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The Pod

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

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 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
The Flight Automation Era, with Mark Groden (CEO of Skyryse)

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…

55 min
ARKAEA x NYSE Space & Defense March Update

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…

54 min
Autonomy at the Edge, with Scott Sanders (CGO of Forterra)

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.…

56 min
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