PodcastsForretningValley of Depth

Valley of Depth

Payload | Ignition | Tectonic
Valley of Depth
Seneste episode

162 episoder

  • Valley of Depth

    Networks in Motion, with Brian Barritt (CTO of Aalyria)

    25.02.2026 | 58 min.
    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 sit still.

    Aalyria is building two core technologies born inside Google: Spacetime, a software orchestration layer designed to manage networks in motion, and Tightbeam, a laser communications system delivering fiber-like speeds through the atmosphere. Together, they aim to solve one of the hardest infrastructure challenges in aerospace and defense: how to coordinate satellites, aircraft, drones, ships, and ground systems into a seamless “network of networks.”

    The conversation spans laser physics, diffraction challenges in space-to-ground links, feeder link bottlenecks in mega-constellations, and why routing data across moving infrastructure is fundamentally different than routing across fixed networks.

    We cover:

    Why Aalyria’s $100M raise signals a shift from R&D to deployment

    What “network in motion” really means and why it’s so hard

    How laser communications can reach 100 gigabits per second through atmosphere

    The technical challenge of Earth-to-space vs. space-to-Earth optical links

    Why interoperability has been a 40-year ambition inside the DoD

    How open APIs could become the connective tissue for JADC2 and beyond

    What resilience and roaming look like in hybrid satellite architectures

    Why optical ground stations require orchestration software to scale

     

    • Chapters •

    00:00 - Intro

    00:59 – The history of Aalyria

    02:47 – Aalyria's Spacetime

    06:09 – Building the connective software stack that links all of Aalyria's technology together

    07:12 – The non-geostationary network problem

    11:12 – The rebirth of Loon Technology

    14:50 – How Tightbeam ties in to Aalyria

    17:21 – 100gb/s through the atmosphere

    19:42 – Brian's mandate as CTO when Aalyria forms

    20:37 – State of Tightbeam at formation of Aalyria

    22:17 – Why can't other companies do what Spacetime does yet?

    26:05 – The significance of having different architectures with different source codes talk to each

    other without modification

    28:21 – How Aalyria integrates a new customer's network

    31:05 – What is a long distance for Tightbeam and customer reaction to demos

    32:48 – Who has Aalyria surprised the most with their demos?

    34:28 – What has prevented the government from making a network of networks?

    39:14 – Why wouldn't a space version of the Tightbeam terminal not work?

    42:01 – How Aalyria is thinking about customer adopting Tightbeam

    45:15 – Aalyria in the defense industry

    47:05 – Aalyria's commercial aspects

    48:30 – Aalyria's latest investment round

    51:39 – Next milestones

    53:00 – What keeps Brian up at night?

    54:00 – Longterm vision for Aalyria

    56:16 – What does Brian do for fun?

     

    • Show notes •

    Aalyria’s website — https://www.aalyria.com/

    Mo's socials — https://x.com/itsmoislam

    Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace

    Ignition’s socials — https://twitter.com/ignitionnuclear / 

    https://www.linkedin.com/company/ignition-nuclear/

    Tectonic’s socials  — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/

    Valley of Depth archive — Listen: https://pod.payloadspace.com/

     

    • About us •

    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.

    Payload: www.payloadspace.com

    Tectonic: www.tectonicdefense.com

    Ignition: www.ignition-news.com
  • Valley of Depth

    Thermal Breakthrough, with David Tearse (CEO of Karman Industries)

    11.02.2026 | 48 min.
    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-gigawatt “AI factories,” the limiting factor is no longer just chips or capital — it’s how efficiently we can move and reject heat. David explains how Karman’s Heat Processing Unit (HPU) reimagines cooling from first principles, bringing aerospace-grade turbomachinery and modern power electronics to a decidedly unglamorous but critical layer of the AI stack.
    The conversation moves from the physics of heat to the politics of data centers, and ultimately to why thermal efficiency may become a quiet national security advantage.
    We discuss:
    Why thermal management—not chips—may be the next bottleneck in the AI stack
    How Karman’s HPU replaces traditional chillers and dry coolers outside the data center
    How much additional compute Karman can unlock from the same power input
    Why CO₂ refrigerant de-risks data center builds from a regulatory standpoint
    How Karman thinks about reliability, uptime, and “aerospace-style” engineering
    Why data centers are becoming a national security issue
    Where Karman could expand beyond data centers—nuclear, geothermal, and beyond
    …and much more.
    • Chapters •
    00:00 – Intro
    00:51 – Elara Nova ad
    01:21 – Karman Industries mascot
    02:28 – How would David describe himself?
    05:01 – The original insight that became Karman Industries
    06:31 – What do people underestimate about thermal management?
    07:26 – The story behind the name
    08:21 – How David and co-founder CJ Karla ended up working together
    11:15 – Why is now the right time to be solving thermal management?
    15:13 – Where does the heat go today?
    16:31 – Energy usage for compute vs cooling
    17:32 – Energy Savings with Karman's heat processing units (HPUs)
    18:05 – Why C02?
    20:48 – Replacing vs integration
    21:37 – Regulatory side
    24:42 – Karman's customer pipeline
    26:33 – Reliability
    28:59 – Engineering challenges
    30:39 – What comes next for Karman
    31:55 – Is thermal management a national security issue?
    33:21 – David's thoughts on rerouting heat
    36:23 – HPUs in space
    37:58 – The company culture that allows for building relaiable solutions quickly
    44:35 – Milestones for Karman in the next couple of years
    47:00 – What does David do for fun?
     
    • Show notes •
    Karman’s website —https://www.karmanindustries.com/
    David’s socials — https://x.com/7earse
    Mo's socials — https://x.com/itsmoislam
    Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace
    Ignition’s socials — https://twitter.com/ignitionnuclear / 
    https://www.linkedin.com/company/ignition-nuclear/
    Tectonic’s socials  — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/
    Valley of Depth archive — Listen: https://pod.payloadspace.com/
     
    • About us •
    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.
    Payload: www.payloadspace.com
    Tectonic: www.tectonicdefense.com
    Ignition: www.ignition-news.com
  • Valley of Depth

    SpaceX Road to IPO, with Jack Kuhr (Research Director of Payload Pro)

    04.02.2026 | 47 min.
    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 vertically integrated platform spanning launch, satellites, global connectivity, and potentially AI and compute in space.This is the first in a series of conversations where we’ll regularly update our audience on the latest developments shaping SpaceX and its impact on the broader space economy.
    We discuss:
    How Starlink has overtaken launch as SpaceX’s primary growth engine
    Why Starlink’s constraints are more likely terminals, regulation, and physics—not satellites
    How international markets are powering the next phase of Starlink’s expansion
    Why aviation and maritime are the most underappreciated Starlink verticals
    Whether Starlink “Lite” can meaningfully take share from traditional ISPs
    How Starship and Starlink V3 could upend Falcon 9 economics
    Why the SpaceX–xAI merger points to a fully integrated space, connectivity, and AI stack
    • Chapters •
    00:00 - Intro
    01:09 - Jack's role at Payload and what is it
    04:06 - Jack's revenue model for SpaceX
    08:06 - Launch and Starlink
    09:23 - Is SpaceX privatizing launch or is there less demand?
    12:07 - Starlink's current revenue runway trajectory
    14:31 - 2026 projects and potential growth pains
    16:41 - Starlink constraints
    19:00 - US vs international customers
    19:53 - Starlink terminal sales
    21:10 - What is currently under appreciated about Starlink's verticals?
    22:52 - Starlink Light
    24:34 - Competition from GEO broadband providers
    33:07 - Starship
    34:45 - When will Starlink launch their first commercial, non Starlink payloads
    38:22 - Is SpaceX serious about space based data centers?
    42:06 - SpaceX x Tesla x xAI
     
    • Show notes •
    Payload Pro’s website — https://pro.payloadspace.com/
    Jack’s socials — https://x.com/JackKuhr
    Mo's socials — https://x.com/itsmoislam
    Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace
    Ignition’s socials — https://twitter.com/ignitionnuclear / 
    https://www.linkedin.com/company/ignition-nuclear/
    Tectonic’s socials — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/
    Valley of Depth archive — Listen: https://pod.payloadspace.com/
     
    • About us •
    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.
    Payload: www.payloadspace.com
    Tectonic: www.tectonicdefense.com
    Ignition: www.ignition-news.com
  • Valley of Depth

    Future of Signal Intelligence (LIVE @ NYSE), with John Serafini (CEO of Hawkeye 360)

    28.01.2026 | 47 min.
    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 conversations from the heart of global capital markets with the leaders building the next generation of critical infrastructure.
    In this installment, we sit down with John Serafini, CEO of Hawkeye 360, a company quietly reshaping how governments see and understand the world. While many space companies focus on imagery or communications, Hawkeye 360 is doing something different: listening. By mapping radio-frequency emissions from orbit, the company is turning invisible signals into actionable intelligence, revealing patterns of human behavior that imagery alone can’t capture.
    We discuss:
    How space-based RF mapping changes what “global transparency” actually means
    Why signals intelligence is uniquely tied to human activity and intent
    How Hawkeye’s multi-satellite architecture enables precise geolocation at scale
    What it takes to detect dark vessels, GPS jamming, and spoofing in near real time
    Why RF data, software, and proprietary signal libraries form a durable competitive moat
    How commercial SIGINT is becoming core infrastructure for governments globally
    • Chapters •
    00:00 - Intro
    00:58 - What makes Hawkeye 360's satellites so special?
    02:45 - Why is having RF capability important today
    04:51 - What were the limitations of RF satellites before now?
    06:38 - Why are there so few companies in the RF space?
    08:35 - What Hawkeye is able to detect
    13:46 - Satellites in a trio formation
    17:21 - Fingerprinting points of interest
    18:14 - What can Hawkeye 360 track?
    21:33 - GPS jamming and spoofing
    22:19 - How John got into this business
    24:37 - Market size for RF capability
    28:00 - Data licenses
    30:56 - Next steps for Hawkeye's revisit rate
    32:33 - China's capabilities
    33:17 - Why did Hawkeye 360 acquire Innovative Signal Analysis (ISA)?
    34:28 - Buy vs build
    36:43 - John's stance on datacenters in space
    37:55 - Investor confidence around Hawkeye
    39:50 - The impact of SpaceX going public
    42:02 - Is 2026 the year Hawkeye goes public?
    44:59 - Will countries start building RF shields?
    45:39 - Ultimate goal of Hawkeye
    • Show notes •
    Hawkeye’s website — https://www.he360.com/
    Hawkeye’s socials — https://x.com/hawkeye360
    Mo's socials — https://x.com/itsmoislam
    Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace
    Ignition’s socials — https://twitter.com/ignitionnuclear / 
    https://www.linkedin.com/company/ignition-nuclear/
    Tectonic’s socials  — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/
    Valley of Depth archive — Listen: https://pod.payloadspace.com/
    • About us •
    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.
    Payload: www.payloadspace.com
    Tectonic: www.tectonicdefense.com
    Ignition: www.ignition-news.com
  • Valley of Depth

    Data Center Debate, with Philip Johnston (CEO of Starcloud)

    21.01.2026 | 49 min.
    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 infrastructure isn’t science fiction—it’s a necessary extension of the global compute stack if scaling is going to continue at anything close to its current pace.
    Founded by Philip Johnston, Starcloud is building space-based compute systems designed to compete on cost, performance, and scale with terrestrial data centers. The company has already flown a data center–grade GPU in orbit and is now working toward larger, commercially viable systems that could reshape where and how AI is powered.
     
    We discuss:
    How energy and permitting constraints are reshaping the future of compute
    Why space-based data centers may be economically inevitable, not optional
    What Starcloud proved by running an H100 GPU in orbit
    How launch costs, watts-per-kilogram, and chip longevity define the real economics
    The national security implications of who controls future compute capacity
     
    • Chapters •
    00:00 - Intro
    00:50 - The issue with data centers
    02:20 - Explosion of the data center debates
    04:58 - Philip's 5GW data center rendering and early conceptions of data centers in space at YC
    08:16 - Proving people wrong
    11:17 - The team at Starcloud today
    12:29 - Competing against SpaceX's data center
    14:42 - Sam Altman's beef with Starlink
    16:52 - Economics of Orbital vs Terrestrial Data Centers by Andrew McCallip
    21:33 - Where are we putting these things?
    23:50 - Latency in space
    25:59 - Political side of building data centers
    28:36 - Starcloud 1
    30:16 - Space based processors
    30:51 - Shakespeare in space
    32:00 - Hardening an Nvidia H100 against radiation and making chips in space economical
    34:43 - Cooling systems in space
    36:01 - How Starcloud is thinking about replacing failed GPUs
    38:46 - The mission for Starcloud 2
    40:05 - Competitors outside of SpaceX
    40:49 - Getting to economical launch costs
    44:35 - Will the next great wars be over water and power for data centers?
    46:25 - What keeps Philip up at night?
    47:11 - What keeps Mo up at night?
     
    • Show notes •
    Starcloud’s website — https://www.starcloud.com/
    Philip’s socials — https://x.com/PhilipJohnston
    Mo's socials — https://x.com/itsmoislam
    Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace
    Ignition’s socials — https://twitter.com/ignitionnuclear /  
    https://www.linkedin.com/company/ignition-nuclear/
    Tectonic’s socials — https://twitter.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/
    Valley of Depth archive — Listen: https://pod.payloadspace.com/
     
    • About us •
    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.
    Payload: www.payloadspace.com
    Tectonic: www.tectonicdefense.com
    Ignition: www.ignition-news.com

Flere Forretning podcasts

Om Valley of Depth

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.
Podcast-websted

Lyt til Valley of Depth, Store Penge og mange andre podcasts fra hele verden med radio.dk-appen

Hent den gratis radio.dk-app

  • Bogmærke stationer og podcasts
  • Stream via Wi-Fi eller Bluetooth
  • Understøtter Carplay & Android Auto
  • Mange andre app-funktioner
Social
v8.7.2 | © 2007-2026 radio.de GmbH
Generated: 3/13/2026 - 6:05:09 AM