Launch is Not Solved Yet, with Andy Lapsa (CEO, Stoke Space)Stoke Space was founded around a simple but radical belief: launch is not solved until rockets are fully and rapidly reusable. That thesis is now getting much bigger. Stoke has raised another $1 billion, bringing total capital raised to $2.

Sep 8 · 1h 10m

E47The Flying Supply Chain, with Isaac Roberts (CSO of Skyways)Skyways has spent nearly a decade working on a problem most of the drone industry largely ignored: logistics. While billions poured into drones built to see targets or strike them, Skyways focused on something less flashy but arguably just Aug 13 · 57 min

–LIVE: Space & Defense Update at the NYSE | July 24, 2026This month, Mo and Jack host a live Space & Defense Update from the NYSE, featuring leading investors and executives: • Erik Kriessmann, Partner at Altimeter Capital We discuss the latest developments across space, defense technology, AI inAug 4 · 1h 29m

E46The Reactor Renaissance, with Jordan Bramble (CEO of Antares)Antares just closed a massive $470M Series C, was welcomed to the Oval Office by President Trump to celebrate becoming the first startup to achieve reactor criticality under the Department of Energy's reactor pilot program, and is now racinJul 29 · 46 min

E45The Spacecraft Factory, with Ian Cinnamon (CEO of Apex)Ian Cinnamon didn’t set out to build a satellite company. After selling his first startup to Palantir, he became convinced the real bottleneck in space wasn’t launch or payloads, but the spacecraft itself. While rockets were getting cheaperJul 15 · 54 min

E44Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)Soren Monroe-Anderson grew up racing FPV drones before turning that obsession into Neros, a defense startup building low-cost, high-volume drone systems for the United States and its allies. What began with prototypes in a basement has becoJul 8 · 1h 1m

E43Fighter Jets in Space, with Eric Romo (President & COO of Impulse)Eric Romo spent his early career as employee #13 at SpaceX, left for nearly two decades, and came back to one of the hardest unsolved problems in the space economy: what happens after launch. Getting things to orbit is largely figured out. Jul 1 · 1h 18m

E42The Global Ground Layer, with Bridgit Mendler (CEO of Northwood)Bridgit Mendler took an unconventional path to founding a space infrastructure company, but it led her to one of the industry’s most overlooked bottlenecks: the ground systems connecting satellites to Earth. Now, she’s building Northwood toJun 24 · 50 min

E42SpaceX's $1.75T IPO (LIVE from NYSE)This month, Mo and Jack host a live show on the SpaceX IPO, featuring investors and analysts breaking down the company’s valuation, business lines, and long-term growth story: Howard Morgan (B Capital) Shaun Maguire (Sequoia Capital) Liz StJun 12 · 1h 32m

E41The OG Defense Check, with Ross Fubini (Managing Partner of XYZ VC)On this week's episode of Valley of Depth, we sit down with Ross Fubini, Managing Partner at XYZ Venture Capital, for a conversation about what it actually means to be early in a market nobody believed in. Ross wrote the first check into AnJun 10 · 47 min

E40A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)On this week's episode of Valley of Depth, our first recorded in person, we sit down with Jason Kim, CEO of Firefly Aerospace, in the company's historic Blue Ghost mission control room in Cedar Park, Texas — the same room where 60 engineersJun 3 · 1h 14m

–Space & Defense Market Update - May 2026 (LIVE from NYSE)This month, Mo and Jack host a live show on the future of Commercial LEO Destinations, featuring leaders building the next generation of space stations: Marshall Smith (Voyager Technologies / Starlab) Jonathan Cirtain (Axiom Space) We discuJun 2 · 1h 20m