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PODCAST

Valley of Depth

Payload | Ignition | Tectonic

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

business investing

All Episodes

00:57:23

Engineered for Impact, with Christian Garcia (Partner...

Valley of Depth ·

2025/05/07

This week on Valley of Depth, we’re joined by Christian Garcia, Partner at Breakthrough Energy Ventures — the Bill Gates-backed climate fund investing in bold technologies to accelerate the energy transition across every sector of the economy. With portfolio companies tackling everything from geologic hydrogen to reusable rockets, BEV is redefining what it means to scale climate impact through hard tech. In this conversation, Christian shares how BEV thinks about breakthrough innovation, what makes

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01:09:33

Breakthrough Orbital Platforms, with Tej Bhatia (CEO...

Valley of Depth ·

2025/04/30

This week on Valley of Depth, we’re joined by Tej Bhatia, the newly appointed CEO of Axiom Space — a company building one of the first commercial space stations and leading private human spaceflight missions to low Earth orbit. The company is gearing up for Ax-4, Axiom’s fourth mission to the ISS, which will fly astronauts from Poland, Hungary, and India under the command of Axiom astronaut Peggy Whitson. In his first interview (and podcast) as CEO, Tej shares what the leadership transition means

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00:56:14

Hypersonic Power Play, with Bryon Hargis (CEO of...

Valley of Depth ·

2025/04/24

We’re excited to launch Valley of Depth, our new podcast taking the place of our beloved (formerly known as) Pathfinder (RIP) podcast. Valley of Depth is about the technologies that matter—and the people building them. 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. In our inaugural episode, EP

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00:57:43

Beyond the Brief, with Ed Fyfe (Founder of Ed Fyfe...

Valley of Depth ·

2025/02/18

This week on Pathfinder, we’re joined by Ed Fyfe, founder of Ed Fyfe Design, a creative studio focused on branding and visual identity for space and hardware companies. With a background in agency work and a passion for the space industry, Ed has built a reputation for helping companies craft compelling brand identities that stand out in a crowded market.In this episode, we explore the role of branding and design in the space industry and why it’s more than just a logo—it’s a strategic asset. We

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00:43:22

Inside SpaceX's Revenue, with Jack Kuhr (Research...

Valley of Depth ·

2025/02/11

This week on Pathfinder, we’re joined by Jack Kuhr, Research Director at Payload, for a deep dive into one of the most closely watched companies in the space industry—SpaceX. We break down Payload’s latest analysis of SpaceX’s revenue, exploring how the company’s launch business and Starlink network are shaping its financial trajectory.With our estimate of SpaceX’s 2024 revenue at $13.1 billion, this episode unpacks the numbers, key growth drivers, and what’s next. We also discuss:How Payload builds

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01:02:32

Space to Grow, with Matt Weinzierl and Brendan Rosseau

Valley of Depth ·

2025/02/05

This week on Pathfinder, we’re joined by Matt Weinzierl, Chair of the MBA Program and Professor at Harvard Business School, and Brendan Rosseau, a member of the strategy team for launch at Blue Origin. Together, they’ve co-authored Space to Grow: Unlocking the Final Economic Frontier, a new book exploring the history, key players, and economic forces driving the momentum behind the space industry.We discuss:The evolution of space economics and how government-private sector dynamics are changingThe

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00:43:37

Subsurface Vision, with Jeremiah Pate (CEO of Lunasonde)

Valley of Depth ·

2025/01/28

This week on Pathfinder, we’re joined by Jeremiah Pate, founder and CEO of Lunasonde, a company pioneering subsurface imaging from space. Lunasonde is developing technology to map the Earth’s underground, leveraging low-frequency synthetic aperture radar (SAR) to identify critical minerals and resources.With two satellites launched and the first full-tech satellite in their constellation set to launch in July, this episode dives into how Lunasonde is reshaping resource exploration. We also

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00:54:10

Spectral Revolution, with Awais Ahmed (CEO of Pixxel)

Valley of Depth ·

2025/01/21

This week on Pathfinder, we’re joined by Awais Ahmed, founder and CEO of Pixxel, a company focused on developing hyperspectral imaging technology from space. Pixxel is developing the world’s first commercial hyperspectral satellite constellation, aiming to provide detailed insights into critical industries like agriculture, energy, and defense.With the recent launch of three Firefly satellites—the first in Pixxel’s commercial fleet—this episode explores the company’s progress and vision for the

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00:57:48

First Check, with Adam Draper (Founder of Boost VC)

Valley of Depth ·

2025/01/14

This week on Pathfinder, we welcome Adam Draper, founder and managing director of Boost VC, an early-stage venture capital firm based in San Mateo, CA, specializing in pre-seed deals in deep tech, including space.Boost VC’s track record includes early investments in space companies such as Varda, Starfish Space, and K2 Space. This episode explores the philosophy and strategy behind the firm’s approach to venture capital.In addition, we discuss:Adam’s journey into VC and the Draper family legacy in

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01:00:50

Mach 1, Dawn Rises, with Stefan Powell (CEO of Dawn...

Valley of Depth ·

2025/01/07

This week on Pathfinder, we’re ready to kick off 2025 with our first episode back from a brief holiday hiatus. Joining us is Stefan Powell, co-founder and CEO of Dawn Aerospace—a company focused on building scalable, sustainable space transportation solutions. After cutting their teeth with an in-space propulsion business, Dawn is now pushing the boundaries with Aurora, a rocket-powered plane that recently breaking the sound barrier (or Mach 1).In this episode, we explore:From Student Rocket Club to

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00:52:22

Nuclear Power and Propulsion for a Lunar...

Valley of Depth ·

2024/12/17

Quick PSA: This is our final Pathfinder episode of 2024! We’re so grateful for your support and can’t wait to bring you more content and a new format next year. Stay tuned!In our third and final episode of our special three-part Pathfinder series on lunar architecture—brought to you by our partners at Lockheed Martin—we’re focusing on how nuclear-enabled technologies will power and propel a sustainable future on the Moon. This episode ties together the insights from the series and offers a vision of

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00:55:14

Commodities & Tech of a Lunar Architecture, with Tim...

Valley of Depth ·

2024/12/10

In the second episode of our special three-part Pathfinder series on lunar architecture—brought to you by our partners at Lockheed Martin—we’re zooming in on the technologies and design principles that will help establish a sustainable, long-term presence on the Moon and pave the way for future missions to Mars. Joining us are Christie Iacomini, who manages Lockheed Martin’s lunar infrastructure technology portfolio, and Tim Cichan, the company’s space exploration architect.Christie and Tim walk us

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00:58:48

ISAM in Defense Strategy, with Patsy Klein (Falcon...

Valley of Depth ·

2024/12/05

This week on Pathfinder, we’re excited to bring you a special one-off episode, made possible by Astroscale U.S., the Denver-based subsidiary of Astroscale, a global provider of on-orbit servicing solutions. This episode dives into the DoD’s push to integrate commercial in-space servicing, assembly, and manufacturing (ISAM) capabilities to enhance flexibility, resilience, and sustainability in military space operations.Joining the discussion are retired Colonel Dennis Wille, Senior Director of

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01:05:00

A Future Lunar Architecture, with Alex MacDonald...

Valley of Depth ·

2024/12/03

This week on Pathfinder, we’re kicking off a special three-part series on lunar architecture, brought to you by our friends at Lockheed Martin. To kick off the series, we’re exploring the future of lunar architecture more broadly with Rob Chambers, Director of Strategy for Human Space Exploration at Lockheed Martin, and Alex MacDonald, Chief Economist at NASA. In this episode, Alex and Rob share their perspectives on the complexities of building sustainable lunar missions and the critical

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00:48:51

From F-18s to Term Sheets, with Chris Morales...

Valley of Depth ·

2024/11/26

This week on Pathfinder, we are joined by Chris Morales, Partner at Point72 Ventures, for a discussion on venture capital’s role in shaping the space and defense technology landscape. In this episode, Chris provides a detailed overview of Point72 Ventures’ strategic approach to investing, drawing on his background as a former naval officer and his experience in venture capital. The conversation covers key trends and challenges facing the space and defense sectors, with a focus on how startups can

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00:52:54

End-to-End Space, with Peter Beck (CEO of Rocket Lab)

Valley of Depth ·

2024/11/19

This week on Pathfinder, we’re excited to welcome the one and only Peter Beck, founder and CEO of Rocket Lab. Rocket Lab continues to solidify its position as a leading end-to-end space company, offering launch services, spacecraft platforms, and in-house satellite manufacturing.In light of Rocket Lab’s Q3 earnings report, which saw a 55% year-over-year revenue increase and a growing backlog of over $1B, this episode dives deep into the company’s strategic and operational decisions driving its

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00:54:59

Direct to Deployment, with Robert Sproles (CEO of...

Valley of Depth ·

2024/11/11

This week on Pathfinder, we explore the world of satellite deployment and launch services with Robert Sproles, CEO of Exolaunch. Exolaunch is a leader in satellite integration, offering launch services and deployment solutions for commercial and government clients.We explore how Exolaunch has built a cashflow-positive business with a remarkable track record of reliability, all without external funding. In addition, we discuss:Exolaunch's founding story and its bootstrapped growth from a university

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01:02:14

The Future of Manufacturing, with Erik Palitsch & TJ...

Valley of Depth ·

2024/10/29

This week on Pathfinder, we explore the future of 3D metal printing and manufacturing with Erik Palitsch and TJ Ronacher, co-founders of Freeform, a pioneering startup aiming to redefine industrial-scale additive manufacturing. Both SpaceX alumni, Erik and TJ share their journeys from leading projects on the Merlin and Raptor engines to co-founding Freeform, where they’re using high-power lasers and real-time process control to create a new era of rapid, scalable 3D printing.We dive into how

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00:53:26

Harnessing the Sun, with Baiju Bhatt (CEO of Aetherflux)

Valley of Depth ·

2024/10/22

In this week’s pod, we dive into the world of space-based solar power with Baiju Bhatt, co-founder of Robinhood and now founder of Aetherflux, a new startup aiming to change how we think about energy from space. Baiju takes us on his personal journey from building a public company to tackling one of the most ambitious ideas in the space industry. Drawing on a lifelong passion for space—rooted in his father's work at NASA—Baiju reveals how Aetherflux plans to bring to life a 1970s sci-fi vision:

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00:49:34

Telemetry Unleashed, with Karthik & Austin (CEO & CTO...

Valley of Depth ·

2024/10/08

In this week’s Pathfinder pod, we bring in Karthik Gollapudi, CEO, and Austin Spiegel, CTO, of Sift, as they dive into the company's mission to build software tools for complex machines, with a focus on telemetry solutions. Sift’s platform enables end-to-end data ingestion, real-time analysis, and visualization, helping companies streamline the testing and operation of intricate hardware systems, such as spacecraft and rockets.Karthik and Austin share the story behind Sift’s founding and highlight

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150 results

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