Mo Islam
@itsmoislam • 5,515 subscribers
CEO of Arkaea Media Group (@payloadspace, @tectonicdefense, @decodingbio, @ignitionuclear)
Videos
China's drone manufacturing capability "I think today China's easily at 100 million drones a year. I mean, they're supplying most of the components to Ukraine and Russia and both sides are gonna use about 7 million FPV's this year. America is in the hundreds of thousands and there is no company that will domestically build 100,000 drones this year. Neros is trying to get close. We'll be over 100,000 run rate by the end of the year. We have to have production capacity in the millions, tens of millions for credible deterrence, but we also want to solve the problems smarter." Soren Monroe-Anderson, CEO of Neros Technologies
Mo Islam91,491 просмотров • 16 дней назад
Full interview with Shaun Maguire of Sequoia Capital on SpaceX IPO. "Orbital compute will be the lowest cost provider of inference compute by at least a factor of three over large scale terrestrial compute. As we've learned in any commodity industry, if you're the lowest cost provider, you are going to crush." We discuss: - the growth trajectory and why retail will likely understand this company better than Wall Street does. - Starship and why it's more technically derisked than the public realizes - orbital compute, an inevitability - thermal engineering advantages - his view on why meaningful launch competition is at least a decade away - why Starlink and direct-to-cell will make SpaceX the world's lowest-cost broadband and mobile provider 👇
Mo Islam229,096 просмотров • 1 месяц назад
.Bridgit Mendler on the founding thesis of Northwood. "We really were recognizing the same problem, that networking for the space economy is really what drives its value. And there's a significant bottleneck, and that bottleneck actually is not in space. It's actually on Earth. The way that you actually solve that networking problem for space is through introducing a model that gets you to the scale that you need, not just for one individual company or a mission, but for the industry overall." Full "Valley of Depth" episode in comments 👇
Mo Islam135,158 просмотров • 1 месяц назад
Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."
Mo Islam57,215 просмотров • 19 дней назад
.Northwood recently announced Prism, a new satellite ground antenna to significantly increase its ground station network capacity. Bridgit Mendler: "Today, what that looks like is addressing the use cases of today. That's something we fundamentally believe in — let's start with the users that are here now that have capacity shortages. So we start out in frequency bands like S, X and Ka. Over the next two years, we're going to be driving to 100 Gbps on that same antenna formulation. And then ultimately driving towards capacity that can kind of rival an example of an internet peering exchange."
Mo Islam68,638 просмотров • 1 месяц назад
JUST DROPPED: Valley of Depth pod w/ Jason Kim , CEO of Firefly Aerospace (Firefly Aerospace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇
Mo Islam20,042 просмотров • 1 месяц назад
ICYMI: In a major shift, the U.S. government is moving to overturn a 50-year ban on civilian supersonic flight over land, a regulation that’s defined the boundaries of commercial aviation since 1973. It’s a meaningful moment for aerospace and the backdrop for Episode #008 of "Valley of Depth" with Blake Scholl 🛫, founder and CEO of Boom Supersonic. We cover: – Why the U.S. banned supersonic flight – How Boom plans to make supersonic flight sustainable and commercially viable – The decision to build a new engine in-house – What the real economics of airline orders look like – How regulatory shifts, geopolitical dynamics, and climate pressure intersect – And why faster travel isn’t simply a luxury, it’s a necessity Blake on "Boomless Cruise," a flight mode that allows supersonic aircraft to fly over land without producing an audible sonic boom on the ground 👇
Mo Islam 🚀17,655 просмотров • 1 год назад
Chris Kemp (Chris Kemp) took Astra public in 2021 with a bold vision: low-cost rockets launching daily, bringing sovereign space access to every country on Earth. At its peak, the company was worth over $2B. Within two years, that valuation collapsed by 99%. Valley of Depth EP 011 brings Chris back on the show to go inside one of the most dramatic flameouts and attempted comebacks in the commercial space era. We discuss: – Why Astra’s SPAC-era promises didn’t survive contact with reality – What really went wrong with Rocket 3 and how much of that falls on Kemp – The decision to take the company private and buy it back for pennies on the dollar – How Astra raised $80M, and its attempt to raise another $100M+ – The quiet traction of its satellite propulsion business – Rocket 4, and whether this time is actually different – How Astra is being repositioned as a mobile, defense-aligned launch platform Full episode in comments 👇
Mo Islam12,566 просмотров • 1 год назад
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