Madison Malone
@maddireidy • 9,114 subscribers
‘Wholesome yet badass’ interviews | Proud New Zealander
Videos
. Rocket Lab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO Peter Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - Mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: SpaceX 's Starship, Blue Origin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.
Madison Malone281,054 Aufrufe • vor 2 Monaten
Inside Rocket Lab 's Neutron test program with VP Shaun D'Mello. From a carpark conversation with Peter Beck about a next generation, medium-lift launch vehicle, to a team of about 500 building & testing flight hardware. The race for reusable rockets is underway. TIMESTAMPS 00:00 - Intro 02:32 - The first Neutron conversation 03:54 - Scaling the Neutron team: 5 to 500 05:53 - Building in public: 'The pressure is definitely on' 08:07 - Design consequences of a bigger rocket 09:40 - Inside the qualification program: Hungry Hippo fairing thermal testing 13:20 - Thrust structure: 125% max load test 15:39 - Stage 1 rebuild: 3D printing timeline 18:24 - Usability of AFP machine 19:10 - Archimedes engine update: Testing & build rate 21:31 - Avionics & flight software for debut flight 23:20 - Regulation required 24:07 - Reusability: Splashdown & stage recovery 26:25 - Flight 2 components in production 27:23 - Aircraft-like operations 30:05 - Allowance for future iterations 31:58 - Multi-planetary missions & human spaceflight 33:32 - 'This is going to be something that’s never been done before.' 34:27 - Likelihood of 2026 debut launch 35:06 - How the team is hustling
Madison Malone106,474 Aufrufe • vor 2 Monaten
Inside Anduril's Mission to Protect The Seas w/ engineering VP Shane Arnott. Full episode here on X. Shane previously led The Boeing Company 's Phantom Works autonomous air division. Now he's going all in on an unprotected domain at Anduril Industries - subsea. In this episode he explains why moving fast matters and how Anduril "gets sh*t done". Including how it develops, tests and manufactures maritime products at scale. Turns out, it's really hard. Time stamps: 00:00 - Intro 01:22 - About Anduril Industries 03:01 - Shane's experience across Primes 06:24 - Pacific threats: Australia & US defense connections 07:52 - Why seas are "mostly unprotected" 10:52 - Challenges of the subsea domain (communications, biofouling) 11:47 - Anduril's Maritime products: Surveillance & strike capabilities 14:49 - Product development: Collaborating with defense customers 16:31 - What wins wars? Arsenal v Exotic advantage 18:11 - Dual use cases for Anduril's underwater tech 20:02 - Battle testing submarines 21:19 - Supply chain challenges 24:56 - Onshoring: Patriotism > profitability 28:04 - Why moving fast matters: Ghost Shark progress 30:05 - CLASSIFIED #DontWorkAtAnduril
Madison Malone83,241 Aufrufe • vor 10 Monaten
The New Atomic Age: Inside Valar Atomics private nuclear energy effort. Full tour of the El Segundo, LA factory w/ founder Isaiah Taylor - making nuclear reactors who just raised US$19m (and is a lovely person). Stare into the core of a small modular test reactor and hear about its ultimate industrial goal to "power the world" in this ep. + exclusive access into Valar's smoking lounge. 00:00 - Intro 01:24 - Valar Atomics tour! 06:59 - Nuclear fission history & future 10:59 - Solving safety 13:10 - Uranium supply 14:12 - Stand atop the test reactor Ward Zero 17:58 - Engineering in LA (SpaceX , Anduril Industries , Raytheon , The Boeing Company ) 19:59 - Full interview with Isaiah Taylor 21:04 - The New Atomic Age (cheaper energy, deflation) 24:12 - Regulation (Ballsy move to sue the NRC) 28:20 - Isaiah's background 28:41 - Valar's mission 30:00 - Powering AI 31:59 - Hydrocarbon solution 34:55 - US$19m seed round 35:31 - Outro BUILD BABY BUILD. Edited by Jacob Hurley
Madison Malone41,419 Aufrufe • vor 1 Jahr
Laughing gas could be the future of satellite propulsion. Dawn Aerospace has built hundreds of thrusters maneuvering satellites in orbit, fueled by non-toxic propellants including nitrous oxide. ( 00:17 ) "It's a glorified barbecue igniter. You can literally cook with it if you want to." - co-founder & CEO Stefan Powell. Other companies are getting in on NOx too, including Tom Mueller's (Tom Mueller , ex-SpaceX) Impulse Space. ( 02:36 ) "He's a legend. Probably the most famous living rocket scientist alive. "The fact that he chose nitrous as the propulsion for his company to pursue is actually really great for us and great for the industry. "We're fighting against legacy technology. This is about making the new technology the standard."
Madison Malone16,427 Aufrufe • vor 4 Monaten
The Adrian Orr interview. Where we discuss: - Trust in central banks. - The erosion of purchasing power. - His definition of inflation. - Money printing. - Consumer price increases. - His thoughts on rates this year. - Bank competition. - and more. Watch the full episode here:
Madison Malone35,007 Aufrufe • vor 2 Jahren
Technology Wars, AI's Atomic Risk & Value with the legend Vinod Khosla Time stamps: 00:00 - Intro 01:15 - Interview begins 01:46 - AI's Atomic Risk 03:27 - Frontier labs: Leaders, caution & winners 04:54 - Capital incentives & economic redistribution 06:25 - Investing in AI when most ventures will likely fail (tip: the founder matters more than ever) 09:26 - Two types of AI opportunities (vibe coding via Replit ⠕ versus cell therapy via Somite AI ) 11:22 - Where true value will be created (reference Bob McGrew ) 13:30 - When biotech will have its breakthrough ChatGPT moment 14:39 - Why Khosla Ventures is still investing in trad industries like software (cc. ClickHouse Databricks Snowflake ) 16:31 - The new kind of war + how defense tech companies make money (KV led the US$100m Mach Industries round cc. Ethan Thornton ) 20:06 - Defense as a service & surviving Govt. incentives 20:58 - Risk & reality of the techno-economic war / AI arms race 23:13 - The stakes: "We have to win the economic war to win the influence & political ideology war globally" 23:38 - What remains the same when everything around us is changing at pace?
Madison Malone12,660 Aufrufe • vor 11 Monaten
In my latest interview with Peter Beck we discuss: - The size of the satellite market + Rocket Lab 's long-term constellation game plan - Europe's position in the space race - Mars Sample Return (SPB: "it's been killed") - NASA (+ new astronaut administrator Jared Isaacman ) - $RKLB's defense contracts (+ opportunities for HASTE) - The need for national security - Neutron (engineering, cost, reusability, debut launch plans, the markets it may serve) 🚀 Watch on YouTube: Enjoy!
Madison Malone13,472 Aufrufe • vor 1 Jahr
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