Michael Blitzer is a Founder and Managing Partner of Inflection Point Asset Management.
Public Board Roles:
- USA Rare Earth (USAR), Executive Chairman
- Quantum Space (QSPC), Lead Director*
- Merlin Labs (MRLN), Lead Director
- Intuitive Machines (LUNR), Director
- Pasqal Holding SAS (PSQL), Director
- Ursa Major (URSA), Director*
Michael Blitzer is the Founder and Managing Partner of Inflection Point, the leading financial sponsor of companies
at the intersection of national security, technology, and critical infrastructure. He has led Inflection
Point’s portfolio of 10 public listings of strategically important assets, raising more than $5B of capital in
the process. He has led billions of dollars in strategic M&A to scale portfolio companies into
multi-billion-dollar public leaders in their respective industries, including Intuitive Machine’s acquisition
of Lanteris Space Systems and USA Rare Earth’s $3B acquisition of Serra Verde and Less Common Metals.
Mr. Blitzer is the Executive Chairman of USA Rare Earth (Nasdaq: USAR, formerly Inflection Point II) and has
overseen the company’s growth from its $800M public listing to its current market capitalization of $8B,
including the landmark $3B public-private partnership with the United States Government.
He also led the public listing of Intuitive Machines (Nasdaq: LUNR, formerly Inflection Point I), where he
continues to serve as a Director, helping to transform the company into a leading lunar exploration company. In
2024, Intuitive Machines became the first private enterprise to successfully land on the Moon with its IM-1 mission.
Mr. Blitzer is Lead Director of Merlin Labs (Nasdaq: MRLN, formerly Inflection Point IV), an AI-enabled autonomous
flight company and a Director of Pasqal Holding SAS, a leading quantum computing company for which Inflection Point
led its $250M PIPE.
Mr. Blitzer is set to join the boards of Quantum Space (NYSE: QSPC, currently Inflection Point VI / IPFX) and Ursa
Major (Nasdaq: URSA, currently Inflection Point Mach X / IPXX) at the closing of their business combinations.
He remains Chairman of the Board of Inflection Point VII (Nasdaq: IPXG), which has announced a business combination
with Elroy Air, as well as Inflection Point VIII (Nasdaq: IPHX).
Previously, Mr. Blitzer was the Founder and CEO of Kingstown Capital Management, which he founded in 2004 with
author and investor Joel Greenblatt, and grew into a multi-billion-dollar asset manager serving some of the
world’s largest endowments and foundations until 2021. He began his career at J.P. Morgan in 1999, advising
companies globally on private debt and equity capital raises. Mr. Blitzer taught courses at Columbia Business School
in the 2010s and later joined the board of the Heilbrunn Center for Investing at Columbia. He holds an MBA from
Columbia Business School and a B.S. from Cornell University.
*Pending De-SPAC Listing.
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