Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world’s hardest technologies.
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From F-18s to Term Sheets, with Chris Morales (Partner at Point72 Ventures)
Épisode 116
mardi 26 novembre 2024 • Durée 48:51
This week on Pathfinder, we are joined by Chris Morales, Partner at Point72 Ventures, for a discussion on venture capital’s role in shaping the space and defense technology landscape.
In this episode, Chris provides a detailed overview of Point72 Ventures’ strategic approach to investing, drawing on his background as a former naval officer and his experience in venture capital. The conversation covers key trends and challenges facing the space and defense sectors, with a focus on how startups can navigate this evolving ecosystem.
In addition, we discuss:
Point72 Ventures’ investment framework and focus on emerging technologies critical to national security
The growth of the space economy, from the adoption of proliferated LEO architectures to in-space mobility innovations
Evaluating companies across different stages of maturity
The role of government programs and non-dilutive funding
SpaceX’s impact on market dynamics and its broader implications for venture-backed companies
Structural and financial barriers that space and defense startups face, and how investors can help address them
• Chapters •
00:00 - Intro
01:02 - Chris's Thanksgiving must-haves
02:15 - Point72 Ventures overview
05:35 - History with space
06:42 - Why did Point72 Ventures first get into space?
09:00 - Chris's thesis about the space industry
10:49 - Proliferated LEO
12:11 - Predictive work and investments
13:02 - At what stage in a company is Point72 Ventures looking to invest?
13:53 - How does space fit into the investment strategy?
15:51 - What happens when a portfolio company isn't hitting their milestones?
17:12 - The process
18:39 - How Point72 Ventures separates itself and what it provides beyond capital
20:31 - Public and private sides of the firm
21:13 - Market dynamics
24:05 - Is there enough government funding for startups, and are they winning enough contracts?
27:29 - Does SpaceX's valuation make sense?
29:47 - Starship vs. Starlink business prediction
32:42 - Is SpaceX a monopoly?
33:26 - Is SpaceX a concern when it comes to investing in the industry?
35:04 - Biggest issues facing startups today and how can investors help
39:04 - Over and under-hyped areas of the market
40:36 - Space ventures in the next decade
42:25 - Gaps in the market
43:37 - Advice to founders looking to start a space company
Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 19,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We’re also read on Capitol Hill, in the Pentagon, and at space agencies around the world.
Payload began as a weekly email sent to a few friends and coworkers. Today, we’re a team distributed across four time zones and two continents, publishing five media properties across multiple platforms:
2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com)
3) Polaris, our weekly policy briefing, publishes weekly on Tuesdays
4) Payload Research, our weekly research and analysis piece, comes out on Wednesdays
You can sign up for all of our publications here: https://payloadspace.com/subscribe/
End-to-End Space, with Peter Beck (CEO of Rocket Lab)
Épisode 115
mardi 19 novembre 2024 • Durée 52:54
This week on Pathfinder, we’re excited to welcome the one and only Peter Beck, founder and CEO of Rocket Lab. Rocket Lab continues to solidify its position as a leading end-to-end space company, offering launch services, spacecraft platforms, and in-house satellite manufacturing.
In light of Rocket Lab’s Q3 earnings report, which saw a 55% year-over-year revenue increase and a growing backlog of over $1B, this episode dives deep into the company’s strategic and operational decisions driving its success.
In addition, we discuss:
Rocket Lab’s journey from its early days to becoming the world’s third most frequent launch provider
The development of Neutron and its significance in addressing medium-class launch demand
Peter’s philosophy on efficient engineering and capital allocation
The rise of Rocket Lab’s spacecraft business and its role in the company’s end-to-end space strategy
Insights into launch market dynamics, from smallsat needs to Starship’s impact on the industry
And much more...
• Chapters •
00:00 - Intro
00:34 - Where is Peter Beck?
01:20 - Space and the coming administration
02:05 - Rocket Lab in the market and where they're going
03:42 - Neutron's first launch
04:24 - What's next after Neutron?
05:41 - What will be the most dominant aspect of Rocket Lab in the future?
07:10 - Hypersonics
08:51 - Electron demand vs. supply
10:02 - Electron after Neutron
13:05 - Neutron's development timeline
16:07 - How does Neutron compare to Falcon 9?
17:20 - Neutron launch cadence
Space Marketing Playbook, with Brian D'Erario (Payload)
Épisode 106
mardi 27 août 2024 • Durée 59:27
This week’s Pathfinder pod features Brian D’Erario, the man who keeps the lights on at Payload as the Director of Client Partnerships. Brian’s role is to bring in all the revenue that makes everything at Payload possible (no pressure, Brian!). With experience working with over 97 partners, Brian has been instrumental in shaping Payload's approach to brand awareness and lead generation.
Brian shares his journey from selling B2B hardware and software to government contractors, to his time at Morning Brew, and finally joining Payload to drive partnerships in the space sector. We explore Brian's background, including his work with various industries and his insights into the unique challenges of marketing within the space industry. We also discuss:
The marketing strategies that space companies often overlook
The importance of brand awareness even during the R&D phase
How startups can compete with the primes
The role of content in engaging B2B audiences
Effective conference strategies for maximizing impact
And much more…
• Chapters •
00:00 - Intro
01:04 - What does Brian do at Payload?
01:51 - Brian's background
04:33 - Morning Brew
08:09 - Initial assessment of space marketing strategies
10:39 - Do space companies market themselves well?
12:27 - Marketing your product before you start selling
19:46 - Brand awareness vs lead generation
27:40 - When does it make sense for a startup to spend money on marketing?
31:44 - How can a startup develop a marketing plan for a product that competes against a prime competitor?
34:46 - Creating engaging B2B content
41:31 - Agency vs in-house
Caleb Henry: The Soup-to-Nuts Space Economy
Épisode 16
mardi 13 septembre 2022 • Durée 01:00:58
Today's episode of Pathfinder is brought to you by SpiderOak Mission Systems, an industry leader in cybersecurity. Check out SpiderOak’s space cyber whitepaper at spacecyber.com
*CHAPTERS*
00:00 — Intro 01:46 — The pre-Quilty Analytics days ... Caleb's winding journey from political science and astronomy to space reporting 08:27 — What do space analysts do for a living? 12:01 — SpaceX and T-Mobile teaming up and satellite-to-smartphone connectivity 21:23 — Tracking newly SPAC'd or IPO'd space companies, vs. established mid/big-cap A&D stocks with large and $$$ space divisions 28:22 — A shout-out to AST SpaceMobile's online fans and r/ASTSpaceMobile ... "Hi, Reddit and AST SpaceMobile subreddit, we're reading you." 30:00 — Caleb's 🐐 description for what supports the satellite industry ... the-three legged stool 36:59 — And don't forget the invisible stool ... cybersecurity, space situational awareness (SSA), and spectrum authorization 47:22 — What was it like moderating the Amazon Project Kuiper announcement, aka the largest commercial launch procurement in history? Caleb interviewed CEOs of Blue Origin, Arianespace, and United Launch Alliance (ULA) 48:33 — Where is the market tapped out? And where is there room to grow? 52:18 — The long-lasting effects of the Russia-Ukraine conflict on the space industry. With the two space powerhouses at odds, "the split is literally tearing rockets in half and tearing satellites in half."
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we publish Payload, our flagship newsletter, from Monday to Friday; Pathfinder, and Parallax.
Solar System Communications with Kelly Larson
Épisode 15
mercredi 7 septembre 2022 • Durée 54:07
Today's episode is brought to you by SpiderOak Mission Systems, an industry leader in space cybersecurity. Check them out at https://spideroak-ms.com/ and download the new NSR/SpiderOak sponsored whitepaper, titled “Space Cybersecurity – Current State and Future Needs,” at www.spacecyber.com
*SNEAK PEEK*
For starters, we get a status report on what Aquarian’s been up to over the last six months. But there’s plenty more on tap, such as:
How Kelly landed at Aquarian, with a serial entrepreneur background and non-space resume
NASA’s Deep Space Network (DSN) and new opportunities with today’s technology
Going to market with CLPS (Commercial Lunar Payload Services) rovers and landers
What a lunar Wi-Fi network will look like and its first applications
The capital required for the initial network buildout
Is Kelly worried about aliens free-loading on Aquarian’s Wi-Fi?
…and more! Come for the above topics, stay for ever-so-brief discussions of yoga and astrology (Ryan’s totally unbiased opinion: Aquarians rule).
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
*CHAPTERS*
0:00 - Introduction 2:32 - Kelly’s love for space began when she grew up on a farm and was able to look up at the stars 6:49 - “Farm girl turned yoga entrepreneur turned space CEO.” The transformation that brought Kelly to the space industry 11:08 - Kelly’s take on joining Aquarian 13:24 - What problems is Aquarian setting out to solve? How are they approaching these issues? 18:14 - Aquarian’s launch strategy for their communications networks and the growing lunar economy 24:36 - What will Aquarian’s constellation look like? Kelly discusses the need to bring reliable service to Aquarian’s customers 29:11 - Eating the humble pie: how Kelly went about fundraising and pitching in the first round 34:46 - Space camps and mentorship37:42 - Are there common backgrounds in the technical team at Aquarian?41:33 - The logistics of being a space startup distributed across the US45:14 - Kelly’s hottest take, or most contrarian view, of space46:40 - Who are Kelly’s role models in the space industry? Will Kelly go to space one day?51:33 - The concern for extraterrestrial life and having advanced network systems in space
*ABOUT US*
Barry Matsumori on Solar System Logistics
Épisode 14
mardi 30 août 2022 • Durée 52:01
Our guest is Barry Matsumori, a space industry veteran who’s held exec roles at SpaceX, Virgin Orbit, and most recently, was CEO of BridgeComm. Barry’s now the COO of Impulse Space, which was started by SpaceX founding team member Tom Mueller.
Impulse is just a year old and it has only ~40 employees, making it all the more surprising when Impulse and Relativity said they’d partner to launch the first commercial Mars mission in the next available window (late 2024). We grill Barry on the specifics of the mission, and though it feels highly ambitious, it’s safe to say that you don’t want to bet against these teams.
Today's episode is brought to you by SpiderOak Mission Systems, an industry leader in space cybersecurity. Check them out at https://spideroak-ms.com/ and download the new NSR/SpiderOak sponsored whitepaper, titled “Space Cybersecurity – Current State and Future Needs,” at www.spacecyber.com
*CHAPTERS*
0:00 - Introduction 2:43 -Explaining what it was like to work for Qualcomm, a semiconductor company specializing in silicon chips used in mobile phones 5:20 - Barry’s unorthodox approach to higher education, starting with an undergraduate business degree and then pursuing a postgrad degree in engineering 9:05 - Defining new space 11:20 - The bread and butter of Impulse Space… finding ways to build infrastructure that allows space to become an enterprise 13:37 - Impulse Space aims to be a “last-mile” space transportation player. What does that mean and what does it look like? 17:56 - Discussion of Imulse’s development cycles and vertical integration 19:35 - Where does the startup recruit from? What does its headcount look like? 20:35 - Relativity and Space are working together to do what?! 25:10 - What still needs to happen or fall into place to make the Mars window in 2024? 31:16 - Orbital infrastructure is a prerequisite for more space commercialization (materials processing, pharma development, semiconductor manufacturing, etc.) 36:20 - How using LEO as a parking could usher in a more sustainable phase of space exploration (and return trips to Earth) 40:28 - Pulling in fresh talent from other industries versus recruiting from space competitors44:07 - Pools of talent density around the US… From LA to Boston, and far beyond47:26 - If all goes to plan, what will Impulse look like in 2024? What other missions will it be working on?48:41 - Close of show … Star Wars or Star Trek? Are we alone? Will Barry go to space?
*SHOW NOTES**ABOUT US*
Giuseppe Santangelo Talks Martian Helicopters, Skypersonic, and More!
Épisode 13
mardi 23 août 2022 • Durée 57:27
Giuseppe is president at Red Cat Holdings ($RCAT) and founder of Skypersonic, which builds drones that can inspect and survey sites in high-risk, confined, or GPS-denied locations. Skypersonic's product enables remote operators to fly drones indoors 100% remotely and over the internet.
Previously, Giuseppe was responsible for the development of projects on behalf of the European Space Agency at Thales Alenia Space, and has been involved in development of space systems used at NASA and the European Space Agency (ESA). He studied Astronautical Engineering at the University “La Sapienza di Roma” and he achieved the Master of Science in Mechanical Engineering (MSME) at Engineering Faculty of Catania.
What's the space angle? Skypersonic just recently completed a 15-day set of testing its drone at Mt. Etna, an Italian volcano with Martian-esque terrain. Pilots in Houston flew Skypersonic's drones to demonstrate the feasibility of the technology in a Mars-like environment. In 2021, NASA awarded Skypersonic a five-year contract to provide drone and rover software, hardware, and services/support for the US space agency's simulated Mars mission.
*CHAPTERS*
0:00 - Introduction 4:27 - Giuseppe got into space at a very young age. Also, Ryan asks the question we’ve all been dying to know… Star Trek or Star Wars? 6:34 - The Italian space sector and working at Thales Alenia 11:24 - Starting simple…how’d Giuseppe come up with the name “Skypersonic”? 13:13 - The startup’s backstory and the art of the pivot 14:08 - 99% of all drones use GPS to fly – Skypersonic is building for the 1% share, and high-risk, highly complex situations and GPS-denied environments. 18:15 - “the pilot is important” 18:46 - A walkthrough of how drones connect to remote operation centers across the world. “Hopefully I can explain in a simple way, even if it’s super complex.” 26:32 - Spillovers from technology developed for space, now being used every day down here on Earth 30:57 - Skypersonic’s testing of its drones and remote operations at Mount Etna (an Italian volcano with a Martian-esque environment) 39:00 - Potential hiccups with using electrical propulsion systems on Mars. Also, spoiler alert, you can’t pilot helicopters on Mars from Earth41:31 - Getting acquired by Red Cat Holdings, and what it’s like being on the management team of a publicly traded deeptech company46:56 - Does Giuseppe have any advice for the space SPACs that are trying to tough it out in the public markets right now?49:51 - Just a normal light question on this Tuesday morning: “Are we alone in the universe?” Giuseppe has worked on space telescopes searching for extraterrestrial planets, so we feel he’s qualified to answer this question.52:04 - A once-in-a-generation renaissance and technological revival for space53:40 - Giuseppe’s favorite off-the-radar Italian city
*ABOUT US*
Creating a Live Earth Catalog, with Emiliano Kargieman
Épisode 12
mardi 16 août 2022 • Durée 01:00:17
By the end of 2023, Satellogic hopes to have 60+ satellites in orbit (and 200+ by 2025). The company made $4.2 million in 2021, the year it began selling and delivering imagery to customers.
Today’s Pathfinder is brought to you by SpiderOak Mission Systems (https://spideroak-ms.com/), an industry leader in cybersecurity. Check out the company’s space cyber whitepaper at spacecyber.com
*CHAPTERS*
0:00 - Intro 2:05 - Satellogic’s presence all over the world, from Buenos Aires to the Netherlands 4:35 - What does operating a multinational satellite company look like during a global pandemic? 6:34 - Emiliano has had the entrepreneurial bug from a young age, since he was programming computers as a 9 year old 10:42 - The inception story of Satellogic, building a more efficient way to observe Earth and remap the planet, all the way up until 2020 14:49 - What characteristics set Satellogic apart from other smallsat constellations? 20:22 - Sub meter resolution optical cameras and multispectral cameras being used in object identification and classification in Earth observation (EO) 24:53 - What role do sales and marketing play in reaching new customers in commercial markets? 31:01 - Emiliano’s list of technology and financial trends that made his business possible, from the canonical drop in launch costs to the standardization of launch interfaces and more 37:03 - What are your biggest bottlenecks or constraints: resolution limits or government regulations? 43:45 - What is a DSC, or dedicated satellite constellation? How does it tie in with space-as-a-service? And why might national governments want to tap DSCs? 46:33 - Satellogic’s operations over Ukraine and their efforts to aid the country and other NATO members 50:11 - Being a non-US company listed in the United States, and the positives and negatives of the decision to go public via SPAC (special purpose acquisition company) merger 55:12 - Emiliano’s hottest take, or most contrarian view, on the space industry…His answer The future of the space economy will match the economy on Planet Earth 56:27 - Will Emiliano’s daughter go on to work in the space industry? 57:26 - Advice for students, especially from the Global South, who are looking to break into the space industry
*SHOW NOTES**ABOUT US*
Tackling Space Trash with Dr. Moriba Jah
Épisode 11
mardi 9 août 2022 • Durée 53:56
On today's episode of the Pathfinder podcast, we’re tackling the topic of space junk. We’re very fortunate to have Dr. Moriba Jah, one of the world’s foremost authorities on this topic, joining us this week.
Moriba is an astrodynamicist, space environmentalist, and associate professor of aerospace engineering and engineering mechanics at UT Austin (obligatory 'hook em' from Ryan). Moriba is also the chief scientist and cofounder of Privateer, with Alex Fielding and Steve “Woz” Wozniak. Privateer, which stayed highly secretive until relatively recently, bills itself as “a data and intelligence platform empowering the future of space sustainability.”
Today’s Pathfinder is brought to you by SpiderOak Mission Systems (www.spideroak-ms.com), an industry leader in cybersecurity.
In the simplest of terms, Moriba specializes in studying and predicting the motion of objects in space. It’s a hot topic at the moment, given recent uncontrolled spacecraft reentries, the growing pile of junk in LEO, and the rising importance of space domain awareness (SDA) and space traffic management (STM).
*SNEAK PEEK*
Moriba walks us through his framework for thinking about the orbital commons. Among other things, we discuss…
The perception of risk and uncertainty
The criticality of accurate measurements
How, when, and where national governments are responsible and liable for debris build-up and the downstream consequences
The geopolitical calculus of maintaining the orbital commons, and the challenges of multilateral coordination
Moriba’s efforts to “recruit empathy” for space environmentalism and reach a wide swath of the general public
A tragedy of the orbital commons…but also, reasons to be optimistic
In the back half of the episode, we focus on Privateer and work through the following questions:
Where does the startup get its data and how could the wisdom of crowds come into play?
What does the tech stack look like?
How is Privateer thinking about its own orbital assets and hosted payloads? Where will it buy vs. build?
What types of organizations will be the power users of Privateer’s platform and the Wayfinder product, if the startup succeeds in its goal?
*CHAPTERS**ABOUT US*
Jordan Noone on 3D printing, Relativity, KittyCAD, and Embedded Ventures
Épisode 10
mardi 2 août 2022 • Durée 01:14:47
Today’s guest is Jordan Noone, the cofounder and founding CTO of Relativity Space. Noone now holds the same titles at Embedded Ventures, a self-described deeptech VC “skunkworks” that Noone runs with cofounder Jenna Bryant. Embedded Ventures has partnered with the US Space Force on R&D, and backed early-stage startups like Slingshot Aerospace and Inversion. Jordan is also the cofounder and CEO of KittyCAD, which aims to reinvent how engineers and companies create hardware products.
On the Relativity front, Jordan helped scale up the company’s additive manufacturing capabilities and hone the rest of the startup’s tech stack. Today, Relativity’s Terran 1 is vertical on the pad in Florida for final tests, before the company conducts an orbital launch attempt this summer. Terran 1 is a 110-foot-tall expendable rocket, and according to Relativity, the largest 3D printed object to exist and to attempt orbital flight. Relativity’s first Terran 1 is 85% 3D printed by mass.
Pathfinder is brought to you by SpiderOak Mission Systems, (http://www.spideroak-ms.com) an industry leader in space cybersecurity. Check out their space whitepaper at spacecyber.com
*SNEAK PEEK*
And now without further ado, here’s a glimpse into the range of discussion topics in today’s episode:
Background in brief
Jordan’s rebellious streaks as a student and his take on medieval history
Heading up USC’s Rocket Propulsion Lab, a finishing school for rocket junkies
Interning, then working full-time, at SpaceX
Meeting cofounder Tim Ellis (who was on Pathfinder #0009)
Becoming the youngest person to get an FAA license to launch a rocket to space
Getting accepted into and graduating from Y Combinator (YC W16, to be exact)
The advantages of 3D printing combustion chambers, engines, and other rocket parts
All the other aspects of Relativity’s tech stack that differentiate it from other rocket makers
Why Jordan left Relativity after roughly five years
Bringing the design and product ethos of Silicon Valley to the world of defense
Graduating from startup founder to the other side of the boardroom table: VC investor
Market conditions and what Jordan’s seeing with pricing rounds, startup valuations, etc.
*CHAPTERS**ABOUT US*
18:12 - What leads to capital efficiency?
21:03 - How Rocket Lab created successful projects
23:04 - Aesthetics vs Engineering
24:26 - SDA contract and de-risking
25:23 - Why build both spacecraft and launch vehicles?
27:33 - Why own and operate your own constellation?
29:56 - DoD's proliferated LEO satellite services program
30:40 - Frank Klein joining Rocket Lab
31:50 - Operations and scaling philosophy
33:25 - Outlook of the supply and demand for launch market
35:13 - Is there still room for new launch startups?
36:46 - Future of launch outside the US
38:30 - Timeline on human spaceflight at Rocket Lab
40:01 - Most strategic or technical risk that Rocket Lab currently faces
41:14 - Rocket Lab and the Moon
43:24 - Things to embrace in order to build a successful company
44:30 - What keeps Peter up at night?
45:16 - When will the space industry be welcomed by the public markets?
Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 19,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We’re also read on Capitol Hill, in the Pentagon, and at space agencies around the world.
Payload began as a weekly email sent to a few friends and coworkers. Today, we’re a team distributed across four time zones and two continents, publishing five media properties across multiple platforms:
Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 19,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We’re also read on Capitol Hill, in the Pentagon, and at space agencies around the world.
Payload began as a weekly email sent to a few friends and coworkers. Today, we’re a team distributed across four time zones and two continents, publishing five media properties across multiple platforms:
2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com)
3) Polaris, our weekly policy briefing, publishes weekly on Tuesdays
4) Payload Research, our weekly research and analysis piece, comes out on Wednesdays
You can sign up for all of our publications here: https://payloadspace.com/subscribe/
Parallax is our brand-spanking new weekly science newsletter for the space industry. Subscribe now so you can say you were early by signing up at parallax.beehiiv.com
You can subscribe to our daily newsletter and find out more about Payload at payloadspace.com
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
Video referenced in episode: https://www.youtube.com/watch?v=uuL7iYUNg6o&feature=emb_title
Mars mission details: https://www.impulsespace.com/mars
Q+A with partner Relativity: https://payloadspace.com/qa-with-tim-ellis-on-relativitys-mars-mission/
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
Satellogic's website: https://satellogic.com/ Emiliano's Twitter: https://twitter.com/earlkman?lang=en Emiliano's LinkedIn: https://www.linkedin.com/in/ekargieman/?originalSubdomain=ar Payload's first Q+A with Emiliano: https://payloadspace.com/satellogic-interview/ Satellogic and Astraea Ukraine imagery collaboration: https://payloadspace.com/satellogic-and-astraea-create-platform-for-ukraine-imagery/ Satellogic launches new satellites on SpaceX's Transporter-4 mission: https://payloadspace.com/spacex-launches-transporter-4/ SpaceX's Transporter-5 mission: https://payloadspace.com/spacex-launches-transporter-5/
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
Come for Moriba’s insightful takes on the serious matters at hand; stay for the dog cameo, keto detour, and wearable technology talk.
3:09 - Moriba’s résumé … from hook ‘em to science committees to disarmament and advising the Scottish government
5:19 - Explain it like I’m five: what’s astrodynamics? … and @ 7:11, same question but for space environmentalism. Moriba coined the term so he’s a good person to ask.
8:06 - Space may be an abundant and limitless expanse, but from a resource consumption POV, especially in LEO, it is quite finite
9:44 - How do you feel about the influx of attention to orbital debris and LEO congestion in recent years?
11:42 - Are there parallels, theoretically speaking, between the Kessler Syndrome and planetary feedback loops that could be induced by runaway climate change?
14:36 - Risk assessment, forecasting, pattern-matching, structured vs. unstructured data, building models, and “epistemic uncertainty” … and @ 18:00, “You can’t know something better than its inherent randomness”
19:49 - Overseeing our orbital commons is the quintessential international relations problem. With regards to taking ownership and cleaning up the mess, does the buck stop with national governments?
24:59 - Is there a new co-host of Pathfinder??? 🐶🐶🐶
26:08 - What does reaching our carrying capacity of LEO look like? How many objects can be up there at once? Is it possible to even answer these questions?
30:52 - Privateer intro. Privateer was cofounded by the three amigos: Moriba, entrepreneur and Privateer CEO Alex Fielding, and Apple cofounder Steve “Woz” Wozniak
33:45 - You have a near-real-time, open-access feed of objects around Earth on your website. Where are you pulling this data from? As it relates to your Wayfinder product, what’s unique about Privateer’s tech stack? In what ways is this an aggregation play? Are you making this data interoperable?
39:24 - Operationalizing and productizing Moriba’s life work through Privateer’s platform
40:47 - Privateer will operate its own on-orbit assets
46:42 - You’d have all the reasons in the world to be a jaded realist. Why aren’t you one? How do you stay optimistic?
50:20 - If you weren’t working in astrodynamics and aerospace, what would you be doing? And finally…favorite taco spot(s) in Austin?
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com
The downstream effects of space SPACs on future industry financing
Conflicted cap tables and the geopolitical aspects of venture capital
Leading KittyCAD, which brings software automation to the hardware world
Building the Stripe of the hardware world
…and much more! This was a long one, and there’s plenty of other great nuggets and stories buried in the full episode. We’ll leave it to you to discover them yourselves.
02:05 - Rundown of Jordan’s résumé left of starting Relativity, from rebellious streaks as a student to his take on medieval history
06:15 - How did the USC administration react to a group of students trying to do something that few other countries, let alone college students, had ever done?
09:59 - Meeting Tim Ellis, Relativity’s cofounder and current CEO (and a Pathfinder alum…Tim joined us on episode #0009)
11:15 - Interning, then working full-time, at SpaceX … and how SpaceX gives its early-stage employees an impressive amount of substantive projects.
13:50 - Jordan was the first student to receive what?!
14:04 - One does not simply launch a rocket into space. We give a glimpse into the hoops that you need to jump through, from calling NORAD to filling out reams of legal paperwork, to launch a rocket into space
19:10 - Starting a multi-billion dollar company at 22, cold-emailing Mark Cuban, and going through Y Combinator (Relativity was in the YC W16 batch)
23:41 - Taking a deeper look into the positives and negatives of 3D printing. What are the technical advantages of 3D printing combustion chambers, engines, and other rocket parts?
28:22 - Transitioning from Relativity back to the earliest stages of company formation … “I was very hungry to go back to an earlier stage”
31:50 - The genesis story of Embedded Ventures, how Jordan linked up with Embedded cofounder Jenna Bryant, and her backstory
34:52 - A look at the all-mighty CFIUS (the Committee on Foreign Investment in the United States)
36:04 - Jordan frequently uses the term “clean capital.” What does he mean by that?
44:20 - Graduating from startup founder to the other side of the boardroom table: VC investor and first-time fund manager
52:31 - Leading KittyCAD, which aims to brings software automation and manufacturing digitalization to the hardware world
59:50 - “If you can explain it to your grandmother, a venture capitalist will understand it”
1:04:04 - Hot takes (or most contrarian views) on the space industry … spoiler alert: “we’re in the worst spot for encouraging national security entrance”
1:10:05 - Jordan’s advice for students who want to break into the commercial space industry
Today’s episode is Pathfinder #0010, which means we’ve made it into the double digits. So far, so good. We’ll see you soon at Pathfinder #0100.
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See you back here next week!
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