Valley of Depth

This week on Pathfinder, we’re joined by Jack Kuhr, Research Director at Payload, for a deep dive into one of the most closely watched companies in the space industry—SpaceX. We break down Payload’s latest analysis of SpaceX’s revenue, exploring how the company’s launch business and Starlink network are shaping its financial trajectory. With our estimate of SpaceX’s 2024 revenue at $13.1 billion,...

This week on Pathfinder, we’re joined by Matt Weinzierl, Chair of the MBA Program and Professor at Harvard Business School, and Brendan Rosseau, a member of the strategy team for launch at Blue Origin. Together, they’ve co-authored Space to Grow: Unlocking the Final Economic Frontier, a new book exploring the history, key players, and economic forces driving the momentum behind the space industry....

This week on Pathfinder, we’re joined by Jeremiah Pate, founder and CEO of Lunasonde, a company pioneering subsurface imaging from space. Lunasonde is developing technology to map the Earth’s underground, leveraging low-frequency synthetic aperture radar (SAR) to identify critical minerals and resources. With two satellites launched and the first full-tech satellite in their constellation set to l...

This week on Pathfinder, we’re joined by Awais Ahmed, founder and CEO of Pixxel, a company focused on developing hyperspectral imaging technology from space. Pixxel is developing the world’s first commercial hyperspectral satellite constellation, aiming to provide detailed insights into critical industries like agriculture, energy, and defense. With the recent launch of three Firefly satellites—th...

This week on Pathfinder, we welcome Adam Draper, founder and managing director of Boost VC, an early-stage venture capital firm based in San Mateo, CA, specializing in pre-seed deals in deep tech, including space. Boost VC’s track record includes early investments in space companies such as Varda, Starfish Space, and K2 Space. This episode explores the philosophy and strategy behind the firm’s app...

This week on Pathfinder, we’re ready to kick off 2025 with our first episode back from a brief holiday hiatus. Joining us is Stefan Powell, co-founder and CEO of Dawn Aerospace—a company focused on building scalable, sustainable space transportation solutions. After cutting their teeth with an in-space propulsion business, Dawn is now pushing the boundaries with Aurora, a rocket-powered plane that...

Quick PSA: This is our final Pathfinder episode of 2024! We’re so grateful for your support and can’t wait to bring you more content and a new format next year. Stay tuned! In our third and final episode of our special three-part Pathfinder series on lunar architecture—brought to you by our partners at Lockheed Martin—we’re focusing on how nuclear-enabled technologies will power and propel a susta...

In the second episode of our special three-part Pathfinder series on lunar architecture—brought to you by our partners at Lockheed Martin—we’re zooming in on the technologies and design principles that will help establish a sustainable, long-term presence on the Moon and pave the way for future missions to Mars. Joining us are Christie Iacomini, who manages Lockheed Martin’s lunar infrastructure t...

This week on Pathfinder , we’re excited to bring you a special one-off episode, made possible by Astroscale U.S., the Denver-based subsidiary of Astroscale, a global provider of on-orbit servicing solutions. This episode dives into the DoD’s push to integrate commercial in-space servicing, assembly, and manufacturing (ISAM) capabilities to enhance flexibility, resilience, and sustainability in mil...

This week on Pathfinder, we’re kicking off a special three-part series on lunar architecture, brought to you by our friends at Lockheed Martin. To kick off the series, we’re exploring the future of lunar architecture more broadly with Rob Chambers, Director of Strategy for Human Space Exploration at Lockheed Martin, and Alex MacDonald, Chief Economist at NASA.  In this episode, Alex and Rob share...

This week on Pathfinder, we are joined by Chris Morales, Partner at Point72 Ventures, for a discussion on venture capital’s role in shaping the space and defense technology landscape.  In this episode, Chris provides a detailed overview of Point72 Ventures’ strategic approach to investing, drawing on his background as a former naval officer and his experience in venture capital. The conversation c...

This week on Pathfinder, we’re excited to welcome the one and only Peter Beck, founder and CEO of Rocket Lab. Rocket Lab continues to solidify its position as a leading end-to-end space company, offering launch services, spacecraft platforms, and in-house satellite manufacturing. In light of Rocket Lab’s Q3 earnings report, which saw a 55% year-over-year revenue increase and a growing backlog of o...

This week on Pathfinder, we explore the world of satellite deployment and launch services with Robert Sproles, CEO of Exolaunch. Exolaunch is a leader in satellite integration, offering launch services and deployment solutions for commercial and government clients. We explore how Exolaunch has built a cashflow-positive business with a remarkable track record of reliability, all without external fu...

This week on Pathfinder, we explore the future of 3D metal printing and manufacturing with Erik Palitsch and TJ Ronacher, co-founders of Freeform, a pioneering startup aiming to redefine industrial-scale additive manufacturing. Both SpaceX alumni, Erik and TJ share their journeys from leading projects on the Merlin and Raptor engines to co-founding Freeform, where they’re using high-power lasers a...

In this week’s pod, we dive into the world of space-based solar power with Baiju Bhatt, co-founder of Robinhood and now founder of Aetherflux, a new startup aiming to change how we think about energy from space. Baiju takes us on his personal journey from building a public company to tackling one of the most ambitious ideas in the space industry. Drawing on a lifelong passion for space—rooted in h...

In this week’s Pathfinder pod, we bring in Karthik Gollapudi, CEO, and Austin Spiegel, CTO, of Sift, as they dive into the company's mission to build software tools for complex machines, with a focus on telemetry solutions. Sift’s platform enables end-to-end data ingestion, real-time analysis, and visualization, helping companies streamline the testing and operation of intricate hardware systems,...

In this week’s Pathfinder pod, Chiara Manfletti, CEO of Neuraspace and former President of the Portuguese National Space Agency, discusses the growing importance of space situational awareness (SSA) and space traffic management. Neuraspace is a Portuguese startup that is developing a software platform that provides satellite operators with risk assessments, maneuvering advice, and insights on spac...

The cost to build a mass scale propellant production system on the Moon? Much less than $100M according to Starpath cofounder and CEO Saurav Shroff. The LA-based startup is developing the infrastructure for lunar resource extraction—including a power plant, a fleet of rovers, and a processing plant. In this episode, Saurav breaks down Starpath's approach to off-planet fuel production and how it ca...

This week on Pathfinder, we sit down with Lindsay Kaldon, NASA’s Fission Surface Power Project Manager, to explore NASA's plans for deploying small nuclear reactors on the Moon and Mars as part of the Artemis missions. Before her current role at NASA, Lindsay spent over a decade in the DoD, where she worked as an Air Force officer specializing in electronic warfare, keeping pilots safe at extreme...

This week on Pathfinder, we welcome back Matt Gialich, cofounder and CEO of AstroForge, to discuss the company’s plans to mine platinum group metals from near-Earth asteroids and its recent Series A funding .  In this episode, Matt provides updates on AstroForge’s upcoming missions, the challenges of developing a cost-effective method for extracting and refining space resources, and how the compan...

This week’s Pathfinder pod features Brian D’Erario, the man who keeps the lights on at Payload as the Director of Client Partnerships. Brian’s role is to bring in all the revenue that makes everything at Payload possible (no pressure, Brian!).  With experience working with over 97 partners, Brian has been instrumental in shaping Payload's approach to brand awareness and lead generation. Brian shar...

This week’s Pathfinder pod features Tony Frazier, LeoLab’s newly appointed CEO, to discuss the critical role the company plays in building a living map of orbital activity for space operations. With over $120M of private capital raised, LeoLabs has continued to expand its global network of ground-based radars, currently cataloging over 22,000 objects in LEO. Tony shares his journey from a 13-year...

This week on Pathfinder, we welcome back Andy Lapsa, cofounder and CEO of Stoke Space. Stoke has made remarkable strides since Andy's last appearance on the show two years ago. They've grown to over 140 employees and developed innovative full-flow staged combustion cycle engines and reusable upper-stage prototypes. Andy shares his insights on the challenges and progress in creating fully reusable...

This week's Pathfinder features Colin Doughan, CEO of Gravitics, a Seattle-based startup that specializes in the development of modular space infrastructure to support the expansion of stations and orbital platforms. Their primary product is the StarMax module, which can be customized in various sizes to accommodate different launch vehicles and mission requirements. Colin shares his journey into...

This week's Pathfinder guest is Tina Ghataore, Chief Strategy and Revenue Officer at Aerospacelab as well as CEO of Aerospacelab N.A. With a background in aerospace engineering and extensive experience in business development and strategy, Tina has been instrumental in taking products and services to market in both large and small companies. Aerospacelab is a Belgium-based company specializing in...