00:00 – Introductions
* Pre-webinar greetings
* Hosts and guests chat before starting
* Locations: NYC, Houston, Orange County
01:00 – Welcome & Speaker Intro
* Nicholas, CEO of TRL-11
* Oscar & Emmy award–winning video technologist
* TRL-11 delivers video + edge decision-making for space
* Reminder about interactive Q&A
02:00 – What TRL-11 Does
* “Ring for space” analogy
* Cameras + machine vision + cloud infrastructure
* Visual monitoring of spacecraft and environment
* 22 cameras currently on-orbit; 100 more on order
* Large revenue opportunity tied to RGXX
03:30 – Exclusive Livermore Telescope Technology
* 10–14 inch aperture, 3000 mm focal length, pancake-size length
* Enables proliferated GEO surveillance
* Exclusive agreement with LLNL and OptiMax
* Perfect fit for Space Force’s need for smaller, cheaper GEO sensors
05:00 – The RGXX Opportunity
* $1B IDIQ program
* Launched during government shutdown — demonstrates urgency
* TRL-11 payloads uniquely positioned
05:25 – Nicholas’ Background
* Long career in video tech across industries
* Hundreds of millions in revenue from prior products
* Sold Teradek to a public company
* Multiple technical Oscars & Emmys
* Angel investing led him into space
* Thesis: every industry becomes a video industry
07:00 – Why Cameras Matter in Space
* Cameras solve for unknown unknowns
* Society invests heavily in camera tech (e.g., Apple’s $8B/year on iPhone cameras)
* Tesla analogy: camera economics beat lidar
* Team includes Livermore veterans, intel experts, ex-Teradek engineers
08:00 – Space Is Congested & Contested
* Orbital objects doubling every ~20 months
* SpaceX makes 275 daily collision-avoidance maneuvers
* Adversaries developing ASAT capabilities
* Ground telescopes can’t determine intent in GEO
* Massive economic impact if GPS fails
10:00 – TRL-11 Product Pillars
1. Monitoring
* Leak detection, anomaly assessment
2. Awareness
* VAST deployment camera example
3. Mission Cameras
* Docking, servicing, RPO (e.g., Starfish Space)
Additional capabilities:
* Edge compute
* Machine vision
* Custom compression & downlink pipelines
* Ground visualization for operators
12:00 – Traction & Fundraising
* Raised $5M pre-seed
* Generating revenue from hardware + contracts
* Working with NASA + multiple Space Force offices
* Looking to raise $12M for GEO program capture
* Potential for “hockey-stick” growth
13:20 – Q&A: Partnership with VAST
* Long-standing relationship with Max (Launcher, Livestream)
* Cinematic video importance
* Mission control reaction to first downlinked video
* VAST partnership was key inspiration for TRL-11
16:00 – The Future of Space Video (5–10 Years)
* TRL-11 aims to be the “Akamai of space video”
* Controls everything “between the photons”
* Cultural impact: inspiring next generation (Interstellar effect)
* Increasing public familiarity with space via visuals
20:00 – Target Markets
* Expected commercial boom didn’t materialize
* Government remains primary funding source (DoD, NASA)
* Defense demand growing as space becomes a battleground
* Long-term commercial use still promising
22:00 – What Excites TRL-11 Most
* Apophis 2029 monitoring
* Lunar missions
* On-orbit assembly and manufacturing
* Self-assembling structures
* Cultural renaissance around space
23:30 – Sales Pipeline & Revenue Outlook
* 5 commercial customers
* 7 government offices (NASA + Space Force)
* Current run rate ~$9–10M
* Forecast:
* Organic: $20–30M over 4 years
* With major GEO program: hundreds of millions
25:45 – Golden Dome
* TRL-11’s “look sideways/up” capability fills market gap
26:20 – Product Deep Dive
SAIVER
* SpaceAware Video Edge Recorder
* High-volume storage + onboard algorithms
VIP (Very Important Pixels) Suite
* VIP First → prioritizes downlink
* VIP Only → pixel-level extraction
* VIP Link → robust compression for S-band/X-band
* Ground visualizer
Triclops / Quadclops
* Machine-vision instruments for RPO/docking
29:10 – Why the VAST Video Looked So Good
* High dynamic range
* Extremely high resolution
* Space-optimized compression based on physics modeling
* Change detection vs. expected motion
* Lighting conditions were ideal
34:00 – Detecting Targets in Darkness
* Cameras more efficient than radar due to 1/R² vs 1/R⁴ falloff
* Hard to hide in GEO (51 weeks/year illuminated)
* Large-aperture telescopes detect dim objects at great distances
* Camera + sensor fusion when needed
38:00 – Video Sharing Constraints
* Most footage owned by customers (VAST, Starfish)
* Some available publicly; others need NDA
* Hosts share VAST deployment video
39:00 – Walkthrough of Deployment Video
* Panel deployment dynamics
* Oscillation and stabilization
* Thruster puff visible
* Star tracking + limb detection enable vision-based navigation
* Cameras can help recover orientation when GPS is jammed/unavailable
43:00 – Earth-Based Applications
* VIP tech applicable to drones, balloons, ISR
* TRL-11 remains intentionally focused on space
* Long-term: may expand to lunar/asteroid missions or full mission stacks
44:45 – TRL-11 Team DNA
* Visual-first culture
* Many amateur astronomers/photographers
* Engineering + BD + gov relations
* Shared passion for high-quality imagery
46:00 – Future Lunar Missions
* Interest from Firefly & Intuitive Machines
* Need for cinematic, real-time lunar footage
* Cislunar region becoming strategic defense priority
* Moon as “strategic high ground”
47:55 – Final Notes & Close
* TRL-11 raising Series A to capture opportunity
* Founder inviting intros to VCs
* Recording to be shared post-event
* Closing thanks
