Eye of the Dragon

Balerion Principal Emerson Garnett sits down with TransAstra Founder & CEO Joel Sercel to discuss orbital logistics, asteroid mining, and building the cislunar supply chain. 00:00 Welcome & introductions Emerson introduces Joel Sercel and frames TransAstra as a foundational company for the emerging cislunar economy. 01:00 Joel Sercel’s background & founding TransAstra Joel shares his background in...

Balerion Principal Emerson Garnett sits down with Space Solar Co-CEOs Sam Adlen and Martin Soltau to discuss space-based solar power, wireless energy beaming, and scalable baseload energy from orbit. 00:00 Welcome & introductions Emerson opens the webinar and introduces the Space Solar leadership team and the promise of space-based solar power. 01:00 Why space-based solar, why now Sam explains how...

Balerion Senior Associate Aidan Daoussis sits down with nTop Founder & CEO Bradley Rothenberg to discuss AI-native design, geometry-first engineering, and accelerating advanced manufacturing. 00:00 – Welcome & introductions Aidan introduces Bradley Rothenberg and frames nTop as a response to growing complexity and slowing design cycles in aerospace and manufacturing. 01:00 – The engineering bottle...

Balerion Senior Associate Aidan Daoussis sits down with Longshot Founder & CEO Mike Grace to discuss kinetic launch, radically lower launch costs, and reinventing access to orbit. 00:00 – Welcome & introductions Aidan introduces Mike Grace and Longshot, setting the stage for a discussion on fundamentally rethinking space launch economics. 01:30 – Mike Grace’s background & Longshot’s origin Mike tr...

Viruses in Orbit, Missiles on Earth In this Dragonfire episode, we connect five signals shaping the 2026 space and defense landscape: how microgravity is rewiring virus–bacteria evolution on the ISS, the Department of War’s new $1B direct-to-supplier push, Intuitive Machines’ acquisition of Lanteris Space Systems, Turion Space’s purchase of Tychee Research Group, and Lockheed’s move to triple inte...

Balerion Senior Associate Aidan Daoussis sits down with LiveEO Co-Founder & CEO Sven Przywarra to discuss AI-driven earth observation and global infrastructure monitoring. 00:00 – Welcome & introductions Aidan introduces Sven Przywarra and LiveEO, framing the discussion around earth observation as critical infrastructure intelligence rather than raw imagery. 01:00 – What LiveEO does (clear differe...

Balerion Senior Associate Aidan Daoussis sits down with TriMagnetix COO Pranav Jain and CSO Lucas Hahn to discuss nano-magnetic logic and a new paradigm for data processing beyond traditional semiconductors. 00:00 – Welcome & introductions Aidan introduces Pranav Jain and Lucas Hahn and frames the conversation around the limits of CMOS scaling and the search for post-semiconductor computing archit...

Super-Heavy Rockets, Golden Fleet & Private Hubble: Dragonfire Breaks Down America’s New Hard Power The U.S. is quietly rewiring how it projects power in space and at sea, with private industry in the critical path. In this Dragonfire episode, we cover: * Space Force’s West Coast super-heavy push – Why Vandenberg’s proposed SLC‑14 pad could become the first dedicated super‑heavy launch complex on...

Starship V3 Stacked, Sierra Nails SDA Milestone In this Dragonfire episode, the new Starship Version 3 is stacked for Flight 12, Sierra Space proves it can build missile‑tracking satellites ahead of schedule, Israel launches a national “Access to Space” lab, and Space Systems Command starts shopping for commercial environmental monitoring data. Here’s what’s inside:Starship Flight 12: Super Heavy...

Balerion Senior Associate Aidan Daoussis sits down with Orbital Composites Co-Founder & CEO Amolak Badesha to discuss autonomous factories, advanced composites, and scaling defense, space, and energy production. 00:00 Welcome & introductions Aidan opens the session and introduces Amolak Badesha and Orbital Composites, framing manufacturing as a core bottleneck in defense, space, and energy. 01:00...

Balerion Senior Associate Aidan Daoussis sits down with The Spaceport Company Founder & CEO Tom Marotta to discuss mobile offshore spaceports and scaling global launch infrastructure. 00:00 – Welcome & context Aidan opens the discussion and introduces Tom Marotta and The Spaceport Company, framing the conversation around launch congestion and infrastructure bottlenecks. 01:00 Tom Marotta’s backgro...

Rocketdyne Returns, NASA’s Budget, 2026 Moon Rush & Starlink Orbit Shift In this Dragonfire episode, we break down the biggest space stories shaping 2026: * L3Harris sells a 60% stake in its space propulsion unit to AE Industrial Partners in an $845 million deal, with plans to revive the iconic Rocketdyne brand for engines, electric propulsion, and nuclear power concepts. * ​NASA’s 2026 budget lan...

Balerion Senior Associate Aidan Daoussis sits down with Phantom Space CEO Jim Cantrell to discuss responsive launch, orbital data centers, and the infrastructure layer of the space economy. 00:00 - Welcome & New Year context Aidan opens the webinar, welcomes Jim Cantrell, and frames the discussion around infrastructure as the next phase of the space economy. 01:30 - Jim Cantrell’s background & Pha...

Balerion Senior Associate Aidan Daoussis sits down with Darkocean Co-Founder & CEO Anupam Thakur to discuss autonomous maritime surveying and AI-driven geo-intelligence. 00:00 - Introduction & Context Welcome and New Year kickoff. Introduction to Anupam Thakur, Darkocean, and the company’s focus on maritime surveying, geo-intelligence, and AI-enabled subsurface mapping. 01:25 - What Darkocean Actu...

Dcubed Founder and CEO, Thomas Sinn, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of in-space manufacturing and scalable power infrastructure. 00:00 – 01:30 Welcome & introductions Aidan introduces Thomas Sinn, Founder and CEO of Dcubed, and frames the discussion around post-launch infrastructure—what happens after a spacecraft reaches orbit. 01:30 – 03:00 Explaini...

EarthGrid Founder and CEO, Troy Helming, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss plasma-based tunneling and large-sclae underground infrastructure. 00:00 – 01:30 Welcome & introductions Aidan introduces Troy Helming, Founder and CEO of EarthGrid, and frames the conversation around revolutionary underground infrastructure using plasma tunneling technology. 01:30 – 03:00...

Balerion Advisor, Doug McAdams, sits down with Balerion General Partner, Phil Scully, to discuss the implications of a SpaceX IPO, Starship, and data centers in space. See Balerion’s recent related report on SpaceX by Aidan Daoussis. 00:00 – 01:30 Welcome & framing the discussion Doug introduces the webinar topic and Phil Scully, setting the stage around recent SpaceX IPO speculation and why Space...

Metakosmos CEO and CTO, Kiriti Rambhatla, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the future of human performance and safety in space and extreme terrestrial environments. 00:00 – 01:30 Welcome & introductions Aidan introduces Kiriti Rambhatla, CEO and CTO of Metakosmos, framing the discussion around next-generation spacesuits, human safety, and extreme-environment sys...

LambdaVision CEO, Nicole Wagner, sits down with Balerion Advisor, Doug McAdams, to discuss the rise of an innovative artificial retina manufactured in microgravity. 00:00 Welcome & Introductions Doug introduces Nicole Wagner and LambdaVision; overview of the webinar’s focus on biotech as an emerging space-economy application. 01:00 Nicole Wagner’s Background & Origins of LambdaVision PhD in molecu...

Fortius Metals CEO, Jeph Ruppert, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of large-format metal additive manufacturing and next-generation alloys. 00:00 – 01:00 Welcome & introductions Aidan opens the webinar and introduces Jeph Ruppert, CEO of Fortius Metals, framing the conversation around next-generation alloys, large-format metal additive manufacturing, an...

Balerion General Partner, Dan Wallman, sits down with Balerion Advisor, Doug McAdams, to discuss advanced manufacturing and the rebuilding of America’s industrial base. Balerion’s most recent report on advanced manufacturing, Forging Ahead , structures the discussion. 00:00 – 01:00 — Welcome and context Dan Wallman introduces the webinar and Doug McAdams, framing the discussion around Balerion’s n...

Esper Satellite Imagery Co-Founder and CEO, Shoaib Iqbal, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of hyperspectral Earth observation. 00:00 – 01:55 — Welcome & introductions Aidan introduces Esper Satellite Imagery and CEO Shoaib Iqbal, framing the discussion around hyperspectral imaging and chemical-level Earth observation. 01:55 – 04:30 — What Esper does: ch...

Starpath Co-Founder and CEO, Saurav Shroff, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of in-situ propellant production and funding with solar. 00:00 – 01:00 — Welcome & introductions Aidan introduces Starpath and CEO Saurav Shroff, framing the conversation around what it truly takes to make humanity a multi-planetary species. 01:00 – 04:45 — What Starpath is bui...

Overview Energy Founder and CEO, Marc Berte, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of space-based solar and the future of global power distribution. 00:00 – 01:30 — Welcome & introduction Aidan opens the webinar, introduces Overview Energy and CEO Marc Berte, and frames the conversation around space solar energy as an underappreciated but potentially transfo...

AgniKul Co-Founder and CEO, Srinath Ravichandran, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of 3D-printed small launch vehicles and India’s new private space age. * 00:00 – 01:30 — Welcome & introduction. Aidan opens the webinar, introduces Agnikul as an Indian space tech company building highly configurable small-lift rockets with a single-piece 3D-printed engi...