Podcasts about tectonic

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 cheaper and payloads more capable, satellite buses were still being built like bespoke engineering projects. Apex's answer was simple in theory and incredibly difficult in practice: turn spacecraft into products. Four years later, Apex is building standardized satellite platforms for commercial and national security customers, with a product lineup that now spans missions from LEO to GEO. We get into whether the satellite bus market is genuinely supply constrained, if standardized spacecraft become commodities or durable technology platforms, and how Starship, proliferated constellations, and rising defense demand are reshaping the economics of spacecraft manufacturing. We also cover: Why Ian believes spacecraft should become products instead of bespoke engineering programs Whether the satellite bus market is actually underbuilt or heading toward oversupply How Apex thinks about manufacturing, vertical integration, and scaling production Why larger satellites may make more sense in a world of cheap launch The capital strategy behind building one of the industry's fastest-growing companies Check out Valley of Depth #045 on Apple, Spotify, or YouTube. • Chapters • 00:00 – Trailer 00:55 – New CEO of Apex 02:29 – The Apex origin story 05:39 – Partnering with Max Benassi 07:13 – Successes and drawbacks of Apex's first 6 months 08:50 – Apex's current product set 10:36 – Misconceptions about how much mass you need in orbit 12:08 – Is the plan to build larger and larger satellites indefinitely? 13:11 – State of the bus market today 14:52 – Domestically oversupplied, globally undersupplied 16:31 – Apex's biggest opportunities on the commercial and national security side 18:50 – When should a company utilize Apex vs. building their own bus in-house? 19:46 – Apex's moat 21:12 – Juggling the bespoke government customer 22:15 – What the primes having in-house buses says about the market 23:07 – Commoditization of the bus vs. owning the complete mission 26:01 – Apex partnerships 27:27 – How many satellites are you building at a $100B company? 28:10 – Apex's three $200M fundraising rounds 32:05 – Is there another fundraising round incoming? 33:04 – Where Apex needs to be to seriously consider going public 34:58 – The road to 200 satellites per year 35:46 – Who is Apex losing deals to the most? 37:39 – Apex vs. K2 40:27 – How the push for heavy launch will affect Apex 42:15 – Apex's ability to get to space if SpaceX fully cuts commercial launches 44:35 – Is York an under or overvalued business? 46:36 – What keeps Ian up at night? 50:10 – When is Apex launching their own constellation? 51:06 – The missions that Apex could enable 52:30 – Is Ian still excited about asteroid mining?   • Show notes • Apex's' website — https://www.apexspace.com/ Ian's' socials — https://x.com/IanCinnamon Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear /  https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

SpaceTime Series 29 Episode 83 Earth's oldest known asteroid impact crater dated in Western Australia Scientists have determined the most precise age yet for the oldest known impact crater on Earth finding it to be some 3.024 billion years old.   A Chinese spacecraft has just reached Earth's second moon China's Tianwen-2 spacecraft has arrived at a temporary second moon orbiting Earth -- although technically the object is a small near Earth asteroid which is orbiting in sync with the Earth around the Sun. Sea floor spreading seen in action for the first time Scientists studying a seafloor site southwest of Australia have for the first time actually captured how molten rock emerges at boundaries between the Earth's tectonic plates. The Science Report A new vaccine with the potential to protect people from developing HIV AIDS. Warnings that losing even a small amount of sleep each night could be linked to weight gain. South Australia's algal bloom found to be the most toxic species of its kind ever studied. China launches a nuclear capable missile across the Pacific in a clear threat to island nations. Skeptics guide to the Westall High School UFO sighting. Our Guests This Week: Professor Chris Kirkland from Curtin University NASA planetary geologist Cynthia Phillips Professor Dorothy Carter from Michigan State University   And our regular guests: Alex Zaharov-Reutt from techadvice.life Tim Mendham from Australian Skeptics  

In this insightful episode, host Mark Hayward engages with Dusty Gulleson, the CEO of Tectonic, to delve into the journey of crafting a successful business rooted in reliability and enduring client relationships. Dusty recounts his upbringing in Indonesia as a "feral kid," exploring how those early experiences shaped his approach to cross-cultural communications and entrepreneurship. This backdrop set the stage for Dusty's challenge to the fast-paced, profit-driven narrative that often rules Silicon Valley, favoring instead a slow and steady growth model. His approach focuses on building trust and crafting solutions that align with the mission-driven goals of his clients.With a central theme on sustainable, service-oriented growth, Dusty shares his insights into the digital transformation field, underscoring the importance of honest communication and deep client understanding. Mark and Dusty explore how AI and technological innovation can enhance business processes while remaining anchored in pragmatic governance and documentation. The conversation reflects on the immense potential of focusing on mission-based work, proving value before scaling, and how this methodology augments Tectonic's service-oriented DNA. Dusty's leadership values, rooted in humility and community engagement, position him uniquely in the tech landscape.Key Takeaways:Trust cannot be expedited; a reliable business requires consistent effort and patience.Emphasizing a service-oriented growth model promotes long-term client relationships and sustainable success.The foundation of successful digital transformation lies in thorough governance and realistic implementation.Mission-driven organizations with clear objectives can benefit immensely from strategic, incremental innovations.Understanding clients' stories and needs is crucial in delivering impactful technology solutions.Resources:Visit Tectonic's Website: TectonicConnect with Dusty Gulleson on LinkedIn: Dusty GullesonRecommended community for digital CEOs: Bureau of DigitalFor more enlightening discussions and in-depth insights from leaders like Dusty Gulleson, make sure to listen to the full episode and keep an eye out for future releases in this podcast series. Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

Don’t let the AI wave crush you. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ Dive into the seismic shifts happening within the AWS Marketplace and discover how AI, self-service product-led growth (PLG), and advanced co-selling strategies are redefining partner success. Matt Yanchyshyn, VP of Marketplace at AWS breaks down the recent announcements from the summit, illustrating how agility and adaptation are crucial to surviving the new agentic future. From lowering professional services fees to the explosion of business applications like ServiceNow, this conversation reveals the hidden mechanics of modern cloud procurement and how you can position your organization to capture massive enterprise opportunities before your competitors do. https://youtu.be/gaWxU1kgCLk Key Takeaways Adapting to the new agentic future requires agility rather than fighting the influx of AI tools. Lowering the listing fee for professional services from 2.5% to 0.5% drastically improves partner economics. Organizations without a self-service or PLG motion on the marketplace are literally leaving money on the table. Millennial buyers increasingly initiate complex enterprise procurements through self-service and AI-driven research. New AI-powered opportunity scoring empowers partners to prove their value internally and to AWS. Marketplace success hinges on optimizing metadata for AI agents, not just traditional SEO. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: AWS Marketplace, agentic workflow, med pick scoring, phoenix.ai, Cara Cloud, branded storefronts, product-led growth strategy, intrinsic value boost, SaaS evolution, self-service motion, Databricks credit model, Trend Micro companion app, MCP servers, opportunity score tracking, PPA drawdown, concurrent agreements, AAMI structural debt, CXML procurement Transcript: Matt Y Audio Podcast [00:00:00] Matt Y: The ability to adapt with change and kind of roll with punches. ’cause a lot of people are saying like, agents are gonna destroy everything. And, and the opposite has been true. [00:00:08] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way hyperscalers are partnering, how AI is remaking the channel and what it means to win in 2026. [00:00:19] Vince Menzione: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi, own your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:42] Vince Menzione: It is the strategy because being in the room changes everything. [00:00:46] Matt Y: Let’s start. [00:00:50] Vince Menzione: And now on to the really important stuff. So, Matt, I don’t wanna butcher it ’cause I, a couple people have told me how to pronounce your last name and they said use the word magician and you’ll get close to it. But I’m just gonna introduce you as Matt Wy and I’m gonna ask you to pronounce your name on stage, but I want to have you join us. [00:01:08] Vince Menzione: So excited to have Matt wy. After a super busy day and night last night, come over from Brooklyn and join us today. Matt, so great to have you. Thanks. Thank you so much. Thank you so much. Alright, so pronounce your name for us. [00:01:23] Matt Y: Anyone wanna guess? Ian’s? It’s like magician. [00:01:27] Vince Menzione: It’s not that hard, [00:01:28] Matt Y: it’s not that [00:01:28] bad, [00:01:28] Vince Menzione: but I don’t wanna butcher. [00:01:29] Vince Menzione: I wanted to let you do it. Good. [00:01:30] Matt Y: What calls me Matt White. [00:01:31] Vince Menzione: That’s great. [00:01:32] Matt Y: Yeah. [00:01:32] Vince Menzione: So 13 years. [00:01:34] Matt Y: Four coming up on 14 next month. Yeah. [00:01:36] Vince Menzione: Wow. Congratulations. Yeah. So you’ve been there, you’ve been there since the early days. And we, we had a conversation. I had some Microsoft, former Microsoft colleagues. Uh, Theresa Carlson, for those of you who knew the public sector business. [00:01:48] Vince Menzione: Yeah. Who started, I mean, Andy came out, it was so funny because I was there and she was hosting Andy for a dinner and with all the CIOs of the federal government. [00:01:57] Matt Y: Yeah. [00:01:58] Vince Menzione: And she was still at Microsoft and it was actually kind of an interesting time. And she came over and did a lot of great things for a number of years. [00:02:04] Matt Y: Yeah. She [00:02:05] Vince Menzione: and a lot of great [00:02:05] Matt Y: business. [00:02:06] Vince Menzione: Yeah. She really like, it went from employee number one to 7,000. [00:02:09] Matt Y: Yeah. [00:02:09] Vince Menzione: And you, you were, you’ve been there all that whole time. Pretty much. [00:02:12] Matt Y: Yeah, I guess when I started in New York, just down the road, we were, uh, in a Regis facility. There were like 11 of us in, uh, just sitting around a table and we had to speak quietly sometimes because there was a, um. [00:02:21] Matt Y: Some type of a financial services organization down the hall and they’d listen to try and get stock tips on Amazon. Yeah, [00:02:28] Vince Menzione: I love it. [00:02:29] Matt Y: Never leaked. That’s [00:02:29] Vince Menzione: good. I love it. [00:02:30] Matt Y: Yeah, [00:02:30] Vince Menzione: you probably got some great stories and, um, we won’t have time for today ’cause I wanna leave some room for conversations on marketplace end questions. [00:02:38] Matt Y: Yeah. [00:02:38] Vince Menzione: But I would love to invite you back for a real, like, in-depth podcast and I would love to get the whole genesis story. [00:02:44] Matt Y: Let’s do it. [00:02:45] Vince Menzione: We’ll do it. Okay, so let’s talk about, let’s talk about yesterday for you. Uh, some, some really big announcements as well. I thought maybe you could recap a little bit of what’s been going on in the marketplace business and it’s an, it’s been an exciting time. [00:02:58] Matt Y: Yeah. Yeah. You know what’s, I think what was really nice yesterday is it was sort of the combination of bringing, uh, our partner services like Partner Central and all those other services together closer to marketplace. We’ve been doing that over, over several years. So Marketplace has some of its own. [00:03:12] Matt Y: Big announcements, like, uh, we have a, we formalized our list and sell initiative. For example. We have a new, so it we essentially reducing the cost, uh, to list on marketplace through a partner program. [00:03:22] Vince Menzione: Yep. [00:03:22] Matt Y: And incentives associated with that. We have a new AI powered listing experience, which I think is particularly important ’cause I think many of you are like me and watching your SEO numbers go down and watching your agent traffic go up. [00:03:33] Matt Y: And so having, uh, an AI assistance in marketplace to optimize your listings for not just to, you know, retain what you can of your SEO, but prepare for the newent future and improve your GEO as we’re calling it. So that, [00:03:45] Vince Menzione: so it’s GEO now? [00:03:46] Matt Y: Yeah. You know, there’s a little debate right now in the acronym Moral A A EO versus GO I’m going, I’m on the G team, so, yeah. [00:03:52] Vince Menzione: Alright. GEO [00:03:54] Matt Y: It’s like the, the, yeah, they’re gonna win. They’re like the Knicks, but the, um, [00:03:57] Vince Menzione: yeah, yeah, exactly. [00:03:57] Matt Y: But yeah, so AI assisted, uh, I mean, making. The most of, like, essentially marketplace is an excellent conversion engine. And so using AI to help improve that conversion engine in the form of your PDPs for both humans and agents. [00:04:08] Matt Y: So that was an exciting launch. Um, I got the most applause when I announced that. We lowered, we made the economics better for, uh, consulting offers professional services, nice to marketplace. We lowered the listing fee from 2.5 to, to 0.5% and wow, it goes even lower in certain circumstances. So just improving the economics. [00:04:24] Matt Y: I’m really excited to. Really partner with a lot of you to reinvent services through, through the marketplace like we did with SAS and other areas. Uh, and we’re doing with agents right now. So that was a big one. And then a whole series of announcements around, um, how we’re making it easier and more cost effective and more efficient to partner with AWS. [00:04:41] Matt Y: So using AI to, uh, using med pick scoring to automatically progress opportunities so you don’t have to kind of wait on a human. To, to click and progress, you know, that that can take days. And, uh, if you, if you wanna have an opportunity and have that be cos sold with AWS, that can be through a mix of agents for the long tail and with humans in the, in the sort of top end and more complex. [00:05:00] Matt Y: And allowing AI to help all the partners improve their opportunity quality so that we can better co-sell together. So. Yeah, I said AI a lot intentionally. Um, [00:05:09] Audience Guest: yeah, [00:05:10] Matt Y: AI sort of in the whole cycle for buyers, for sellers, uh, for operational efficiency, cost of sales. So a lot of announcements. I think I hit the big ones, so yeah. [00:05:18] Matt Y: I’m Might have missed something there. There we go. [00:05:21] Vince Menzione: George. [00:05:21] Matt Y: Oh, and storefront. Yeah. Thanks George. See, I look at George to see what I missed. Uh, we, we acquired a great company called phoenix.ai late last year. Okay. And you, you actually were said Caresoft and Yeah. Be down. Uh, [00:05:30] Vince Menzione: yeah. [00:05:30] Matt Y: So if you’re familiar with Cara Cloud, they have a procurement portal. [00:05:33] Matt Y: It’s heavy use by the US government, and they, um. Uh, we, we acquired them, uh, the really great growth company. They have over 70 logos now, and they help you build a branded storefront on marketplace, which obviously is important in the government space. If you’re procuring on a certain contract with a certain reseller, um, you know, there’s a certain set of products you’re allowed to buy. [00:05:51] Matt Y: But what we’re finding is even down on Wall Street, you hear, um, enterprises are, are using storefronts for internal procurement and they wanna have a curated collection of, of partner products and, and your own ecosystems internally. So we’re selling to both customers. And also to channel partners to build custom storefronts, branded storefronts for, and [00:06:07] Vince Menzione: it makes total sense, right? [00:06:08] Vince Menzione: Yeah, because you wanna li you wanna limit the, the viewing and, uh, and get, because I mean, how many different listings do we have? Like over 30,000? [00:06:16] Matt Y: Yeah. Yeah. There’s, I think the official numbers over th we have over 36,000. I was checking from over 6,000 vendors. Um, it’s a lot. And, and that’s gonna explode with the AI powered, uh, listing, uh, experience that we launched. [00:06:26] Matt Y: We’re gonna make it easier. And I guess what I’ve been telling partners is. You know, customers aren’t clicking through categories anymore. They’re using AI to search. And so it doesn’t matter how big our catalog is, what matters is being found. And what matters is converting that buyer. So if you have a. [00:06:39] Matt Y: If you’re running a demand gen campaign for say, like, you know, life sciences in, in Jersey and there’s a specific buyer at j and j, you wanna capture, that person doesn’t wanna be just dropped onto a generic marketplace, 30,000 listings. They wanna be dropped in a very specific place where they’re seeing like life sciences offers from Accenture, for example, coupled with a life sciences power thing with Elastic, you know, like, but a solution. [00:07:00] Matt Y: And that they want to land in a curated place where that highly intention buyer can be converted effectively. So that, that’s what we’re doing with all this. [00:07:06] Vince Menzione: And that’s where the GEO comes in because [00:07:09] Matt Y: Yeah. ’cause that buyer might be an agent That’s right. With, and that agent has is even more fickle, honestly. [00:07:14] Matt Y: And you know, what used to be milliseconds for the human before they kind of click away is, is now perhaps microseconds. Yeah. And so, uh, you know, having the right metadata and, and the right positioning, uh, the right story that an agent or a human can pick up to ultimately. Uh, complete their product research and choose your product is, is critical. [00:07:30] Vince Menzione: Very cool. Very cool. So before I, I, I’ve been asked to ask you this because I, I’ve had this con, people have brought come to me and said, you gotta ask Matt about music. He’s a big music guy. And, uh, so what are your favorite bands? [00:07:49] Matt Y: So, I mean, the, the real answer is, uh. I, I go to about a show about every week. [00:07:54] Matt Y: As, as Mike Trill knows, uh, we heard a show last night. Um, we were, uh, just a few hours ago, really? And, uh, um, favorite band, uh, well, I’ll tell, I’ll tell a story. I, I had a side hustle with MTV for years. Um, I used to run a music website. Um, oh, that’s cool. I didn’t know that. It got, it got kind of popular. It got sponsored by, if, if anyone’s into like early hip hop. [00:08:16] Matt Y: It got sponsored by a group called Jurassic Five. ’cause he, one of them reached out to me and said, nice. Hey, uh, you know, I’ve been, I like your website. And he ended up paying for a web, hosting a Dream host, if you remember, of cost back then. [00:08:26] Vince Menzione: Oh, Jesus. [00:08:26] Matt Y: Because I was broke and couldn’t afford it. And then, uh, and then this band sent me like a, a single and said, Hey, you know, trying to get the word out about our little band, can you help us out? [00:08:35] Matt Y: And I put their, uh, I put their, you know, single up on my, on my website and it blew up. And that band is Vampire Weekend. So they’re kind of big now. Wow. Yeah. Um, and uh, that got picked up by like Vanity Fair and all these other guys. And then I got sponsored by MTV to essentially write. Music reviews for years on the side. [00:08:51] Matt Y: So I was working for the Associated Press, laying cable in sports and war and, and, uh, yeah. So Vampire Weekend was good to me that, that they, they kind of paved a way to go to a lot of free shows over the years and a lot of bands and see a lot of great music. But yeah. [00:09:03] Vince Menzione: That is very cool. And that, and how did that get your day? [00:09:05] Vince Menzione: WS It was just a, it was just the technology path that was like, [00:09:09] Matt Y: I mean, it’s a, it’s a, I guess it’s a bit of a long story, but, um, the. There’s many versions of this story. I’ll tell the, tell the one quickly. I was living for free in a Fulbright scholarship house in West Africa. You, we can talk about how that happened another time. [00:09:23] Matt Y: And, uh, a guy had sort of fallen down on the floor ’cause he’d had too much to drink. And I, I sort of lay down beside and be like, Hey man, are you all right? And, um, he, uh. He worked, he, he worked for the Associated Press and next day I had the job, um, being West Africa, head of technology for West Africa. [00:09:37] Matt Y: And because of that, um, and as I learned years later, the AP didn’t have dr they had no disaster recovery. Yeah. And I, I can tell you that now ’cause um, you know, 16 years since I worked there, but they, uh, I put the DR in, um, on AWS and we’re talking like, yeah, 16, 17 years ago. This is early. It was early days. [00:09:56] Matt Y: And I, I swear to God, I paid for. Uh, our AWS bill using, um, taxi receipts, fake taxi receipts that I bought in on Nigerian market, um, because there was no budget and so, you know, it was like 30 bucks. [00:10:08] Vince Menzione: I was gonna say swipe a credit card, but they didn’t [00:10:09] Matt Y: knew that this is the entire press this before. [00:10:11] Vince Menzione: This is before, yeah. [00:10:12] Matt Y: Yeah, like the entire ap. Um, and, uh, so AWS called me like, who are you? Like, why, why are you paying on like this like low limit credit card for like the ap? Like, who are you? And, uh. Next day I had the job. Well, a week later I had the job with aw WS. That so cool. So that’s the story’s [00:10:29] Vince Menzione: cool thing. [00:10:29] Matt Y: Yeah. [00:10:30] Vince Menzione: Very cool. [00:10:31] Vince Menzione: Uh, sports teams. So Knicks fan. [00:10:34] Matt Y: Yeah, I mean, I like the Knicks. Um, they’re h hockey, I’m not allowed to say anything different. No. I appreciate them. Uh, I’m a Raptors fan. I grew up in Toronto mostly. Yeah, yeah. Uh, so, and you know, when they won, uh, that was very exciting as well. So no, Nicks are great. I like the Knicks. [00:10:49] Matt Y: Nothing against the Knicks. Um. They’re fine. Yeah. [00:10:54] Vince Menzione: Hockey, hockey fan. Favorite hockey teams? [00:10:56] Matt Y: Oh yeah. Itron. Maple leaf. Maple leaf. Yeah. They’re gonna, they’re gonna win. Of course. Of course. Yeah. Um, like every year they’re actually, we [00:11:02] Vince Menzione: have some Canadians laughing in the sand. [00:11:03] Matt Y: Well, the leaf are, are, are the Knicks of hockey? [00:11:05] Matt Y: Like Yes, they are. You know, it’s 67 years out, coming up on 68 since they won, so That’s crazy. 53 is nothing. I know. Pain. So. Yeah, definitely the least. Yeah. [00:11:15] Vince Menzione: I love it. I love it. It’s so cool. Yeah. So what was the, uh, what was the, what was the last concert you went to? [00:11:22] Matt Y: Well, literally last night. Oh, it was last, [00:11:23] Vince Menzione: oh, that [00:11:24] Matt Y: was actually concert were my favorite bar in the world. [00:11:26] Matt Y: This place called Sunny’s. Uh, it’s, you know, I, I took Mike and, and Matt from, from Texas and from TGS down there to sort of see my neighborhood and they’re like, where are we? And I’m like, yeah, I live here. Uh, sort of an industrial part of Brooklyn. And, and we went to see, um, I dunno what you would call it, like. [00:11:40] Matt Y: I guess it’d be like roots music. There was a woman with an accordion and a guy with a big cowboy hat. Yeah, it was, it was fun. Yeah. [00:11:47] Vince Menzione: That is so funny. Alright, we’re gonna shift back years. Um, important time right now for partners. What, what should partners be looking out for the most? What would you say to them in terms of what’s the, what’s their real headline for them? [00:11:59] Matt Y: Well, I, I, you know, to borrow from you actually, you know, I liked, uh, the, the principles you had up there and, and with agility, um, you know, there’s a lot of fud flying around right now. You know, people. People were like, oh, it’s the demise of sis with the arrival of ai, you know, everyone’s gonna be using agents. [00:12:13] Matt Y: And then it turns out it’s been a huge boon for most, uh, you know, system integrators and consulting companies that I work with. They all have, you know, the, the good ones especially have vibrant consulting practices now, and everyone is deploying fds, uh, you know, um, the new, the new cool acronym. But it’s, it’s essentially created a huge opportunity for the consulting space. [00:12:31] Matt Y: Uh, and similarly, uh, you know, there there’s this narrative around the sa sa apocalypse, which I really hate, you know, ’cause it was, uh, premature and kind of a trigger reaction from the stock market. And, you know, just look, look what Snowflake did. And, you know, they did what a lot of SaaS companies are doing, but they, they added a nice sort of glaze of positioning and, and, you know, their stock popped and they did pretty well. [00:12:50] Matt Y: And so I think the ability to adapt with change and kind of roll with the punches. ’cause a lot of people are saying like, agents are gonna destroy everything. And, and the opposite has been true. For the more successful consulting companies and software companies who have become agentic. But SaaS hasn’t gone away, you know? [00:13:05] Matt Y: No. Look at our own marketplace. We have this agent marketplace, but people aren’t buying atomic agents at scale. They’re buying ified SaaS solutions with sort of agent sidecars, which has created new opportunities for candidly additional licenses, [00:13:16] Vince Menzione: right? [00:13:16] Matt Y: Um, as customers sort of want to consume more AI services on top of their. [00:13:20] Matt Y: On top of their SaaS solutions. So I think being agile, you know, you see like ServiceNow as part of our billionaires club. Yes. They’re not going anywhere. They’re, yeah. They’re gentrifying. You know, Salesforce has pivoted to this headless model, um, along with Asian Force and using sort of Slack as the operating system. [00:13:34] Matt Y: And, you know, you said like a lot of companies from the seventies aren’t around anymore. They’re gonna be winners and losers. Yeah. Um, but the winners are gonna win even more. And so I, I think what’s so important right now for partners is to not, not bite too hard at the, the latest trend. You know, models are changing and everyone’s like, oh, you know, philanthropics really in the world and they’re wonderful, great to work with, amazing technology. [00:13:55] Matt Y: That’s what people are saying about open AI six months ago. That’s right. And before that, you know, and it, I, I was with Fireworks AI yesterday, a great company and they have some really cool stuff with sort of, um, they believe in more cost effective, uh, open source models essentially, that you can find tune. [00:14:08] Matt Y: Maybe that’s gonna win. I don’t know. Um, is it gonna be sort of domain specific models? Is it gonna be highly capable LLMs? Are LLMs gonna level off as soon as Fable and Mythos are allowed to launch? Maybe. I, I don’t think anyone can predict the future right now. So you have to be agile and you have to kind of seize the opportunities and take a couple punches. [00:14:25] Vince Menzione: Yeah. [00:14:26] Matt Y: You know, and marketplace too, like we’re, you have to be unafraid to experiment right now. Um, you know, that’s hard if your stock’s taking a beating. Um, but this is, it’s a, it is a disruptive time, uh, but it’s creating actually enormous opportunities for growth for partners and, and we really see that, you know, in marketplace specifically within AWS. [00:14:45] Vince Menzione: It, it, it does still feel like the deer in the headlights moment. Right. Would you agree? Like you’re probably taking a lot of meetings and, and calls from ISVs specifically? [00:14:54] Matt Y: Well, [00:14:54] Vince Menzione: that are still trying to figure it out. [00:14:56] Matt Y: Yeah. But it’s everyone. Yeah. I think what’s really interesting, I had a meeting [00:14:58] Vince Menzione: with, it’s not just one. [00:14:59] Matt Y: Yeah. I, well, I had a meeting with one of the leading AI companies, like one of the biggest ones. And they, uh, they demonstrated how they work and they were really proud. They were like, you know, look at our agentic workflow. And I came out at me. I’m like, that’s it. Ours is way better. Like really like, you know, ’cause we we’re, we’re using quick desktop with MCP servers and connectors and all this, and you know, we, we have our own sort of ecosystem of partners, a mix of homegrown software and third party. [00:15:20] Matt Y: And I kinda walked out there and, and looked at, you know, my phone, which has been populated by agents this morning with all the, and I was like, I have a way better agent workflow than this world’s leading supposedly AI company. And I think, um, that really, so during, I, I would, during the headlights, you can call it deer in the headlights, I call it chaos. [00:15:36] Matt Y: And in times of chaos there are people who create. Opportunity again. And so, yeah, there are some people who are stuck and who don’t know what to do, who are over worried about token costs, um, who are not experimenting. But there are a lot of companies, uh, taking this opportunity to kind of pivot their business. [00:15:53] Matt Y: Um, I think, I think we’re in a moment and, uh, yeah, I, I candidly I see more of the latter. I see more experimenting. [00:15:59] Vince Menzione: You mentioned ServiceNow. Any other great examples of that? Organizations that really embraced it? [00:16:04] Matt Y: Uh, yeah. Well, you know, ServiceNow is part of this business applications category, as we call it, in marketplace. [00:16:09] Matt Y: That outside of AI, I think is the fastest growing category in marketplace, which is wild when you think about it. ’cause we’ve historically been an infrastructure partner marketplace with security and data and analytics and, you know, security with channel partners, et cetera. But Salesforce, ServiceNow, Workday, Adobe, you know, I could go on. [00:16:23] Matt Y: They, they are actually. You know, our fastest growing category and yeah, ServiceNow, obviously reinventing itself for ai, Salesforce, but Workday, you know, the workday’s done some, who knows if it’s gonna work, but they, they’re experimenting with essentially like a Databricks, uh, credit style model for like, units of work, uh, which I think is fascinating. [00:16:41] Matt Y: Like everyone’s talking about value-based, outcome-based pricing and meter. And, and you have companies that are ERP companies, you know, like traditional business applications, experimenting with effectively like a metered pay as you go, value based credit model. Again, like who knows if it’s gonna work. [00:16:54] Matt Y: But I think that’s really amazing to see and we need more ISVs experimenting. I, I was talking about trend ai and I know they’re, they’re, they’re one of the sponsors yesterday. You know, many of you know them as Trend Micro back in the day. They’ve successfully reinvented themselves. They built that companion app. [00:17:10] Matt Y: Um, you know, that I think we’re seeing. Just a ton of experimentation in the market across categories. Uh, I could go on and on about partners. Um, yeah, there, I I wouldn’t pick a winner right now. Yeah. [00:17:24] Vince Menzione: You, you, we’ve talked about ai. We’ve talked, talk more about the buying journey and how that’s changing, because again, it feels, it feels like that’s also [00:17:33] Matt Y: Yeah. [00:17:33] Matt Y: So, you know, one of, one of the core, uh, strategic objectives, or we’ll say like the philosophy marketplace is that. Um, financial incentives are important, you know, EDP or PPA drawdown, uh, credits. Like we need to act as an efficient and effective vehicle for allowing buyers to exercise their discounts for, and, and sort of partners to exercise their credits, et cetera. [00:17:55] Matt Y: That, that’s actually important. But what, what a lot of people over rotate on that, and we’re really, one of the things we say a lot inside at Amazon or at AWS marketplace is we want to continue to boost the intrinsic value of marketplace beyond the financial incentives. And well over a quarter of all private offers, private pricing, private, uh, custom terms, et cetera. [00:18:14] Matt Y: Um, begin with a self-service or PLG motion. And partners who don’t have a PLG or self-service motion are literally leaving money on the table. Like if you look at like a Databricks for example, and they did a good job integrating buy with a WS within their SaaS application. They have free trials, they have really strong pego and, and, uh, and PLG motion. [00:18:33] Matt Y: They’re making, I can’t share their numbers obviously, but they’re making a ton of money. On purely self-service motions. And importantly, they’re acquiring new business, new logos that they nurture, you know, really like not just leads but closed opportunities, right? That they lead, they’re growing, uh, at a reasonable conversion rate or or success rate into the next big logos. [00:18:50] Matt Y: And these are over multi-year horizons. They’re patient, you know, they bring in these new logos with PLG, and they’re also bringing banking, a lot of large enterprises. Through self-service. I, I was with data Mask. There’s this great little startup from New Zealand. They’re a New Zealand based company. Um, super nice guy. [00:19:06] Matt Y: And, and, uh, they, they got huge logos. I think they got, what was it? A DP and some huge American logos. Okay. And this like logo in, I think it was Chile, or no, it was Peru. They’ve never been to Peru. They don’t have sales in Peru. Um, and they. Buyers were discovering them self-service and they, they, I think they got something like 13 logos entirely through a self-service motion. [00:19:26] Matt Y: One password will tell you the same thing. I was just with them in Toronto and companies big and small startups and the largest are getting enterprise wins in addition to net new small logos through that PLG. Buyer motion. And that’s because you have a whole generation of CFOs, CTOs, CROs, whatever. The C is [00:19:43] Vince Menzione: millennial [00:19:43] Matt Y: who grew up on their phones. [00:19:45] Vince Menzione: Yeah. [00:19:45] Matt Y: And, and it sounds like, you know, hyperbole, but it’s true. They, they want immediate apps, immediate access. And that actually, you’re like, oh, that never translates to business applications. Turns out it does. It does. And they might not be buying on their phone, but what they are doing is researching and we see the numbers, the amount of customers who are doing their research, and then eventually landing on the page from chat, GPT. [00:20:06] Matt Y: From major financial, like Fortune 500 companies is extremely high. Yeah. Uh, you have procurement team, sourcing team, uh, developers who are starting the research increasingly, like in clawed in chat, GPT, and then, you know, building a proposal and then handing it to their enterprise procurement team. Yeah. [00:20:22] Matt Y: Which is still largely unchanged. So buyer behavior is on the front end, on the research side is really changing. So the [00:20:29] Vince Menzione: discovery is happening through PLG. [00:20:32] Matt Y: Yeah. [00:20:32] Vince Menzione: And then the backend work on private offers and things like that sometimes still happens the old way. [00:20:36] Matt Y: Yeah. Well, and so, you know, it’s [00:20:37] Vince Menzione: fax machine, [00:20:38] Matt Y: some people Yeah, sure. [00:20:39] Matt Y: They’re bringing the deal directly to Marketplace last minute. But even if that deal goes direct, sometimes they’re still beginning their research journey and increasingly using Marketplace as a research vehicle, which is why we launched Agent Mode, um, to help you sort of help you and agents do research. [00:20:51] Matt Y: But that I think if, if I have one piece of device for any partner consulting or ISV is. Don’t leave those leads and that money on the table by not having a PLG self-service strategy like you’re fooling yourself. Uh, and it’s, it’s a huge, it’s a huge, huge business for us. The, the majority of all customers by far on marketplace don’t even have a PPA, uh, and a huge percentage of even those with PPA spend beyond the p. [00:21:17] Matt Y: And so if you’re just think if you’re just using marketplaces as like BPA retirement, you are literally losing money. [00:21:22] Vince Menzione: Yeah. [00:21:22] Matt Y: Yeah. [00:21:23] Vince Menzione: We have a session with Vinod. We’re gonna talk a little bit about that right after. Great. So good. Um, so I, yeah, I think, um. We talked about, we talked about agents, we’ve talked about the millennial buyer, the change in buying behavior. [00:21:40] Vince Menzione: What other, what other areas of aspect I, I, I, I do wanna think about like opening it up though for a second. I think that maybe with maybe nine minutes left. Sure. I just want to get a read from the people in the room. People have questions for Matt that we weren’t able to ask them. Yeah, I think, I think we probably have a few of those. [00:21:57] Vince Menzione: I think that would probably be great. [00:21:58] Matt Y: I can sense the hardball coming. [00:22:00] Vince Menzione: You’ve known each other [00:22:00] Matt Y: a long time. [00:22:01] Vince Menzione: Yeah. No, no. Hardball. We have a mic back here. Okay. I’ll just, we’ll, we’ll, we’ll get you a mic as we are recording. So good. Thank you. [00:22:11] Audience Guest: Uh, Boris Geller with a, a Click PLG is near and dear to my heart. [00:22:17] Audience Guest: We’ve been doing a lot of business in marketplace and I’m still struggling to sell my vision internally on, on, uh, on PLG. Uh, I think. Ag Agent AI is gonna be one of the drivers, and we are already on, uh, agent Marketplace, but I would appreciate guidance on, uh, best practices. How do we kind of, uh, operationalize it? [00:22:41] Audience Guest: It’s, it’s on us, not on you. [00:22:43] Matt Y: Well, no, I think it’s on both of us. You know, we, uh. One thing that we’re trying to do is give you more data to, to sell to your internal stakeholders in your executive suite. The value of co-sell with AWS all up, like finally with what we launched at, uh, the summit yesterday, you now get an opportunity score. [00:23:02] Matt Y: You, you get a number. People have been asking for this for years, so, so you can say when we do this and we, when we give AWS this information. The score goes up and we have a higher propensity to be cos sold by humans or agents before you had to kind of, it was like this mystery you had to guess. And similarly with marketplace, um, we, we have new dashboards that you can use to sort of, you used to have to sit down with us and go through spreadsheets to trace sort of lead to trace the funnel to sort of a close opportunity. [00:23:28] Matt Y: And we’re gonna continue to launch more there. But you now have more data that you can show. You can be like, listen, these are our inbound leads, this how’s converting, and now we have PRM, the partner revenue measurement where we can say like, this is what it’s translating into in terms of. AWS service revenue driven by our product. [00:23:41] Matt Y: And so that being able to tie from that inbound lead from your demand gen campaign through to a converted opportunity to what you actually drive from an AWS impact perspective, so you can, and then what your opportunity score is that data you can use to sell. Not only internally, but to us as well. Yeah, to a skeptical sales team or whatever who’s not maybe, you know, hype on partners in the, in the US West. [00:24:03] Matt Y: You can be like, listen, I don’t care what you think about my business. This is what I’m gonna drive for you with your quarter retirement from an AWS perspective, and this is how the shape of your customer accounts are gonna change. And this is why you should pay attention to my opportunities. ’cause my opportunity score is, is crazy high and I’m giving you insights into business that AWS would not otherwise have. [00:24:19] Vince Menzione: That’s your brand story we’re talking about. [00:24:21] Matt Y: Yeah. [00:24:22] Vince Menzione: Building your story up with within [00:24:25] Matt Y: So it’s, it’s about the data, I guess. And, and you should, you know, you should all actually be [00:24:28] Vince Menzione: Yeah. [00:24:29] Matt Y: Asking me for more data, so, you know, and tell me like, what do you need to sell to your internal stakeholders? ’cause if I can draw a clear line. [00:24:35] Matt Y: From your demand chain campaign that lands on a marketplace, which I know is a conversion machine, it has way better than industry levels of, of conversion rates. And then you can show, hey, if we have a PLG strategy and we land those leads on marketplace, we will convert them with high efficiency, low cost of sales and, and, and have sort of a bifurcated where we can close some through self service, some through express private offers and some through private offers, depending on deal size. [00:24:57] Matt Y: Like you tell A CFO that, and they’re my number one customer now and they love it ’cause they see cost of sales going down, cost of operations going down and business going up. Um, so I think we have more data than we used to use that data. And let me know what other data do you need to make that pitch and make that pitch to the CFO go around the head of sales, all those other people. [00:25:15] Matt Y: Honestly, the CFO is where we get the best leverage. [00:25:18] Vince Menzione: Awesome. Great question. [00:25:23] Matt Y: Gonna bring your mic. [00:25:23] Vince Menzione: We’re, we’re gonna get your mic here. There you go. Oh, [00:25:25] Audience Guest: thank you. So my name’s Jody Cheval and I’m a consultant now, but I was at Workday during when they adopted AWS and it, a sales organization needs propensity to buy data. [00:25:34] Audience Guest: To really drive the sales team to realize the opportunity kind of makes them visualize it. We didn’t struggle, but it was challenging to get that data because at that time we’re getting spreadsheets. So does AWS have a vision of making that API based data that our client, my clients, can get at and bring into a tool to start building account hypothesis based on that data? [00:25:57] Audience Guest: ’cause it really is important to an enterprise sales guy to have the sense that OAWS can help me close this deal. [00:26:03] Matt Y: Yeah. I mean. Part of that. So we, we launched, we’ve been launching part of that in stages and we’re not done. There’s, there’s more coming. Um, part of that is embedded really within the new, uh, partner agent workflows. [00:26:13] Matt Y: We are giving sort of more, uh, information back to you, not just about like what funding programs you’re eligible for, but like, you know, and when, when we will co-sell this deal with you, which is effectively a signal like we, we see this as a high value opportunity, that you have a likelihood of winning internally. [00:26:28] Matt Y: We, we have this solution matching engine that we’re using and we announced. That, that that ties you the partner to a customer specific opportunity that you have a high propensity or the partner has a high propensity to assist with and ultimately win. And now we’ve tied that to our express private offers, which we announced this week. [00:26:44] Matt Y: So it’s an indirect answer to what you’re asking, but a rep can essentially say. Send a private priced offer to the customer on behalf of the partner without having to ring up the partner because they have a high propensity to win this deal with the customer. So we’re progressively launching features like that. [00:26:59] Matt Y: In addition to the propensity to buy data that we do now share. It used to be kind of, again, manual magic depending on who you knew we could share. Now we do share that programmatically, and there’s more to come specifically in that space. Uh, I’d say watch that space. In the next few months, there’s gonna be more data coming away, but we do have the APIs, we have the agent. [00:27:16] Matt Y: We have things like express private office solution matching, and we have been sort of in that space progressively launching features over the last six to 12 months. And, and you should expect to see some more there soon, not just from us or from our partners. [00:27:27] Vince Menzione: Nice. Any announcement dates? [00:27:30] Matt Y: I can’t commit to a date or else my engineers will get mad at me. [00:27:33] Vince Menzione: It looks like we Another question number. Is the mic still back there? Okay. There’s a gentleman over here [00:27:40] Audience Guest: first Go leaves. Um, it’s awesome. I’m right next to. I was right next. [00:27:46] Vince Menzione: We’ve got a lot of great plants here, so, [00:27:49] Audience Guest: um, so this may be a little bit myopic or, or a challenge that we run into, but I love a lot of the innovation that’s looking forward and all the future things that we’re doing. [00:28:00] Audience Guest: One of the things that we’re struggling with is a little bit of almost like tech or structural debt. How do you think about bringing flexibility to the core pieces that underpin all of the innovation, which is. We are self-hosted. So one of our listings is an a MI. You can’t amend an a MI, you have to cancel and start over. [00:28:18] Audience Guest: So a lot of the building blocks, when you think about PLG, if somebody wants to add to that in an a MI listing, it’s, it’s sort of broken. So how are you thinking about taking all of the, the rapidly changing buyer behavior and then looking back at the structural foundation that underpins all of those things, like offers and, and amendments and changes and all of that? [00:28:39] Matt Y: Yeah. I, I promise I didn’t seed that question, but that, that’s a great one. Um, so not to get too in the weeds, but fundamentally, marketplace was built up, um, a bit like AWS like a set, a series of services somewhat independently. And each product type was effectively its own service, SaaS, server images, ais. [00:28:59] Matt Y: Um, what we’ve done recently is now we, we have, we got rid of product types basically on the backend. You, you don’t see it, but what that means, for example, like another thing AAMIs don’t support today, future data agreements. Um, or concurrent agreements, uh, they will all be supported by amis before the end of the year. [00:29:14] Matt Y: ’cause what we’re doing, this fundamental thing that you won’t even see called product offer decoupling. Uh, and it’s a fundamental piece of things that we need to unwind. ’cause we built up, we were moving very quickly over the years. We had a distributed engineering model and we built each product type independently. [00:29:28] Matt Y: And so yeah, if you’re a seller and you’re selling containers, agents, SaaS, amies, um, we’re breaking down the silos between those so that each of them will get the same benefits. And, and by the way, we’re taking the same approach to international. Hopefully you’ve noticed now that. It’s not like a feature launches in the US only and then takes five years to launch in either public sector or another country. [00:29:48] Matt Y: We, we’ve taken a global approach to feature launch and increasingly a product type neutral approach to feature launches. Uh, that’ll be largely resolved before the year’s out. We’re working on it right now. So again, it’s, it should be transparent to you, like you shouldn’t actually see any difference in the, in the experience. [00:30:05] Matt Y: Except that all of those features will be available. So, so that is, uh, actively under work. And that’s actually something if you’d like to try, um, you’re, you’re welcome to. So, yeah, [00:30:17] Vince Menzione: we have time for maybe one more question and we we’re actually gonna have you up here with a couple partners. [00:30:24] Matt Y: Sounds [00:30:24] Vince Menzione: good. Kind of fun. [00:30:32] Audience Guest: Hey, Matt, uh, met Natasha from Dondo. Uh, quick. So great announcements. And you know, you talked about the million, multi-billion dollar, uh, club, and, uh, that’s all great. Uh, in terms of the. Propensity data. I think that’s coming at the center of a lot of things, right? You know, for enterprises, oh, there’s an investment and you tap into that investment. [00:30:53] Audience Guest: But also there’s the other side of the procurement where a lot of customers, sometimes we work with, they’re like, they still wanna go direct for whatever reason, right? So I think there’s an education piece there, but also trying to understand like how we can work together to, you know, get some of that side of the things sorted out as well. [00:31:11] Audience Guest: You know? ’cause a lot of times it’s not about. Just, you know, retiring the, uh, the, the spend comets, but also like, Hey, I’m used, I’m already used that for something else. So maybe that’s not an, uh, something that applies here. And in also in tying that the PLG motion, uh, you know, for the customers you said, you talked about, you know, if there is. [00:31:34] Audience Guest: Leads on the TA table, like where the, it’s not the enterprise, but you know, the others. Um, I feel like it’s more to do, changing the business model at some times. Like with the enterprises, you have the revenue stream coming through, say large deals, right? And all of a sudden you tap into this, you know, PayGo. [00:31:51] Audience Guest: Where it flips the whole equation with, you know, the financing and the, and the, and the revenue measurement. So I think there’s two aspects of how do you kind of cons reconcile those things in terms of, you know, the revenue measurements going forward. [00:32:05] Matt Y: Yeah. So, so two things real quick on the procurement. [00:32:07] Matt Y: Um, yeah, like, yeah, I sort of alluded to this earlier, but, uh. Procurement is a bit late to the AI ag agentic transformation. They’re trying, and there’s a lot of great new incumbents in this space. And the big leaders like, you know, Coupa and Ariba and Oracle are, are, are evolving their products, albeit a bit slowly. [00:32:26] Matt Y: Um, but the, I think, uh, it’s still the long pole in the tent. You know this. And so like, there are two reasons why deals tend to go direct, because it kind of hits a wall of. Legal, uh, you know, procurement, governance, like all that kind of after the selection’s been made, et cetera, or, or they’re, you know, we can’t change. [00:32:44] Matt Y: People are gonna optimize for, for finance, you know, they’re, they’re going to, if they’re getting big discounts. I mean, that is life. I always say it’s like sellers at the most agented company are still gonna chase quota no matter how, you know, crazy. Uh, your, your company is, and it’s the same with, um, with the chief, uh, financial officer and chief procurement officer. [00:33:01] Matt Y: They are going to, they’re literally. Paid to find discounts. And so we’re not, we’re not gonna get rid of financial engineering. That’s a, that’s a thing. What we can do is reduce the friction for procurement. So we launched, for example, like mandatory purchase orders. That was a big thing. We, we have buyer notifications, now we’re making other procure to pay enhancements. [00:33:17] Matt Y: I mean, procurement systems still use like CXML. It’s like, that was, that was cool when I worked for the ap. And like I, I have teenagers that are old, like older than, so they, I, I think, um. Procurement needs to evolve and we’re gonna help it evolve. We’re gonna push it forward and, and we need to make it more seamless for procurement teams so that we remove those objections. [00:33:38] Matt Y: Uh, I can’t remove the financial engineering objection, like, you know, that’s just life. Um, but I can make it irresponsible not to use marketplace ’cause it’s so easy to use. And, uh, that, that’s kind of the approach we’re taking on, on the front end. Uh, you, you know, I think you, you, again, I didn’t see this question. [00:33:52] Matt Y: You, you stepped into a trap. Un unwittingly, um, PLG is not just is for enterprise. And, and PLG doesn’t necessarily mean pego or self-service. Uh, doesn’t necessarily like, uh, most of our self-service efforts are actually focused on private offers. And not necessarily for pego. Uh, when, when I say self-service and, and PLG, uh, it, it can mean all kinds of things like it. [00:34:14] Matt Y: We have requested private offer, requested demo call to actions, buttons that you can put on your listing. For example, you don’t necessarily need a free trial or a metered pay as you go listing to take advantage of those inbound self-service leads. So, and those inbound self-service leads are often massive enterprise deals, like I mentioned specifically, uh, the data mask. [00:34:31] Matt Y: Those giant enterprise deals that they launched came from an enterprise like Fortune 1000 Enterprise in the US that organically discovered their solution on the marketplace using our AI search. And that was a massive enterprise. And so I, I think yes, there is the long tail, you wanna capture a new logo acquisition, but you should think of your product like growth in your self-service strategy as a way to, um, acquire all kinds of leads, including large enterprise. [00:34:54] Matt Y: And so when I say leave money on the table, I’m not just talking about things that are gonna mature over two years or tiny little deals. These could be massive deals. Uh, and, and you’ll accelerate those deals by accelerating their discovery and, and research so that I think that, so, and my advice is don’t, you don’t have to go all in if you don’t have, if you don’t have metering, if you don’t have PayGo, that’s cool. [00:35:13] Matt Y: Start with something simple. Start with a public listing, with a request to private offer like that. That is a, a huge step. That doesn’t take much, and, and it kind of blows my mind still that a lot of companies aren’t doing that yet. [00:35:25] Vince Menzione: Great answer. Well, it’s now time we’re gonna bring, we’re gonna bring, it’s time. [00:35:29] Vince Menzione: We, we’ve got some great partners coming up here, Nvidia Elastic, Accenture gonna all join us for a conversation. Great. And I’m glad that you’re gonna stay with us. And let’s, let’s, well, let’s thank Matt, by the way, for that session. [00:35:41] Matt Y: Thanks. [00:35:42] Vince Menzione: And [00:35:42] Matt Y: thanks for listening to the Ultimate [00:35:44] Vince Menzione: Partner Podcast. If today’s conversation resonated, share it with a partner leader in your network. [00:35:51] Vince Menzione: Subscribe where you listen. And head over to the ultimate partner.com. For show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live Event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

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 become a 200-person company producing roughly 1,000 drones a week, with plans to build a factory capable of making one million annually. The timing is difficult to ignore. Small drones have become one of the defining weapons of the war in Ukraine, China holds a massive production advantage and the Pentagon is now trying to catch up in a category it was slow to take seriously. We get into why so many American drones failed in Ukraine, what separates a good demo from a battlefield-ready product, and why Soren believes the next generation of weapons will look more like consumer electronics than traditional defense systems. We also discuss the limits of autonomy, the difficulty of manufacturing at scale, and the moral weight of building kinetic systems. We cover: The widening drone production gap between the United States and China What Ukraine has taught Neros about battlefield performance, tactics, and product design Why scaling from prototypes to one million drones a year is an entirely different engineering problem Where autonomy helps, where it breaks, and why human pilots still matter How Soren thinks about talent, focus, capital, and the ethics of building weapons • Chapters • 00:00 – Plants at the factory 00:55 – Strawberry jam on a drone 04:45 – Soren's and Olaf's background 07:28 – First meeting with the DoD 08:54 – The key to Soren's early success 10:00 – How do you push the boundaries of a small drone? 11:39 – The most successful technology in Ukraine 13:45 – The future of warfare 15:09 – Chinese vs. US drone manufacturing capabilities 18:42 – Neros's facility and current production process 20:30 – What surprised Soren about building Neros 22:06 – How Soren thinks about competing in a well-funded market 23:50 – What makes the talent side so challenging 27:05 – Revenue concentration 28:12 – Are defense tech companies living up to their promises? 30:19 – Nervous or excited about the changing investor in defense tech? 32:12 – $120M raised and future capital needs in the near term 33:19 – Would Neros expand beyond drones? 34:22 – Where the primes fit in with manufacturing drones 36:30 – How Neros views AI in their products 41:41 – From professional drone racer to CEO 43:23 – Key players early on in Neros 45:28 – Does Soren still build drones or is he more focused on running Neros? 47:07 – Cultivating company culture 48:46 – Wrestling with building lethal systems 50:21 – Soren's health scare 51:28 – The morality critics on drone warfare 54:17 – How can the US win the drone production race? 55:45 – What keeps Soren up at night? 56:51 – Advice Soren would give to himself 58:05 – Factory of the future 59:31 – What Soren does for fun   • Show notes • Neros' website — https://www.neros.tech/ Soren's' socials — https://x.com/soren_ma Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear /  https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials  — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com Footage from David Hambling (https://www.youtube.com/@davidhambling2609) 

Sponsor Link:This episode of SpaceTime is brought to you with the support of Incogni. If you worry about where your online data is going, you need Incogni. Worry no more. Check out our special SpaceTime offer (with 30 day money back guarantee) by visiting https://www.incogni.com/stuartgarySpaceTime Series 29 Episode 79 How Neutron Stars make heavy elements Physicists have achieved a significant breakthrough in understanding how Neutron Stars forge heavy elements. Aleutian subduction zone older than thought A new study has found that the subduction zone between the Pacific and North American tectonic plates are older than previously thought. The wobbling peanut asteroid Astronomers studying the inner main belt asteroid Donaldjohanson have found that its rotation wobbles. July Skywatch Planet Earth at its greatest distance from the Sun, the constellations Regulus and Leo, and one of the biggest known stars in the universe Antares are among the highlights of July's night skies on Skywatch.   Our Guests This Week: Uk Space Agency Programme Manager Rosemary Young Principle Investigator MIXS Instrument Emma Bunce Leicester University Planetary Geoscientist David Rothery The open University   And our regular guests: Alex Zaharov-Reutt from techadvice.life And Senior science writer and Sky and Telescope magazine contributor Jonathan Nally  

In this episode of The Team Engagement Podcast, host Shawn Richards speaks with Mike Toguchi, Chief Strategy Officer at Tectonic, about psychological safety, leadership communication, and why great leaders stay in the foxhole with their teams.Mike shares how transparency, accountability, and healthy dialogue help create stronger workplace cultures. He also discusses why leaders should encourage curiosity, support continuous growth, and maintain healthy boundaries that promote long-term emotional wellness.What you'll learn:• How transparency builds psychological safety • Why leaders should be "in the foxhole" with their teams • The value of accountability and healthy debate • How to encourage a growth mindset through challenge and support • Why emotional wellness depends on boundaries, relationships, and unplugging from work • How AI should enhance human work rather than replace it Connect with Mike:

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. Moving them once they're there is not. Impulse is now over $1B raised, embedded in the Golden Dome architecture, and with a GEO rideshare program booked out before a first flight. We get into how they got there, why Eric thinks every business model predicated on cheap Starship launch is broken, and what it actually means to be building in-space mobility at the moment GEO becomes a contested domain. We cover: The single Mira flight that changed Impulse's relationship with the Space Force Mira, Helios, and Caravan: three products, three markets but one key through line The Golden Dome partnership with Anduril and what it means to be embedded in that architecture How exposed American GEO assets actually are right now Why every Starship-dependent business model is broke The $4.26B valuation and what has to be true for that number to look cheap in ten years What the Impulse team debates most internally right now   • Chapters • 00:00 – Intro trailer 01:21 – How Eric ended up at Impulse 03:43 – How Eric got to SpaceX and his experience there 05:29 – Why Eric went on a hiatus from the space industry 09:49 – Is Musk focused on Mars or data centers now? 11:46 – Finding his way back to space 14:44 – Reuniting with Tom 17:43 – Why Tom is someone Eric could work for 20:22 – The vision of Impulse that Tom presented to Eric when he joined, and how it's changed 22:07 – Impulse's product set 26:42 – The pivot to GEO 33:13 – Caravan vs. the trend for larger-scale satellites 36:51 – Impulse's second thoughts about the economics of Mira and expanding 39:16 – Mira, the most maneuverable spacecraft in orbit 41:08 – Why does the government care about maneuverable satellites? 42:24 – Competitors and how to win the maneuverability race 45:25 – How exposed are GEO assets today? 47:52 – The biggest market for Impulse 49:39 – Impulse x Anduril 52:03 – Moon and Mars discussion at Impulse 54:02 – How Starship will fundamentally change the industry 1:00:01 – The opportunity for SpaceX competitors 1:03:49 – If Starship solves orbital refueling, will they become a competitive concern for Impulse? 1:05:35 – How Impulse is planning to use their recently raised $500M 1:07:00 – Impulse's existing capital needs, future fundraising, and will Impulse go public? 1:10:08 – How Impulse's products will evolve 1:11:06 – Biggest source of internal debate 1:13:14 – Overrated and underrated space technologies 1:15:56 – What Eric would say to his 23-year-old self at SpaceX 1:16:52 – What Eric does for fun   • Show notes • Impulse's website — https://www.impulsespace.com/ Eric's' socials — https://www.linkedin.com/in/eric-romo/ Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace /  https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

Recorded live at EIC 2026 in Berlin, Jeff and Jim sit down with Martin Kuppinger, founder and distinguished analyst at KuppingerCole. They dig into the tectonic shifts AI is bringing to identity and security, the AI security fabric framework, why decentralized identity thinking may be essential for governing the agentic mesh, the ongoing debate over NHI terminology, what organizations can do tactically today, and what concerns Martin most about where the industry is heading by 2030.Connect with Martin: https://www.linkedin.com/in/martinkuppinger/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.com00:00 Introduction and Welcome00:50 What a Distinguished Analyst Does01:37 EIC 2026: Thought Leadership and Best Practice04:17 Agentic AI: Non-Directed, Non-Deterministic Identity08:22 Speed of Change: Tactical Now, Strategic Later12:34 The AI Security Fabric: Five Capability Blocks15:10 Identity Fabric Origins and Market Growth18:27 Discovery as the Foundation for Governance19:48 Governance, Explainability, and Organizational Gaps22:00 Agent Lineage and Rethinking NHI Terminology23:50 LLMs vs. Small Language Models26:23 Is Agentic Identity a Genuinely New Problem?32:29 Humanoid Robots and the Limits of AI Reasoning37:05 Decentralized Identity, Trust Frameworks, and Signals41:07 Identity Verification and Consent for Agents48:42 What Concerns Martin About the Future of Identity50:34 Favorite AI Application: Assisted Driving55:00 Self-Driving Cars, Data, and Personal PrivacyKeywords: Martin Kuppinger, KuppingerCole, EIC 2026, EIC Berlin, agentic AI, AI security fabric, identity fabric, decentralized identity, AI governance, non-human identity, autonomous identity, dependent identity, agent lineage, explainability, MCP server, small language models, verifiable credentials, risk-based authorization, OT security, IDAC, Identity at the Center, Jeff Steadman, Jim McDonald, IAM, identity security

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 to modernize that critical layer of the space economy, the part that doesn't get the headlines but matters as much as anything happening above it.  Northwood recently announced its new Prism product, and we get into the business model, the competitive landscape, the government bet, and one of the most critical questions: if Starlink and Kuiper have already built their own versions of what Northwood is selling, who's actually buying? We cover: Why ground infrastructure is the overlooked bottleneck in the space economy The announcement of Prism and what it means for Northwood's ambitions beyond its first product The claim that Northwood will rival a terrestrial internet exchange by 2028 The Space Force contract and what the path to a second one looks like Cell tower or cloud bill: how Northwood actually makes money Her future vision for the industry and the infrastructure bet behind it   • Chapters • 00:00 – Trailer 00:44 – FCC Space Bureau 04:28 – How Bridgit decided to work on satellite networking 07:35 – From lake to concept 09:57 – Recent announcement at Northwood 12:20 – Where Northwood fits in the ground station as a service model 15:24 – The Northwood value proposition 16:42 – Average utilization of a ground station 18:10 – Northwood's flexibility 19:41 – Key goals in the next few years 22:15 – "I like to be bullish on space because that's what we're all here for" 22:52 – Biggest near-term opportunity 24:09 – How the competition shapes Northwood 25:50 – Segment of the market Bridgit believes has the biggest capacity for growth 26:45 – Northwood x Space Force: Satellite Control Network 29:48 – The state of Northwood today 32:09 – Competing for talent 33:22 – Revenue model with ground stations and how that will evolve 35:43 – What Northwood's next product set might look like 39:05 – Deployment of Northwood's $100M 40:03 – Investor conversations 42:55 – How Northwood fits in the changing landscape of the space industry with the Moon and SpaceX's IPO 45:17 – What keeps Bridgit up at night? 46:33 – Rapid-fire philosophical questions   • Show notes • Northwood's website — https://www.northwoodspace.io/ Ross's' socials — https://x.com/bridgitmendler Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace /  https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials  — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

Brand strategy expert Jason Clark reveals a proven 7-step framework for how to build a brand that attracts the right clients and grows your business. If your marketing feels scattered or your identity no longer reflects where your business is headed, this episode breaks down exactly where to start. Jason spent 17 years building and scaling a nationally recognized brand agency before it was acquired, and now serves as CMO at Tectonic. He walks through his Brand and Marketing Pyramid, how to define audience personas, and why most rebrands fail because of ego, not strategy. You'll gain actionable insight into: separating brand strategy from brand identity; using semantic differential workshops to build team consensus on brand personality; developing personas that make it easier to attract ideal clients; and knowing when to evolve your brand versus reinvent it. Ideal for entrepreneurs and business owners ready to stop treating marketing as an afterthought and start building a brand system that compounds over time. Take content and brand seriously, Jason says, and you'll see consistent growth. Watch now on the Play Big Faster Podcast YouTube channel.

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 Stein (USIT) Dan Ives (Wedbush Securities) We discuss SpaceX's IPO valuation, Starship's progress, Starlink and Direct-to-Cell, orbital data centers, AI infrastructure, launch competition, public market appetite, and what it will take for SpaceX to grow into one of the most important companies in the world.   • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security. Our portfolio of publications includes Payload, Tectonic, and Ignition. • Payload: www.payloadspace.com • Tectonic: www.tectonicdefense.com • Ignition: www.ignition-news.com • Decoding Bio: www.decodingbio.com

JLO's hot take has New Yorkers in a tailspin, Lizzo tries to convince us that streaming started 3 years ago, and TECTONIC news is announced on this week's Pre-Fixe that will change the fate of FFP forever! Then Becca Platsky of Corporate Gossip joins to fix Jonathan Taylor Thomas. They discuss Home Improvement, Man of the House, his departure from tv at a white hot peak, and what he's been doing since.You can find Becca at @corporategossippod and find her podcast Corporate Gossip here.You can find Dom at dommentary.com.You can find Chris at @thechrisderosa.Follow the show at @fixingfamouspeople and on YouTube.Subscribe to the Patreon Fixing Bonus People here.You can GIFT the Patreon to someone here.And listen to FREE Examples of the Patreon Bonus Content here!Or Subscribe to A La Carte Episodes in the Apple Podcast App.Pre-Fixe Ends Around 1:04:07.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Anduril in 2016, alongside Founders Fund, before defense tech was a category, before the term sheet wars, and before the word "primes" became a punchline on X. He did it because he'd spent years inside the Palantir network and understood something others couldn't see from the outside: that the company was an unparalleled crucible for entrepreneurial talent, churning out founders who knew how to sell technology to the hardest customer in the world. XYZ has since backed 40+ Palantir alumni across 130+ companies, and the firm now sits at over $1.5B under management. We cover: Why Ross knew Anduril would win from day one and why he still underestimated how big it would get The Palantir thesis: what he saw in that network in 2017 that everyone else missed How the defense tech landscape has gone from "nobody will return your calls" to drunk pirates chasing cash Where the market is overcrowded and where there's significant whitespace How to invest in the SpaceX ecosystem without getting eaten by it What good board work actually looks like when a company is in trouble His case for why the best venture insight is almost always about a market shifting not just a great team • Chapters • 00:00 – Episode Trailer 00:46 – From engineer to investor 04:49 – What Ross saw in Palantir before anyone else was talking about them 06:43 – The founding story and pitch of XYZ 09:42 – How Ross's engineering background informs his investing 14:01 – The market moving around technology 16:14 – What Ross thought would be the outcome of his Anduril investment 17:40 – The truth in the assumption of the US government being a reliable customer in defense tech 23:54 – Anduril vs. other defense tech firms 26:48 – Sectors that Ross is hesitant on 28:35 – Capabilities on Ross's radar 30:02 – SpaceX IPO 33:26 – Investing in an industry with a dominant player 36:19 – How much is Ross focusing on space vs. everything else? 38:42 – Hardest moment Ross has had with a founder 42:10 – How the VC community has evolved since Ross's time at Netscape 44:41 – What does Ross do for fun?   • Show notes • XYZ's' website — https://www.xyz.vc/ Ross's' socials — https://x.com/fubini Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

Tamil Nadu politics has entered a new phase and the 2026 election may have marked the beginning of a tectonic shift.In this episode of Tectonic Shift in TN Politics | Side -B , we break down the changing political landscape from the perspective of pure statistics. From losing in one vote to underestimated candidate winning in comfortable margin.This episode will dive deeper into booth-level data analysis, uncovering constituency patterns, vote swings, regional trends, and statistical insights from the ground.---------------------------------Support Us----------------------------------------Support The Modern Akatsuki if you feel like it .(Read everything below carefully before sending us your donations)

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 engineers watched their lander touch down at one meter per second last year.    From there, the conversation opens into how Jason actually thinks: about the Moon, about scale, and about being a "mission CEO" rather than a hardware or software one. Firefly went public in 2025, acquired defense software company SciTec within months, and now sits inside Golden Dome. Jason argues the market still prices the company as a pure launch player while he's building an end-to-end stack he puts in the same conversation as Anduril and Palantir. We cover: The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room where it happened Why Blue Ghost Mission 2 is harder: a three-spacecraft stack and the first US far-side landing Whether small launch makes money, and why Alpha is both a profit center and a strategic asset The Eclipse medium-lift bet, the Northrop partnership, and why Starship doesn't make everyone else obsolete Why the Moon matters, and how big the commercial lunar economy actually gets Why a hardware CEO bought a software company The valuation gap with Rocket Lab and what he believes the market hasn't priced in His honest read on SpaceX, China, the new-launch shakeout, and the path to a $100 billion company   • Chapters • 00:00 - Trailer 00:53 – Blue Ghost Mission 1 04:41 – The bar for success for Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – Jason coming into Firefly leadership 16:35 – Day 1 as Firefly CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 22:34 – Demand signal from responsive launch 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 32:15 – Blue Ghost x Eclipse? 33:51 – Why does the Moon matter? 36:02 – Jason's commercial lunar economy predictions 38:02 – The future of Blue Ghost's missions 39:52 – Why Jason acquired Sitec 44:30 – Sitec in the Space Force's Golden Dome contracts 47:16 – Why shift Firefly to being a public company? 49:04 – How does Jason address stock price fluctuation internally? 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:25 – What part of Firefly has the market not priced in yet? 56:50 – Firefly's strategy in a world where lift becomes effectively free 58:49 – Which launch companies will survive? 59:56 – The China question 1:00:33 – Is there a company out there that doesn't get enough attention? 1:01:53 – How Firefly is thinking about M&As 1:04:25 – The path to Firefly hitting a $100B valuation 1:05:25 – Jason Kim, the person 1:07:07 – Who does Jason call for advice? 1:07:57 – What Jason would tell 25-year-old Jason 1:11:58 – What Jason does for fun when not working on space   • Show notes • Firefly's' website — https://fireflyspace.com/ Jason's' socials — https://x.com/Jason_Lil_Kim/ Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

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 discuss station development progress, business models, NASA's role, private astronaut missions, station economics, the transition from the ISS, and what it will take to build a sustainable commercial presence in LEO.   • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security. Our portfolio of publications (so far) includes Payload (space) and Tectonic (defense tech).   Payload: www.payloadspace.com Tectonic: www.tectonicdefense.com Ignition: www.ignition-news.com Decoding Bio: www.decodingbio.com

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 Shore, newly appointed CEO, at the moment the company's bet is starting to pay off. Zach walks us through his evolution from VP of Growth to CEO, the company's record-breaking $219 million DIU contract, and a $350 million raise that has Hermeus entering its most consequential chapter yet. But the real conversation is about the machine behind the machine …how a SpaceX-trained engineering team is iterating on aircraft the way rockets were once iterated on, and why Mach 3 might be the unlock that makes Mach 5 a foregone conclusion. We cover: Why Zach took the CEO role and what AJ's executive chairman mandate actually looks like The turbine-based combined cycle engine architecture and why Mach 3 is the hardest problem between here and Mach 5 The autonomy stack philosophy: why Hermeus builds trucks, not brains The China threat, the allied opportunity, and why Australia is the most important international partner The commercial Mach 5 passenger vision and why defense has to come first …and much more. • Chapters • 00:00 - Trailer 00:56 – From President to CEO 04:03 – The largest DIU contract ever awarded ($219M) 07:46 – Building the fastest aircraft in the world 11:13 – The operational gap a Mach 5 aircraft can fulfill 13:25 – The road to Mach 5 15:31 – Turbine vs. ramjet engine 18:06 – Is the turbine/ramjet engine hybrid novel? 19:03 – Philosophical concession 20:59 – Overcoming the Mach 3 plateau 23:07 – Where the primes stand on supersonic 25:10 – Thermal challenges of Mach 5 26:50 – Autonomy 29:20 – A manned Mach 5 craft 31:38 – Hermeus's current manufacturing capability and how it'll evolve 34:26 – Biggest opportunity for creating Hermeus customers 37:08 – Adversary capability 40:14 – Is commercial Mach 5 in the near future? 42:40 – Slowdown in innovation 45:40 – Do we need to overhaul the FAA? 47:34 – Aviation in 2035 if Hermeus succeeds 48:47 – Atlanta vs. LA 50:54 – What does Zach do for fun?   • Show notes • Hermeus' website — https://www.hermeus.com/ Hermes' socials — https://x.com/hermeuscorp Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.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), Decoding Bio (biotech) 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 Decoding Bio: www.decodingbio.com

Édouard BardCollège de FranceÉvolution du climat et de l'océanAnnée 2025-2026Session 2: Global Geodynamics of the EarthFrozen in Pieces: The Challenge of Plate Tectonic Reconstructions of a Fragmented ArcticIntervenant(s)Carmen GainaUniversité Oslo

Tamil Nadu politics has entered a new phase and the 2026 election may have marked the beginning of a tectonic shift.In this episode of Tectonic Shift in TN Politics | Side - A, we break down the changing political landscape from the perspective of the DMK's loss and explore the deeper structural changes happening beneath the surface. From anti-incumbency and voter sentiment to alliance dynamics, emerging political narratives, and the rise of new challengers, this episode analyzes how the traditional rules of Tamil Nadu politics are evolving.Was this just an electoral defeat, or the sign of a long-term political realignment?This episode focuses on the macro-political analysis, strategy shifts, and public mood that shaped the election outcome.

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 Smoot, CEO of Vantor, to unpack the company's transformation from a legacy satellite imagery provider into a space-based intelligence platform serving defense, intelligence, international, and enterprise customers. The shift is bigger than a rebrand. Vantor is betting that the future of geospatial intelligence is not just sharper pixels from orbit, but the ability to turn space-based data into software, AI-driven insights, autonomous navigation, sovereign intelligence systems, and real-time operational decision-making. We cover: How Vantor is moving beyond imagery into space-based intelligence Why the Maxar rebrand was necessary, even if controversial How commercial GEOINT is becoming a national security layer How Vantor's 3D data supports autonomous systems and GPS-denied operations Why partnerships with companies like Anduril matter for the future battlefield How Ukraine changed the government's view of commercial imagery Where Vantor fits into Golden Dome and missile defense Why sovereign geospatial capabilities are becoming a global priority …and much more.   • Chapters • 00:00 - Trailer & Intro 01:06 – Maxar Intelligence 02:39 – An outside view coming into the space industry 05:12 – The Maxar rebrand 09:00 – Product offerings and customers 12:15 – Vantage and Pulse 16:31 – Does being under a private equity firm change how Vantor operates? 18:53 – Vantor's partnership with Anduril 21:41 – EOCL (Earth Observation Commercial Layer) 25:24 – Cultural impact of commercial intelligence on global conflicts 29:46 – Vantor x Golden Dome architecture 30:48 – How Chinese tech compares to the US 33:25 – Capabilities of Tensorglobe that a customer could deploy today 36:17 – Raptor 38:42 – When will we have a sub-15-minute revisit at sub-20cm resolution? 43:35 – The winning valuation of Vantor for Advent 47:51 – Lanteris's revenue multiples 51:28 – What Dan would change about commercial EO and policy today 53:51 – What does Dan do for fun?   • Show notes • Vantor's website — https://vantor.com Vantor's' socials — https://x.com/vantortech 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

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 (Lux Capital) 1:05:28 • Delian Asparouhov (Varda / Founders Fund) 1:22:00 • Molly O'Shea (Sourcery) 1:41:25   We discuss satellite manufacturing, orbital data centers, in-space mobility, high-power buses, venture capital, and the future shape of the space economy.   • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security.   Our portfolio of publications (so far) includes Payload (space) and Tectonic (defense tech). Payload: www.payloadspace.com Tectonic: www.tectonicdefense.com Ignition: www.ignition-news.com

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 applications. On this week's episode of Valley of Depth, we sit down with Mark Groden, CEO of Skyryse, to unpack how the company is building a universal operating system for aircraft that can dramatically simplify flight, reduce pilot burden, and enable fully autonomous operations when needed. The goal is ambitious: turn helicopters and airplanes into flexible, optionally piloted systems that can shift between crewed and uncrewed missions—unlocking a new model for force projection, logistics, and survivability. The conversation spans the tragic accident that inspired Mark to start Skyryse, why aviation's biggest safety problem is really a technology problem, how SkyOS works across platforms from Robinson helicopters to Black Hawks, and why defense demand for autonomy is accelerating faster than most people realize. We cover: How SkyOS transforms aircraft into software-defined systems Why helicopters are so difficult and dangerous to fly today What Skyryse Defense is building for crewed, uncrewed, and autonomous missions How optionally piloted aircraft could reshape military logistics and ISR How Skyryse's Series C positions the company for scale Why the future battlefield requires simpler, more adaptable systems …and much more.   • Chapters • 00:00 – Intro 01:34 – The accident that changed Mark's life and mission 04:10 – A PhD in sensor data fusion 06:54 – The evolution of Skyryse 10:09 – Product stack 15:30 – New business unit 17:12 – Skyryse's partnership with the Army 19:39 – Why even build for humans? 21:35 – The software distribution of SkyOS 26:40 – Guinness World Record for autorotation 30:58 – Training commercial helicopter pilots with Skyryse 33:52 – Commercial picture for Skyryse 37:43 – Addressing the pilot shortage in the military 42:22 – Commercial regulations 45:39 – What certification unlocks for Skyryse 47:19 – Military regulatory process 48:53 – What Skyryse plans to do with their Series C funding 51:27 – How people's lives change if Skyryse is everywhere in 20 years 53:30 – Can you buy the Skyryse helicopter? 54:05 – What Mark does for fun when he's not building helicopters   • Show notes • Skyryse's website — https://skyryse.com/ Skyryse's' socials — https://x.com/skyryse 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

Story of the Week (DR):Apple names John Ternus as CEO to replace Tim Cook, who will become chairmanApple CEO Tim Cook is stepping downMeet John Ternus, the 51-year-old former swimming champ who will succeed Tim Cook as Apple CEOTim Cook to step down as Apple CEO. In letter, describes 15 years of emailsTim Cook's exit is part of a CEO reckoning sweeping Corporate AmericaAre internal CEOs the way to go?Best Buy taps insider Jason Bonfig as new CEO, Corie Barry steps downShe's actually leaving the boardLululemon names former Nike exec Heidi O'Neill as CEO MMLululemon CEO Pick Heidi O'Neill Faces Skeptical Wall Street AND Lululemon shares dive on new CEO pick — as investors fear she may not have chops to save struggling companyO'Neill brings more than 30 years of experience in performance apparel, footwear, and sports, including over 25 years at Nike, where she was credited with transforming their women's business from a side-project into a global juggernaut. Her leadership spanned product creation, brand strategy, marketing, and global operations, making her one of the most influential executives in the company's modern era. Most recently, she served as President, Consumer, Product & Brand, overseeing Nike's global consumer and product engineGolden hello: $7M equity, $2M cashRoughly 75% of Lululemon's customers are womenLululemon board: 7 of 11 FChair Martha MorfittCommittees:Audit: 2 of 3 F, including chairNomination: 3 of 5Pay: 3 of 5 F, including chairAlso: CFO, Chief Merchandising Officer, Chief People & Culture Officer, Chief Legal and Compliance Officer, Chief Brand & Product Activation OfficerNow we get why Chip is so mad: Chip Wilson, Lululemon's founder, largest shareholder and chief agitator, has not weighed in on the pick yet, although he previously advocated for waiting to name a new CEO until the board could be resetBest Buy taps insider Jason Bonfig as new CEO, Corie Barry steps downBest Buy taps insider Bonfig to succeed veteran Barry as CEO amid demand slowdownOil giant BP suffers shareholder revolt over climate transparency at tense AGM“BP suffered a shareholder revolt at its AGM over the election of a new chair and resolutions that included dropping some climate disclosure obligations”BP failed to get majority shareholder approval on two highly anticipated motions, which would have permitted online-only AGMs and retired two company-specific climate disclosure obligations. Each resolution received around 47% support, far short of the required 75% required to pass.Ahead of the AGM, BP's board blocked a motion tabled by Follow This that would have required the company to share plans on creating value for shareholders under future scenarios of falling oil and gas demand.Resolution 1: Annual Report and Accounts – 98% For / 2% AgainstResolution 2: Directors' remuneration report – 95% For / 5% AgainstResolution 3: Directors' remuneration policy – 95% For / 5% AgainstResolution 4: To elect Albert Manifold as a director – 82% For / 18% AgainstSome activist investors had said even a 5% vote against Manifold, who has only been in post as chair since October, would represent a severe reprimand, particularly after a historic 24% vote against outgoing chair Helge Lund last year.Resolution 5: To elect Meg O'Neill as a director – 97% For / 3% AgainstResolution 6: To re-elect Kate Thomson as a director – 96% For / 4% AgainstResolution 7: To re-elect Dame Amanda Blanc as a director – 95% For / 5% AgainstResolution 8: To re-elect Tushar Morzaria as a director – 96% For / 4% AgainstResolution 9: To re-elect Ian Tyler as a director – 96% For / 4% AgainstResolution 10: To re-elect Satish Pai as a director – 92% For / 8% AgainstResolution 11: To re-elect Dr Johannes Teyssen as a director – 89% For / 11% AgainstResolution 12: To re-elect Hina Nagarajan as a director – 96% For / 4% AgainstResolution 13: To elect Dave Hager as a director – 97% For / 3% AgainstResolution 14: Reappointment of auditor – 100% For / 0% AgainstResolution 15: Remuneration of auditor – 100% For / 0% AgainstResolution 16: Political donations and political expenditure – 98% For / 2% AgainstResolution 17: Directors' authority to allot shares – 96% For / 4% AgainstResolution 18: Special resolution: Authority for disapplication of pre-emption rights – 99% For / 1% AgainstResolution 19: Special resolution: Additional authority for disapplication of pre-emption rights – 99% For / 1% AgainstResolution 20: Special resolution: Share buyback – 100% For / 0% AgainstResolution 21: Special resolution: Notice of general meetings – 94% For / 6% AgainstResolution 22: Special resolution: New Articles of Association – 47% For / 53% AgainstResolution 23: Special resolution: Revocation of previous 2015 and 2019 resolutions – 47% For / 53% AgainstResolution 24: Special resolution: ACCR shareholder resolution – 26% For / 74% AgainstNetflix authorizes $25 billion share buyback after stock dropPopulist Math Time:Employees: As of 2026, Netflix employs roughly 16,000 people. If you took that $25 billion and distributed it directly to the workforce = $1,562,500 per employeeAlternatively: They could fund a $100,000 annual salary for 250,000 new people for an entire year.Customers: Netflix has roughly 325 million subscribers globally. If they decided to use that money to subsidize the service instead of buying back stock: $77 per person.Netflix could give every subscriber on the planet roughly 4 to 5 months of service for free.Or, they could lower the price of every subscription by about $6.40 per month for a full year.Social impact:Various estimates (including from HUD) suggest that ending homelessness in the US would cost roughly $20 billion to $30 billion.It could provide a full four-year scholarship (at an average cost of $100k total) to 250,000 students.It could fund the eradication of several neglected tropical diseases or provide clean water infrastructure for tens of millions of people globally.For perspective, the entire annual budget for NASA in 2025 was around $25 billion. Netflix is essentially spending one "National Space Program" worth of cash just to tweak its stock price.Shareholders:If Netflix successfully retires that 6.4% of shares and the market maintains its current valuation, the stock price should mathematically rise by about 7% to compensate for the reduced supply.If the price jumps 7% (from $93 to roughly $99.50), here is the wealth jump:Vanguard: $2.5BBlackRock: $2.1BFidelity: $1.4BReed Hastings: $138MGoodliest of the Week (MM/DR):DR: Lufthansa Cuts 20,000 Flights to Save Fuel Amid Iran War Price SurgeMM: The Onion Says It Has Again Struck a Deal to Take Over InfowarsMM: Texas Capital stays incorporated in Delaware after shareholders reject 'Dexit' voteAre investors waking up??? They rejected TEXAS CAPITAL redomestication to TEXAS!Assholiest of the Week (MM):White guy victimhood DR‘The disfavored groups, No. 1, obviously, would be white males': Ron DeSantis is still signing anti-DEI legislationWhite males are…70% of governors70% of congress60% of US corporate boards31% of US populationWhat percentage of DEI programs for companies were designed by white male CEOs? 90% of CEOs in Fortune 500 are white guys - so ALL OF THEMSo when we read: White House study says DEI policies cost US economy by promoting unqualified managers…Even if the premise and math and methodology and concepts are literally all make believe, we SHOULD take away that “white men pretending to do DEI are bad for the economy” right?Federal Job Cuts Hit Black Women Hard—a Year Later, Unemployment Is UpDonald Trump 'Honours' UGA Women's Tennis Champions With Bizarre Photo Featuring Only Men In The ForegroundThe anti DEI, white male victimhood movement should entirely OWN DEI itself - this is the great blame transfer - somehow manage to blame black women and gays for the fact that white men running the world instituted shitty policies not meant to distribute equal opportunity, just meant for press releases - anti DEI is actually anti white male leaders. Make every company CEO a black woman and then see what DEI looks likeWhite guy manifestosPalantir published a mini manifesto calling some cultures ‘harmful' and ‘middling' and said Silicon Valley has ‘a moral debt' to the U.S.Why are tech bros so insistent we listen to everything they think? Were you not listened to as a child? Did no one ever validate you? Is this just about sex? Could you not get laid, and now because you have money you need to get everything you ever thought off your chest?Here are snippets of what Alex Karp, man who couldn't get laid, thought so important that we know:The postwar neutering of Germany and Japan must be undone.The culture almost snickers at Musk's interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.The ruthless exposure of the private lives of public figures drives far too much talent away from government service.Man who exposes private lives as a business model says it's badWe, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity.All very important points from a man we should clearly listen to about everything - the lane I want you to stay in is “shut the fuck up” lane where, BECAUSE you have billions, I'm not forced to listen to you as if you matterWhite guy philanthropyJeff Bezos and Lauren Sánchez Bezos Donate $34 Million in Fashion GrantsMacKenzie Scott's latest donation takes her HBCU giving to well over $1 billionMacKenzie Scott has donated more than $26 billion—but it's barely made a dent in her net worth because of the power of Amazon sharesHeadliniest of the WeekDR: The blowhards:Sam Altman opens up about the Molotov cocktail attack on his home: 'The way Anthropic talks about OpenAI doesn't help'Nvidia CEO says that AI agents will make workers busier than ever—they'll ‘harass' and ‘micromanage' you, instead of take your jobMcDonald's boss on abuse claims: 'I don't want to talk about the past'Nvidia CEO Jensen Huang says you won't lose your job to AI—you'll lose it to your coworker who uses it‘I think it's a mistake': Delta CEO Ed Bastian refuses to call it ‘artificial intelligence' because it scares peopleAI will boost productivity so ServiceNow won't have to backfill open jobs, CEO saysDR: The Nutter Chutter Butter Double: Morgan Stanley biotech banker Jessica Chutter joins Tectonic board AND Tectonic Therapeutic Appoints Jessica Chutter to Board of DirectorsI screwed up: blanked and thought that was two different companies. But then I did 3 seconds of research and found that she had joined a second board: PTC Therapeutics on March 24, 2026.MM: Apple's New CEO Needs to Be a ‘Cowboy' — But Can He With Tim Cook Still There?MM: SEC Imposes Strict Nine-Year Cap on Independent DirectorsPhillipinesWho Won the Week?DR: Jessica ChutterMM: The Philippines, whose corporate boards will no longer be allowed to have Edward Sylvester of WestAmerica Bancorp, born in 1938 and on the board for 47 yearsPredictionsDR: Nobody ever talks about Jason BonfigMM: Edward Sylvester steps down as Lead Independent Director of WestAmerica Bancorp to take the role of Non Executive Advisor to the Lead Independent Director Emeritus of WestAmerica Bancorp, says the rise of AI calls fresh blood on the board

Higher education's track record with technology change is uneven for a reason, and the reason is rarely the technology. It is whether leadership treats change management as a discipline that runs from planning through sustainment, or as a rollout activity bolted on at the end. In this episode of the Changing Higher Ed® podcast, Dr. Drumm McNaughton speaks with Mike Toguchi, Chief Strategy Officer at Tectonic, about why technology projects in higher education succeed or fail on the strength of leadership behavior rather than tooling. Drawing on 23 years working with universities, nonprofits, and foundations, including Stanford and UC Davis, Toguchi explains how the institutions producing durable digital transformation engineer trust, governance, and adoption into the project from day one. He shares why faculty resistance is empirically calibrated rather than culturally driven, why pilots should be sized for honest failure rather than confirmation of decisions already made, and why boards need to fund and govern transformation as an operating model rather than a discrete project. Throughout the conversation, McNaughton draws on his own consulting experience to surface common failure patterns, including the double-process trap that destroys trust by leaving legacy systems running alongside new ones. This conversation is especially relevant for presidents, board members, CIOs, and senior leaders responsible for digital initiatives that span multiple departments and require sustained adoption across faculty, staff, and student-facing operations. Topics Covered: •       Why change management belongs in the planning phase, not at rollout •       The "trust as infrastructure" framework and how to design for it •       Scalability versus departmental fiefdoms in institutional technology systems •       Pilot design that allows departments to surface real problems and report honestly •       The double-process trap and the discipline of hard end-of-life dates for legacy systems •       How board governance choices shape every downstream failure pattern •       Reframing technology ROI as reclaimed staff capacity in a non-expansionary funding environment Real-World Examples Discussed: •       UC Davis disability center work that clarified workflow, saved staff time, increased compliance confidence, and produced documentation that gave leadership actionable data •       A multi-campus STEM admissions program that preserved each campus's unique workflow while keeping the underlying data consistent for funders and program leadership •       Two connected Stanford departments with shared faculty and joint ventures that consolidated systems and reduced the tool burden faculty were carrying •       Faculty teaching across multiple sections who routinely navigate 10 to 15 different tools as a baseline workload Three Key Takeaways for Leadership: 1.     Move change management to the front of the project lifecycle. The decisions that determine adoption are made during planning, not during launch communications. 2.     Treat digital transformation as an operating model, not a project. Fund phase two before phase one ships and build governance reviews into the board's normal cadence. 3.     Make trust the explicit design input. Faculty resistance is calibrated to past experience, and the way to change it is to give faculty a structural role in shaping the project, deliver visible reductions in their daily burden, and retire the legacy systems on a date everyone knows. This episode offers a practical framework for institutional leaders who want their next digital initiative to deliver durable adoption rather than another fragmented rollout that quietly settles into legacy mode. Read the transcript: https://changinghighered.com/higher-ed-change-management-tech-projects-digital-transformation/ #ChangeManagement #DigitalTransformation #HigherEducation #HigherEducationPodcast #ChangingHigherEdPodcast

The episode focuses on the ongoing collapse of traditional software and service delivery layers, accelerated by the introduction of agent-based artificial intelligence (AI) solutions. According to Speaker B from Tectonic, legacy systems and accumulated technology debt create significant structural pressure on IT providers to modernize, while rapidly advancing AI technologies modify the interface between clients and service providers. The discussion specifically identifies agentic AI as a driver of this shift, fundamentally altering the nature of tasks such as software development, help desk support, and client interaction. A key development discussed involves the replacement of costly, static integrations with dynamic agent-based processes. Speaker B provided a real-world example in which AI was used to transfer data from an ERP system to a bank, bypassing the ERP vendor's $50,000 per year API licensing model and executing the required workflow with approximately eight hours of labor. This case shows how AI is already enabling both operational cost reduction and workflow acceleration, but only when organizations are able to clearly define outcomes and trust new toolsets over legacy infrastructure. The shift is confirmed by observable adoption among some industrial and B2B clients, even as highly regulated sectors include strict no-AI clauses in contracts. The episode also surfaces secondary pressures such as resistance within higher education and government to AI adoption, citing explicit prohibitions in master service agreements. Despite this, organizations focused on increasing workflow velocity are expressing demand for AI-driven automation, highlighting a growing fragmentation in market readiness and adoption strategies. The ongoing reduction in reliance on software interfaces is paralleled by a convergence of roles such as account management, support, and delivery, which further impacts staffing models and operational expectations. For MSPs and IT leaders, these shifts increase the need for robust governance frameworks and risk evaluation when implementing AI. The rapid obsolescence of some technical roles, combined with accelerated depreciation of legacy systems, presents tradeoffs in investment and resource allocation. Providers will need to revisit hiring priorities—focusing less on technical troubleshooting and more on problem scoping, communication, and business analysis. The presence of complex client requirements and explicit contract exclusions of AI further complicate operational planning, reinforcing the need for accountable transition strategies and mature compliance safeguards. Supported by:Zero NetworksHaloPSAScalePad

There's TECTONIC activity in the Spears family this week on The Pre-Fixe, and what Dominick thinks will be the Song of The Summer debuts in The Devil Wears Prada 2 Final Trailer. Then OG Clistener and host of the Aight So, Boom! Podcast Josh Currence joins to fix Lil Kim. They discuss her early rap career, her relationship with Biggie, breaking fashion barriers, her prison sentence, and her many famous beefs.You can find Josh at @josh_onfilm and you can find his podcast Aight So, Boom! here.You can find Dom at dommentary.com.You can find Chris at @thechrisderosa.Follow the show at @fixingfamouspeople and on YouTube.Subscribe to the Patreon Fixing Bonus People here.You can GIFT the Patreon to someone here.And listen to FREE Examples of the Patreon Bonus Content here!Or Subscribe to A La Carte Episodes in the Apple Podcast App.Pre-Fixe Ends around xx:xx.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We’re spiraling into a massive debate over whether hot cross buns belong in April or all year round, and honestly, things got a bit tense. Plus, we dive into the world’s weirdest delicacies—from kina shot glasses to "bumps" of caviar—and why some of them are just straight-up posh rubbish. But fair warning: grab the tissues because we also share some of the most gut-wrenching stories about dads that will actually leave you in puddles. Between Minecraft surprises and abandoned birthday plans, we are fully in our feelings today. You’re not ready for the emotional 180 this episode takes! Also, no video pod today sorry! Our cameras are playing silly buggers! 00:00 – The Great Hot Cross Bun Debate: Tradition vs. Year-round snacking 02:15 – Kina, Caviar, and Bats: When delicacies go too far 05:40 – The "Overthinkers" Mailbox: Health issues and accidental Tectonic jokes 06:50 – Heartbreak Hour: The dad stories that left the studio in tears 10:12 – The Minecraft House & The Surgery Call: Why we love our dads 13:45 – Clint ruins a wholesome moment with a "69" joke 16:20 – Space sex and the Artemis mission: Things get weird 18:50 – Guess the Fart: The Easter edition

Yesterday 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's real and what's priced in. Capital markets are moving faster than anyone has clean answers for. Data centers in space are attracting serious money and serious skepticism in equal measure. Public market valuations are demanding a level of conviction that leaves little room for error. And NASA just rewrote its lunar roadmap while an astronaut crew prepares to fly around the Moon for the first time in fifty years. Our guests this month are: Mike Annunziata, Founder & Managing Partner of Also Capital Mark Danchak, Co-Founder & General Partner of General Innovation Capital Partners Mariana Perez Mora, Director, Bank of America Equity Research We get into: Why data centers in space will be willed into existence What early-stage investors can see in space and defense founders that later-stage capital only appreciates once it's obvious How public markets are actually pricing space and defense right now The Palantir valuation framework: what you have to believe, and whether those beliefs hold NASA's new lunar roadmap: Moon base over Gateway, crewed missions twice a year, and what it means for the commercial players already in the queue Why Artemis II launching tomorrow is a bigger deal than most people are treating it   • Show notes • Mo's socials — https://x.com/itsmoislam Jack's socials — https://x.com/JackKuhr 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

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 of the companies that bet it could do better.   Now, as Chief Growth Officer at Forterra, he's making that same bet on autonomous ground systems, a market that's been promised for years and is only now being put to the test. In this episode of Valley of Depth, we press Scott on what's actually working, what isn't, and where the hype is running ahead of the hardware.   We get into: Why the gap between a cool tech demo and a real defense business is wider than most founders think What investors still fundamentally misunderstand about defense timelines and business model risk Why most defense startups won't become primes and what the ones that do have in common How Forterra is approaching autonomy, mesh networking, and distributed operations at the tactical edge What it looks like to actually get capability to operators, not just into a program of record The procurement dysfunction that everyone in the room knows about and almost no one fixes   • Chapters • 00:00 – Intro 00:50 – Sun Valley 03:14 – Scott's time in the Philippines 09:04 – Why Scott joined Anduril 14:01 – Working with the government: then vs now 17:34 – What investors should look for in defense tech 20:27 – Forterra in 2022 vs 2026 25:12 – Forterra's products today 26:39 – Autonomy-as-a-service model 30:13 – Hardware and software 32:36 – Commercial end users 33:52 – Why acquire mesh networking from goTenna? 37:27 – Current programs and contracts 40:55 – Fully autonomous systems in contested environments 44:30 – Hiring in a competitive defense tech industry 47:25 – How many SVDG companies could become primes? 47:52 – Exciting technologies for investors 51:46 – Forterra in 7–8 years 53:34 – What Scott does for fun   • Show notes • Forterra's website — https://www.forterra.com/ Forterra' socials — https://x.com/ForterraDrive= 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

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 made? Mark has built one of the first dedicated space-focused venture firms, before the category became institutional. We discuss how the market has evolved from uncertain capital availability to a more mature ecosystem where large-scale funding is now expected and why that shift is unlocking a new phase of growth. We cover: Why the space economy is still in its early innings of value creation How capital availability has transformed space investing over the last decade Seraphim's strategy and why they avoid launch, space travel, and lunar markets The rise of European defense demand and the emergence of “neo-primes” How space companies are becoming real, profitable businesses Where the market may be overbuilt vs. underinvested Why vertically integrated constellations remain the core opportunity What the next phase of the space economy looks like   • Chapters • 00:00 – Intro 00:38 – What current moment are we in in the space economy? 01:33 – Mark's history with the space industry and the changes he's seen 02:50 – What prompted Mark to start taking bets on the space industry? 07:52 – Early pushback in space investing 10:27 – How do you convince investors to invest in space companies if the biggest company (SpaceX) is still not public? 13:27 – Seraphim's strategy for their funds 21:23 – Seraphim's competitive moat 24:52 – Where does Seraphim go from a founder's focused approach to a more guided one? 30:31 – IC EYE 36:34 – Space investment trends that Mark sees in Europe 41:54 – US vs Europe future investments 45:50 – Understanding American vs European aerospace company valuations 47:56 – Where are we currently overbuilt? 54:34 – Why doesn't Seraphim invest in the Moon and Mars and will this change? 01:00:00 – What Mark does for fun   • Show notes • Seraphim's website — https://seraphim.vc/ Seraphim's socials — https://x.com/seraphim_space 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

Sponsor LinkThis episode of SpaceTime is brought to you with the support of Squarespace - your one stop when you're ready to build an online presence with ease. To take up our special offer and help support the show, visit www.squarespace.com/spacetimeSpaceTime Series 29 Episode 30 *Solar superstorm hits the red planet Over the past few years planet Earth has been slammed by a series of violent solar storms erupting from the Sun as it transitioned through solar max the climax of its eleven year solar cycle. But what happens when these same storms hit Mars? *Recent tectonic activity discovered on the Moon Scientists have produced the first global map and analysis of small mare ridges seen on the surface of the Moon. *Repair work underway on NASA's Artemis II manned Moon rocket Work is continuing to repair NASA's Artemis II rocket as mission managers prepare to return humans to lunar orbit for the first time in over 50 years. *The Science Report Kids who consume more ultra-processed foods more likely to have issues with behaviour and emotions. New clues about how primates – including humans – evolved. New hope for banana lovers as the threat of Panama disease continues to challenge the Cavendish variety. Alex on Tech new MacBook Neo.

Keeping track of how the war with Iran is going, let alone where it's going, is challenging.  A key development from the latest phase of the Iranian regime's war against us and most of the rest of the world – in which it has engaged since 1979 – has resulted in tectonic shifts in the Middle East. The United States and Israel have been joined by key European nations and a number of important Arab ones.  While it remains to be seen how this coalition hangs together, the fact that it has formed up at all further seals the ayatollahs' fate. Provided, that is, President Trump continues to insist on their unconditional surrender. Combined with sustained efforts to destroy the regime's security apparatus, that stance holds the greatest promise for regional peace and the return of Iran to the community of civilized nations. This is Frank Gaffney. 

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

If you're tired of stitching together a pricey, time-sucking podcast stack, you'll love this. Nathan Gwilliam is a serial entrepreneur whose latest exit was Adoption.com. After hosting 350+ episodes on digital monetization, he found the typical toolkit fragmented and costly—around two grand a month—and built PodUp, an AI-powered, single-login platform with 50+ integrated tools to create, grow, and monetize. For time-strapped teams, he also started PodAllies, a done-for-you agency that handles production and marketing once you hit stop. Today, Nathan shares how to go from fragmented to frictionless—and scale your show at a fraction of the cost.Nathan Gwilliam is a serial entrepreneur who has created and sold 3 digital ventures. His most recent exit was Adoption.com, which was the world's most-visited adoption site. After selling Adoption.com Nathan started hosting a podcast about digital monetization, where he published more than 350 episodes. After a few months of publishing audio, video, biogs, social, a website and a newsletter for his show, Nathan realized he was doing it the hard way. Nathan needed more than 30 different technologies that cost nearly $2,000 per month. Those technologies were missing a lot of the functionality he needed, and they had very little integration. He felt like he was duct-taping them together. And, they took way too much time and effort. Even after recording and editing the content, Nathan still had to pay someone 4 hours per day to syndicate the content. Nathan realized the need to solve this problem by creating the all-in-one podcasting platform. So, Nathan began building his fourth venture, PodUp, the ultimate podcasting platform with 50+ tools for creating, growing and monetizing a podcast venture... powered by Al. These tools are integrated, have one username and password, and are available for a small fraction of the price of licensing all the technologies individually.Many businesses and entrepreneurs want a podcast to build thought leadership, credibility and reach, but they don't feel they have time. To solve this problem, PodUp runs a podcasting agency named PodAllies that provides done-for-you podcast production and marketing services. PodAllies clients can record their episodes, and then PodAllies can do essentially everything else for them. In addition to Nathan's ventures, he's also consulted for numerous companies. For example: • He increased revenue by $5 million for a Facebook app in just 12 months. • Developed and launched the social strategy for a media company that grew social follows from less than 100k to 130 million+. This became the most engaging social channels of any publisher in the world at that time with 40 million+ monthly comments, likes, and shares (source: Unmetric). • Created a network of sites and social channels which reached 280 million monthly uniques. • Launched a YouTube channel in four languages that received 1.7 million video views in the first 2 months. • Helped grow Azul airlines' social follows from 5k to 1.6 million in 12 months and created a travel social network for them. Azul became the fastest-growing airline ever in those early days and had a successful IPO. • Created a language-learning platform that reached close to a million fans. Nathan has won numerous awards, such as: • Awarded "Best of the Decade" by the BYU Center for Entrepreneurship&. Technology. • Awarded the US Congress "Angel in Adoption". • Won two different business plan competitions. • Inducted into the "Adoption Hall of Fame".Contact Details:Email: nathan@gwilliam.com Business: PodUpWebsite: https://podup.com/ Social Media Instagram: https://www.instagram.com/nathangwilliam Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

SpaceTime with Stuart Gary Gary - Series 29 Episode 21In this episode of SpaceTime, we explore intriguing revelations about the search for life on Mars, the surprising effects of Saturn's moon Enceladus on its planet, and the monumental volcanic events that reshaped Earth's tectonic landscape.Life on Mars: A New PerspectiveRecent findings suggest that non-biological processes cannot fully explain the organic compounds found in Martian regolith samples collected by NASA's Curiosity rover. Published in the journal Astrobiology, the study indicates that life may have contributed to some of these compounds, challenging previous assumptions. The research involved evaluating potential non-biological sources and concluded that the abundance of organics on Mars could hint at past life, sparking renewed interest in the Red Planet's potential habitability.Enceladus' Electromagnetic InfluenceA fascinating study reveals that Saturn's icy moon Enceladus trails a wake of electromagnetic ripples extending over half a million kilometers, significantly influencing its giant host planet. Data from NASA's Cassini mission demonstrated how Enceladus' geysers contribute to energy and momentum circulation within Saturn's magnetic environment, marking a crucial discovery about the moon's role in the Saturnian system.Earth's Volcanic HistoryNew research highlights how Earth's largest volcanic event, associated with the Ontong Java Plateau, dramatically altered a major tectonic plate. The findings suggest that extensive volcanic activity led to significant physiochemical modifications within the oceanic plate, enhancing our understanding of plate formation processes and the environmental impacts of such massive eruptions.www.spacetimewithstuartgary.com✍️ Episode ReferencesAstrobiology, Geophysical Research Space Physics, Geophysical Research LettersBecome a supporter of this podcast: https://www.spreaker.com/podcast/spacetime-with-stuart-gary--2458531/support.

In this episode, we take a not so deep dive into San Jose Earthquakes' 2026 season with Devon from Tectonic Takes!Recorded on: 2/11/26#MLS #MLSCup #mlscupplayoffs #ATLUTD #atlantaunited #austinfc #charlottefc #forthecrown #cf97 #chicagofire #fccincinnati #fcc #allforcincy #coloradorapids #rapids96 #columbuscrew #crew96 #dcu #dcunited #fcdallas #dtid #houstondynamo #holditdown #sportingkc #skc #lagalaxy #losangeles #lafc #intermiami #intermiamicf #messi #lionelmessi #minnesotaunited #mnufc #legionofloons #cfmtl #cfmontreal #nashvillesc #everyonen #newenglandrevolution #nerevs #newyorkredbulls #rbny #NYCFC #newyorkcity #orlandocity #orlandocitysc #philadelphiaunion #DOOP #portlandtimbers #RCTID #RSL #realsaltlake #sanjoseearthquakes #quakes74 #seattlesounders #sounders #stlouiscity #STL #allforcity #TFCLive #torontofc #vancouverwhitecaps #VWFC #USL #uslchampionship #mlsseasonpass #AppleTV #USMNT #GoldCup #WorldCup #LeaguesCup 0:00 - Scarf of the Week3:22 - 2025 Thoughts7:34 - Best Addition11:18 - Biggest Loss15:41 - Player To Watch23:49 - One Big Question27:58 - Predicted FinishSend any emails with questions or comments to: thedppod@gmail.comFollow the Pod on Social Media! Website: https://thedppod.buzzsprout.com/Twitter: https://twitter.com/TheDPPod1Instagram: https://www.instagram.com/designated_players_podcast_/Facebook: https://www.facebook.com/TheDPPodTikTok: https://www.tiktok.com/@thedppodHave a thought, comment, question, or suggestion? Send us a message and let us know!Support the show

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM - Health care is fueling labor markets - Mexican cartel drones become flashpoint in US - Peru port in Trump's crosshairs - Ukrainian Vladyslav Heraskevych disqualified from Winter Olympics for helmet featuring athletes killed

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 stackHow Karman's HPU replaces traditional chillers and dry coolers outside the data centerHow much additional compute Karman can unlock from the same power inputWhy CO₂ refrigerant de-risks data center builds from a regulatory standpointHow Karman thinks about reliability, uptime, and “aerospace-style” engineeringWhy data centers are becoming a national security issueWhere Karman could expand beyond data centers—nuclear, geothermal, and beyond…and much more.• Chapters •00:00 – Intro00:51 – Elara Nova ad01:21 – Karman Industries mascot02:28 – How would David describe himself?05:01 – The original insight that became Karman Industries06:31 – What do people underestimate about thermal management?07:26 – The story behind the name08:21 – How David and co-founder CJ Karla ended up working together11:15 – 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 cooling17:32 – Energy Savings with Karman's heat processing units (HPUs)18:05 – Why C02?20:48 – Replacing vs integration21:37 – Regulatory side24:42 – Karman's customer pipeline26:33 – Reliability28:59 – Engineering challenges30:39 – What comes next for Karman31:55 – Is thermal management a national security issue?33:21 – David's thoughts on rerouting heat36:23 – HPUs in space37:58 – The company culture that allows for building relaiable solutions quickly44:35 – Milestones for Karman in the next couple of years47:00 – What does David do for fun? • Show notes •Karman's website —https://www.karmanindustries.com/David's socials — https://x.com/7earseMo's socials — https://x.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition'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.comTectonic: www.tectonicdefense.comIgnition: www.ignition-news.com

Beatrice M. has released dope records on labels like Tectonic and Tempa. For this mix the Bait label head teamed up with Tim Reaper, Future Retro London label boss and lover of all things Jungle, Drum & Bass and Hardcore - with an impressive discography. Enjoy!

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 engineWhy Starlink's constraints are more likely terminals, regulation, and physics—not satellitesHow international markets are powering the next phase of Starlink's expansionWhy aviation and maritime are the most underappreciated Starlink verticalsWhether Starlink “Lite” can meaningfully take share from traditional ISPsHow Starship and Starlink V3 could upend Falcon 9 economicsWhy the SpaceX–xAI merger points to a fully integrated space, connectivity, and AI stack• Chapters •00:00 - Intro01:09 - Jack's role at Payload and what is it04:06 - Jack's revenue model for SpaceX08:06 - Launch and Starlink09:23 - Is SpaceX privatizing launch or is there less demand?12:07 - Starlink's current revenue runway trajectory14:31 - 2026 projects and potential growth pains16:41 - Starlink constraints19:00 - US vs international customers19:53 - Starlink terminal sales21:10 - What is currently under appreciated about Starlink's verticals?22:52 - Starlink Light24:34 - Competition from GEO broadband providers33:07 - Starship34:45 - When will Starlink launch their first commercial, non Starlink payloads38:22 - 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/JackKuhrMo's socials — https://x.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition'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.comTectonic: www.tectonicdefense.comIgnition: www.ignition-news.com

In this episode of SpaceTime, we explore new insights into the origins of Earth's water, groundbreaking discoveries beneath the surface of Jupiter's volcanic moon Io, and how tectonic plate movements may have influenced Earth's climate throughout history.New Clues on Earth's Water OriginsA recent study published in the Proceedings of the National Academy of Sciences reveals that asteroid and comet impacts could only account for a small fraction of Earth's water supply. By analyzing oxygen isotopes in lunar regolith collected during the Apollo missions, researchers found that the early Earth likely retained little to no water during its formative years. This challenges long-held beliefs and suggests that the majority of Earth's water must have originated from other sources, rather than being delivered by celestial bodies.Unprecedented Volcanic Activity on IoNASA's Juno spacecraft has captured remarkable data on Io, the most volcanically active body in our solar system. Observations from a December flyby revealed the most energetic eruption ever detected on Io, affecting a vast area of 65,000 square kilometers. The findings indicate that interconnected magma reservoirs beneath Io's surface are responsible for this extraordinary volcanic activity, providing new insights into the moon's geological dynamics and evolution.Tectonic Plates and Earth's ClimateA new study suggests that carbon released from shifting tectonic plates may have played a significant role in Earth's climatic transitions, rather than volcanic activity as previously thought. Researchers reconstructed carbon movements over the last 540 million years, providing evidence that carbon emissions from mid-ocean ridges were the primary drivers of climate shifts between ice ages and warmer periods. This research reshapes our understanding of past climate dynamics and offers valuable insights for future climate models.www.spacetimewithstuartgary.com✍️ Episode ReferencesProceedings of the National Academy of SciencesJournal of Geophysical Research PlanetsCommunications Earth and EnvironmentBecome a supporter of this podcast: https://www.spreaker.com/podcast/spacetime-your-guide-to-space-astronomy--2458531/support.

For episode 672 of the BlockHash Podcast, host Brandon Zemp is joined by Michael Berman, Co-CEO of Tectonic Labs. Michael Berman is co-CEO of Tectonic Labs, where he drives operations and go-to-market strategy for the company's post-quantum cryptography solutions. With nearly two decades in enterprise software and SaaS, he specializes in building repeatable revenue engines, sharpening operational execution, and translating deep technical products into compelling commercial outcomes. Berman was an early team member at Eventbrite, where he scaled sales through the company's high-growth phase leading to its IPO. He later led strategic accounts at Salesforce, managing enterprise relationships and supporting expansion initiatives. He's also a serial entrepreneur with two successful exits, including the sale of a venture-backed company to a publicly traded acquirer. A graduate of the University of Colorado Boulder's Leeds School of Business, Berman is recognized for operational rigor, M&A execution, and scaling growth in regulated, security-critical markets.

Apple (AAPL) "executed well enough," says David Nicholson, "and that's enough." The company posted record quarterly revenue yet again but its services revenue came in-line. However, David sees a "tectonic shift" taking place with its partnership in Alphabet's (GOOGL) Google Gemini that he suggests investors not ignore. He sees Gemini insulating margins from Nvidia (NVDA). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A Trailer of TECTONIC proportions previewing an America's Next Top Model Documentary dominates The Pre-Fixe this week, while the door to Britney entering a recording studio creaks open, and The Peltz-Beckham drama continues to escalate on social media. Then, co-host of The List Quincie Zari joins to fix Dominick's nemesis Rita Ora, pulling her off the Untouchables list! They discuss the song with Iggy Azalea, her many tv gigs, her relationship with Taika Waititi, and much more!You can find Quincie at @quinciezari and find her podcast The List here!You can find Dom at dommentary.com.You can find Chris at @thechrisderosa.Follow the show at @fixingfamouspeople and on YouTube.Subscribe to the Patreon Fixing Bonus People here.You can GIFT the Patreon to someone here.And listen to FREE Examples of the Patreon Bonus Content here!Or Subscribe to A La Carte Episodes in the Apple Podcast App.Pre-Fixe Ends Around 54:45.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 meansWhy signals intelligence is uniquely tied to human activity and intentHow Hawkeye's multi-satellite architecture enables precise geolocation at scaleWhat it takes to detect dark vessels, GPS jamming, and spoofing in near real timeWhy RF data, software, and proprietary signal libraries form a durable competitive moatHow commercial SIGINT is becoming core infrastructure for governments globally• Chapters •00:00 - Intro00:58 - What makes Hawkeye 360's satellites so special?02:45 - Why is having RF capability important today04:51 - 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 detect13:46 - Satellites in a trio formation17:21 - Fingerprinting points of interest18:14 - What can Hawkeye 360 track?21:33 - GPS jamming and spoofing22:19 - How John got into this business24:37 - Market size for RF capability28:00 - Data licenses30:56 - Next steps for Hawkeye's revisit rate32:33 - China's capabilities33:17 - Why did Hawkeye 360 acquire Innovative Signal Analysis (ISA)?34:28 - Buy vs build36:43 - John's stance on datacenters in space37:55 - Investor confidence around Hawkeye39:50 - The impact of SpaceX going public42:02 - 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/hawkeye360Mo's socials — https://x.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition'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.comTectonic: www.tectonicdefense.comIgnition: www.ignition-news.com

Special Guest: Jason Clark   Welcome to Podcast Profits Unleashed, the go-to podcast for coaches and consultants who want to grow their business using podcasting—whether as a guest or a host. I'm your host, Karen Roberts, and in this insightful episode, I'm joined by Jason Clark, Chief Marketing Officer of Tectonic and a seasoned brand strategist.   If your brand feels scattered, or if your business is growing faster than your messaging can handle, this episode will help you get back on track with clarity, structure, and strategy.  

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 computeWhy space-based data centers may be economically inevitable, not optionalWhat Starcloud proved by running an H100 GPU in orbitHow launch costs, watts-per-kilogram, and chip longevity define the real economicsThe national security implications of who controls future compute capacity • Chapters •00:00 - Intro00:50 - The issue with data centers02:20 - Explosion of the data center debates04:58 - Philip's 5GW data center rendering and early conceptions of data centers in space at YC08:16 - Proving people wrong11:17 - The team at Starcloud today12:29 - Competing against SpaceX's data center14:42 - Sam Altman's beef with Starlink16:52 - Economics of Orbital vs Terrestrial Data Centers by Andrew McCallip21:33 - Where are we putting these things?23:50 - Latency in space25:59 - Political side of building data centers28:36 - Starcloud 130:16 - Space based processors30:51 - Shakespeare in space32:00 - Hardening an Nvidia H100 against radiation and making chips in space economical34:43 - Cooling systems in space36:01 - How Starcloud is thinking about replacing failed GPUs38:46 - The mission for Starcloud 240:05 - Competitors outside of SpaceX40:49 - Getting to economical launch costs44:35 - 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/PhilipJohnstonMo's socials — https://x.com/itsmoislamPayload's socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspaceIgnition'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.comTectonic: www.tectonicdefense.comIgnition: www.ignition-news.com

PREVIEW FOR LATER TODAY Guest: Jonathan Schanzer. Schanzer compares the current unrest in Iran to the tectonic shift of the Soviet Union's collapse. He questions the lack of media coverage despite evidence of massacres and body bags, attributing the relative dearth of images to the regime's active jamming of Starlink and the internet across the region.1900 RUSSIANS IN TABRIZ

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM - 2025 brought geopolitical, economic and cultural changes. Will 2026 reap the rewards, or we will face our demons? - Ukraine Russia peace in limbo - Saudi Arabia & UAE in a proxy war - Iran citizens protest