Rephonic
Artwork for Valley of Depth
Spacex
National Security
NASA
Nuclear Energy
Department Of Defense
Venture Capital
Climate Change
China
Space Industry
Golden Dome
Lunar Architecture
Space Exploration
Electra
Lockheed Martin
Missile Defense
Hybrid Electric Aircraft
Public-Private Partnerships
Mars
Space Economy
Artificial Intelligence

Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakt... more

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Artwork for Valley of Depth

Latest Episodes

Ian Cinnamon didn’t set out to build a satellite company. After selling his first startup to Palantir, he became convinced the real bottleneck in space wasn’t launch or payloads, but the spacecraft itself. While rockets were getting cheaper and paylo... more

YouTube

Soren Monroe-Anderson grew up racing FPV drones before turning that obsession into Neros, a defense startup building low-cost, high-volume drone systems for the United States and its allies. What began with prototypes in a basement has become a 200-p... more

YouTube

Eric Romo spent his early career as employee #13 at SpaceX, left for nearly two decades, and came back to one of the hardest unsolved problems in the space economy: what happens after launch. Getting things to orbit is largely figured out. Moving the... more

YouTube

Bridgit Mendler took an unconventional path to founding a space infrastructure company, but it led her to one of the industry’s most overlooked bottlenecks: the ground systems connecting satellites to Earth. Now, she’s building Northwood to modernize... more

YouTube

Key Facts

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Recent Guests

Soren Monroe-Anderson
CEO of Neros, defense drone founder
Neros
Episode: Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)
Bridgit Mendler
CEO of Northwood, space networking entrepreneur
Northwood
Episode: The Global Ground Layer, with Bridgit Mendler (CEO of Northwood)
Howard Morgan
Legendary investor, chair of B Capital
B Capital
Episode: SpaceX's $1.75T IPO (LIVE from NYSE)
Shaun Maguire
Partner at Sequoia, early public supporter of SpaceX
Sequoia
Episode: SpaceX's $1.75T IPO (LIVE from NYSE)
Liz Stein
Investor, representative from USIT (growth-stage fund focused on national interest tech)
USIT
Episode: SpaceX's $1.75T IPO (LIVE from NYSE)
Dan Ives
Global Head of Technology Research at Wedbush
Wedbush
Episode: SpaceX's $1.75T IPO (LIVE from NYSE)
Ross Fubini
Managing Partner of XYZ VC
XYZ Venture Capital
Episode: The OG Defense Check, with Ross Fubini (Managing Partner of XYZ VC)
Jason Kim
CEO of Firefly Aerospace
Firefly Aerospace
Episode: A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)
Jonathan Cirtain
CEO, Axiom Space
Axiom Space
Episode: Space & Defense Market Update - May 2026 (LIVE from NYSE)

Host

Mo Islam
Host of several technology-focused programs, frequently discusses space, defense, and national security topics.

Reviews

4.8 out of 5 stars from 153 ratings
  • The go-to podcast for space founders and VCs

    I discovered this podcast two weeks before I was preparing to moderate a panel on New Space for a deep tech conference and it was exactly what I needed to get up to speed on the opportunities and challenges of space commercialization. Mo finds just the right balance in unpacking both technology and business implications, and it’s a master class in the key metrics, terminology and “bleeding head” problems in the various sectors.

    Apple Podcasts
    5
    renitakalhorn
    United Statesa year ago
  • Engaging Conversation

    Just finished listening to Mo’s latest podcast with Jane Poynter and Tabor MacCallum from Space Perspective. It gave me goosebumps with the prospect of any one of us going to space, including me, and what that would do for modern civilization.

    These two interviewees are remarkable humans - check out their past with Biosphere 2, Paragon Space Development, and StratEx. And hats off to the interviewer, Mo, for bringing all this to our attention in a fascinating interview.

    Apple Podcasts
    5
    Houston, we have an answer
    United States3 years ago
  • Love pathfinder

    Love the host and all the interesting guests…

    Apple Podcasts
    5
    AGB FOR REAL
    United States3 years ago
  • Current trends and valuable space insights

    I love hearing all the tips and latest trends from the guests who are active in the space industry. This is a great way to stay current on all the exciting space activities!

    Apple Podcasts
    5
    Sponz
    United States3 years ago
  • Educational - awesome - on point

    This is one of the most educational podcast I listen to on a monthly basis. Ari and the team at payload ensure we are an educated space community though thoughtful engagement and digestible podcasts! Thank you all! 🙏🏻😎🛰️

    Apple Podcasts
    5
    fvargas22012
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host pushes thoughtful questions that uncover real-world challenges and opportunities.
Guests are credible and well-prepared, offering valuable market and tech insights.
Content is consistently focused on space, defense, and hard tech investments, appealing to engineers and investors.
Listeners praise practical, depth-filled conversations with industry leaders.

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Talking Points

Recent interactions between the hosts and their guests.

Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)
Q: What keeps you up at night regarding the business and technology risks?
The challenge of balancing multi-threaded ambitious goals with focus, ensuring that scaling both the drone and component manufacturing pipelines happens in sync, and avoiding overreach that could jeopardize the company's long-term viability while trying to close the capability gap for national security.
Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)
Q: What surprised you most about manufacturing at scale and getting to 1,000 drones per week?
The amount of discipline and evidence required to prove sustained production; many companies promise scale but fail to demonstrate repeatable, reliable manufacturing at high cadence, so Neros focuses on design-for-manufacturability and rigorous testing to support scalable output.
Solving America’s Drone Problem, with Soren Monroe-Anderson (CEO of Neros)
Q: How did your background in drone racing translate into building Neros and moving into the defense tech space?
Both co-founders shared long-standing involvement with FPV drones, transitioned to applying high-performance racing insights to defense, and shifted from individual projects to building a company that could deliver reliable, manufacturable systems for real-world use, driven by Ukraine-related needs and the gap in domestic high-volume production.
A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)
Q: How do you view SpaceX and the broader launch landscape in terms of collaboration and competition?
The future will be interoperable with multiple providers; SpaceX remains an important partner, and Firefly aims to complement them with diverse capabilities, enabling a robust, resilient supply chain for national security and exploration missions.
A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)
Q: Why did you decide to go public, and how has it affected scaling and execution?
Going public provided the capital to scale the business rapidly, invest in production and safety upgrades, and accelerate the rollout of Alpha, Blue Ghost, and electric spacecraft, while maintaining focus on mission delivery and customer value.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Valley of Depth

What is Valley of Depth about and what kind of topics does it cover?

Valley of Depth delivers in-depth conversations with founders, investors, policymakers, and military leaders who are shaping national security and deep-tech ecosystems. Episodes repeatedly surface themes around space-tech infrastructure, defense innovation, AI-enabled geospatial capabilities, and the regulatory or geopolitical dynamics impacting high-stakes technologies. The show often features candid discussions about funding, scale, and the practical realities of bringing ambitious technology from concept to deployment. A standout aspect is its mix of operator- and investor-perspective guests, which helps listeners understand both the technical potential and the market/building blocks behind next-generation defense and space applications.... more

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Which podcasts are similar to Valley of Depth?

These podcasts share a similar audience with Valley of Depth:

1. Main Engine Cut Off
2. Core Memory
3. Sourcery
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Defense & Aerospace Report

How many episodes of Valley of Depth are there?

Valley of Depth launched 4 years ago and published 177 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Valley of Depth?

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What guests have appeared on Valley of Depth?

Recent guests on Valley of Depth include:

1. Soren Monroe-Anderson
2. Bridgit Mendler
3. Howard Morgan
4. Shaun Maguire
5. Liz Stein
6. Dan Ives
7. Ross Fubini
8. Jason Kim

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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