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THE INVESTOR SUMMIT IS BACK. For the last three years, we’ve brought together the world’s most influential investors, founders and executives to debate the future of the space economy. This year, for the first time, we’re expanding into defense technology. The Investor Summit will now be co-hosted by @payloadspace and @tectonicdefense, bringing two of our biggest industries together under one roof. On November 3 & 4, we’re taking over the iconic Beverly Hilton in Beverly Hills for our most ambitious summit yet. Over two days, we’ll convene the most important leaders across space and defense alongside $8 trillion in institutional capital. 📍 The Beverly Hilton 🗓️ November 3 & 4 Attendance is by application only 👇
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🫱🏽‍🫲🏻 @VardaSpace x @WillBruey
Our full interview with Varda CEO @WillBruey at the @NYSE on the company's $251M Series D and being a space, biotech, and defense biz. “We now have drugs that are required to get to market via microgravity. And when that happens, what’s fascinating is now we have a perpetual demand for launch." "And so, I think that is like the inflection point where industry has gone from confined to our home planet to slightly off our home planet in orbit." "And I think that’s the most exciting thing to me. To me, that’s on the scale of when life went from sea to land." "So my goal is to be like Muddy the Mudskipper, the first fish that went from sea to land." "It was ugly. It was not beautiful. It was not glorious. He’s flopping around in the mud." "And that’s kind of what we’re doing. We’re just shipping bioreactors to space and back. But that is literally the epic transition.” We covered: 0:49 $251M Series D 1:51 Varda’s two business lines 1:55 Microgravity drugs 5:12 Changes since Series C 5:58 United Therapeutics 7:45 AI as an accelerant 9:01 Investors view 9:58 Modeling revenue 11:21 Hypersonic testing 14:02 Delivery from orbit 16:26 Heat shield 18:36 Vehicles 8 and 9 With @itsmoislam and @VardaSpace
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Mo Islam retweeted
Northwood Space CEO Bridgit Mendler on building the infrastructure for 1,000 SpaceXs: "I wanna see 1,000 SpaceXs. And I wanna see them not take 25 years to get there. I wanna see them get there in five years." "I really believe that the best outcome for humanity is being able to have a real, open, unfettered, democratized space future." "Being able to build infrastructure that introduces capabilities that so many different, not just companies, but countries can stand on, is really exciting." "Think of cloud infrastructure and what it enabled for all of the internet-based companies. So many companies would not have been able to achieve that global reach if they had to think about deploying their own fiber and standing up internet exchange points all around the world." "I know it sounds like a ludicrous thing to say, 1,000 SpaceXs, but if you said that about cloud, maybe it doesn't sound so ridiculous now." @bridgitmendler w/ @itsmoislam
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Mo Islam retweeted
it's official! I joined @itsmoislam & Arkaea Media as Director of Video & Audience I'll be leading Spectra, the new video content arm covering all Arkaea industries: space, defense, energy, biotech, & more first up: V2 of the live show we've been building with the @NYSE why critical tech? the more I use AI, the more obvious it is that most of the internet will be automated. when that happens, value shifts to the physical, IRL, to people building real things these industries have the most important stories on earth there's a reason people cry at rocket launches. we know we're watching something that matters. I'm honored to help tell the stories of the people building it, and hopefully inspire the next generation to get involved what I want to do differently the media in these spaces is great, but most of it is built to traditional standards. it feels like cable news. people left cable for the internet because they found belonging, community, and a chance to be seen online. I want to build critical tech media with that internet-native lens really honored to be working with @itsmoislam @JackKuhr @rhea_sideris and the rest of the Arkaea Media team y'all will be seeing me in NYC a lot. keep an eye out, something new & big is dropping very soon...
I'm thrilled to share that Ashley Christenson (@ashnichrist) is joining the Arkaea Media Group team as Director of Video and Audience, where she'll lead strategy for Spectra (our new visual content arm) and our audience growth initiatives. Ashley started in the creator economy in 2012, specializing in internet-native live shows, before moving into tech as head of growth at an AI company. She has since built marketing strategies for nearly 60 startups and has spent the past few months helping build out our new live show. Much more to come soon, but for now welcome, Ashley!
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25 DAYS until @payloadspace and @tectonicdefense hosts the most influential investor event in the space and defense industry. Who's attending? To name a few: a16z, Activate Capital, AE Industrial Partners, Also Capital, Altimeter Capital, Aramco Ventures, Bain Capital, Bessemer Venture Partners, BOND Capital, Booz Allen Ventures, CapitalG (Google), Capital Group, Carlyle, Citadel, Construct Capital, D1 Capital Partners, D. E. Shaw, DCVC, DFJ Growth, Felicis, Fidelity Investments, Founders Fund, Franklin Templeton, General Catalyst, GIC, Goldman Sachs Growth Equity, Harvard University Endowment, Hedosophia, ICONIQ, Interlagos, Linse Capital, Moore Capital Management, Mubadala, NEA, Point72 Ventures, Qatar Investment Authority, Riot Ventures, RSE Ventures, Sands Capital, Sequoia, Snowpoint Ventures, StepStone Group, T. Rowe Price, Tamarack Global, TCV, VanEck, Viking Global, WCM Investment Management, and many more. The Investor Summit 📍 The Beverly Hilton 🗓️ November 3 & 4
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Mo Islam retweeted
SPEAKER ANNOUNCEMENT: Long-range strike has fundamentally changed the shape of the war in Ukraine, allowing Ukrainian forces to hit airfields, ammunition depots, logistics hubs, energy infrastructure, and other critical targets deep inside Russia. No company has been more central to this effort than @FirePointUA. The Ukrainian defense giant has developed cutting-edge systems—including the FP-1 and FP-2 long-range strike drones and the recently fielded FP-7 ballistic missile—that are pushing Ukraine’s strike capabilities further and further into Russian territory. Fire Point CEO @iraterekh will join Tectonic Managing Editor @e_h_obrien at the Tectonic European Defense Summit for a fireside conversation focused on scaling a wartime defense giant, developing (and updating) capabilities at the speed of conflict, and how Europe (and the rest of the world) can benefit and learn from what her company has built. Early bird tickets are almost sold out. Get yours at the link below before prices go up. 🎟️ TIX: events.tectonicdefense.com/e…
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Mo Islam retweeted
Full interview with NASA's Moon Base Program Manager Carlos Garcia-Galan at Off World to discuss the agency's lunar roadmap. "We know that wherever we land spacecraft with jet engines that are spewing all the ejecta and regolith around, you can't be very close to that." "You can't put a habitation module close to that area. So we're thinking maybe a kilometer, a kilometer and a half away." "So the first thing we could do is can we mitigate that? Can we maybe build a berm or something, a wall, that allows us to get that closer?" "Cause every time you land, you're gonna wanna move people and logistics to where your base area is." "So perhaps the first set of construction we'll do is things like that." We covered: 01:59 - Lessons from Apollo 17 03:51 - Phase 1: access and ground truth 04:35 - Phase 2: power, comms, infrastructure 04:57 - Phase 3: permanent habitation 05:12 - What early habitats look like 06:33 - Roads, landing pads and berms 09:02 - Building with lunar regolith 11:18 - Starship and Blue Moon progress 13:25 - Flying 7-9 missions a year With @itsmoislam
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I'm thrilled to share that Ashley Christenson (@ashnichrist) is joining the Arkaea Media Group team as Director of Video and Audience, where she'll lead strategy for Spectra (our new visual content arm) and our audience growth initiatives. Ashley started in the creator economy in 2012, specializing in internet-native live shows, before moving into tech as head of growth at an AI company. She has since built marketing strategies for nearly 60 startups and has spent the past few months helping build out our new live show. Much more to come soon, but for now welcome, Ashley!
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SPEAKER ANNOUNCEMENT: @zanemountcastle , CEO of @Picogrid will be joining the Space & Defense Investor Summit. Picogrid is building the integration layer that connects the military's sensors, drones, and command systems into a single network. The company recently raised a $45 million Series A from @BessemerVP, @WashingHarbour, @Initialized and others. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026
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SPEAKER ANNOUNCEMENT: @_Eric_Romo, President & COO of @GoToImpulse will be joining the Space & Defense Investor Summit. Impulse is building the mobility layer for the space economy, developing spacecraft that move satellites and payloads beyond their initial orbit. The company most recently raised an $808M Series D from @137ventures, @dfjgrowth, @Lux_Capital, among others bringing its total capital raised to over $1B. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026
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SPEAKER ANNOUNCEMENT: Chris Spagnoletti, CEO of @ursamajortech will be joining the Space & Defense Investor Summit. With missile demand outrunning what the primes can deliver, Ursa Major is scaling production of solid rocket motors and hypersonic propulsion. The company is going public via a $2.3B SPAC deal backed by $350 million in PIPE commitments anchored by Inflection Point. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026
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SPEAKER ANNOUNCEMENT: Will Edwards (@williewockets), CEO of @FirehawkAero will be joining the Space & Defense Investor Summit. Firehawk 3D-prints solid rocket propellant, aiming to cut a 60-day process down to six hours in a bet that energetics are the real bottleneck in missile production. The company is backed by @1789Capital. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026
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Full interview with @CesiumAstro CEO @Shey_Sabripour on phased arrays, satellites, and the race to build one integrated information grid (live from @NYSE). Earlier this year, Cesium announced a $470 million Series C with a Series D on its way. "People hear big numbers like 30,000 satellites or a million satellites like, 'Oh my God... everything's going to be done with one company.' And our customers are telling us otherwise." "We are at the beginning of the space economy. We really are... it's like the 1980s of personal computers." We discuss: – 850 people, 14 locations, and the moment of scale – A Series D "by a factor of two at least" – Why vertical integration (and why not for its own sake) – Space, ground, and AI as one optimized network – A ~$50B pipeline – Where Cesium fits next to Starlink and Amazon Leo – IPO or stay private? CC: @JackKuhr
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SPEAKER ANNOUNCEMENT: Alan Tu, Portfolio Manager at WCM Investment Management, will be joining the Space & Defense Investor Summit. WCM Investment Management is a global growth equity firm with more than $100B in assets, investing across public and private markets in companies with expanding competitive advantages. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026
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