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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
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
The Speed Advantage, with Zach Shore (CEO of Hermeus)

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,…

53 min
The New Ground Truth, with Dan Smoot (CEO of Vantor)

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 Valley…

55 min
Space & Defense Market Update – April 2026 (LIVE from NYSE)

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)…

1 hr 53 min
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