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The Pod

Valley of Depth is a podcast about the technologies that matter – and the people building them.

LIVE: Space & Defense Update at the NYSE | July 24, 2026

LIVE: Space & Defense Update at the NYSE | July 24, 2026

This month, Mo and Jack host a live Space & Defense Update from the NYSE, featuring leading investors and executives: • Erik Kriessmann, Partner at Altimeter Capital • Zach Shore,…

1 hr 29 min
The Reactor Renaissance, with Jordan Bramble (CEO of Antares)

The Reactor Renaissance, with Jordan Bramble (CEO of Antares)

Antares just closed a massive $470M Series C, was welcomed to the Oval Office by President Trump to celebrate becoming the first startup to achieve reactor criticality under the Department…

46 min
The Spacecraft Factory, with Ian Cinnamon (CEO of Apex)

The Spacecraft Factory, with Ian Cinnamon (CEO of Apex)

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…

54 min
Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)

Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)

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…

1 hr 1 min
Fighter Jets in Space, with Eric Romo (President & COO of Impulse)

Fighter Jets in Space, with Eric Romo (President & COO of Impulse)

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:…

1 hr 18 min
The Global Ground Layer, with Bridgit Mendler (CEO of Northwood)

The Global Ground Layer, with Bridgit Mendler (CEO of Northwood)

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…

50 min
SpaceX’s $1.75T IPO (LIVE from NYSE)

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…

1 hr 32 min
The OG Defense Check, with Ross Fubini (Managing Partner of XYZ VC)

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…

47 min
A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)

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…

1 hr 14 min
Space & Defense Market Update – May 2026 (LIVE from NYSE)

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 /…

1 hr 20 min
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