Shows
Eye of the DragonBSV Podcast 0118: Pulsar FusionBalerion Advisor Doug McAdams sits down with Richard Dinan, Founder & CEO of Pulsar Fusion, to discuss fusion propulsion. Pulsar Fusion develops high-power electric propulsion systems and is advancing its Sunbird fusion propulsion architecture for space transport. The discussion covers Hall effect thrusters, plasma testing, fusion exhaust architecture, and why fusion propulsion may be nearer-term than terrestrial fusion power.Timestamped Overview00:00 – Introduction to Pulsar Fusion and the Sunbird propulsion concept00:46 – Richard Dinan discusses Pulsar’s origin and long-term fusion propulsion thesis03:25 – Building a revenue-generating propulsion business before fusion readiness05:20 – Pulsar’s focus on l...
2026-05-2247 min
Eye of the DragonBSV Podcast 0117: Gambit AIBalerion Senior Associate Aidan Daoussis sits down with Josh Giegel, Founder & CEO of Gambit AI, to discuss autonomous robot orchestration. Gambit AI is developing adaptive intelligence software that enables one operator to coordinate teams of unmanned systems across aerial, ground, maritime, and future space domains. The company is focused on reducing operator burden as robotic platforms proliferate across defense and commercial markets.Timestamped Overview00:00 – Introduction and Gambit AI overview02:15 – Robotic platforms Gambit supports across air, ground, and maritime systems02:54 – Josh Giegel’s background at SpaceX, power systems, and Hyperloop07:23 – Hyperloop...
2026-05-2145 min
Eye of the DragonBSV Podcast 0116: ThinkOrbitalBalerion Senior Associate Aidan Daoussis sits down with Lee Rosen, Founder, President & CEO of ThinkOrbital, to discuss in-space infrastructure. ThinkOrbital is developing technologies for building large structures in space, including autonomous in-space welding and modular orbital platforms. The company is also applying its space-to-space X-ray imaging work to space domain awareness and terrestrial inspection use cases.Timestamped Overview00:00 – Introduction and ThinkOrbital overview00:39 – Space infrastructure constraints and the need to build at scale in orbit02:04 – Autonomous in-space welding, cutting, 3D printing, and X-ray generation04:35 – Space-to-space X-ray imaging for space domain awareness06:27 – Lee Rosen’s background in the Air Forc...
2026-05-2151 min
Eye of the DragonBSV Podcast 0115: LifeShipBalerion Senior Associate Aidan Daoussis sits down with Ben Haldeman, Founder & CEO of LifeShip, to discuss DNA archives on the Moon. LifeShip is building space-based archives that preserve human DNA, species DNA, art, knowledge records, and cultural artifacts. The company’s early missions use lunar and deep-space payloads as long-duration monuments and biological archives for humanity.Timestamped Overview00:00 – Introduction and LifeShip’s mission to send DNA to the Moon02:09 – Ben Haldeman’s background in Mars life-detection instruments, telescopes, and Planet Labs04:40 – Early LifeShip missions, including ISS demonstrations and the first lunar landing05:40 – How individuals can send DNA, art...
2026-05-2051 min
Eye of the DragonBSV Podcast 0114: QuindarBalerion Senior Associate Aidan Daoussis sits down with Nat Hamet, Founder & CEO of Quindar, to discuss satellite mission management. Quindar is building cloud-based software for satellite operations, mission management, and ground-segment coordination. The company helps operators manage hybrid satellite fleets, automate workflows, and improve reliability as space infrastructure becomes more proliferated.Timestamped Overview00:00 – Introduction and Quindar overview00:47 – Founding story from OneWeb and the need for scalable mission software03:21 – Current traction, in-orbit customers, and government market focus04:42 – Quindar as the “Datadog for space” and a common operating picture07:28 – Golden Dome, n...
2026-05-1953 min
Eye of the DragonBSV Podcast 0113: SenBalerion Senior Associate Aidan Daoussis sits down with Charles Black, Founder & CEO of Sen, to discuss live video from space. Sen is developing hosted camera systems that provide real-time video views of Earth from orbit. The company is building a consumer media platform around live space imagery, with plans for more cameras, higher-resolution views, and future lunar and deep-space coverage.Timestamped Overview00:00 – Introduction and Sen’s live camera system on the ISS01:40 – Charles Black’s founding vision for a space video network03:49 – Consumer use cases, FAST channels, subscriptions, XR, and creator tools
2026-05-1951 min
Eye of the DragonBSV Podcast 0112: CaeluxBalerion Senior Associate Aidan Daoussis sits down with Scott Graybeal, CEO of Caelux, to discuss perovskite solar technology. Caelux is developing power-generating glass that adds a perovskite layer to conventional silicon solar modules. The conversation covers solar manufacturing, space power, radiation resistance, and the role of perovskites in the next generation of photovoltaics.Timestamped Overview00:00 – Introduction and Caelux overview01:39 – Solar industry growth and deployment trends03:42 – Scott Graybeal’s background in nuclear, semiconductors, and solar06:01 – Perovskites explained for non-specialists07:21 – Space applications and early commercial adoption10:20 – Efficiency, cost, and tandem solar a...
2026-05-1158 min
Eye of the DragonBSV Podcast 0111: SiftBalerion Senior Associate Aidan Daoussis sits down with Karthik Gollapudi, Founder of Sift, to discuss hardware observability. Sift builds data infrastructure and observability tools for complex machines, helping teams unify sensor data, logs, video, and test outputs. The company supports faster testing, root-cause analysis, and validation across aerospace, defense, robotics, maritime, automotive, and energy systems.Timestamped Overview00:00 – Introduction to Karthik Gollapudi and Sift00:43 – Karthik’s SpaceX background and the origin of Sift03:35 – Hardware observability and building hardware like software04:08 – How Sift unifies sensor data, logs, video, and time-series data06:03 – Why existing software tools are not built for ha...
2026-05-1153 min
Eye of the DragonBSV Podcast 0110: Atlas AnalyticsBalerion Senior Associate Aidan Daoussis sits down with Jake Schneider, Founder and President of Atlas Analytics, to discuss satellite-based GDP forecasting. Atlas Analytics uses satellite imagery, remote sensing, and machine learning to forecast GDP ahead of official government releases. The company aims to give investors, governments, and businesses earlier visibility into economic activity.Timestamped Overview00:00 – Introduction and Atlas Analytics overview02:28 – Jake Schneider’s background and the origin of the company04:23 – Using satellite imagery to forecast GDP and market signals07:33 – How Atlas identifies useful economic signals from satellite data09:00 –...
2026-05-1153 min
Eye of the DragonBSV Podcast 0109: G-SpaceBalerion Principal Emerson Garnett sits down with Ioana Cozmuța, Founder & CEO of G-Space, to discuss microgravity research and manufacturing. G-Space is building a data, physics, and AI platform to help companies design, analyze, and optimize microgravity experiments. The company focuses on reducing trial and error so space-based materials, biotech, and manufacturing efforts can become repeatable and commercially viable.Timestamped Overview00:00 – Introduction to G-Space and the role of microgravity01:33 – How removing gravity changes fluid behavior, transport, and molecular stability05:23 – G-Space’s intelligence layer for microgravity research and manufacturing07:54 – Near-term application...
2026-05-1141 min
Eye of the DragonBSV Podcast 0108: Arkadia SpaceBalerion Senior Associate Aidan Daoussis sits down with Francho Garcia, Co-Founder & CEO of Arkadia Space, to discuss green chemical propulsion. Arkadia Space is developing hydrogen peroxide-based propulsion systems for satellites, launchers, capsules, and space vehicles above 100 kilograms. The company is focused on replacing toxic legacy propellants with affordable, flight-proven chemical propulsion for maneuvering, RPO, lunar missions, and future space infrastructure.Timestamped Overview00:00 – Introduction to Arkadia Space and green propulsion02:12 – Founding story and lessons from PLD Space04:40 – Hydrogen peroxide propulsion history and advantages07:50 – Mission profiles enabled by Arkadia’s propulsion systems10:00 – Chemical versus electric propulsion in future space...
2026-05-0749 min
Eye of the DragonBSV Podcast 0107: Cascade SpaceBalerion Senior Associate Aidan Daoussis sits down with Jacob Portukalian, Co-Founder & CEO of Cascade Space, to discuss deep space communications. Cascade Space is building a commercial alternative to NASA’s Deep Space Network using arrays of smaller parabolic dishes. The company aims to expand communications capacity for lunar, Lagrange point, asteroid, and Mars missions.Timestamped Overview00:00 – Introduction and Cascade Space overview00:53 – Building a commercial alternative to the Deep Space Network02:32 – Founding story and the AstroForge connection05:15 – Why deep space communications differ from low Earth orbit08:16 – Signal loss, noise, and the physics of long-distance communications11:36 – Cascade’s dish-array app...
2026-05-0455 min
Eye of the DragonBSV Podcast 0106: Doug McAdamsBalerion Senior Associate Aidan Daoussis sits down with Advisor Doug McAdams to discuss the nuclear fission renaissance and space nuclear power. The conversation covers naval nuclear propulsion, small modular reactors, advanced fuels, nuclear supply chains, and the role of fission in space power and propulsion. Doug also discusses where nuclear may matter most for defense, lunar infrastructure, Mars missions, and future space transportation.Timestamped Overview00:00 – Introduction and Doug McAdams’ background02:10 – The Navy nuclear program as an early deep tech model05:20 – Nuclear submarines, deterrence, and undersea operations09:20 – Naval reactors as early small modular reactors12:05 – Uranium enrichment, HALEU, and f...
2026-05-0357 min
Eye of the DragonBSV Podcast 0105: Aalo AtomicsBalerion Senior Associate Aidan Daoussis sits down with Matt Loszak, Founder & CEO of Aalo Atomics, to discuss nuclear power for AI data centers. Aalo is developing mass-manufactured nuclear power plants designed around the energy demands of AI data centers. The conversation covers reactor manufacturing, fuel supply, regulatory pathways, deployment models, and the broader role of nuclear power in expanding energy abundance.Timestamped Overview00:00 – Introduction to Aalo Atomics and its focus on AI data centers02:29 – Building a reactor facility at Idaho National Lab06:13 – Nuclear safety, iteration, and factory-based quality control09:23 – Why nucl...
2026-04-3056 min
Eye of the DragonBSV Podcast 104: Space Grid AIBalerion Senior Associate Aidan Daoussis sits down with Alex Hilger, Founder & CEO of Space Grid AI, to discuss optimizing shipyard operations with digital twins. Space Grid AI develops software that models space, equipment, and scheduling in heavy industry to improve resource allocation. The platform addresses inefficiencies in shipbuilding and maintenance by digitizing workflows that are currently managed with manual tools.Timestamped Overview00:00 – Introduction and overview of Space Grid AI01:00 – Founder background and experience at Blue Origin02:00 – The core problem: allocating space, equipment, and labor over time03:30 – Limitations of current scheduling tools and manual processes04:00 – Digital twin with time dimen...
2026-04-2955 min
Eye of the DragonBSV Podcast 103: Paladin SpaceBalerion Senior Associate Aidan Daoussis sits down with Harrison Box, Founder & CEO of Paladin Space, to discuss orbital debris removal. Paladin Space is developing a reusable, multi-capture system for removing fragments of space debris from orbit. The discussion covers debris risk, Kessler syndrome, defense applications, in-orbit recycling, and the company’s planned milestones.Timestamped Overview00:00 – Introduction to Paladin Space and the orbital debris problem02:57 – Current satellite congestion and limits of deorbiting systems04:29 – How Paladin’s Triton payload captures multiple debris objects09:03 – Mission repeatability, restocking, and future in-orbit recycling10:47 – Propulsion, fuel savings, and customer value model13:35 – Legal ownership...
2026-04-2855 min
Eye of the DragonBSV Podcast 0102: Cosmic Shielding CorporationBalerion Advisor Doug McAdams sits down with Yanni Barghouty, Founder & CEO of Cosmic Shielding Corporation, to discuss radiation shielding. Cosmic Shielding Corporation is developing Plasteel, a radiation-shielding material and integration platform for space electronics, spacecraft systems, and future human spaceflight applications. The company is addressing radiation as a limiting factor for modern compute, COTS electronics, lunar systems, and long-duration space operations.Timestamped Overview00:00 – Introduction to Cosmic Shielding Corporation and the radiation problem in space01:00 – Yanni’s background, Georgia Tech, startup experience, and family connection to physics02:20 – Founding insight: space infrastructure had not solv...
2026-04-2554 min
Eye of the DragonBSV Podcast 0101: Eascra BiotechBalerion Advisor Doug McAdams sits down with Mari Anne Snow, CEO of Eascra Biotech, to discuss Janus-based nanomaterials (JBNs) as a novel form of drug delivery, and in-space biomanufacturing. Eascra is developing Janus-based nanoparticles for targeted therapeutic delivery, with early applications in osteoarthritis, kidney disease, and solid tumors. The conversation examines how the platform works, why microgravity improves particle formation, and how the company is building both Earth-based and in-space manufacturing pathways.Timestamped Overview00:00 – Introduction to Eascra Biotech and Mari Anne Snow’s path to co-founding the company with UConn professor Yupeng Chen02:23 – Chen’s scientif...
2026-04-2355 min
Eye of the DragonBSV Podcast 0100: Gary OrosyBalerion Analyst Barbara Savage sits down with Gary Orosy, Marketing Professor at SMU Cox School of Business, to discuss AI in business, defense, and space. Gary explains how AI has evolved from an analytical tool into a broad platform for research, workflow automation, and new product development across both academia and industry. He also discusses how AI is reshaping enterprise operations, defense systems, and the future of space infrastructure.Timestamped Overview00:00 – Introduction and Gary Orosy’s background in IT, marketing, and AI04:05 – Consulting career, pricing strategy, and organizational change as the core business challenge06:44 – How Gary con...
2026-04-2356 min
Eye of the DragonBSV Podcast 0099: W. David WoodsBalerion Advisor Doug McAdams sits down with W. David Woods, Apollo historian, author, and researcher, to discuss how Apollo flew to the Moon. Woods explains the orbital mechanics, spacecraft architecture, navigation systems, landing procedures, and mission constraints that made Apollo possible. He also discusses how Apollo’s technical achievements shaped computing, communications, and planetary science.Timestamped Overview00:00 – Introduction to W. David Woods and his work on Apollo history, the Apollo Flight Journal, and How Apollo Flew to the Moon 02:56 – Bird’s-eye view of Apollo mission design and the basic logic of traveling to the Moon and back...
2026-04-2255 min
Eye of the DragonBSV Podcast 0098: LaunchpadBalerion Senior Associate Aidan Daoussis sits down with Jon Quick, CEO of Launchpad, to discuss AI-driven manufacturing automation. Launchpad is developing software and modular robotics to reduce the cost and complexity of factory automation, particularly for small and mid-sized manufacturers. The discussion covers labor shortages, adaptable robotics, and the role of automation in rebuilding industrial capacity.Timestamped Overview00:00 – Introduction and Jon Quick’s background from consulting and private equity to venture and founding Launchpad.06:15 – What Launchpad does: CAD-driven software, AI, and modular robots to simplify and reduce the cost of automation.09:30 – Core man...
2026-04-2256 min
Eye of the DragonBSV Podcast 0097: Reditus SpaceBalerion Senior Associate Aidan Daoussis sits down with Stef Crum, Founder & CEO of Reditus Space, to discuss reusable reentry vehicles. Reditus Space is developing reusable satellites that enable microgravity manufacturing and return payloads to Earth for refurbishment and reuse. The company is focused on reducing the cost of orbital logistics to unlock new commercial applications in space.Timestamped Overview00:00 – Introduction and overview of Reditus Space and its reusable satellite model01:12 – Why reentry has been historically limited and focused on data rather than physical return02:53 – Microgravity manufacturing and how altered physics enables new materials and structures05:00 – Transiti...
2026-04-2152 min
Eye of the DragonBSV Podcast 0096: Steelhead CompositesBalerion Senior Associate Aidan Daoussis sits down with Andrew Coors, Founder & CEO of Steelhead Composites, to discuss composite pressure vessels. Steelhead manufactures lightweight, high-strength composite overwrapped pressure vessels for aerospace, space, defense, and other demanding applications. The conversation covers how these tanks are built and tested, where they are used, and why supply chain capacity for this category is becoming strategically important.Timestamped Overview00:00 – Introduction to Steelhead Composites and overview of composite overwrapped pressure vessels (COPVs) and why lightweight pressure storage matters in aerospace and space.01:16 – Core use cases for the tanks, including oxyg...
2026-04-1857 min
Eye of the DragonBSV Podcast 0095: DexterityBalerion Senior Associate Aidan Daoussis sits down with Samir Menon, Founder & CEO of Dexterity, to discuss physical AI and robotic dexterity. Dexterity is developing AI systems for robots that can reason about the physical world and perform complex tasks across logistics, aviation, and other enterprise environments. The discussion focuses on world models, force control, safety, deployment, and how robotic systems are moving from pilots into real commercial operations.Timestamped Overview00:00 – Introduction to Dexterity and the company’s focus on robotic dexterity00:01 – Samir Menon’s Stanford background and the idea of transferring human skills into robots00:04 – Defining r...
2026-04-1752 min
Eye of the DragonBSV Podcast 0094: C.W. LemoineBalerion General Partner Phil Scully sits down with C.W. Lemoine to discuss military aviation, defense innovation, and the anatomy of war and deterrence. C.W. Lemoine reflects on his path from rural Louisiana to flying F-16s and adversary aircraft, then discusses how new defense technologies are changing airpower, drones, training, and the broader character of conflict. The conversation also explores dual-use technology, operational lessons from recent wars, and why space remains a strategic frontier.Timestamped Overview00:00 – Introduction and overview of C.W. Lemoine’s aviation and media background01:10 – Origins of his YouTube channel and po...
2026-04-1554 min
Eye of the DragonBSV Podcast 0093: Wild West SystemsBalerion Senior Associate Aidan Daoussis sits down with David Franco and Moshe Baum, Co-Founders of Wild West Systems, to discuss robotic warfare and micro-missiles. Wild West Systems is developing micro-missiles, launchers, and autonomy software designed for small robotic platforms and lightweight drones. The discussion focuses on how warfare is shifting toward autonomous systems and the need for purpose-built munitions for those platforms.Timestamped Overview00:00 – Introduction and overview of Wild West Systems and its focus on weapons for robotic platforms01:02 – Shift from human warfighters to robotic systems and autonomous platforms02:00 – Future battlefield vision: coordinated drone swarms and ma...
2026-04-1357 min
Eye of the DragonBSV Podcast 0092: Bulwark DynamicsBalerion Senior Associate Aidan Daoussis sits down with Nhat Lieu, Founder & CEO of Bulwark Dynamics, to discuss autonomous maritime logistics. Bulwark Dynamics is developing autonomous landing craft for shore-to-shore resupply in contested environments, with a focus on beach landings that do not require ports, piers, or cranes. The discussion centers on Indo-Pacific logistics gaps, the need for lower-cost and more distributed maritime connectors, and the manufacturing challenge of producing these vessels at scale.Timestamped Overview00:00 – Introduction to Bulwark Dynamics and the logistics gap the company is targeting01:27 – Origin of the company and early work with mili...
2026-04-1153 min
Eye of the DragonBSV Podcast 0091: Lunar Helium-3 MiningBalerion Advisor Doug McAdams sits down with Chris Salvino, Founder & CEO of Lunar Helium-3 Mining, to discuss helium-3 extraction from the Moon. LH3M is developing prospecting and extraction systems aimed at recovering helium-3 from lunar regolith for future use in fusion and quantum computing. The discussion covers the resource case for helium-3, the technical constraints of mining on the Moon, and LH3M’s roadmap from patented concepts to lab validation and lunar deployment.Timestamped Overview00:00 – Introduction to Chris Salvino and LH3M00:44 – Salvino’s background in medicine, flight medicine, planetary geology, and mini...
2026-04-0954 min
Eye of the DragonBSV Podcast 0090: Fusion Deep DiveBalerion General Partner Phil Scully and Senior Associate Aidan Daoussis sit down with Advisor Doug McAdams for a comprehensive discussion on fusion energy. The conversation covers the fundamentals of nuclear systems - radioisotope power, fission, and fusion - before diving into fusion approaches, fuel cycles, and the path to commercialization. Doug highlights tritium supply constraints, breeding strategies, and key “picks and shovels” opportunities, while also exploring global competition, leading companies, and the long-term potential of fusion for both terrestrial power and space propulsion.Timestamped Overview00:00 – Introduction and Doug’s background in nuclear and deep tech02:00 – The lost d...
2026-04-091h 09
Eye of the DragonBSV Podcast 0089: Katalyst SpaceBalerion Senior Associate Aidan Daoussis sits down with Ghonhee Lee, Founder & CEO of Katalyst Space, to discuss autonomous robotic spacecraft. Katalyst is building robotic spacecraft designed to dock with unprepared satellites, carry modular payloads, and support on-orbit upgrades, life extension, and space domain awareness missions. The discussion focuses on how routine docking, servicing, and maneuver in orbit could expand both national security capabilities and the broader in-space economy.Timestamped Overview00:00 – Introduction and Ghonhee Lee’s overview of Katalyst Space’s founding vision around autonomous robotic spacecraft for docking and on-orbit operations.02:21 – Why existing satellit...
2026-04-0854 min
Eye of the DragonBSV Podcast 0088: Andrew CôtéBalerion Advisor Doug McAdams sits down with Andrew Côté, Founder of Hyperstition, to discuss fusion, biotech, and Deep Tech Week. Hyperstition is a media and community platform focused on accelerating deep tech development through events like Deep Tech Week. The conversation explores frontier engineering, energy systems, and emerging technology stacks shaping the future economy.Timestamped Overview00:00 – Introduction and overview of Andrew Côté’s background and work in deep tech 02:00 – Transition from liberal arts to engineering physics and entry into deep tech04:00 – Early career exposure to accelerator physics and emergence of fusion industry05:00 – Work in stellarator...
2026-04-0758 min
Eye of the DragonBSV Podcast 0087: SynMaxBalerion Senior Associate Aidan Daoussis sits down with Eric Anderson, Co-Founder & CEO of SynMax, to discuss geospatial intelligence and data-to-insight systems. SynMax builds intelligence products by fusing satellite and multi-source data to generate actionable insights. The company focuses on transforming raw data into decision-grade intelligence for finance and government customers.Timestamped Overview00:00 – Introduction and overview of SynMax and its focus on geospatial intelligence01:00 – Founding story and hedge fund origins using satellite data for trading insights02:30 – “Why guess when you can know” and the philosophy of investing in high-quality intelligence05:15 – Differentiation from traditional satellite analytics firms and multi-source data fusion0...
2026-04-0754 min
Eye of the DragonBSV Podcast 0086: PixxelBalerion Senior Associate Aidan Daoussis sits down with Awais Ahmed, Founder & CEO of Pixxel, to discuss hyperspectral Earth observation. Pixxel is building a hyperspectral imaging constellation and data platform to deliver higher-information Earth observation for agriculture, mining, energy, and environmental monitoring. The discussion covers the company’s founding, the technical advantages of hyperspectral data, Pixxel’s satellite roadmap, and the broader development of the private space ecosystem in India.Timestamped Overview00:00 – Introduction to Pixxel and Awais Ahmed, and the company’s role in hyperspectral imaging and satellite manufacturing.00:31 – Ahmed describes his path into space, inc...
2026-04-0642 min
Eye of the DragonBSV Podcast 0085: Grid AeroBalerion Senior Associate Aidan Daoussis sits down with Brandon Florian, Co-founder & Chief Commercial Officer of Grid Aero, to discuss autonomous logistics aircraft. Grid Aero is developing a new class of uncrewed cargo aircraft designed for long-range, distributed logistics in both defense and commercial settings. The conversation focuses on how autonomy, low-cost manufacturing, and networked operations can reshape how goods are moved across remote and contested environments.Timestamped Overview00:00 – Introduction and overview of Grid Aero and its mission to build autonomous cargo aircraft for resilient logistics networks.01:00 – Founding story and the operational gap identified from...
2026-04-0254 min
Eye of the DragonBSV Podcast 0084: KodionBalerion Senior Associate Aidan Daoussis sits down with Joshua Okorie, CEO of Kodion, to discuss grid infrastructure and transformer bottlenecks. Kodion is a U.S.-based transformer manufacturer developing cooling, monitoring, and manufacturing innovations to increase grid capacity and resilience. The discussion focuses on transformers as the key constraint in scaling power for AI, data centers, and industrial demand.Timestamped Overview00:00 – Introduction and Kodion overview as an AI and transformer-focused infrastructure company02:00 – Evolution from consulting to U.S.-based transformer manufacturing03:00 – State of the U.S. grid: lack of redundancy, intelligence, and resilience05:00 – Transformer bottleneck and Kodion’s cooling...
2026-03-3153 min
Eye of the DragonBSV Podcast 0083: PiLogicBalerion Senior Associate Aidan Daoussis sits down with Johannes Waldstein, Founder & CEO of PiLogic, to discuss AI for satellite diagnostics and sensor fusion. PiLogic is building probabilistic reasoning models for spacecraft health monitoring, onboard fault remediation, and radar-based sensor fusion in contested environments. The conversation focuses on why exact causal inference can outperform rules-based systems and machine learning in high-consequence space and defense applications.Timestamped Overview00:00 – Introduction to PiLogic and Johannes Waldstein’s background, including the company’s focus on probabilistic inference for space systems.03:14 – Current product areas: satellite diagnostics, onboard remediation, and sensor fusion for rada...
2026-03-2448 min
Eye of the DragonBSV Podcast 0082: PicogridBalerion Senior Associate Aidan Daoussis sits down with Zane Mountcastle, Co-founder & CEO of Picogrid, to discuss integrating hardware and software infrastructure across military domains. Picogrid builds hardware and software infrastructure that enables sensors, drones, and military systems to operate together across domains. The company addresses the growing challenge of fragmented defense systems by enabling rapid integration and real-time coordination at scale.Timestamped Overview00:00 – Introduction and overview of Picogrid’s mission00:44 – The integration problem in modern defense systems02:25 – Legacy silos and limitations of traditional system integrators04:26 – Product-first approach vs. services-based integration05:18 – Speed vs. cost in military system integration06:37 – Case study: ra...
2026-03-2356 min
Eye of the DragonBSV Podcast 0081: Investing in the New Space Economy with Andrew SwartzBalerion Senior Associate Aidan Daoussis sits down with Balerion Advisor Andrew Swartz, Advisor at Balerion Space Ventures,to discuss investing in the new space economy. Swartz describes his background in private equity, private credit, and family office investing, and explains why Balerion’s infrastructure-focused strategy shifted his view of space from a non-investable category to an investable one. The conversation covers portfolio construction, family office capital, commercialization of space, and the areas he sees as most compelling today, including space-based data centers and privately funded space stations.Timestamped Overview00:00 – Introduction and Andrew Swartz’s investing backgr...
2026-03-2331 min
Eye of the DragonBSV Podcast 0080: OdysseyBalerion Senior Associate Aidan Daoussis sits down with Abood Hannoon, Founder & CEO of Odyssey, to discuss space-based compute infrastructure. Odyssey is developing orbital compute systems designed to process data in space and expand global AI capacity. The approach leverages solar power, radiative cooling, and distributed satellite architectures to address terrestrial compute constraints.Timestamped Overview00:00 – Introduction and overview of Odyssey’s mission01:05 – Founder background: coding, satellites, and Meta data center experience02:30 – Initial thesis: moving compute closer to space-based data sources03:15 – Evolution toward AI-driven orbital compute infrastructure04:10 – Key advantages of space: solar power, cooling, and scalability05:30 – Reliability, testing, and system trust i...
2026-03-2353 min
Eye of the DragonBSV Podcast 0079: ApexBalerion Senior Associate Aidan Daoussis sits down with Ian Cinnamon, Co-Founder & CEO of Apex, to discuss scalable satellite manufacturing. Apex builds productized satellite platforms designed for high-rate production, enabling defense and commercial customers to deploy constellations faster than traditional aerospace models allow. Cinnamon explains why the industry is shifting away from bespoke spacecraft, how Apex structures its manufacturing system, and why standardized satellite buses matter for national security and emerging space infrastructure.00:00 – Introduction to Ian Cinnamon, Apex, and the case for high-rate satellite platform manufacturing.02:29 – Founding insight: demand for more satellite data was rising, but buse...
2026-03-1839 min
Eye of the DragonBSV Webinar 0078: Space scAvengersBalerion Senior Associate Aidan Daoussis sits down with Tomas Balog, Co-Founder & CEO of Space scAvengers, to discuss on-orbit servicing and space software platforms. Space scAvengers is building Proxima OS, a foundational operating system and simulation environment designed to enable autonomous, collaborative spacecraft operations. Balog outlines the emergence of the “on-orbit persistence economy,” the limitations of legacy space software infrastructure, and how Proxima OS—through its NextGen Twin and Hybrid Loop architecture—aims to reduce validation timelines, enable safe in-orbit upgrades, and unlock stranded asset value across satellite fleets.00:00 – Introduction to Tomas Balog, Space scAvengers, and the concept of the on...
2026-03-1757 min
Eye of the DragonBSV Webinar 0077: Arctic Space TechnologiesBalerion Senior Associate Aidan Daoussis sits down with Fredrik Schäder, Co-Founder, Chief Commercial Officer & Deputy CEO of Arctic Space Technologies, to discuss Arctic ground stations, resilient ground segment strategy, and satellite data infrastructure. Arctic Space is building satellite ground segment capability from northern Sweden, combining high-latitude coverage, cost-efficient hosting, and partnerships with sustainable data center infrastructure. Schäder explains how the company evolved from an early software concept into a fast-growing ground segment provider, why location matters so much for polar and LEO operations, and how Arctic Space is positioning itself as a more agile, commercially oriented alternative in...
2026-03-1355 min
Eye of the DragonBSV Webinar 0076: Peregrine SpaceBalerion Senior Associate Aidan Daoussis sits down with Tyler Ritz, Founder & CEO of Peregrine Space, to discuss optical communications, precision timing, and next-generation data links in space.Peregrine is developing laser-based communication systems designed to dramatically increase data throughput and reduce latency across space and terrestrial networks. Ritz explains how advances in laser hardware are enabling gigabit-scale space communications, why optical links will complement rather than replace RF systems, and how these technologies could reshape everything from satellite networking and orbital navigation to financial trading and global communications infrastructure.00:00 – Introduction to Tyler Ritz, Peregrine Space, an...
2026-03-1255 min
Eye of the DragonBSV Webinar 0075: WyvernBalerion Senior Associate Aidan Daoussis sits down with Chris Robson, CEO & Co-founder of Wyvern, to discuss high-resolution hyperspectral Earth observation. Wyvern is building a commercial hyperspectral imaging constellation designed to capture high-resolution data from orbit at lower cost than traditional systems. Robson explains how Wyvern grew out of Alberta’s first satellite effort, why hyperspectral imagery unlocks chemical and material insights that standard optical imagery cannot, and how the company is positioning itself across agriculture, forestry, mining, insurance, and defense.00:00 – Introduction to Chris Robson, Wyvern, and the company’s mission to deliver high-resolution hyperspectral imagery from orbit.0...
2026-03-1154 min
Eye of the DragonBSV Webinar 0074: Spargo SpaceBalerion Principal Emerson Garnett sits down with Richard Nederlander, Founder & CEO of Spargo Space, to discuss orbital refueling depots and infrastructure-scale logistics. Spargo Space is focused on building depot-based refueling infrastructure that can support long-duration satellites, space stations, and future cislunar logistics by storing propellant in strategic orbits and supplying last-mile refuelers. Nederlander explains why in-space refueling is becoming economically relevant now, how Spargo fits alongside tugs and servicing vehicles rather than competing with them, and why hydrazine depots could become a foundational layer of the emerging orbital economy before larger cryogenic systems arrive.00:00 – Introduction to Richard Ne...
2026-03-1141 min
Eye of the DragonBSV Webinar 0073: MagratheaBalerion Principal Emerson Garnett sits down with Alex Grant, Founder & CEO of Magrathea, to discuss rebuilding Western magnesium production and securing a critical materials supply chain. Magrathea is developing a new electrolytic process to produce carbon-neutral magnesium metal from seawater and underground brines, aiming to restore production capacity outside China. Grant explains how China came to dominate global magnesium supply, why that creates strategic vulnerabilities for aerospace, defense, and manufacturing, and how Magrathea’s technology and industrial partnerships could enable the United States and its allies to rebuild a critical part of the industrial base.00:00 – Introduction to Alex...
2026-03-1154 min
Eye of the DragonBSV Webinar 0072: HyperTunnelBalerion Senior Associate Aidan Daoussis sits down with Eduardo Neeter, Founder & CEO of HyperTunnel, to discuss immersive expert collaboration for frontline work. HyperTunnel helps organizations deliver expertise to the point of work by enabling frontline teams to collaborate with remote subject matter experts through immersive, spatially accurate digital environments. Neeter explains how the platform combines augmented reality in the field, virtual reality for remote experts, spatial knowledge capture, and emerging AI support to reduce downtime, improve execution, and preserve critical operational expertise across aerospace, defense, energy, and other complex environments.00:00 – Introduction to HyperTunnel and the company’s core...
2026-03-0950 min
Eye of the DragonBSV Webinar 0071: Star CatcherBalerion Principal Emerson Garnett sits down with Andrew Rush, Co-founder & CEO of Star Catcher, to discuss building the first power grid in space. Star Catcher is developing an orbital energy network that wirelessly transmits concentrated solar power to satellites using their existing solar arrays, with no retrofit required. Rush explains why power remains a core bottleneck in space operations, how Star Catcher’s optical power-beaming architecture works, and why abundant on-orbit energy could enable more capable satellites, orbital data centers, and future space infrastructure.00:00 – Introduction to Andrew Rush, Star Catcher, and the company’s mission to build orbita...
2026-03-0952 min
Eye of the DragonBSV Webinar 0070: Volund ManufacturingBalerion Senior Associate Aidan Daoussis sits down with Eric Hostetler, Founder & CEO of Volund Manufacturing, to discuss attritable jet engines and rebuilding U.S. defense manufacturing. Volund is developing the next generation of made-in-USA attritable jet motors, designed to power long-range drones and low-cost cruise systems at scale. Hostetler explains how his background in high-volume consumer manufacturing shaped Volund’s approach, why the U.S. defense industrial base struggles to manufacture propulsion systems at scale, and how vertically integrated, software-defined factories could dramatically reduce the cost and lead time of critical defense hardware.00:00 – Introduction to Eric Hostetler, Volu...
2026-03-0953 min
Eye of the DragonBSV Webinar 0069: CisLunar IndustriesBalerion Senior Associate Aidan Daoussis sits down with Joseph Pawelski, Co-founder & CTO of CisLunar Industries, to discuss power infrastructure for space. CisLunar Industries is a space technology company focused on building scalable, intelligent hardware that transforms power to run space. Pawelski explains why power is the foundational bottleneck for satellites, electric propulsion, lunar industry, and future orbital infrastructure, and how CisLunar’s modular power systems are designed to enable higher-performance spacecraft, line-replaceable upgrades, and eventually the power architectures needed for cislunar logistics and lunar operations.00:01 – Introduction to the webinar and CisLunar Industries’ mission: building scalable hardware that transf...
2026-03-0953 min
Eye of the DragonBSV Webinar 0068: Agile Space IndustriesBalerion Senior Associate Aidan Daoussis sits down with Chris Pearson, CEO of Agile Space Industries, to discuss in-space mobility and chemical propulsion. Agile is a propulsion solutions provider specializing in hypergolic propellants, with thrusters and rocket engines designed, 3D printed, and hot-fired under one roof. Pearson explains why chemical propulsion is seeing renewed demand for high-energy maneuvering missions, how Agile’s vertically integrated manufacturing enables unusually rapid development timelines, and where the company fits across national security space, lunar missions, and emerging commercial orbital infrastructure.00:00 – Introduction to the episode and overview of Agile Space Industries and its focu...
2026-03-0954 min
Eye of the DragonBSV Webinar 0067: Virtus SolisBalerion Senior Associate Aidan Daoussis sits with John Bucknell, Founder & CEO of Virtus Solis, to discuss space-based solar power and wireless energy transmission from orbit to Earth. The discussion covers the company’s vision for space-based solar power, the economic and technical case for harvesting solar energy in orbit, and how Virtus Solis plans to beam power wirelessly to Earth using radio-frequency transmission. Bucknell also reflects on his path from automotive manufacturing to SpaceX and explains why he believes space solar can become a scalable, firm, clean energy source.00:00 – Introduction and opening framing of Virtus Solis as orbi...
2026-03-0858 min
Eye of the DragonBSV Webinar 0066: Deborah SpaceBalerion Senior Associate Aidan Daoussis sits down with Deborah Space founders Betina Reyna and Danna Linn Barnett to discuss satellite collision avoidance. Deborah Space is building an on-prem software platform for satellite operators that prioritizes collision alerts, recommends tailored maneuvers, and supports threat and anomaly detection. The company’s thesis is that as orbital density rises, operators will need faster decision support that uses sensitive mission data without requiring that data to leave the ground segment.00:00 – Introduction, Betina Reyna joins from Tel Aviv, and the founders describe the company’s name and mission03:18 – Danna introduces her back...
2026-03-0851 min
Eye of the DragonBSV Webinar 0065: Space Phoenix SystemsBalerion Senior Associate Aidan Daoussis sits down with Space Phoenix Systems Founder & CEO Andrew Parlock to discuss satellite life extension, in-orbit servicing, and extending the useful life of space assets.Space Phoenix Systems is developing spacecraft designed to rendezvous with existing satellites and extend their operational life. Rather than replacing satellites when they run out of propellant or experience subsystem degradation, the company aims to service, refuel, and support spacecraft already on orbit. The approach could reduce replacement costs, increase mission flexibility, and help create a more sustainable orbital infrastructure.In this conversation, Andrew explains...
2026-03-0856 min
Eye of the DragonBSV Webinar 0064: A.C. Charania: Space, Defense & the Lunar OpportunityBalerion General Partner Dan Wallman sits down with Balerion Advisor, Vast Board Member, and Zeno Power SVP of Space Business Development A.C. Charania to discuss lunar infrastructure, commercial space stations, nuclear power in space, and emerging opportunities at the intersection of space and defense.A.C. brings more than two decades of experience across the commercial space sector and government, including leadership roles at Blue Origin, Virgin Orbit, and NASA, where he served as Chief Technologist. Today he works at the center of several key developments shaping the next phase of the space economy: supporting the...
2026-03-0730 min
Eye of the DragonBSV Webinar 0063: Vaxon SpaceBalerion Senior Associate Aidan Daoussis sits down with Vaxon Space Founder & CEO Steven Shepard to discuss very low Earth orbit satellites and air-breathing electric propulsion.Vaxon Space is developing satellites designed to operate in very low Earth orbit (VLEO) using an electric propulsion system that ingests atmospheric particles and uses them as propellant. Operating at these altitudes offers advantages in sensing resolution, latency, and orbital debris mitigation, but requires overcoming major engineering challenges including atmospheric drag, atomic oxygen corrosion, and continuous propulsion.In this conversation, Steven explains the technical architecture behind air-breathing propulsion, the advantages...
2026-03-0757 min
Eye of the DragonBSV Webinar 0062: Fluid Wire RoboticsBalerion Senior Associate Aidan Daoussis sits down with Marco Bolignari, Co-Founder & CEO of Fluid Wire Robotics, to discuss robotic manipulation in extreme environments.Fluid Wire Robotics is developing a new architecture for robotic arms designed to operate in environments where traditional robotics struggle to survive—radiation, high temperatures, vacuum, and deep ocean pressure. The company’s “fluid wire” transmission system separates sensitive electronics and actuation components from the robotic arm itself, allowing the mechanical structure to remain simple, lightweight, and inherently resilient.In this conversation, Marco explains the technical foundations of the fluid wire architecture, the engi...
2026-03-0457 min
Eye of the DragonBSV Webinar 0061: AndrenaMBalerion Senior Associate Aidan Daoussis sits down with Matej Cernosek, Co-Founder & CEO of AndrenaM, to discuss ocean sensing, maritime AI, and monitoring activity across the underwater domain.AndrenaM is building a system designed to sense and monitor the ocean from the seafloor to the surface using distributed sensors and machine learning. In this conversation, Matej explains how the company emerged from engineering backgrounds in aerospace and robotics, and why the founders believe the underwater domain remains one of the least instrumented environments on Earth.Aidan and Matej discuss the technical challenges of sensing in the...
2026-03-0438 min
Eye of the DragonBSV Webinar 0060: Revolv SpaceBalerion Senior Associate Aidan Daoussis sits down with Marco Sala, Co-Founder & CEO of Revolv Space, to discuss satellite solar array drive systems and spacecraft power generation.Revolv Space develops Solar Array Drive Assemblies (SADAs) and related spacecraft mechanisms that allow satellites to track the Sun and maximize electrical power generation in orbit. In this conversation, Marco explains how satellite power systems work, why solar array pointing mechanisms are critical for modern spacecraft, and how Revolv is building compact, reliable systems for the rapidly growing small satellite market.Aidan and Marco also discuss the company’s fo...
2026-03-0457 min
Eye of the DragonBSV Webinar 0059: Ambrosia Space Manufacturing CorporationBalerion Senior Associate Aidan Daoussis sits down with Ambrosia Space Founder & CEO Mario Maggio to discuss in-space biomanufacturing and microgravity life sciences.In this conversation, Mario outlines Ambrosia Space’s focus on building scalable biomanufacturing infrastructure designed to operate in microgravity, including bioreactors, centrifuges, and downstream processing systems. The discussion explains why microgravity can fundamentally change biological processes and how on-orbit manufacturing enables new capabilities for biopharma research, drug development, and life-science experimentation.Aidan and Mario also cover Ambrosia’s first flight mission (ABBY), which will deploy a 2.5-liter bioreactor and centrifuge in orbit, providing an o...
2026-02-1956 min
Eye of the DragonBSV Webinar 0058: Vulcan ElementsBalerion Senior Associate Aidan Daoussis sits down with Vulcan Elements Co-Founder & CEO John Maslin to discuss rare earth magnet manufacturing and supply-chain security.In this conversation, John explains Vulcan Elements’ approach to domestic manufacturing of permanent rare earth magnets. These magnets are a critical input for electric motors, defense systems, aerospace applications, and advanced industrial equipment. The discussion focuses on why magnets, rather than raw rare earth materials alone, represent the true bottleneck in the supply chain, and how Vulcan is building vertically integrated manufacturing capability inside the United States.Aidan and John cover the te...
2026-02-191h 05
Eye of the DragonBSV Webinar 0057: Quaise EnergyBalerion Senior Associate Aidan Daoussis sits down with Carlos Araque, Founder & CEO of Quaise Energy, to discuss superhot geothermal power and deep drilling technology.In this conversation, Carlos explains Quaise Energy’s approach to geothermal power generation based on accessing rock temperatures of approximately 300–500°C at depths of 3–20 kilometers. Quaise’s core technology uses millimeter-wave energy rather than mechanical drilling to create wells capable of reaching these depths and temperatures, enabling continuous baseload power generation using conventional steam turbines.The discussion covers how superhot geothermal differs from traditional geothermal systems, why temperature, as opposed to geography...
2026-02-1556 min
Eye of the DragonBSV Webinar 0056: HermeusBalerion Senior Associate Aidan Daoussis sits down with AJ Piplica, Co-Founder and CEO of Hermeus, a company working at the frontier of hypersonic aviation. Hermeus is building reusable, high-Mach aircraft using a development philosophy that looks more like early rocket startups or the aerospace programs of the 1950s than traditional defense primes.In this conversation, AJ walks through the origin of Hermeus, why hypersonics stalled for decades in the U.S., and how a hardware-rich, iterative approach to flight testing is enabling dramatically faster learning cycles. The discussion spans national security, manufacturing, regulation, and the long-term commercial...
2026-02-1554 min
Eye of the DragonBSV Webinar 0055: Interstellar LabBalerion Senior Associate Aidan Daoussis sits down with Interstellar Lab Founder & CEO Barbara Belvisi to discuss autonomous biospheric systems and life-support for Earth and orbit.Barbara explains how Interstellar Lab evolved from an ambitious lunar greenhouse concept into a dual-use platform generating revenue on Earth while building toward deployment in orbit and beyond. Designed from the outset as sealed, AI-controlled biospheric environments, Interstellar Lab’s inflatable “biopods” regulate atmosphere, light spectrum, humidity, and water recycling with minimal human intervention. The discussion explores commercial traction with global cosmetic leaders, NASA-backed research initiatives, integration into future commercial space stations, and th...
2026-02-1256 min
Eye of the DragonBSV Webinar 0053: TETmedicalBalerion Advisor Doug McAdams sits down with TETmedical founders Alexander Travis, Roy Cohen, and CEO David Fischell to discuss rapid point-of-care diagnostics, and the beachhead market of stroke.This new class of rapid, point-of-care diagnostics has relevance across healthcare, defense, and space. Over the past decade, the Department of Defense, DARPA, and others have invested heavily in rapid diagnostic capabilities for forward-deployed environments, where critical decisions must be made without access to specialists or advanced imaging.At the same time, in stroke care inside a regular hospital, there’s been a long-standing gap. If you co...
2026-02-1056 min
Eye of the DragonBSV Webinar 0052: Aalo AtomicsBalerion Principal Emerson Garnett sits down with Matt Loszak, Co-Founder & CEO of Aalo Atomics, to discuss factory-manufactured microreactors, data center power demand, and scaling nuclear energy.In this conversation, Matt walks through Aalo’s core thesis: mass-manufacturing modular nuclear power plants purpose-built for AI data centers and other always-on loads, with cost targets measured in just a few cents per kilowatt-hour. The discussion spans Aalo’s rapid execution from a two-person founding team to a 140-person company. Aalo’s unprecedented pace toward criticality demonstrates how streamlined DOE authorization, factory-first design, and supply-chain realism are enabling a new nuclea...
2026-02-1049 min
Eye of the DragonBSV Webinar 0051: Zeno PowerBalerion Senior Associate Aidan Daoussis sits down with Zeno Power Co-Founder & CEO Tyler Bernstein to discuss persistent power for space and maritime, and scaling radioisotope power systems.00:00 – IntroductionAidan introduces Tyler Bernstein and Zeno Power, a portfolio company building nuclear batteries capable of operating from the deep ocean to deep space.01:00 – What Is a Nuclear Battery?Overview of radioisotope power systems: converting decay heat into electricity, long-duration operation, microwave-oven-sized form factor, and historical precedent (NASA RTGs, maritime buoys, Arctic sensors).04:30 – Company Origin StoryZeno’s roots at Vanderbilt University, early work on nuclear-powered aviation concepts, and evol...
2026-02-0656 min
Eye of the DragonBSV Webinar 0050: LatitudeBalerion Senior Associate Aidan Daoussis sits down with Latitude Co-Founder & Executive Chairman Stanislas Maximin to discuss Europe’s new launch providers and building a low-cost microlauncher.00:00 – 01:15 | Welcome & IntroductionsAidan introduces Stanislas “Stan” Maximin and Latitude as a new French launch provider focused on smallsat launch.01:15 – 06:40 | Founding Motivation & Early Passion for RocketsStan describes lifelong interest in rockets, inspiration from SpaceX’s early rise, and seeing opportunity in small satellite form factors.06:40 – 07:40 | Launch as a Logistics ProblemLaunch vehicles framed as transportation infrastructure; payload demand drives launcher design.07:40 – 12:30 | European Microlauncher Ecosystem OverviewDiscussion of Orbex, PLD, Isar Aerospace...
2026-02-0550 min
Eye of the DragonBSV Webinar 0049: Mission SpaceBalerion Senior Associate Aidan Daoussis sits down with Mission Space CEO Mary Glaz to discuss space weather monitoring, on-orbit sensors, and protecting space infrastructure.StarCloud and StarCatcher; StarCatcher uses data for power-beaming operations.41:30 – 43:00 | Government validationNASA interest through INSPIRES and Goddard engagement.43:00 – 44:00 | Dual-use capabilitiesDetecting radiation from non-solar sources, cosmic rays, and potential SDA applications.44:00 – 44:50 | Missile detection via ionospheric disturbancePotential defense applications.44:50 – 46:30 | Upcoming launchesTwo payloads in October; real-time data streaming and early forecasting.46:30 – 48:10 | Mission lifetime & manufacturing cadenceFive-year missions; build time shrinking toward weeks.48:10 – 50:30 | Protecting future lunar & orbital infrastructu...
2026-02-0556 min
Eye of the DragonBSV Webinar 0048: Rendezvous RoboticsBalerion Senior Associate Aidan Daoussis sits down with Rendezvous Robotics Co-Founder & CEO Joe Landon and VP of Engineering Gerry Hudak to discuss autonomous spacecraft servicing and in-space robotics.00:00 - 02:10 IntroductionsAidan welcomes Joe Landon (Co-Founder & CEO) and Gerry Hudak (VP Engineering) and introduces Rendezvous Robotics’ focus on autonomous in-space servicing.02:10 - 05:00 Founding Story & Team BackgroundsJoe and Gerry describe their prior experience in robotics, autonomy, and space systems that led to forming Rendezvous Robotics.05:00 - 07:40 The Core Problem: Satellite Servicing BottleneckWhy inspection, maintenance, and repair remain largely unaddressed despite exploding satellite counts.07:40 - 10:20 Re...
2026-02-0254 min
Eye of the DragonBSV Webinar 0047: Extraterrestrial PowerBalerion Senior Associate Aidan Daoussis sits down with Extraterrestrial Power Co-Founder & CEO Peter Toth to discuss ultra-low-cost space solar and radiation-hardened silicon cells.00:00 - 02:45 IntroductionsAidan welcomes Peter Toth, Founder & CEO of Extraterrestrial Power, a Sydney-based company focused on dramatically lowering the cost of power in space.02:45 - 06:30 Founder Origin Story & Early InspirationPeter traces his fascination with energy and space from early sci-fi influences, university studies in solar cells, and the realization that power generation is foundational to human expansion into space.06:30 - 07:30 Why Solar Performs Better in SpaceSolar cells can generate substantially more...
2026-02-0257 min
Eye of the DragonBSV Webinar 0045: TransAstraBalerion Principal Emerson Garnett sits down with TransAstra Founder & CEO Joel Sercel to discuss orbital logistics, asteroid mining, and building the cislunar supply chain.00:00 Welcome & introductionsEmerson introduces Joel Sercel and frames TransAstra as a foundational company for the emerging cislunar economy.01:00 Joel Sercel’s background & founding TransAstraJoel shares his background in aerospace engineering, JPL heritage, and the early vision for space resource utilization.03:00 The core problem: mass and logistics in spaceWhy launch costs, propellant scarcity, and orbital logistics are the true bottlenecks to space-scale growth.05:00 Why space resources matterHow in-space water, me...
2026-01-2449 min
Eye of the DragonBSV Webinar 0044: Space SolarBalerion Principal Emerson Garnett sits down with Space Solar Co-CEOs Sam Adlen and Martin Soltau to discuss space-based solar power, wireless energy beaming, and scalable baseload energy from orbit.00:00 Welcome & introductionsEmerson opens the webinar and introduces the Space Solar leadership team and the promise of space-based solar power.01:00 Why space-based solar, why nowSam explains how falling launch costs and net-zero pressures have made a decades-old concept economically viable.02:30 Founders’ backgroundsMartin, Sam, Richard (CFO), and Dave (CTO) outline their aerospace, energy, finance, and fusion experience.05:30 Space Solar’s mission & value propositionDelivering clean, cons...
2026-01-2253 min
Eye of the DragonBSV Webinar 0043: nTopBalerion Senior Associate Aidan Daoussis sits down with nTop Founder & CEO Bradley Rothenberg to discuss AI-native design, geometry-first engineering, and accelerating advanced manufacturing.00:00 – Welcome & introductionsAidan introduces Bradley Rothenberg and frames nTop as a response to growing complexity and slowing design cycles in aerospace and manufacturing.01:00 – The engineering bottleneckWhy modern mission requirements, like hypersonics, scale, cost, and speed, have outpaced traditional CAD and simulation workflows.02:30 – DoD timelines vs legacy toolsExamples from recent Navy hypersonic programs demanding digital models in weeks and first flight in under a year.04:00 – The fidelity vs speed tradeoffHow engineer...
2026-01-1857 min
Eye of the DragonBSV Webinar 0042: LongshotBalerion Senior Associate Aidan Daoussis sits down with Longshot Founder & CEO Mike Grace to discuss kinetic launch, radically lower launch costs, and reinventing access to orbit.00:00 – Welcome & introductionsAidan introduces Mike Grace and Longshot, setting the stage for a discussion on fundamentally rethinking space launch economics.01:30 – Mike Grace’s background & Longshot’s originMike traces his path through NASA, startups, and early inspiration from SpaceX and the Ansari X Prize, culminating in founding Longshot.03:30 – The core insight: launch cost as the primary leverWhy lowering the cost of getting mass to orbit reshapes the entire space economy be...
2026-01-1457 min
Eye of the DragonBSV Webinar 0041: LiveEOBalerion Senior Associate Aidan Daoussis sits down with LiveEO Co-Founder & CEO Sven Przywarra to discuss AI-driven earth observation and global infrastructure monitoring.00:00 – Welcome & introductionsAidan introduces Sven Przywarra and LiveEO, framing the discussion around earth observation as critical infrastructure intelligence rather than raw imagery.01:00 – What LiveEO does (clear differentiation)LiveEO as a software-first, vertically integrated satellite analytics company delivering end-user products—not data or generic platforms.02:30 – The virtual satellite constellation modelTapping into ~325 optical, SAR, and hyperspectral satellites plus aerial and drone data without owning a satellite fleet.04:00 – Founder origin story & identifying the bottleneck...
2026-01-1444 min
Eye of the DragonBSV Webinar 0040: TriMagnetixBalerion Senior Associate Aidan Daoussis sits down with TriMagnetix COO Pranav Jain and CSO Lucas Hahn to discuss nano-magnetic logic and a new paradigm for data processing beyond traditional semiconductors.00:00 – Welcome & introductionsAidan introduces Pranav Jain and Lucas Hahn and frames the conversation around the limits of CMOS scaling and the search for post-semiconductor computing architectures.01:30 – The problem with today’s semiconductor roadmapWhy Moore’s Law is slowing, power density is becoming the binding constraint, and incremental node shrinks no longer deliver step-change gains.03:30 – What is Nano Magnetic Logic (NML)?High-level explanation of nano-magnetic logic: usi...
2026-01-1353 min
Eye of the DragonBSV Webinar 0039: Orbital CompositesBalerion Senior Associate Aidan Daoussis sits down with Orbital Composites Co-Founder & CEO Amolak Badesha to discuss autonomous factories, advanced composites, and scaling defense, space, and energy production.00:00 Welcome & introductionsAidan opens the session and introduces Amolak Badesha and Orbital Composites, framing manufacturing as a core bottleneck in defense, space, and energy.01:00 Orbital Composites’ missionBuilding next-generation factories by combining robotics, advanced materials, and physical AI to enable scale, speed, and cost reduction across trillion-dollar industries.02:40 Founder background & semiconductor rootsAmolak’s experience in advanced semiconductor manufacturing in Asia and early exposure to GPU-accelerated design workflows.04...
2026-01-0758 min
Eye of the DragonBSV Webinar 0038: The Spaceport CompanyBalerion Senior Associate Aidan Daoussis sits down with The Spaceport Company Founder & CEO Tom Marotta to discuss mobile offshore spaceports and scaling global launch infrastructure.00:00 – Welcome & contextAidan opens the discussion and introduces Tom Marotta and The Spaceport Company, framing the conversation around launch congestion and infrastructure bottlenecks.01:00 Tom Marotta’s backgroundTom outlines his path from U.S. Foreign Service Officer to FAA regulator to Astra, and how firsthand exposure to launch constraints shaped the company’s mission.02:30 The overlooked bottleneck: launch padsWhy every rocket needs a launch pad—and why the world has far too...
2026-01-0654 min
Eye of the DragonBSV Webinar 0037: Phantom SpaceBalerion Senior Associate Aidan Daoussis sits down with Phantom Space CEO Jim Cantrell to discuss responsive launch, orbital data centers, and the infrastructure layer of the space economy.00:00 - Welcome & New Year contextAidan opens the webinar, welcomes Jim Cantrell, and frames the discussion around infrastructure as the next phase of the space economy.01:30 - Jim Cantrell’s background & Phantom’s originJim reflects on 35+ years in space and why Phantom was founded in 2019 to address foundational gaps in space infrastructure.03:00 - “The Henry Ford of Space” analogyPhantom’s core vision: mass production, digital interfaces, and loweri...
2026-01-0356 min
Eye of the DragonBSV Webinar 0036: DarkoceanBalerion Senior Associate Aidan Daoussis sits down with Darkocean Co-Founder & CEO Anupam Thakur to discuss autonomous maritime surveying and AI-driven geo-intelligence.00:00 - Introduction & ContextWelcome and New Year kickoff. Introduction to Anupam Thakur, Darkocean, and the company’s focus on maritime surveying, geo-intelligence, and AI-enabled subsurface mapping.01:25 - What Darkocean Actually Does (Plain-English Explanation)Explaining offshore surveying beyond buzzwords: mapping from sea level down to ~600 meters using sound-based sensing to “see the invisible” beneath the ocean surface.02:50 - Vertical Tech Stack: From Satellites to SeabedWalkthrough of Darkocean’s full-stack approach:* Satellite positioning (X, Y, Z...
2025-12-3147 min
Eye of the DragonBSV Webinar 0035: DcubedDcubed Founder and CEO, Thomas Sinn, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of in-space manufacturing and scalable power infrastructure.00:00 – 01:30 Welcome & introductionsAidan introduces Thomas Sinn, Founder and CEO of Dcubed, and frames the discussion around post-launch infrastructure—what happens after a spacecraft reaches orbit.01:30 – 03:00 Explaining Dcubed to a non-technical audienceThomas offers a simple analogy: Dcubed builds the “door openers” and “umbrellas” of space—deployment mechanisms and solar arrays that enable missions to function.03:00 – 04:30 Power as the next bottleneck in spaceWhy launch is no l...
2025-12-2745 min
Eye of the DragonBSV Webinar 0034: EarthGridEarthGrid Founder and CEO, Troy Helming, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss plasma-based tunneling and large-sclae underground infrastructure.00:00 – 01:30 Welcome & introductionsAidan introduces Troy Helming, Founder and CEO of EarthGrid, and frames the conversation around revolutionary underground infrastructure using plasma tunneling technology.01:30 – 03:00 EarthGrid’s mission, explained simplyTroy delivers a memorable “dinner party pitch,” describing EarthGrid’s plasma tunnel boring robot as a lightsaber-powered underground machine designed to solve power and data center bottlenecks.03:00 – 05:00 The AI power crisisWhy AI and data centers are the fastest-gr...
2025-12-2747 min
Eye of the DragonBSV Webinar 0033: SpaceX IPO ExplainedBalerion Advisor, Doug McAdams, sits down with Balerion General Partner, Phil Scully, to discuss the implications of a SpaceX IPO, Starship, and data centers in space.See Balerion’s recent related report on SpaceX by Aidan Daoussis.00:00 – 01:30 Welcome & framing the discussionDoug introduces the webinar topic and Phil Scully, setting the stage around recent SpaceX IPO speculation and why SpaceX underpins nearly the entire modern space economy.01:30 – 03:30 Why almost no one owns SpaceX (yet)Phil explains how vanishingly few people globally have exposure to SpaceX today—and why the prospect...
2025-12-231h 01
Eye of the DragonBSV Webinar 0032: MetakosmosMetakosmos CEO and CTO, Kiriti Rambhatla, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the future of human performance and safety in space and extreme terrestrial environments.00:00 – 01:30 Welcome & introductionsAidan introduces Kiriti Rambhatla, CEO and CTO of Metakosmos, framing the discussion around next-generation spacesuits, human safety, and extreme-environment systems.01:30 – 03:45 Origin story: defense incubation to space systemsKiriti explains how Metakosmos emerged from a defense incubation program in Australia focused on human performance in extreme conditions and latent market needs.03:45 – 06:30 Humans in space: past, present, and futureA bi...
2025-12-2357 min
Eye of the DragonBSV Webinar 0031: LambdaVisionLambdaVision CEO, Nicole Wagner, sits down with Balerion Advisor, Doug McAdams, to discuss the rise of an innovative artificial retina manufactured in microgravity.00:00 Welcome & IntroductionsDoug introduces Nicole Wagner and LambdaVision; overview of the webinar’s focus on biotech as an emerging space-economy application.01:00 Nicole Wagner’s Background & Origins of LambdaVisionPhD in molecular biology; work on light-activated proteins and the founding of LambdaVision out of UConn research.02:30 What LambdaVision DoesProtein-based artificial retina designed to restore vision in patients with end-stage retinal degeneration.04:00 From Academic Research to CommercializationChallenges of translating lab science into a co...
2025-12-1754 min
Eye of the DragonBSV Webinar 0030: Fortius MetalsFortius Metals CEO, Jeph Ruppert, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of large-format metal additive manufacturing and next-generation alloys.00:00 – 01:00 Welcome & introductionsAidan opens the webinar and introduces Jeph Ruppert, CEO of Fortius Metals, framing the conversation around next-generation alloys, large-format metal additive manufacturing, and U.S. industrial resilience.01:00 – 03:30 What Fortius Metals doesJeph explains Fortius’s origins as a spin-out of Elementum 3D and introduces Reactive Additive Manufacturing (RAM), a grain-inoculation technology that enables high-strength alloys to be welded and additively manufactured without cracking.03:3...
2025-12-1752 min
Eye of the DragonBSV Webinar 0029: Advanced ManufacturingBalerion General Partner, Dan Wallman, sits down with Balerion Advisor, Doug McAdams, to discuss advanced manufacturing and the rebuilding of America’s industrial base. Balerion’s most recent report on advanced manufacturing, Forging Ahead, structures the discussion.00:00 – 01:00 — Welcome and contextDan Wallman introduces the webinar and Doug McAdams, framing the discussion around Balerion’s new report Forging Ahead and the state of U.S. advanced manufacturing.01:00 – 03:00 — How the U.S. lost manufacturing dominanceDoug explains how decades of underinvestment, aging equipment, and workforce attrition hollowed out American manufacturing while China scaled to ~30% of global production.03:00 – 05:00 — National security...
2025-12-1732 min
Eye of the DragonBSV Webinar 0028: Esper Satellite ImageryEsper Satellite Imagery Co-Founder and CEO, Shoaib Iqbal, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of hyperspectral Earth observation.00:00 – 01:55 — Welcome & introductionsAidan introduces Esper Satellite Imagery and CEO Shoaib Iqbal, framing the discussion around hyperspectral imaging and chemical-level Earth observation.01:55 – 04:30 — What Esper does: chemical vision from orbitShoaib explains hyperspectral imaging and how Esper detects chemical signatures on Earth’s surface—going far beyond traditional RGB satellite imagery.04:30 – 07:55 — Origin story: from hackathon to real-world impactEsper’s beginnings at Monash University, early AI work on satellite subsystems, and the pivotal role of Australia’s Bla...
2025-12-1656 min
Eye of the DragonBSV Webinar 0027: StarpathStarpath Co-Founder and CEO, Saurav Shroff, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of in-situ propellant production and funding with solar.00:00 – 01:00 — Welcome & introductionsAidan introduces Starpath and CEO Saurav Shroff, framing the conversation around what it truly takes to make humanity a multi-planetary species.01:00 – 04:45 — What Starpath is building: the missing layerSaurav explains Starpath’s core thesis: fully reusable rockets are necessary but insufficient—off-world propellant production is the critical second pillar. A Mars city is, fundamentally, a rocket fuel factory with accessories.04:45 – 08:30 — Why propellant production dominates Mars infrastructureDiscussion of energy economics...
2025-12-1255 min
Eye of the DragonBSV Webinar 0026: Overview EnergyOverview Energy Founder and CEO, Marc Berte, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of space-based solar and the future of global power distribution.00:00 – 01:30 — Welcome & introductionAidan opens the webinar, introduces Overview Energy and CEO Marc Berte, and frames the conversation around space solar energy as an underappreciated but potentially transformative power technology.01:30 – 03:30 — Space solar energy explained (simply)Marc explains space solar energy at a high level: collecting solar power in space, converting it to a transmissible form, and beaming it to Earth to provide continuous, utility-scale energy.03:30 – 06:00 — Lasers vs microwave...
2025-12-1256 min
Eye of the DragonBSV Webinar 0025: AgniKul CosmosAgniKul Co-Founder and CEO, Srinath Ravichandran, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of 3D-printed small launch vehicles and India’s new private space age.* 00:00 – 01:30 — Welcome & introduction.Aidan opens the webinar, introduces Agnikul as an Indian space tech company building highly configurable small-lift rockets with a single-piece 3D-printed engine and its own private launch pad, and frames India’s growing importance in global space launch.* 01:30 – 03:20 — What Agnikul does & why another small rocket.Srinath introduces himself and Agnikul: a small launch company taking up to ~500 kg to orbit. He explains why “another small...
2025-12-0556 min
Eye of the DragonBSV Webinar 0024: FabriFabri Founder and CEO, Steven Davis, sits with Balerion Advisor, Doug McAdams, to discuss the rise of next-generation foundries and the revival of U.S. manufacturing.00:00 – IntroductionDoug opens the webinar, frames the conversation around U.S. reindustrialization, and introduces Steven Davis, Founder & CEO of Fabri.00:20 – Steven’s Background & Early Engineering InfluencesSteven discusses growing up in Los Angeles, competitive robotics (VEX, FIRST Robotics), STEM outreach, and his family’s deep roots in manufacturing.These experiences led him to MIT and an early fascination with additive manufacturing.01:20 – Lessons From Relativity SpaceAt Relativity, Steven learned why metal addi...
2025-12-0450 min
Eye of the DragonBSV Webinar 0023: SARsatXSARsatX Co-Founder and Chief of Business, Muhannad Almutiry, sits down with Balerion General Partner, Phil Scully, to discuss the First SAR Constellation in the Middle East.00:00–00:11 — Opening & IntroductionsPhil welcomes attendees and invites Muhannad to share his background and context on the growing space and defense-tech ecosystem in the Middle East & North Africa (MENA).00:11–01:02 — Founder Background & Academic OriginsMuhannad introduces himself: electrical engineer, PhD from University of Dayton focused on advanced SAR algorithms (including 3D tomographic SAR). SARSat-X began as a university spinoff from King Abdullah University of Science and Technology (KAUST).01:02–02:34 — Deep-Tech Startup Formation in MENADiscu...
2025-12-0454 min
Eye of the DragonBSV Webinar 0022: BasaltBasalt Co-Founder and CEO, Maximillian Bhatti, sits down with Balerion Senior Associate, Aidan Daoussis, to discuss the rise of fully autonomous satellite constellations.00:00–00:30 — IntroductionAidan opens the session, welcomes participants, and introduces Maximillian Bhatti, CEO & Co-Founder of Basalt, a YC-backed startup building autonomous satellite constellations.00:30–01:10 — What Basalt DoesMax explains Basalt’s core product: dedicated, fully autonomous satellite constellations that give each customer complete and continuous control without human operators.01:10–02:10 — Industry Landscape: Why Space Operations “Suck” TodayThe satellite industry is highly technical, fragmented, and not optimized for customer workflows. Basalt positions itself as the bridge between aerospace...
2025-12-0356 min
Eye of the DragonBSV Webinar 0021: ATMOS Space CargoATMOS Space Cargo CEO, Sebastian Klaus, sit downs with Balerion Senior Associate, Aidan Daoussis, to discuss missing half of space logistics: getting things back from orbit (downmass).00:00–00:23 — Welcome & IntroductionAidan welcomes everyone to a pre-Thanksgiving webinar and introduces the topic: the missing half of space logistics—bringing things back down from orbit.Sebastian Klaus is introduced as CEO of ATMOS Space Cargo, building reusable reentry capsules using inflatable heat shields.00:23–02:05 — What ATMOS Does & The Core ProblemSebastian explains the motivation: everything in space today is single-use—rockets, satellites, hardware.A scalable space econom...
2025-11-3057 min
Eye of the DragonBSV Webinar 0011: Aalo AtomicsAalo Atomics CEO, Matt Loszak, sits down with Balerion Advisor, Doug McAdams, to discuss mass-manufactured modular nuclear fission reactors, or XMRs.00:00 – 01:30 Welcome & introductionsDoug McAdams introduces Matt Loszak, CEO of Aalo Atomics, framing the discussion around next-generation nuclear power and the need for scalable, manufacturable reactors.01:30 – 04:00 Why nuclear needs a new approachMatt outlines why traditional gigawatt-scale nuclear plants failed to scale economically and why a fundamentally different manufacturing mindset is required.04:00 – 06:30 What is an XMR (Extra-Modular Reactor)?Introduction to Aalo’s core concept: mass-manufactured, factory-built nuclear fission...
2025-10-1548 min
Eye of the DragonBSV Webinar 0007: A.C. CharaniaIn this webinar, Balerion Advisor, A.C. Charania, sits with Balerion General Partner, Daniel Kleinmann, to discuss commercial space stations, public/private partnerships, and geopolitical tailwinds driving the new space economy. A.C. is currently SVP of Space Business Development at Zeno Power and was formerly Chief Technologist at NASA. The webinar is hosted by Balerion Principal, Emerson Garnett, and includes questions from the audience. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit balerionspace.substack.com
2025-09-2044 min
Eye of the DragonBSV Webinar 0006: Helicity SpaceHelicity Space CEO Dr. Stephane Lintner, Chairman Jeff Neuman, COO Marta Calvo, and CTO Dr. Set You, discuss the magneto-inertial fusion Helicity Drive with Balerion Advisor Doug McAdams.Helicity scientist Seth Pree is on the right running the recording. This webinar was preceded by a tour of the Helicity lab spaces which include a functioning non-nuclear prototype. Following the webinar, we toured NASA Jet Propulsion Laboratory at the California Institute of Technology which is slated to build the upcoming nuclear prototype with Helicity.00:00 – 01:30 Welcome & introductionsDoug McAdams opens the webinar from Pasadena and in...
2025-09-1625 min
Eye of the DragonBSV Webinar 0004: Pulsar FusionPulsar CEO, Richard Dinan, sits down with Balerion Advisor, Doug McAdams, to discuss next-generation nuclear fusion propulsion systems, including their latest Sunbird design August 22, 2025.00:00 Introductions & ContextDoug McAdams introduces Pulsar and CEO Richard Dinan, framing the discussion around fusion propulsion, deep-space logistics, and the limits of chemical and electric propulsion.02:30 Richard Dinan’s Background & Pulsar’s Origin StoryDinan discusses his background, the founding of Pulsar, and the motivation for pursuing fusion-based propulsion rather than incremental improvements on existing systems.06:00 Why Fusion for Space (Not Earth First)A discussion on why fusion propulsion makes more sens...
2025-08-2448 min