NASA’s acting administrator Sean Duffy has sparked conversations across government, business and media circles with a striking analogy: comparing the rise of the space economy to the early days of the iPhone. Speaking on NASA’s official podcast Houston We Have a Podcast on 5 September 2025, Duffy argued that just as the iPhone’s full impact was unimaginable when it first launched, the transformative potential of space commercialisation is still unfolding. His remarks highlighted how today’s investments in lunar missions, low Earth orbit ventures and private space stations could eventually reshape society in ways we cannot yet predict, echoing the smartphone revolution.
iPhone as a model for the space economy
During the podcast, Duffy explained: “It’s kind of like the iPhone at the start of the iPhone… No one could have envisioned years ago how the iPhone would change our lives; likewise, 15 or 20 years ago, no one could foresee the kind of space economy we have today.”
He suggested that, just as Apple’s iPhone unlocked unforeseen industries such as mobile banking, social media and navigation apps, the space economy could unleash new markets and applications still beyond imagination. For Duffy, the United States Moon mission and developments in low Earth orbit represent the foundation of a long-term revolution in science, commerce and daily life.
Broader context of NASA chief’s comment
The global space economy already spans satellite services, commercial launches, off-world manufacturing and ambitious projects such as lunar nuclear power. Analysts estimate the sector could reach trillions of dollars in value by 2040 as more private players enter the market.
Duffy emphasised that NASA’s current strategy, prioritising lunar exploration, Artemis missions and partnerships with commercial low Earth orbit ventures, is designed to ensure American leadership in what he called “the next great economic frontier”. He likened early infrastructure building in space to the rollout of mobile platforms, which later supported entirely new industries.
Expert and industry response
Economists, space investors and industry leaders have largely welcomed Duffy’s comparison, noting that initiatives such as private space stations, reusable rockets and microgravity manufacturing echo the foundational breakthroughs that enabled the mobile internet.
Experts suggest that the “iPhone moment” for space depends not only on technological progress but also on regulatory clarity, global competition, particularly with China, and sustained investment. Analysts argue that the analogy underscores the need for bold policies to maximise long-term benefits while mitigating risks.
Sean Duffy’s analogy, “the space economy is like the iPhone”, frames space commercialisation as a revolution in its earliest phase. While its full impact remains uncertain, his remarks capture both the promise and urgency of today’s moment. Just as smartphones redefined human interaction, communication and commerce, space ventures may soon transform daily life and global markets. Whether this “iPhone moment” materialises depends on innovation, leadership and international cooperation, but Duffy’s words have already pushed the debate into the mainstream.