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Recent Episodes
SpaceX's $1.75T IPO (LIVE from NYSE)
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…
The OG Defense Check, with Ross Fubini (Managing Partner of XYZ VC)
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…
A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)
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,…
Space & Defense Market Update - May 2026 (LIVE from NYSE)
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 /…
The Speed Advantage, with Zach Shore (CEO of Hermeus)
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…
The New Ground Truth, with Dan Smoot (CEO of Vantor)
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…
Space & Defense Market Update - April 2026 (LIVE from NYSE)
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…
The Flight Automation Era, with Mark Groden (CEO of Skyryse)
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…
ARKAEA x NYSE Space & Defense March Update
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…
Autonomy at the Edge, with Scott Sanders (CGO of Forterra)
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…
The Early Innings, with Mark Boggett (CEO of Seraphim)
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…
Networks in Motion, with Brian Barritt (CTO of Aalyria)
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…
Thermal Breakthrough, with David Tearse (CEO of Karman Industries)
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…
SpaceX Road to IPO, with Jack Kuhr (Research Director of Payload Pro)
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…
Future of Signal Intelligence (LIVE @ NYSE), with John Serafini (CEO of Hawkeye 360)
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…
Data Center Debate, with Philip Johnston (CEO of Starcloud)
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…
Sovereignty in Orbit, with Hamdullah Mohib (CEO of Orbitworks)
As more nations realize that space is no longer just a scientific domain but a foundation of economic power and national security, a new question is emerging: who will actually build the…
Grid From Above, with Marc Berte (CEO of Overview Energy)
We're back to kick off 2026!While the world debates how to power the next era of compute, data centers, and industrial growth, Overview Energy is betting the answer is above us. The company is…
The Maneuver Gap, with Kerry Wisnosky (CEO of Quantum Space)
Kerry Wisnosky believes the future of space power will be decided by maneuverability. As satellites remain largely static, Quantum Space is building the infrastructure to move, persist, and operate…
Building Golden Dome, with Lt Gen (Ret) Nahom & Mike Dickey (Elara Nova)
Lt. Gen. (Ret.) David “Abu” Nahom spent decades defending the American homeland, from commanding Alaska Command and the 11th Air Force to shaping Air Force budgets and strategy as the A8. Mike Dickey…
Frequently Asked Questions
Valley of Depth has published 173 episodes since May 2022, covering topics in Business, Investing.
Valley of Depth is currently highly active with new episodes weekly. Average episode length is 54m.
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