Tech Command Investing – Details, episodes & analysis

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Tech Command Investing

Alain Gavin – Entrepreneur, Investor, Vlogger

Business

Frequency: 1 episode/57d. Total Eps: 12

Welcome to Tech Command Investing — the podcast decoding the technologies that will define national power in the decade ahead. From innovation in space, defence, and cybersecurity to the dual-use breakthroughs reshaping geopolitics, host Alain Gavin explores how sovereigns, strategics, and venture investors are backing the founders building tomorrow’s critical systems. Whether you're a policymaker, funder, or operator, this is where frontier technology meets national strategy.

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🇫🇷 France - Investing
26/10/2026
#62

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PiLogic: Exact AI — The Maths That Keeps Satellites Alive, Ep. 12

Season 1 · Episode 12

Friday, August 21, 2026 • Duration 01:05:53

PiLogic is building mathematical, expert-guided inference engines that run in milliseconds to diagnose and save satellites when standard rules fail.

💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

In this episode of Tech Command Investing, host Alain Gavin speaks with Johannes Waldstein, Co-Founder and CEO of PiLogic. While heavy investment continues to flow into generative models that require massive data centres and are prone to hallucination, PiLogic takes a contrarian approach. The company develops "exact AI" using Bayesian inference to calculate precise probabilities without relying on vast historical datasets. This enables spacecraft to identify anomalies, such as thermal runaways or faulty sensors, using a fraction of standard computing power.

We examine PiLogic's recent two-year agreement with the U.S. Air Force Research Laboratory, which tests the engine's ability to diagnose complex electrical failures before a complete system breakdown occurs. Johannes also explains the mechanics of PiLogic's "Resolve" engine. This system provides a software-based sensor upgrade capable of accurate radar tracking through the severe noise and GPS jamming observed in recent conflicts in Ukraine and the Middle East.

Finally, the conversation covers the transition to the "orbital edge". With hardware companies now launching data-centre-class GPUs into orbit, we discuss why space-based infrastructure relies heavily on highly efficient, exact machine reasoning to maintain critical operations.

📚 Books mentioned in this episode:

The Book of Why by Judea Pearl Modeling and Reasoning with Bayesian Networks by Adnan Darwiche

📊 Figures:

View the figures mentioned in this episode by checking the download link here: https://www.dropbox.com/scl/fo/cesbv7b5bd073qv9w1q02/AEqUdeJ4lIv6_3NLlTqPAmY?rlkey=9bz93njhmbblbh7e3l034apmz&st=rn8mty0e&e=1&dl=0

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Answers from Orbit — Making Earth Observation Simple, Ep. 11

Season 1 · Episode 11

Friday, July 24, 2026 • Duration 01:32:09

In this episode of Tech Command Investing, host Alain Gavin is joined by Anand Waghmare, Co-Founder and CEO of Yugen Space. Based in Tübingen, the heart of Germany's Cyber Valley AI cluster, Yugen Space is building a proprietary intelligence engine for satellite data.

With over a thousand satellites currently in orbit generating an avalanche of raw data, the true bottleneck for organisations is no longer visibility, but usability. As Anand succinctly puts it, "Companies don't want satellite data. They want answers." This conversation unpacks Anand's unusual journey from discovering asteroids using open NASA data to creating an architecture that slashes complex geospatial analysis from weeks down to mere minutes.

We explore the new operational realities of intelligence gathering forged by recent conflicts in Ukraine and the Middle East. The decisive military edge is no longer just seeing the battlefield; it is the ability to filter, prioritise, and act faster than adversaries under total information saturation. Anand discusses Yugen's strategic roadmap, moving from a proven commercial core into a dual-use and defence-grade reasoning layer within Europe's ISR (Intelligence, Surveillance, and Reconnaissance) stack. Crucially, Yugen’s architecture allows its engine to run entirely on a customer's own GPUs, guaranteeing the absolute data sovereignty that European defence and national security agencies now demand.

For strategic investors, we dive into why the €3 billion Earth observation market is rapidly evolving into a €50 billion embedded intelligence infrastructure. We discuss Yugen's deliberate, asset-light software bet in a field dominated by asset-heavy constellation builders, and Anand breaks down exactly why Yugen is not just another "LLM wrapper." Instead, it utilises a proprietary scientific planning layer and multi-sensor fusion, combining optical, thermal, hyperspectral, and radar data, to deliver hyper-personalised, hallucination-free insights. We also look toward the 2030 horizon, discussing Yugen's recent success in running machine-learning models directly in orbit to enable direct-to-user insights.

TEKEVER: 50,000 Combat ISR Hours Over Ukraine, Ep. 10

Season 1 · Episode 10

Saturday, May 16, 2026 • Duration 01:29:47

In this episode of Tech Command Investing, host Alain Gavin is joined by Ricardo Mendes, CEO and Founder of TEKEVER. TEKEVER is Europe's leading provider of AI-driven autonomous systems; without their agile, vertically integrated model, critical intelligence and reconnaissance capabilities remain sluggish and vulnerable to rapidly evolving electronic warfare.

This conversation unpacks the new operational realities of autonomous warfare forged in the crucible of Ukraine. We explore why static hardware is a "sitting duck" , and how TEKEVER turned over 50,000 combat flight hours into hundreds of rapid, frontline-driven design iterations. This isn't just about building better drones; it's about translating a software-engineering mindset into physical systems capable of surviving intense, GNSS-denied environments and executing complex, AI-assisted autonomous missions.

For strategic investors, we dive into why the shift toward "intelligence-as-a-service" is inevitable, transforming drones from mere tactical assets into critical, sovereign data networks. We discuss TEKEVER's recent unicorn valuation, the massive £400 million "Project Overmatch" investment in UK manufacturing, and the vital dual-use transition from commercial maritime surveillance to high-stakes defence applications—from operating the ARX "Mothership" for drone swarms to venturing into orbit with France’s sovereign satellite programs.

This episode features a deep dive into TEKEVER’s highly configurable fleet—the AR3, AR5, and ARX, and their ATLAS intelligence platform. We discuss how they fuse multi-sensor data in real-time , team unmanned swarms with manned fighter jets, and continuously adapt to the most demanding theaters on earth.

📚 Additional resources and books mentioned in this episode:

Genesis by Henry Kissinger and Eric Schmidt The Hard Thing

About Hard Things by Ben Horowitz

From Isolated Detection to Continental Intelligence, Ep. 09

Season 1 · Episode 9

Tuesday, March 24, 2026 • Duration 41:20

The foundation of physical security and global supply chains relies on one crucial element: material truth. Yet, the spectrometry industry responsible for measuring this truth is stuck in the 1980s, plagued by siloed devices, proprietary formats, and dangerous manual delays. The company that can network these fragmented sensors into a real-time, interoperable grid holds the key to global harm prevention and sovereign intelligence.In this episode of Tech Command Investing, host Alain Gavin is joined by Brad Elsbury, CEO and Founder of Unknown Labs. Unknown Labs is building the device-agnostic intelligence backbone for material identification; without their temporal data networks, critical material detection remains isolated, sluggish, and vulnerable.This conversation unpacks the new operational realities of material identification. We explore why data fragmentation is the real bottleneck in harm prevention, and how Unknown Labs turns isolated local scans—from counterfeit pharma in Africa to illicit narcotics in Europe—into continental alerts in seconds. This isn't just about faster software; it's about translating raw spectral data from competing hardware (FTIR, Raman, HPLC) into synchronized, actionable intelligence.For strategic investors, we dive into why this interoperability layer is inevitable, transforming spectrometry from a niche B2B hardware market into critical B2G infrastructure. We discuss the powerful network effects of compounding spectral data, what a realistic multi-country deployment looks like, and the critical dual-use applications for defense—from tracking chemical anomalies to mapping post-war environmental toxins and ensuring sovereign data control.This episode features a live demo of the Unknown Labs platform, showing how they monitor technical laboratories, seamlessly link reports from entirely different types of spectrometers, and use GPS prediction modelling to group hazardous toxins for disaster relief and post-conflict cleanup.📚 Additional resources and books mentioned in this episode:How to Win Friends & Influence People by Dale CarnegieHumans of New York by Brandon StantonI Am the Untold Story of Success by Klyn ElsburyFigure: https://www.dropbox.com/scl/fo/fxnist3betzz77tvyeo8w/ANWUXWyA7K4oxyPqRQ3wWHs?rlkey=e9c50gzkootbavob38o77rmwe&st=70n639zq&dl=0💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

Thermal Eyes on Earth: constellr’s Mission to See What Others Can’t, Ep. 8

Season 1 · Episode 8

Monday, December 1, 2025 • Duration 01:07:31

💼 Are you a strategic investor exploring dual-use tech in space, defence or advanced comms? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

The world is transparent to light, but opaque to heat. We have eyes in space that can identify a factory or a tank, but we are often blind to whether that factory is running or if that tank is real.

For the promise of a true "digital twin" of Earth to be realized, we must move beyond visual features and geometry to capture the missing link: the "activity layer". The company that can accurately monitor the planet’s temperature holds the key to unlocking water security, industrial productivity, and the next generation of unhideable defence intelligence.

In this episode of Tech Command Investing, host Alain Gavin is joined by Dr. Max Gulde, co-founder and CEO of constellr. constellr is building a global network of thermal infrared satellites designed to measure the Earth's surface temperature with unprecedented precision. This isn't just about hot and cold; it is about translating thermal physics into actionable economic and defence intelligence.

This conversation unpacks the new operational realities of thermal-from-orbit. We explore why temperature is the "master variable" for resilience—from detecting water stress in crops before they turn brown, to monitoring industrial output in real-time. For strategic investors, we dive into the unit economics of the "Spotify model" for space data, breaking the old paradigm of buying entire "albums" of imagery to access a single insight.

We discuss the critical dual-use applications for defense, where thermal imagery pierces through camouflage that fools visual sensors—distinguishing between a cold inflatable decoy and a warm, running engine. From ensuring sovereign food security in Saudi Arabia to mapping the potential $1 trillion economic loss caused by urban heat islands, this episode reveals the invisible engine of the global economy.

The Optical Highway to Earth, Ep. 7

Season 1 · Episode 7

Wednesday, October 22, 2025 • Duration 53:39

The next internet revolution is being built in space, but its greatest vulnerability is right here on Earth: the air we breathe. For the multi-trillion-dollar promise of laser-based satellite internet to work, operators must first solve the problem of clouds and atmospheric turbulence. The company that can reliably forecast the sky holds the key to unlocking global, high-capacity connectivity.

In this episode of Tech Command Investing, host Alain Gavin is joined by Jean-Edouard Communal, co-founder and CEO of Miratlas. Miratlas is building the invisible foundation for optical communications; without their atmospheric data and forecasts, laser satellites in Low Earth Orbit (LEO) simply cannot connect reliably to the ground.

This conversation unpacks the new operational realities of optical-to-orbit comms. We explore why the ground, not the satellite, is the real bottleneck and how Miratlas's network of "Sky Monitors" provides the data-as-a-service needed to make it work. This isn't just about weather; it's about translating atmospheric physics into actionable link budgets and operational revenue.

For strategic investors, we dive into why optical connectivity is inevitable, moving satellite comms from a niche RF market to a core part of the multi-trillion-dollar global telecom industry. We discuss the "chicken-and-egg" problem of ground infrastructure, what a realistic Phase 1 network looks like, and the critical dual-use applications for defense, from stealthy, unjammable comms to ensuring sovereign control of data.

This episode features a live demo of the Miratlas platform, showing how they map global cloud cover and turbulence to find the optimal locations for ground stations, balancing atmospheric conditions with existing fiber infrastructure.

📊 Watch the live platform demo from this episode in our show notes.

📚 Additional resources and books mentioned in this episode:

How the World Really Works by Vaclav Smil

Figures: https://www.dropbox.com/scl/fo/2uq3717e1u5j1t9gtcmye/AAQxE1akNlk0NZlbNEPj6Fs?rlkey=i03ncqwcyyr89dknvm5jg7f83&st=j8qt8250&dl=0

Cognitive Combat: Securing Minds in the Age of AI, Ep. 6

Season 1 · Episode 6

Wednesday, July 9, 2025 • Duration 01:01:44

The new frontline of warfare isn’t on the ground—it’s in the narrative. In a world saturated with information, the most potent weapon is the ability to shape perception, poison data, and undermine reality itself. From election interference to military strategy, the fight against coordinated disinformation is becoming one of the most critical security challenges of our time.In this episode of Tech Command Investing, host Alain Gavin is joined by Ksenia Iliuk founder and CEO of Let's Data, a pioneering startup at the intersection of AI and national security.

Drawing from her personal experience on the frontlines of Russia’s decades-long information war in Ukraine, Ksenia reveals why the West is still struggling to grasp the nature of the threat.Ksenia argues that we must stop treating disinformation as a content problem about "fake news" and recognize it for what it is: a security and defense operation. This isn't about freedom of speech; it's about identifying the crime.

This conversation unpacks the new operational realities of this unseen war, from detecting military intent before kinetic operations begin to the emerging threat of AI model poisoning. We explore how hostile actors are weaponizing large language models and how Let's Data uncovered a sophisticated malware campaign impersonating OpenAI—a blind spot for even the most advanced tech companies.For strategic investors, we dive into the emerging market of disinformation security, what product-market fit looks like, and the distinct needs of commercial versus defense clients. With case studies on everything from the Romanian presidential election to the battlefields of Ukraine, this episode provides a playbook for understanding and countering the forces that seek to control our digital reality.

📊 Explore key figures and case studies from this episode:https://www.dropbox.com/scl/fo/cikylor3zx9moccrojv4n/AAaKR84562irfejPxuzrhOk?rlkey=3gk0lwpczttc97of862evcoo4&st=6w99hvpz&dl=0

Photon Highway: How Dual-Use Laser Comms Will Redefine Space, Security, and Connectivity, Ep. 5

Thursday, June 26, 2025 • Duration 48:48

Laser communications aren’t just a step forward. They represent a whole new frontier for defence, connectivity, and global infrastructure. With data demands skyrocketing and RF networks approaching their limits, optical satellite links are fast emerging as the backbone of tomorrow’s secure, high-throughput systems.

In this episode of Tech Command Investing, host Alain Gavin sits down with Jean-François Morizur, founder and CEO of Cailabs, to explore the rise of dual-use laser communications and their strategic potential. From battlefield coordination to autonomous operations, we uncover how this French deep-tech startup is carving out a critical role in one of the most advanced corners of space and defence technology.

Jean-François unpacks the breakthrough that’s helping Cailabs overcome atmospheric turbulence, one of the last great technical hurdles to scaling laser comms, and explains why this could unlock real-time, unjammable connectivity between orbit and Earth.

We also dive into the investor landscape, the battle for spectrum dominance, and how AI is fuelling unprecedented demand for high-bandwidth, low-latency links from space to edge. With €46 million raised and defence agencies already taking notice, this conversation charts where laser comms are heading and why they might soon be as essential as GPS.

From ISR to finance, disaster relief to telecoms, laser comms could redefine how power, data, and security are projected on a global scale.

📡 Explore the future of frictionless, secure space connectivity in this game-changing episode.

📊 Key figures and diagrams from this episode: https://www.dropbox.com/scl/fo/i4lrnq5yayh2j76p2iekz/ABqUmNO0gA8ilY3nWACz3us?rlkey=xqyttzqgpovuxhhnhw920as49&st=r8bnuomf&dl=0📚 Additional resources mentioned in this episode:The Economist – DARPA, lasers and an internet in orbithttps://www.economist.com/science-and-technology/2023/02/08/darpa-lasers-and-an-internet-in-orbit?giftId=797a7a46-52c2-47ba-84c3-a6d9d8c1dc49Reddit – Ongoing discussion on r/lasercomhttps://www.reddit.com/r/lasercom/s/DAQ0SGbfdv

Beaming the Sun: Space-Based Solar for Net Zero, National Power, and Strategic Edge, Ep. 4

Season 1 · Episode 4

Wednesday, May 21, 2025 • Duration 38:58

Space-based solar power is no longer science fiction—it’s happening now. And the implications for defence, energy resilience, and global power dynamics are enormous.

As the race for energy dominance intensifies, traditional terrestrial infrastructure may not be enough to meet the strategic demands of tomorrow’s military and industrial systems. That’s where Space Solar comes in—pioneering new frontiers in how we harvest and beam energy from orbit.

In this episode of Tech Command Investing, we sit down with Sam Adlen, CEO of Space Solar, to explore how this cutting-edge startup is developing game-changing technology to capture solar energy in space and transmit it wirelessly back to Earth. Sam breaks down the mechanics behind the concept, the challenges in scaling, and why this technology could offer an unprecedented tactical advantage—especially in remote or contested environments.

We discuss the global implications of space-based power, how it could redefine supply chain independence, and why governments and defence agencies are already taking notice. Sam also shares insights into investor appetite, deep-tech funding challenges, and how Space Solar is navigating one of the most capital-intensive and high-stakes arenas in the world.

With global tensions rising and energy security becoming a central theme of geopolitics, this episode is essential listening for those tracking the intersection of cleantech, space innovation, and defence strategy.

📊 Access the key figures mentioned in this episode here: https://tinyurl.com/TCIEP4

📚 For further reading, here is the list of recommended books:

The Case for Space Solar Power – John Mankins

Real-Time Space Awareness: How Neuromorphic AI is Changing the Game, Ep. 3

Season 1 · Episode 3

Tuesday, February 25, 2025 • Duration 49:08

The battlefield is moving to space, and the biggest challenge is seeing what’s happening in real-time. Traditional satellite tracking and space domain awareness systems are struggling to keep up with the sheer number of objects in orbit and the increasing militarisation of space.

Enter neuromorphic computing - AI that mimics the human brain to process information at lightning speed, using only a fraction of the power and data bandwidth.

In this episode of Tech Command Investing, we sit down with Jonathon Wolfe, CEO of Optera, to discuss why space is now the most contested domain and how AI is revolutionising the way we track, predict, and respond. He explains how neuromorphic sensors provide a significant advantage in satellite security, missile tracking, and autonomous defence. We also examine why traditional space surveillance is failing, how Optera is working to solve this issue, and what investors need to know about the multi-billion-dollar market in neuromorphic AI. Finally, we explore the future of space warfare and whether AI-powered satellites will eventually be able to defend themselves.

With global superpowers racing for space dominance, this conversation is a wake-up call for anyone following the future of defence, AI, and investment in dual-use technology.

We mentioned several figures during this session that you can access using the following link:

https://www.dropbox.com/scl/fo/kud0o964bvaiotrilyddr/ADlL7HicQTSu6b45NFofhoQ?rlkey=6keegf90jncy83igqjdz5t8oe&st=a8kipuxo&dl=0

Tech Command Investing – Details, episodes & analysis

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