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Valley Of Depth

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business50 episodes indexed

Valley of Depth

Payload media network (Arkaea Media)

Founder and executive interviews on deep tech — space infrastructure, defense tech, and energy — from the Payload media network.

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Episodes

RSS · updated 04:00Z●LIVE

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
E39The Speed Advantage, with Zach Shore (CEO of Hermeus)The United States hasn't flown a Mach 3-plus reusable aircraft since the SR-71 was retired in 1990. Hermeus wants to change that and they want to do it faster, cheaper, and with a fraction of the capital. This week we sit down with Zach ShoMay 29 · 53 min
E38The New Ground Truth, with Dan Smoot (CEO of Vantor)Commercial geospatial intelligence has moved from nice-to-have imagery to core national security infrastructure. And Vantor is trying to reposition itself for that new era. On this week’s episode of Valley of Depth, we sit down with Dan SmoMay 20 · 55 min
E39Space & Defense Market Update - April 2026 (LIVE from NYSE)This month, Mo and Jack host a two-hour live show featuring six leaders from the space industry: Ian Cinnamon (Apex) 05:18 • Philip Johnston (Starcloud) 20:18 • Eric Romo (Impulse) 35:11 • Karan Kunjur (K2 Space) 50:26 • Shahin Farshchi (LuMay 13 · 1h 53m
E38The Flight Automation Era, with Mark Groden (CEO of Skyryse)The U.S. military doesn’t have enough pilots—and automation may be the only way to scale airpower. At the same time, Skyryse is formally launching its new defense unit, bringing its software-defined flight system, SkyOS, into military appliApr 29 · 55 min
E37ARKAEA x NYSE Space & Defense March UpdateYesterday we launched our first-ever live show from the New York Stock Exchange (NYSE) called “The Space & Defense Market Update.” We brought together investors and analysts operating at every stage of the capital stack to stress-test what'Apr 1 · 54 min
E36Autonomy at the Edge, with Scott Sanders (CGO of Forterra)Scott Sanders has seen the defense tech industry from just about every angle. As a Marine officer, he watched promising capability stall somewhere between a program office and the field. As an early employee at Anduril, he helped build one Mar 25 · 56 min
E35The Early Innings, with Mark Boggett (CEO of Seraphim)In this episode of Valley of Depth, we sit down with Mark Boggett, CEO of Seraphim Space, to break down one of the biggest questions in the industry right now: are we still early in the space economy, or has the easy money already been madeMar 20 · 1h 2m
E34Networks in Motion, with Brian Barritt (CTO of Aalyria)In this episode of Valley of Depth, we dive into Aalyria’s newly announced $100 million raise at a $1.3 billion valuation with cofounder and CTO Brian Barritt and unpack why investors are betting big on the future of networks that don’t sitFeb 25 · 58 min
E33Thermal Breakthrough, with David Tearse (CEO of Karman Industries)In this episode of Valley of Depth, we sit down with David Tearse, co-founder and CEO of Karman Industries, to explore a piece of the AI boom that rarely gets attention: thermal infrastructure. As hyperscale data centers grow into multi-gigFeb 11 · 49 min
E32SpaceX Road to IPO, with Jack Kuhr (Research Director of Payload Pro)In this episode of Valley of Depth, we sit down with Jack Kuhr, Payload Pro’s Research Director, to unpack what SpaceX has become on the eve of what could be the largest IPO in history. What began as a launch company has evolved into a vertFeb 4 · 47 min
E31Future of Signal Intelligence (LIVE @ NYSE), with John Serafini (CEO of Hawkeye 360)We’re excited to launch a very special edition of Valley of Depth, recorded live from the historic vault deep beneath the New York Stock Exchange (NYSE). Going forward, we’ll be returning to the NYSE each month to host a series of conversatJan 28 · 47 min
E30Data Center Debate, with Philip Johnston (CEO of Starcloud)As constraints on energy, water, and permitting collide with exploding demand for AI and compute, a once-fringe idea is moving rapidly toward the center of the conversation: putting data centers in space. Starcloud believes orbital infrastrJan 21 · 50 min
E29Sovereignty in Orbit, with Hamdullah Mohib (CEO of Orbitworks)As more nations realize that space is no longer just a scientific domain but a foundation of economic power and national security, a new question is emerging: who will actually build the infrastructure that underpins it? Orbitworks believesJan 14 · 56 min
E28Grid From Above, with Marc Berte (CEO of Overview Energy)We're back to kick off 2026! While the world debates how to power the next era of compute, data centers, and industrial growth, Overview Energy is betting the answer is above us. The company is building infrastructure to beam power from spaJan 8 · 52 min
E27The Maneuver Gap, with Kerry Wisnosky (CEO of Quantum Space)Kerry Wisnosky believes the future of space power will be decided by maneuverability. As satellites remain largely static, Quantum Space is building the infrastructure to move, persist, and operate across orbits, from LEO to cislunar space.Dec 19, 2025 · 50 min
E26Building Golden Dome, with Lt Gen (Ret) Nahom & Mike Dickey (Elara Nova)Lt. Gen. (Ret.) David “Abu” Nahom spent decades defending the American homeland, from commanding Alaska Command and the 11th Air Force to shaping Air Force budgets and strategy as the A8. Mike Dickey started his career in the original StratDec 11, 2025 · 56 min
E25Railroad to Mars, with Halen Mattison (CEO of General Galactic)Halen Mattison left SpaceX because Elon told him his vision was too long-term. He wanted to build the propellant infrastructure that would unlock Mars and everything between here and there, but the timeline didn't fit SpaceX's roadmap. So hDec 4, 2025 · 53 min
E24Power, Meet Shield, with Trevor Smith (CEO of Atomic-6)Space has a power problem. Satellites need more electricity and better protection, yet solar arrays are slow to build and failure-prone, and shielding adds mass and complexity. Atomic-6 is tackling both sides at once. Our guest this week isOct 30, 2025 · 44 min
E23Rendezvous Economics, with Austin Link (Co-Founder of Starfish Space)Satellites are expensive and once launched, mostly untouchable.. That’s the problem Starfish Space is solving. The company is building Otter, a small, autonomous servicing vehicle capable of rendezvousing with, docking to, and moving other Oct 23, 2025 · 50 min
E23The Missing Sensor, with Nicolaas Verheem (CEO of TRL11)Spacecraft carry all kinds of sensors, but rarely the one humans rely on most: video. Despite offering the richest insight per watt, gram, and dollar, cameras have been largely absent from orbit.That’s what TRL11 is out to change. The compaOct 1, 2025 · 48 min
E22Engineering Mass Abundance, with Neel Kunjur (CTO of K2 Space)Smallsats have defined the last decade of space, but their limitations are clear: low power, limited throughput, and fragile unit economics. K2 Space is betting on the opposite. The company is building mega class and giga class satellites, Sep 25, 2025 · 59 min
E21Proven Propulsion, with Kristin Houston (President of Space Power & Propulsion Systems of L3Harris)This episode is presented by L3Harris Technologies. On this special edition of Valley of Depth, we’re joined by Kristin Houston, President of Space Propulsion and Power Systems at L3Harris. Kristin leads the team responsible for propulsion Sep 17, 2025 · 51 min
E20From Seabed to Space, with Tyler Bernstein (CEO of Zeno Power)Some environments are simply too harsh for traditional power sources. Solar panels fail in darkness, batteries die quickly, and diesel can’t reach. That’s where Zeno Power comes in. The company is pioneering nuclear batteries, compact systeSep 4, 2025 · 50 min
E19The Case for Continuity, with Pam Melroy (Former Deputy Administrator of NASA)Continuous human presence in orbit has been a cornerstone of U.S. leadership in space for 25 years. But recent changes to NASA’s Commercial LEO Destinations (CLD) strategy have Pam Melroy—former NASA Deputy Administrator and shuttle commandAug 28, 2025 · 1h 6m
E18Logistics Wins Wars, with David Tuttle (CEO of Rune)Logistics rarely makes headlines, but it wins or loses wars. Rune Technologies is betting that the future of contested sustainment won’t be built on warehouses and spreadsheets, but on software. The company recently raised a $24M Series A tAug 21, 2025 · 51 min
E17Funding Deterrence, with Tommy Hendrix (Managing Partner at Decisive Point)Tommy Hendrix is Managing Partner at Decisive Point, a venture firm backing early-stage companies developing critical national security technologies. In this episode of Valley of Depth, we unpack what it really means to fund the future of nAug 13, 2025 · 55 min
E16Float. Foil. Fly., with Billy Thalheimer (CEO of Regent Craft)In this episode of Valley of Depth, we sit down with Regent cofounder and CEO Billy Thalheimer to explore a radical reimagining of coastal mobility, not with eVTOLs or hyperloops, but with high-speed electric seagliders that skim just aboveAug 7, 2025 · 52 min
E15Pulses Towards Power, with Conner Galloway & Alexander Valys (Co-Founders of Xcimer Energy)In this episode of Valley of Depth, we sit down with Xcimer Energy’s cofounders, Conner Galloway and Alexander Valys, to unpack one of the boldest bets in fusion: resurrecting a Cold War-era laser technology to build the fastest, most scalaJul 31, 2025 · 53 min
E14Stratospheric Platforms, with Mikkel Vestergaard (CEO of SCEYE)Mikkel Vestergaard isn’t a typical aerospace founder. Before building solar-powered stratospheric airships, he spent two decades in humanitarian innovation, distributing a billion malaria nets, co-creating the LifeStraw, and helping eradicaJul 24, 2025 · 45 min
E13The Energy Grail, with Julien Barber (Investor at Emerson Collective)Julien Barber is an investor at Emerson Collective, a venture and policy firm founded by Laurene Powell Jobs, where he backs bold bets on decarbonization, infrastructure, and long-horizon climate technologies. Before becoming an investor, JJul 16, 2025 · 48 min
E12Built for Complexity, with John Conafay (CEO of Integrate)Welcome to a special Tuesday-edition of Valley of Depth, powered by Integrate. John Conafay spent years inside the space and defense worlds, from Spire to Astranis to the U.S. Air Force, and saw the same problem everywhere: complex programsJul 15, 2025 · 49 min
E11Back from the Dead, with Chris Kemp (CEO of Astra)Chris Kemp took Astra public in 2021 with a bold vision: low-cost rockets launching daily, bringing sovereign space access to every country on Earth. At its peak, the company was worth over $2 billion. Within two years, that valuation collaJul 9, 2025 · 59 min
E10Rapid Maneuverability, with Jeff Thornburg (CEO of Portal Space Systems)Jeff Thornburg helped build Raptor at SpaceX. Now he’s building something new: a spacecraft designed for rapid maneuverability across orbits powered by solar thermal propulsion. In this episode of Valley of Depth, we get into the technical,Jul 3, 2025 · 60 min
E9Strategic Nuclear Energy, with Jordan Bramble (CEO of Antares)In the wake of new executive orders elevating nuclear energy as a national security priority, there’s growing momentum—and urgency—behind advanced fission technologies. Few are better positioned to talk about this shift than Jordan Bramble,Jun 26, 2025 · 48 min
E8The Future of Supersonic, with Blake Scholl (CEO of Boom Supersonic)In a major shift, the U.S. government is moving to overturn a 50-year ban on civilian supersonic flight over land—a regulation that’s defined the boundaries of commercial aviation since 1973. It’s a pivotal moment for aerospace, and a timelJun 12, 2025 · 56 min
E7Space Superiority, with Even Rogers (CEO of True Anomaly)If the next great war is fought in space, Even Rogers wants the U.S. to be ready. On this episode of Valley of Depth, the True Anomaly CEO and former Air Force weapons officer joins us to break down how he’s building autonomous systems for Jun 4, 2025 · 1h 1m
E6Asymmetric Naval Power, with Paul Lwin (CEO of HavocAI)This week on Valley of Depth, we’re joined by Paul Lwin, co-founder and CEO of Havoc AI—a builder of integrated hardware, software, and logistics that enables collaborative, autonomous maritime operations. A former Navy test pilot and electMay 28, 2025 · 42 min
E5Redefining Air Mobility, with Marc Allen (CEO of Electra)This week on Valley of Depth, we’re joined by Marc Allen, CEO of Electra and former Chief Strategy Officer at Boeing. After nearly two decades at one of aerospace’s most iconic companies, Marc stepped away—and then doubled down—on aviation May 21, 2025 · 46 min
E4The Next Supercycle, with Erik Kriessmann (Partner at Altimeter)This week on Valley of Depth, we’re joined by Erik Kriessmann, Partner at Altimeter – the $10B crossover firm known for backing generational companies across tech, defense, and space. From sourcing early-stage deals to helping build world-cMay 14, 2025 · 52 min

Source: Episodes via the show's public RSS feed · as of Sep 2, 2026 04:00 UTC

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