep-dives, and market commentary from WhatsTheMoat. en-us https://whatsthemoat.com/blog/welcome https://whatsthemoat.com/blog/welcome Fri, 24 Apr 2026 00:00:00 GMT Why we're building research notes in public — what to expect here, how it complements the reports, and the first few pieces we're working on. Framework Explained https://whatsthemoat.com/blog/quantum-computing-space-tech-intersection https://whatsthemoat.com/blog/quantum-computing-space-tech-intersection Wed, 29 Jan 2025 00:00:00 GMT Space tech is projected to cross $1.8T by 2035 per McKinsey, and quantum computing is the unlock for three specific bottlenecks — orbital mechanics, satellite comms encryption, and Earth observation data processing. Here's the trajectory. Analysis