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The Pod

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

NYSE | Varda’s $251M Raise, Firestorm’s Battlefield Factories, and Bedrock’s Ocean Robots

NYSE | Varda’s $251M Raise, Firestorm’s Battlefield Factories, and Bedrock’s Ocean Robots

How do you test hypersonics from orbit, build drones at the front lines, and map the seafloor with robots?The Space & Defense Update is LIVE from the New York Stock…

1 hr 27 min
The Stoke Space Factory Tour with CEO Andy Lapsa

The Stoke Space Factory Tour with CEO Andy Lapsa

Stoke Space’s approach to full reuse is easiest to understand when you can actually see the hardware. During an exclusive post-Series E tour of the company’s 168,000-square-foot headquarters outside Seattle,…

36 min
The Stoke Space Factory Tour with CEO Andy Lapsa

The Stoke Space Factory Tour with CEO Andy Lapsa

Stoke Space’s approach to full reuse is easiest to understand when you can actually see the hardware. During an exclusive post-Series E tour of the company’s 168,000-square-foot headquarters outside Seattle,…

41 min
Launch is Not Solved Yet, with Andy Lapsa (CEO, Stoke Space)

Launch is Not Solved Yet, with Andy Lapsa (CEO, Stoke Space)

Stoke Space was founded around a simple but radical belief: launch is not solved until rockets are fully and rapidly reusable. That thesis is now getting much bigger. Stoke has…

1 hr 10 min
The Flying Supply Chain, with Isaac Roberts (CSO of Skyways)

The Flying Supply Chain, with Isaac Roberts (CSO of Skyways)

Skyways has spent nearly a decade working on a problem most of the drone industry largely ignored: logistics. While billions poured into drones built to see targets or strike them,…

57 min
The Flying Supply Chain, with Isaac Roberts (CSO of Skyways)

The Flying Supply Chain, with Isaac Roberts (CSO of Skyways)

Skyways has spent nearly a decade working on a problem most of the drone industry largely ignored: logistics. While billions poured into drones built to see targets or strike them,…

57 min
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
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