Ep 80: Lee Rosen, CEO, ThinkOrbital - GovDiscovery AI Podcast with Mike Shanley

Ep 84: Inside SpaceWERX's $500M Venture Model and Space Warfighting Priorities with Arthur Grijalva

Want to know how to break into the U.S. Space Force and scale your technology with over half a billion dollars in annual funding? In this episode, host Mike Shanley sits down with Arthur Grijalva, Director of SpaceWERX, to demystify how the Space Force's innovation arm acts as a venture capital fund to buy down technical risk and field dual-use commercial tech faster. This episode is a must-listen for defense tech CEOs, venture capitalists, and aerospace founders trying to navigate the shifting government R&D landscape. You will learn exactly how to align your commercial capabilities with urgent space warfighting priorities and leverage newly reauthorized strategic breakthrough programs to bridge the valley of death. Main Topics Covered * The Venture Capital Model of SpaceWERX: How the organization leverages $500 million annually to buy down risk, accelerate bright ideas, and transition them directly into the hands of warfighters. * Navigating the Defense R&D Ecosystem: Understanding the strategic differences and partnerships between SpaceWERX, AFWERX, the Defense Innovation Unit (DIU), and the Air Force Research Laboratory (AFRL). * Beating the Valley of Death: A case study of K2 Space, tracing their evolution from an initial Phase I conceptual study to a massive $60 million STRATFI co-investment. * The New Rules of SBIR/STTR Reauthorization: What the latest legislative changes mean for preventing "SBIR mills," increasing due diligence on foreign investments, and expanding strategic breakthrough programs across agencies like NASA and the DOE. * Redefining Dual-Use Technology: How tweaking an existing commercial asset, like Muon Space's wildfire satellites, can rapidly deliver critical capabilities like space weather monitoring and missile warnings to the Space Force. * Deep Space Collaboration with NASA: Inside the joint efforts on the Orbital Prime program, Starfish Space's satellite-servicing mission, and upcoming investments with the Cislunar Coordination Office. * Co-Designing Solicitations through Challenges: How upcoming events like the On-Orbit Logistics Challenge bring together industry, venture capital, and operators to write contract requirements collectively. * The Power of Industry Partnerships: Why small startups are joining forces with traditional defense primes and mid-tier firms to successfully compete and deliver full end-to-end capabilities. Key Takeaways * Follow the Money to Find the Demand Signal: The clearest indication of what the Space Force prioritizes is where they spend money; companies should look at current challenges and funding lines to understand real mission needs. * Proliferated Architectures Are the Future: Space Force leadership is shifting away from exquisite, multi-billion-dollar satellite systems that take a decade to build in favor of cheaper, mass-proliferated architectures that refresh every two to four years. * Strategic Co-Investment Drives Massive Value: Leveraging programs like STRATFI to combine funding from private venture capital and programs of record has yielded a massive 9x valuation increase for participating companies. * Don't Navigate the System Alone: SpaceWERX offers specialized accelerators, pitch sessions, and a new database registry designed specifically to demystify government contracting and help commercial firms get a foot in the door. Connect with the Guest LinkedIn: https://www.linkedin.com/in/arthurgrijalva [https://www.linkedin.com/in/arthurgrijalva] Instagram: https://www.instagram.com/spacewerxdod/ [https://www.instagram.com/spacewerxdod/] Connect with the Host LinkedIn: https://www.linkedin.com/in/early-defense-opportunity-identification/ [https://www.linkedin.com/in/early-defense-opportunity-identification/] Website: https://www.govdiscoveryai.com/ [https://www.govdiscoveryai.com/] If you enjoyed this episode, make sure to follow the podcast, hit the like button, and share it with your network so you never miss an episode packed with actionable market intelligence!

Ep 83: General Mike Minihan (ret.)

In this episode, retired four-star General Mike Minihan shares his experiences in military leadership, the importance of industry collaboration, and the strategic role of AI, data, and UAVs in modern warfare. Discover key lessons on decision-making, innovation, and national security from a top military leader. key topics Military leadership and decision-making at the four-star level The importance of industry collaboration and relationship-building The strategic role of AI, data, and quantum in modern warfare Chapters 00:00 The Weight of Command: Insights from a Four-Star General 04:52 Building Relationships with Industry: The Marco Polo Approach 10:05 Navigating Yes, No, and Maybe: The Art of Pitching 14:53 Data and AI: Challenges in the Operational Environment 28:29 Cyber Deterrence and the Current Landscape 30:36 Decision Advantage in Command 35:07 The Role of UAVs in Modern Warfare 38:34 Lessons from Ukraine and Iran 41:24 AI in Forecasting and Preparedness 45:24 Surprising Innovations and National Security Threats 51:51 The Importance of American Industry resources Mavericks Advisors LLC - https://mavericksadvisorsllc.com

Ep 82: Iain Boyd, Director, Center for National Security Initiatives, University of Colorado-Boulder

This interview with Ian Boyd, director at the University of Colorado Boulder, explores the strategic and technological landscape of hypersonics, missile defense, and space domain awareness. It highlights current threats, industry opportunities, and the role of academia in national security innovation. * Hypersonic missile capabilities and threats from China, Russia, Iran * Defense industry opportunities in hypersonic weapon scaling and defense systems * Golden Dome program for global missile tracking and interception * Role of space assets in missile defense and command control * Academic contributions to national security and industry collaboration https://www.colorado.edu/aerospace/iain-boyd

Ep 81: Col. Jahara Matisek - Rethinking Warfare around Space, Civil Society, Arctic Domain, and Critical Minerals

Disclaimer: Views are guest's own and not the official position of the U.S. Air Force, Department of Defense, or any part of the U.S. Government. Visit www.govdiscoveryai.com [https://www.govdiscoveryai.com] to learn more about our Defense Business Intelligence Solutions Rethinking Warfare & The Role of Civil Society in Modern Conflicts Guest: Lieutenant Colonel Jahara Matisek Episode Summary In this episode, we explore the rapidly evolving landscape of modern warfare and the often-overlooked element crucial to national security: civil society. Joining us is defense strategy expert Lieutenant Colonel Jahara Matisek, who sheds light on why military might—munitions, strategy, and troop deployments—is no longer enough on its own. Drawing on recent events in Ukraine, we discuss how everyday citizens, NGOs, and community networks are stepping in to fill logistical gaps, bolster societal resilience, and act as a critical force multiplier in times of crisis. Key Topics Discussed * The Changing Face of Warfare: Why modern conflicts require a broader perspective that goes beyond traditional military deployments to include civilian contributions. * Insights from Ukraine: Lt. Col. Matisek shares his observations from his August 2021 trip to Ukraine, discussing civilian morale, the psychological impact of government actions, and how NGOs are directly supplying drone units. * Hybrid Defense Explained: A look into the collective security approach that blends conventional military efforts with unconventional community support to counter modern threats. * Civil Society as a Force Multiplier: How local knowledge, networks, and civilian manpower enhance military effectiveness (with parallels drawn to domestic disaster responses like Hurricane Katrina). * Institutional Adaptation: The urgent need for the defense industrial base and military planners to integrate civil society actors into war games and strategic planning. Key Takeaways * Community is Critical: Civil society is no longer a bystander in war; it provides vital logistical support, resources, and local intelligence that traditional military structures may lack. * Integration is the Future: A "hybrid defense" approach that seamlessly integrates civilian efforts is essential for enhancing overall military effectiveness. * Adaptation is Required: Defense organizations must evolve, creating adaptive frameworks and hiring personnel who understand the complex intersection of military and civilian operations. Resources Mentioned * Old and New Battlespaces [https://www.rienner.com/title/Old_and_New_Battlespaces_Society_Military_Power_and_War] by Jahara Matisek: Discusses the growing prominence of sociopolitical-information warfare (Lynne Rienner, 2022). * Lt. Col. Jahara Matisek's insights on the concept of Hybrid Defense.

Ep 80: Lee Rosen, CEO, ThinkOrbital - GovDiscovery AI Podcast with Mike Shanley

How to Build Big Infrastructure in Space: Insights from Lee Rosen LinkedIn: https://www.linkedin.com/company/thinkorbital [https://www.linkedin.com/company/thinkorbital] Website: https://thinkorbital.com/ [https://thinkorbital.com/] Email: marketing@thinkorbital.com [marketing@thinkorbital.com] Building infrastructure in space presents unique challenges, but it's essential for the future of the new space economy. In this post, we'll explore insights from Lee Rosen, co-founder and CEO of Think Orbital, as he discusses his journey from the U.S. Air Force to SpaceX, and how those experiences shaped his vision for creating infrastructure in outer space. About Lee Rosen Lee Rosen is the co-founder and CEO of Think Orbital, with an impressive background in the aerospace industry, including 23 years of service in the United States Air Force as an engineer and space operator. He played key roles at SpaceX, helping to establish their launch capabilities and innovate in the field of space technology. The Decision to Leave the Air Force Lee's journey began with a long career in the military, culminating in a pivotal moment when he escorted President Obama during a visit to SpaceX. This experience not only introduced him to Elon Musk but also opened his eyes to the potential of commercial space capabilities. He realized that the landscape was changing, and it was an opportune time to take risks and explore new avenues in the aerospace sector. Key Insights from Lee's Experience * *Meeting Elon Musk:* Lee's first encounter with Musk was eye-opening. Musk's vision and unconventional thinking challenged the norms of the aerospace industry. Lee was particularly struck by Musk's questions regarding launch turnaround times and reusability, which led to revolutionary changes in space flight. The Evolution of the Space Market The space market has evolved dramatically since Lee's time at SpaceX. In the past, the U.S. relied heavily on foreign partnerships for space capabilities. Today, thanks to companies like SpaceX, launching satellites has become more accessible and affordable. Lee emphasizes that this change has spurred innovation and allowed new players, like Think Orbital, to emerge in the space industry. The Importance of Infrastructure * *Building Larger Structures:* Think Orbital focuses on developing the tools necessary to construct larger infrastructure in space. This includes creating technologies like in-space welding capabilities, which are essential for assembling larger structures beyond Earth. Think Orbital's Mission Think Orbital was founded to address the challenges of building infrastructure in space. Their mission is to create tools and technologies that allow for larger construction projects in outer space. Lee discusses their focus on in-space welding technology, which is designed to handle the unique conditions of space, including vacuum environments. Key Takeaways * *Embrace Innovation:* The aerospace industry is changing rapidly; embracing innovative technologies and challenging existing norms is crucial for success. * *Build for the Future:* The need for larger infrastructure in space is evident, and companies like Think Orbital are leading the way in developing solutions to address these challenges. * *Collaboration is Key:* Collaborating with talented individuals and fostering a culture of ownership among team members can drive success in the startup environment. LEARN MORE: Thank you for tuning into this episode of the GovDiscovery AI Podcast with Mike Shanley. You can learn more about our Defense market intelligence solutions at GovDiscovery AI (https://www.govdiscoveryai.com/) [https://www.govdiscoveryai.com/)]. To connect with our team directly, message the host Mike Shanley on LinkedIn. https://www.govdiscoveryai.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE9KQTJkcUJHQldXOTVndWFReGlNUDlTNHUzd3xBQ3Jtc0trazRjNE54MkF2YkstQkNtWnhBRzY2UkExRUhHOXFkYVpmRU9QSzJfVjlzNmk5OGhlTzh3VjJRZldXSE8wRV9DTk9xd20wVkhKWlZ0NGpzdno3d2UxcEpQTHBRb1AxOElpQW5MbjBtSmZDWi12U3RZQQ&q=https%3A%2F%2Fwww.govdiscoveryai.com%2F&v=Pn9Zxabp1XI]