WEBVTT - Fighting Wildfires from Space

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<v Speaker 1>Pushkin. I'm Jacob Goldstein and this is What's Your Problem

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<v Speaker 1>show about people using technology to solve problems that matter.

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<v Speaker 1>My guest today is Johnny Dyer. He's the co founder

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<v Speaker 1>and CEO of a company called Muon Space. Newon Space

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<v Speaker 1>was founded in twenty twenty one, and the company designs, builds,

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<v Speaker 1>and operates satellites. Their first big project is a constellation

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<v Speaker 1>of satellites called fire Sat. And Johnny's problem is this,

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<v Speaker 1>how do you build satellites that can capture data from

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<v Speaker 1>space to help manage wildfires around the world in near

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<v Speaker 1>real time. In our conversation, Johnny and I also talked

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<v Speaker 1>about his company's work with the US Department of Defense,

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<v Speaker 1>and more generally, the global geopolitics of satellites, which basically

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<v Speaker 1>means the US versus China in space. To start, we

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<v Speaker 1>talked about a satellite company called Skybox. Johnny joined that

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<v Speaker 1>company just after it was founded in two thousand and nine.

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<v Speaker 1>Up to around that time, satellites had mostly been giant, expensive,

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<v Speaker 1>bespoke things, but this was a moment when a few

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<v Speaker 1>people were starting to think that satellites could get much

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<v Speaker 1>smaller and much cheaper. Johnny told me that the idea

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<v Speaker 1>was partly inspired by the emergence of the iPhone.

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<v Speaker 2>You shrink cameras down enough, you shrink compute down enough,

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<v Speaker 2>all of a sudden you have this thing that is

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<v Speaker 2>possible in a much smaller package than was ever possible before.

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<v Speaker 2>And so there was a strong analogy. We thought with

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<v Speaker 2>satellites that if you can use these commercial technologies, you

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<v Speaker 2>can do a lot of the things that these big

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<v Speaker 2>billion dollar systems are doing in a much smaller package.

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<v Speaker 2>If you can do it in a smaller package, everything

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<v Speaker 2>gets faster, cheaper, because most of the challenge of getting

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<v Speaker 2>stuff in space is launching, and that on a per

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<v Speaker 2>kilogram basis, like it just costs per kilogram to get

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<v Speaker 2>stuff in space. If you make it smaller, everything gets better.

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<v Speaker 2>And so we, you know, we did this and we

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<v Speaker 2>were very successful at it. We ended up building twenty

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<v Speaker 2>one satellites that were you know, took data of the

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<v Speaker 2>same quality that literally, you know, one hundred million dollar

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<v Speaker 2>systems before us were collecting. We got bought by Google

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<v Speaker 2>and in the process we learned a lot about what

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<v Speaker 2>it takes to do this, what works, what doesn't work.

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<v Speaker 2>But also, you know, there there was sort of a

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<v Speaker 2>lot of kind of frustrations we had about the fact

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<v Speaker 2>that we solved this problem, this technical problem, and figured

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<v Speaker 2>out how to deploy these things in space, but we

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<v Speaker 2>really were only applying it to one small use case,

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<v Speaker 2>which was this high resolution visible imagery. Think about what

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<v Speaker 2>you see in Google Maps. So that's what we were doing.

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<v Speaker 2>We're taking like submeters roughly one meter resolution visible images

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<v Speaker 2>like you see Google Maps.

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<v Speaker 1>So when I look on Google Maps and I see

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<v Speaker 1>the trampoline in my backyard, which I do, Uh, is

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<v Speaker 1>that you taking that picture?

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<v Speaker 3>So probably the trampoline in your backyard.

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<v Speaker 2>Probably not that was probably taken it from an aircraft

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<v Speaker 2>because that's probably more like ten centimeter imagery.

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<v Speaker 3>But if you go to.

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<v Speaker 2>A big trampoline, yeah, I mean you would see it

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<v Speaker 2>in our imagery.

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<v Speaker 3>You would definitely see a trampoline.

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<v Speaker 2>If you go a little bit outside a major urban

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<v Speaker 2>area where it's too expensive to go collect aircraft imagery,

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<v Speaker 2>all of that imagery and Google Maps would be the

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<v Speaker 2>type of stuff we were collecting. So you can go

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<v Speaker 2>search around Google Maps and you can see a bunch

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<v Speaker 2>of that stuff. And so you know, we got we

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<v Speaker 2>went through that journey. Eventually it ended, but stuck in

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<v Speaker 2>the back of my head was we've shown, you know,

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<v Speaker 2>we've shown a different paradigm for doing this, and there's

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<v Speaker 2>so many possible applications of that new paradigm.

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<v Speaker 1>So so kind of the basic narrative of how you

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<v Speaker 1>get to muon just to collapse it is Skybox gets

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<v Speaker 1>acquired by Google, and then at some point after that

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<v Speaker 1>you get a call from somebody who wants to build

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<v Speaker 1>satellites to track methane emissions, this project called Methane and Set,

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<v Speaker 1>which seems like it is sort of what puts you

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<v Speaker 1>on the path to starting mewon. The company're running, Now,

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<v Speaker 1>how did that happen? What happened there?

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<v Speaker 2>I got a call from some people I knew from

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<v Speaker 2>Skybox at the Environmental Defense Fund saying we think there's

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<v Speaker 2>an opportunity, you know, approaching the problem the way that

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<v Speaker 2>companies like Skybox did, to go build a system that

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<v Speaker 2>can map methane globally in the world. And this is

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<v Speaker 2>you know, a huge first order a greenhouse driver. It's

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<v Speaker 2>in the near term, it's the most important greenhouse gas,

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<v Speaker 2>even more important than CO two. And we don't know,

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<v Speaker 2>we don't there's no good source of data for actually

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<v Speaker 2>how much is getting omitted by all these different sources

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<v Speaker 2>where not quantitatively at least, And so, you know, that

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<v Speaker 2>was a really exciting prospect for me to be part

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<v Speaker 2>of that because it seems like a really important problem

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<v Speaker 2>that needed to be solved. It was also really interesting

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<v Speaker 2>to me that here we are in this world where

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<v Speaker 2>there's a global nonprofitia the Environmental Defense Fund, so philanthropically

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<v Speaker 2>funded nonprofit that is basically believes they can go out

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<v Speaker 2>and build old what you know, traditionally would have been

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<v Speaker 2>only the realm of a government, like a major government

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<v Speaker 2>project like a NASA mission or an e submission, And

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<v Speaker 2>so that just seemed like an extremely compelling prospect, like,

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<v Speaker 2>if you can do that kind of thing and apply

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<v Speaker 2>it in all these different ways, it's going to blow

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<v Speaker 2>the door open on the types of things we imagined

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<v Speaker 2>doing from space.

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<v Speaker 3>And so for all those reasons.

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<v Speaker 2>I was really excited to you know, be part of

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<v Speaker 2>Methane SAD and join the advisory board for it. And

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<v Speaker 2>we went through this long process of basically, for lack

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<v Speaker 2>of a better term, trying to recreate some of the

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<v Speaker 2>things about what we did at Skybox, but with this

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<v Speaker 2>totally different outcome in mind. And it was really hard.

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<v Speaker 2>And one of the primary reasons it was really hard

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<v Speaker 2>was that at Skybox everything was within our control and

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<v Speaker 2>we built everything ourselves. We literally, you know, we were

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<v Speaker 2>literally building the circuit boards that went in the satellites.

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<v Speaker 2>We wrote all the software, we were building the cameras

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<v Speaker 2>that went into the telescope.

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<v Speaker 1>You know.

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<v Speaker 2>Environmental Defense Fund does not have a deep aerospace engineering

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<v Speaker 2>function that can go build all this stuff. And so

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<v Speaker 2>they essentially went out to the market and they said, Okay, well,

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<v Speaker 2>companies like Skybox and Planet exist. There must be now

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<v Speaker 2>a rich ecosystem of suppliers in the market that we

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<v Speaker 2>can go buy what we need to go do this mission.

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<v Speaker 2>The long and the short of it is that is

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<v Speaker 2>not true. And so what they what we kind of

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<v Speaker 2>ran up against was the state of the overall ecosystem

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<v Speaker 2>was still very much like that old mainframe in space,

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<v Speaker 2>you know, billion dollar ecosystem or these little tiny cottage

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<v Speaker 2>industry startups that we're trying to build some small piece

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<v Speaker 2>of a component or a little bit of software or something.

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<v Speaker 2>And the thing about space is really the hardest part

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<v Speaker 2>in many ways is integrating all these things together and

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<v Speaker 2>making them work as a system that can ultimately deliver

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<v Speaker 2>you know, an answer or a solution to a problem.

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<v Speaker 2>And so you know, if you fast forward and we

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<v Speaker 2>spent like five years helping edf kind get up the

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<v Speaker 2>learning curve doing that, and it was I would say, ultimately,

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<v Speaker 2>you know, successful in the sense that a satellite got built,

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<v Speaker 2>it got launched, it collected data. It was way slower,

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<v Speaker 2>it was way more expensive, it was way harder than

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<v Speaker 2>everybody thought, and it really kind of oriented me towards

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<v Speaker 2>there's a huge opportunity here. Like you know, we learned

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<v Speaker 2>how to solve a lot of these problems at Skybox.

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<v Speaker 2>There's clearly a need and so we have this opportunity

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<v Speaker 2>to frankly flood the sky with you know, entirely new

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<v Speaker 2>types of sensors collecting data that could be incredibly impactful

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<v Speaker 2>on how we manage the planet. But the supply chain,

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<v Speaker 2>the ecosystem to go execute that efficiently. You know, when

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<v Speaker 2>we started Mwon, I felt had not mature, it had

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<v Speaker 2>did not exist at the state that it needed to

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<v Speaker 2>to realize that. And so that was a lot of

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<v Speaker 2>the kind of origin thought process that led us to

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<v Speaker 2>start the company, is we can go build an entity

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<v Speaker 2>that is really able to deliver on these really hard,

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<v Speaker 2>difficult type of missions, but in the way that we

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<v Speaker 2>did it at Skybox. So we're ten times faster and

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<v Speaker 2>ten times cheaper. And if we do that, it's going

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<v Speaker 2>to blow the door open on the types of applications

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<v Speaker 2>people are doing in space.

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<v Speaker 3>And that's what we're ultimately trying to do.

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<v Speaker 1>And so you create me on in twenty twenty one,

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<v Speaker 1>is it right? And the first project that I'm aware

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<v Speaker 1>of that you were working on is fire SAT. Was

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<v Speaker 1>that sort of part of the creation of the company.

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<v Speaker 2>Well, it predated the creation of the company a little

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<v Speaker 2>bit in the sense that what it came out of

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<v Speaker 2>was there's a group of people I worked with at

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<v Speaker 2>Google when I was at Google and research that we're

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<v Speaker 2>looking at how to is kind of AI applications, so

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<v Speaker 2>looking at how they could take a lot of the

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<v Speaker 2>AI work going on and applied to very particular impact

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<v Speaker 2>applications like climate, like wildfire. One of the biggest problems

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<v Speaker 2>with wildfire is there's these data gaps. It's very hard

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<v Speaker 2>to understand just how little they know when they're making

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<v Speaker 2>decisions during a wildfire, like where the fire is, how

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<v Speaker 2>fast it's moving, how hot, it's burning, what's in danger.

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<v Speaker 2>Usually it is largely from reports coming in from boots

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<v Speaker 2>on the ground.

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<v Speaker 3>They have firefires on the line.

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<v Speaker 2>Did the end of the day come in and say,

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<v Speaker 2>this is what we saw, this is roughly where the

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<v Speaker 2>fire line was, and people are hand drawing it on maps.

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<v Speaker 3>That's literally often like it's.

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<v Speaker 1>Nineteen fifty or at nineteen hundred.

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<v Speaker 3>Nineteen hundred.

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<v Speaker 2>It really is not that different than I think the

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<v Speaker 2>way wildfires were fought in nineteen hundred. And you know,

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<v Speaker 2>if you think about most elements of society, most elements

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<v Speaker 2>of our lives, they've progressed dramatically past that point. You know,

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<v Speaker 2>we could pull up a map on our phone that

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<v Speaker 2>has incredible near real time date on traffic.

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<v Speaker 1>I mean, let me ask us a dumb question about that.

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<v Speaker 1>They fly planes over wildfires. Once these images of that,

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<v Speaker 1>can the planes not give them pretty good data about

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<v Speaker 1>what's happening? At least once they know it's there.

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<v Speaker 3>They can.

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<v Speaker 2>At times, the planes are very limited, so they they're

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<v Speaker 2>off not position in a place where they can get

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<v Speaker 2>them to an active fire fast enough to get the

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<v Speaker 2>data they need. So there's all those challenges, and they

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<v Speaker 2>often can't fly due to the conditions too, so if

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<v Speaker 2>it's too smoky, they can't fly. If there's really high winds,

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<v Speaker 2>which was obviously the case in the LA fires last year,

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<v Speaker 2>so they weren't able to fly the aircraft over those

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<v Speaker 2>fires because the winds.

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<v Speaker 3>Were too high.

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<v Speaker 2>So they can provide very good situational awareness data, but

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<v Speaker 2>they are very limited in a lot of ways, both

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<v Speaker 2>from a cost per perspective, from sort of a breadth

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<v Speaker 2>and geographic passy perspective, and then just from an operational perspective.

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<v Speaker 2>The thing that satellites give you that is unique as

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<v Speaker 2>this kind of persistent overhead view.

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<v Speaker 3>Right A satellite's giving you this.

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<v Speaker 2>You know, constant kind of persistent overhead map like view

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<v Speaker 2>of where the fire boundary is, how hot it is,

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<v Speaker 2>how fast it's moving, and that's just, you know, really

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<v Speaker 2>transformational for detecting the fires early. You don't have to say, hey,

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<v Speaker 2>I'm going to go fly a plane and look for

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<v Speaker 2>a fire. The satellite's going to cover the space and

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<v Speaker 2>detect a fire if it starts. And that's one of

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<v Speaker 2>the goals of firesat is to build to attack to

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<v Speaker 2>fire within about twenty minutes of its starting, and then

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<v Speaker 2>once it's burning we have this you know, ongoing time

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<v Speaker 2>series of understanding of how it's moving, which is going

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<v Speaker 2>to be absolutely transformational in terms of how they think

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<v Speaker 2>about positioning resources, how to manage risk. The other thing,

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<v Speaker 2>the other part of this that I think is important,

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<v Speaker 2>is that the goal is not to eliminate fire like

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<v Speaker 2>fire is really important. In fact, we don't have enough

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<v Speaker 2>fire in many in California, we don't have enough fire.

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<v Speaker 2>Historically there was a lot more natural wildfire, and we've

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<v Speaker 2>kind of eliminated that.

0:11:43.476 --> 0:11:46.476
<v Speaker 1>Just to be clear about that, like the ideas, California,

0:11:46.676 --> 0:11:49.476
<v Speaker 1>like much of the world, all of the American West,

0:11:49.636 --> 0:11:52.716
<v Speaker 1>evolved to burn, to happen right, fires periodically, and we

0:11:52.756 --> 0:11:55.916
<v Speaker 1>had this century essentially of not letting anything burn that's right,

0:11:55.916 --> 0:11:59.436
<v Speaker 1>and you get too much fuel, too much underbrush, and

0:11:59.476 --> 0:12:01.476
<v Speaker 1>then when there is a fire, it's too hot and

0:12:01.516 --> 0:12:03.076
<v Speaker 1>it burns too big in a way that it would

0:12:03.116 --> 0:12:05.236
<v Speaker 1>not have if we had let fires burn in the

0:12:05.236 --> 0:12:05.796
<v Speaker 1>first place.

0:12:05.956 --> 0:12:08.596
<v Speaker 3>Perfect, man, you've clearly studied this topic.

0:12:08.796 --> 0:12:11.796
<v Speaker 1>Yeah, it's really interesting, right, it's not entirely intuitive, but

0:12:11.956 --> 0:12:14.196
<v Speaker 1>not into about it and it's like, oh interesting, Yeah.

0:12:14.276 --> 0:12:15.956
<v Speaker 1>I spend a lot of time in the Sierras where

0:12:15.956 --> 0:12:18.996
<v Speaker 1>It's like you see like Manzanita are like pumping out

0:12:19.116 --> 0:12:20.876
<v Speaker 1>oil because they want there to be a fire.

0:12:21.076 --> 0:12:23.276
<v Speaker 2>Yeah, and Manzanita is like a blow torch when it

0:12:23.276 --> 0:12:26.676
<v Speaker 2>starts on fire. So yeah, so yeah, I mean that's

0:12:26.676 --> 0:12:28.876
<v Speaker 2>a huge problem. And I think the point is that

0:12:29.996 --> 0:12:32.196
<v Speaker 2>it's not simple enough to say when a fire starts,

0:12:32.236 --> 0:12:34.836
<v Speaker 2>put it out. There has to be a decision made

0:12:34.996 --> 0:12:37.876
<v Speaker 2>about there's you know, the way that this has best

0:12:37.916 --> 0:12:40.516
<v Speaker 2>been described to me. We work with an advisor named

0:12:40.556 --> 0:12:42.396
<v Speaker 2>Kate Dargan. He used to be the fire chief of California,

0:12:42.396 --> 0:12:44.436
<v Speaker 2>and she talks about good fire and bad fire. Right

0:12:44.876 --> 0:12:46.756
<v Speaker 2>when you get to what you were describing, where you

0:12:46.796 --> 0:12:50.116
<v Speaker 2>have these over fuel loated forests that burst into flame

0:12:50.596 --> 0:12:53.196
<v Speaker 2>and are burning basically so hot that they're killing everything

0:12:53.196 --> 0:12:54.276
<v Speaker 2>in a very unhealthy way.

0:12:54.276 --> 0:12:57.116
<v Speaker 3>That's bad fire, and like you want it.

0:12:57.156 --> 0:12:59.596
<v Speaker 2>You don't want that to burn, But we need a

0:12:59.596 --> 0:13:02.476
<v Speaker 2>lot more low intensity fire through the forest to keep

0:13:02.476 --> 0:13:05.996
<v Speaker 2>the forest healthy. And so right now, there's basically no

0:13:06.116 --> 0:13:08.956
<v Speaker 2>way for the fire agencies to distinguish that for the

0:13:09.156 --> 0:13:12.396
<v Speaker 2>most part. I mean, they're typically because of the risks involved,

0:13:12.396 --> 0:13:14.356
<v Speaker 2>they're just going to try and put the fires out

0:13:14.396 --> 0:13:16.436
<v Speaker 2>because there's so much at risk.

0:13:16.836 --> 0:13:20.116
<v Speaker 1>Well, like politically, if you think about it, politically, you're

0:13:20.116 --> 0:13:22.396
<v Speaker 1>never going to get in trouble for putting the fires, right,

0:13:22.916 --> 0:13:25.596
<v Speaker 1>But if you're like, well, you know we made the call,

0:13:25.836 --> 0:13:28.476
<v Speaker 1>and you know our model said it should burn, like,

0:13:28.876 --> 0:13:31.756
<v Speaker 1>that's just not going to play if anything bad happens.

0:13:31.476 --> 0:13:33.716
<v Speaker 3>That's right exactly. Yeah.

0:13:33.836 --> 0:13:36.756
<v Speaker 2>Kate's big thing is if we can measure the intensity

0:13:36.796 --> 0:13:38.836
<v Speaker 2>on a near real time basis, we can make way

0:13:38.836 --> 0:13:43.316
<v Speaker 2>better decisions about how we deploy resources to combat the

0:13:43.356 --> 0:13:45.996
<v Speaker 2>bad fire while allowing the good fire to burn. And

0:13:46.076 --> 0:13:48.956
<v Speaker 2>that's that's a very heavily kind of risk based decision

0:13:49.076 --> 0:13:52.076
<v Speaker 2>process that needs to be much better informed by data.

0:13:52.196 --> 0:13:56.076
<v Speaker 2>And I think that's in many ways we love fire

0:13:56.116 --> 0:13:59.076
<v Speaker 2>Set because I think it is such a tangible example

0:13:59.316 --> 0:14:03.836
<v Speaker 2>of the power of these space based data collection systems

0:14:03.876 --> 0:14:07.316
<v Speaker 2>to not only tell us something about the world or

0:14:07.396 --> 0:14:10.956
<v Speaker 2>you know, oh that's interesting, but actually drive decision making

0:14:10.996 --> 0:14:13.516
<v Speaker 2>on the ground. We now have actionable data that can

0:14:13.556 --> 0:14:16.516
<v Speaker 2>be used to say we're going to position firefighters here

0:14:16.556 --> 0:14:19.036
<v Speaker 2>instead of there, and that's not only going to protect this,

0:14:19.556 --> 0:14:21.436
<v Speaker 2>you know, this town, but it's also going to allow

0:14:21.476 --> 0:14:22.796
<v Speaker 2>this other part of the forest to burn.

0:14:22.836 --> 0:14:24.916
<v Speaker 3>So there's less risk next year that it's going to burn.

0:14:25.836 --> 0:14:28.356
<v Speaker 1>Right. So you say we now have actionable data, but like,

0:14:28.596 --> 0:14:31.036
<v Speaker 1>we don't literally have it now, right, because the project

0:14:31.076 --> 0:14:34.996
<v Speaker 1>is still ongoing. And so just to be clear, the

0:14:34.996 --> 0:14:37.876
<v Speaker 1>goal of the project is to have So it's an

0:14:37.876 --> 0:14:42.716
<v Speaker 1>infrared image, right, which makes sense of every piece of

0:14:42.716 --> 0:14:45.116
<v Speaker 1>the earth out of resolution. You said about the size

0:14:45.116 --> 0:14:47.556
<v Speaker 1>of a swimming pool, right, which is a nice image.

0:14:47.876 --> 0:14:50.716
<v Speaker 2>Yeah, the actual resolution is a lot bigger than that.

0:14:50.756 --> 0:14:52.956
<v Speaker 2>It's about fifty meters, so think about half of a

0:14:52.956 --> 0:14:55.956
<v Speaker 2>football field. But we can see we can detect a

0:14:56.116 --> 0:14:59.316
<v Speaker 2>fire within that fifty meters down to about the size

0:14:59.316 --> 0:15:01.236
<v Speaker 2>of a swimming pool. So if there was a swimming

0:15:01.236 --> 0:15:04.196
<v Speaker 2>pool size fire on half a football field, we would

0:15:04.196 --> 0:15:04.996
<v Speaker 2>detect that fire.

0:15:05.116 --> 0:15:09.036
<v Speaker 1>Okay, and to do that of the whole earth every.

0:15:08.876 --> 0:15:10.276
<v Speaker 3>Twent the minutes, that's right.

0:15:10.396 --> 0:15:11.836
<v Speaker 1>It sounds like a lot.

0:15:12.116 --> 0:15:13.036
<v Speaker 3>It is a lot of year.

0:15:13.516 --> 0:15:16.956
<v Speaker 1>It is a lot, right. And so so you start

0:15:16.996 --> 0:15:19.916
<v Speaker 1>this company five years ago around the time this project

0:15:19.956 --> 0:15:23.796
<v Speaker 1>is kind of coming into view, right, and you the

0:15:23.836 --> 0:15:25.716
<v Speaker 1>company and the project sort of get going together.

0:15:25.796 --> 0:15:26.596
<v Speaker 3>Yes, that's right, yep.

0:15:28.436 --> 0:15:29.956
<v Speaker 1>And so I mean you talked about how you had

0:15:29.956 --> 0:15:32.076
<v Speaker 1>solved a lot of these things at Skybox. But plainly

0:15:32.076 --> 0:15:34.956
<v Speaker 1>there's a lot to figure out here. So when you

0:15:35.036 --> 0:15:37.556
<v Speaker 1>launch the company, what do you have to figure out

0:15:37.796 --> 0:15:38.436
<v Speaker 1>to do this?

0:15:38.596 --> 0:15:40.156
<v Speaker 2>Yeah, so there's a couple of things. I think one

0:15:40.196 --> 0:15:43.156
<v Speaker 2>thing is be able to build a small and low

0:15:43.236 --> 0:15:47.876
<v Speaker 2>cost infrared camera, which is a critical enabler for this

0:15:47.956 --> 0:15:51.156
<v Speaker 2>to work. And that's something that we bid off very

0:15:51.156 --> 0:15:53.516
<v Speaker 2>early in the process, very much using again the same

0:15:53.596 --> 0:15:55.316
<v Speaker 2>kind of approach that we use at Skybox.

0:15:55.316 --> 0:15:56.236
<v Speaker 3>At Skybox, we were.

0:15:56.196 --> 0:15:58.276
<v Speaker 2>Much we were focused on visible imagery, which is a

0:15:58.276 --> 0:16:02.516
<v Speaker 2>different thing that's very much a solved problem now for space.

0:16:03.236 --> 0:16:05.676
<v Speaker 2>But if you ask anybody when we started the company,

0:16:05.716 --> 0:16:07.916
<v Speaker 2>what does it take to build like a very high

0:16:08.676 --> 0:16:11.716
<v Speaker 2>sense it'sivity infrared imager from space, they'd probably tell you

0:16:11.836 --> 0:16:15.156
<v Speaker 2>it's like a ten to thirty million dollar problem per unit.

0:16:15.396 --> 0:16:17.196
<v Speaker 1>Wait, you mean it's going to cost you ten million

0:16:17.196 --> 0:16:18.716
<v Speaker 1>dollars for each camera?

0:16:19.716 --> 0:16:21.516
<v Speaker 2>Yeah, I mean if you went out to Lockheed or

0:16:21.596 --> 0:16:24.116
<v Speaker 2>Northrope or whoever builds these things, because you know commercially

0:16:24.116 --> 0:16:24.716
<v Speaker 2>they're not built.

0:16:25.076 --> 0:16:26.836
<v Speaker 3>Yeah, that's what they would have told you. That's what

0:16:26.916 --> 0:16:27.116
<v Speaker 3>you know.

0:16:27.196 --> 0:16:29.396
<v Speaker 2>In many ways, like the government is paying today for

0:16:29.436 --> 0:16:30.396
<v Speaker 2>that type of payload.

0:16:32.156 --> 0:16:33.036
<v Speaker 3>And we couldn't do.

0:16:33.036 --> 0:16:35.716
<v Speaker 2>That because, you know, ultimately, to get to that twenty minutes,

0:16:35.756 --> 0:16:38.916
<v Speaker 2>which everybody agrees was a critical goal, you need like

0:16:38.996 --> 0:16:41.876
<v Speaker 2>fifty satellites and so if you're if just the camera

0:16:41.916 --> 0:16:44.796
<v Speaker 2>on each satellite costs twenty million dollars, it's pretty hard

0:16:44.836 --> 0:16:46.236
<v Speaker 2>to imagine that making sense.

0:16:46.956 --> 0:16:48.236
<v Speaker 3>But we needed like a ten x.

0:16:48.276 --> 0:16:49.876
<v Speaker 2>I mean, we needed to get this thing down to

0:16:49.996 --> 0:16:52.596
<v Speaker 2>like a million dollars or you know, no more than

0:16:52.636 --> 0:16:55.276
<v Speaker 2>two million dollars. And so again we had to go

0:16:55.356 --> 0:16:57.916
<v Speaker 2>to the out and say, like, what are technologies that

0:16:57.956 --> 0:17:01.636
<v Speaker 2>have been developed for other industries that we can apply

0:17:01.796 --> 0:17:04.196
<v Speaker 2>to this problem that haven't been used in space before,

0:17:04.196 --> 0:17:06.796
<v Speaker 2>because typically there's a lot of industries that have spent

0:17:06.836 --> 0:17:10.236
<v Speaker 2>billions of dollars on technology and getting the cost down

0:17:10.236 --> 0:17:13.116
<v Speaker 2>and the performance up. And so what we found was

0:17:13.156 --> 0:17:16.516
<v Speaker 2>there was there had been work on It was largely

0:17:16.556 --> 0:17:19.556
<v Speaker 2>for tactical military applications, so not things that go in space,

0:17:19.636 --> 0:17:23.236
<v Speaker 2>but things like the night vision that a soldier wears

0:17:23.236 --> 0:17:26.236
<v Speaker 2>in the field, where they're building hundreds of thousands of

0:17:26.236 --> 0:17:29.796
<v Speaker 2>these things at fairly low cost, and the underlying camera

0:17:29.836 --> 0:17:33.516
<v Speaker 2>technology is applicable to it's what we needed for this

0:17:33.876 --> 0:17:35.356
<v Speaker 2>it's a very different way to do it. Again, it

0:17:35.396 --> 0:17:37.516
<v Speaker 2>was another case of like we literally had people saying

0:17:37.516 --> 0:17:39.356
<v Speaker 2>this will never work, you can't do it that way.

0:17:40.716 --> 0:17:43.236
<v Speaker 1>While as you say that, well, I mean when people

0:17:43.276 --> 0:17:43.756
<v Speaker 1>say that too.

0:17:43.956 --> 0:17:46.996
<v Speaker 2>I love it when people tell me something's not possible,

0:17:47.036 --> 0:17:49.036
<v Speaker 2>because that's just like that's a great challenge, like Okay,

0:17:49.036 --> 0:17:50.956
<v Speaker 2>I'm gonna prove you wrong. So yeah, So that was

0:17:50.996 --> 0:17:54.396
<v Speaker 2>a big challenge that we had to solve and we did.

0:17:55.156 --> 0:17:57.436
<v Speaker 2>I think another challenge that we really had to solve,

0:17:57.876 --> 0:18:00.956
<v Speaker 2>which is related to fire set, but it's also related

0:18:00.956 --> 0:18:05.156
<v Speaker 2>to the bigger picture for the company is you know,

0:18:05.796 --> 0:18:10.916
<v Speaker 2>these things produce enormous amounts of data, and they often

0:18:10.996 --> 0:18:13.516
<v Speaker 2>are constrained in various ways in terms of the ability

0:18:13.516 --> 0:18:15.916
<v Speaker 2>to get that data back to Earth and then into

0:18:15.916 --> 0:18:18.676
<v Speaker 2>the hands of people that need it, and certainly on

0:18:18.876 --> 0:18:22.716
<v Speaker 2>reasonable time scales, so like typical satellite systems maybe only

0:18:23.436 --> 0:18:25.316
<v Speaker 2>might take an hour and a half or two hours

0:18:25.356 --> 0:18:27.236
<v Speaker 2>from the time a picture is taken to when it's

0:18:27.276 --> 0:18:29.196
<v Speaker 2>actually usable in somebody's hand.

0:18:30.116 --> 0:18:31.076
<v Speaker 3>And again for the fire.

0:18:30.916 --> 0:18:32.516
<v Speaker 2>Problem, obviously that's not going to work if we're going

0:18:32.596 --> 0:18:34.676
<v Speaker 2>to put all these satellites up to fly over every

0:18:34.676 --> 0:18:36.556
<v Speaker 2>fifteen minutes, Like, waiting an hour and a half for

0:18:36.636 --> 0:18:39.116
<v Speaker 2>somebody to get that data is not helpful. So we

0:18:39.156 --> 0:18:40.796
<v Speaker 2>had to put a lot of time and effort into

0:18:40.996 --> 0:18:43.996
<v Speaker 2>thinking about how you can build extremely high bandwidth, extremely

0:18:44.036 --> 0:18:47.876
<v Speaker 2>low latency pipelines basically to get data from satellites and

0:18:47.876 --> 0:18:50.516
<v Speaker 2>out to users. And the reason I say it's more

0:18:50.556 --> 0:18:52.636
<v Speaker 2>than just fire sat is because I do think that's

0:18:52.636 --> 0:18:55.076
<v Speaker 2>something that is an unlock for a whole bunch of

0:18:55.116 --> 0:18:55.876
<v Speaker 2>other things too.

0:18:56.876 --> 0:18:58.276
<v Speaker 1>So how'd you figure that one out?

0:18:59.236 --> 0:19:01.276
<v Speaker 2>So there's kind of two different pieces of it. There's

0:19:01.356 --> 0:19:04.596
<v Speaker 2>kind of a phase one and a phase two. The

0:19:04.636 --> 0:19:09.476
<v Speaker 2>phase one is clever, you know, basically clever archets picture

0:19:09.596 --> 0:19:11.916
<v Speaker 2>of where we put antennas around the world, and how

0:19:11.956 --> 0:19:15.036
<v Speaker 2>we design our radios to be able to continuously downlink

0:19:15.076 --> 0:19:18.036
<v Speaker 2>while the cameras are collecting, which most satellites don't do.

0:19:18.116 --> 0:19:21.316
<v Speaker 2>Most satellites collect some data, store it, down link it.

0:19:22.556 --> 0:19:25.276
<v Speaker 2>Our system is designed to be able to continuously do both,

0:19:25.436 --> 0:19:28.956
<v Speaker 2>and to do it to antennas that are basically placed

0:19:28.956 --> 0:19:31.796
<v Speaker 2>in geographies where wildfire really matters, so it's a near

0:19:31.836 --> 0:19:33.156
<v Speaker 2>real time connection all the time.

0:19:33.196 --> 0:19:34.196
<v Speaker 3>That's kind of phase one.

0:19:35.036 --> 0:19:36.796
<v Speaker 2>So the other thing kind of the phase two of

0:19:36.836 --> 0:19:38.796
<v Speaker 2>this that we're now bringing on board is we have

0:19:38.836 --> 0:19:41.916
<v Speaker 2>this partnership with SpaceX where we'll basically be connecting these

0:19:41.956 --> 0:19:44.516
<v Speaker 2>satellites into the Starlink network in space.

0:19:44.996 --> 0:19:47.516
<v Speaker 1>Is that the laser part? Are you not saying lasers?

0:19:47.596 --> 0:19:50.116
<v Speaker 3>It is lasers and space. Lasers and space. Yeah, well,

0:19:50.356 --> 0:19:51.156
<v Speaker 3>lasers in space.

0:19:52.556 --> 0:19:54.836
<v Speaker 2>So now rather than having to wait to come over

0:19:55.316 --> 0:19:57.676
<v Speaker 2>a ground station or try and place one in exactly

0:19:57.716 --> 0:20:00.516
<v Speaker 2>the right spot to keep that latency down as we're

0:20:00.516 --> 0:20:02.956
<v Speaker 2>collecting data and space, we will have essentially what's like

0:20:02.996 --> 0:20:05.476
<v Speaker 2>an always on broadband connection to the Internet and we

0:20:05.516 --> 0:20:09.356
<v Speaker 2>can just continuously stream that data back for users. That's

0:20:09.636 --> 0:20:12.476
<v Speaker 2>completely transformative, right in terms of how you think about some.

0:20:12.396 --> 0:20:13.196
<v Speaker 3>Of these problems.

0:20:13.556 --> 0:20:15.356
<v Speaker 1>So where is fire SAT now?

0:20:16.156 --> 0:20:19.076
<v Speaker 2>So we launched what we called the protoflight satellite, so

0:20:19.076 --> 0:20:22.236
<v Speaker 2>a first instance last year and it's up collecting data.

0:20:22.876 --> 0:20:25.396
<v Speaker 2>We're launching the first three of what we call the

0:20:25.436 --> 0:20:31.596
<v Speaker 2>operational constellation in June and then basically we have a

0:20:31.676 --> 0:20:34.116
<v Speaker 2>you know, a roadmap of launches that gets us out

0:20:34.196 --> 0:20:37.716
<v Speaker 2>to the first kind of big like milestone we're shooting

0:20:37.716 --> 0:20:41.276
<v Speaker 2>for is hourly So having a picture every hour of

0:20:41.316 --> 0:20:44.356
<v Speaker 2>the entire planet, which we should get to in sort

0:20:44.356 --> 0:20:47.036
<v Speaker 2>of late twenty seven early twenty twenty eight, and there

0:20:47.076 --> 0:20:50.796
<v Speaker 2>will ultimately be about twenty in that hour hourly constellation.

0:20:51.756 --> 0:20:53.636
<v Speaker 2>And then after that the goal is to expand that

0:20:53.796 --> 0:20:55.036
<v Speaker 2>ultimately to fifty two.

0:20:55.116 --> 0:20:56.476
<v Speaker 3>That'll get us to fifteen minutes.

0:20:57.676 --> 0:20:58.876
<v Speaker 1>Why might it not work?

0:21:00.676 --> 0:21:05.916
<v Speaker 2>Yeah, So one of our biggest worries and concerns, because

0:21:05.916 --> 0:21:08.956
<v Speaker 2>there's a lot of history of this is up to

0:21:09.356 --> 0:21:11.236
<v Speaker 2>by the operational community.

0:21:12.236 --> 0:21:15.236
<v Speaker 1>And I mean if there's no customers essentially.

0:21:14.916 --> 0:21:17.356
<v Speaker 2>Yeah, our users, or if it's difficult for them to

0:21:17.556 --> 0:21:20.436
<v Speaker 2>incorporate into their operational flows, and.

0:21:20.396 --> 0:21:23.516
<v Speaker 1>So somehow it's not actually helpful in fighting fires or

0:21:23.596 --> 0:21:24.836
<v Speaker 1>understanding fires.

0:21:24.636 --> 0:21:27.556
<v Speaker 2>Right, And I think we're very confident that the data

0:21:27.596 --> 0:21:30.996
<v Speaker 2>itself is helpful, but it's only helpful, you know, if

0:21:31.036 --> 0:21:33.196
<v Speaker 2>you can get you know the term the water to

0:21:33.236 --> 0:21:35.276
<v Speaker 2>the end of the road, right, So it's not helpful

0:21:35.836 --> 0:21:38.676
<v Speaker 2>if all this data ends in some cloud bucket somewhere

0:21:38.716 --> 0:21:40.956
<v Speaker 2>that nobody can get to. It's only helpful if it

0:21:40.996 --> 0:21:45.276
<v Speaker 2>actually ends up out in these operational command centers, in

0:21:45.356 --> 0:21:48.076
<v Speaker 2>the tools that the fire operators are using on a

0:21:48.116 --> 0:21:51.556
<v Speaker 2>daily basis. And so that's actually not a trivial problem

0:21:51.636 --> 0:21:56.716
<v Speaker 2>because it's a huge patchwork of different systems and tools

0:21:57.276 --> 0:22:00.276
<v Speaker 2>even in the US, like there is no unified system.

0:22:01.116 --> 0:22:06.036
<v Speaker 2>So like our priority earliest integration partner is CalFire For

0:22:06.036 --> 0:22:09.076
<v Speaker 2>that reason, CalFire is the most sophisticated fire agency.

0:22:09.156 --> 0:22:10.716
<v Speaker 3>They have the best tools to do this.

0:22:11.356 --> 0:22:13.516
<v Speaker 2>But you know, ultimately we want to do a lot

0:22:13.556 --> 0:22:16.596
<v Speaker 2>more than that, Like, yeah, this is not just for California,

0:22:16.636 --> 0:22:18.956
<v Speaker 2>it's not just for the US, it's for the world.

0:22:19.316 --> 0:22:21.796
<v Speaker 2>And so that long tail of how do you actually

0:22:21.836 --> 0:22:23.236
<v Speaker 2>get the water to the end of the row with

0:22:23.276 --> 0:22:25.196
<v Speaker 2>the users that need it, I think is actually the

0:22:25.516 --> 0:22:27.636
<v Speaker 2>heart and not the hardest problem, but it's one of

0:22:27.676 --> 0:22:30.516
<v Speaker 2>the harder problems, and I think it's the biggest risk to.

0:22:30.636 --> 0:22:31.956
<v Speaker 3>Ultimately having impact.

0:22:32.116 --> 0:22:34.596
<v Speaker 2>Like, you know, if we get all these satellites in

0:22:34.596 --> 0:22:36.476
<v Speaker 2>space and they're wonderful and they're producing data, but we

0:22:36.556 --> 0:22:38.956
<v Speaker 2>don't solve that problem, it's all for nothing.

0:22:39.436 --> 0:22:40.836
<v Speaker 1>Yeah, that could totally happen.

0:22:42.276 --> 0:22:44.556
<v Speaker 2>Well, we're going to try and make it not not

0:22:44.676 --> 0:22:45.116
<v Speaker 2>a question.

0:22:45.236 --> 0:22:47.516
<v Speaker 1>Yeah, not technically a question to say that could totally happen.

0:22:50.996 --> 0:22:59.996
<v Speaker 1>We'll be back in just a minute. Hey, it's Jacob,

0:23:00.076 --> 0:23:01.836
<v Speaker 1>and I want to tell you that I am hosting

0:23:01.876 --> 0:23:05.676
<v Speaker 1>a new show called Business History. It's about the incredible

0:23:05.676 --> 0:23:10.156
<v Speaker 1>innovations and massive failures and unbelievable characters in the history

0:23:10.156 --> 0:23:13.516
<v Speaker 1>of business, and I hope I think the show provides

0:23:13.556 --> 0:23:16.956
<v Speaker 1>insights about how business works today. At the end of

0:23:16.956 --> 0:23:19.436
<v Speaker 1>today's episode of What's Your Problem, We're going to play

0:23:19.436 --> 0:23:22.636
<v Speaker 1>you a clip from Business History. It's the story behind

0:23:22.716 --> 0:23:26.156
<v Speaker 1>the video game company Atari, and they're surprising early hire

0:23:26.316 --> 0:23:29.396
<v Speaker 1>of a young hippie named Steve Jobs. The show's called

0:23:29.436 --> 0:23:31.956
<v Speaker 1>Business History. You can listen to it wherever you're listening

0:23:32.036 --> 0:23:34.396
<v Speaker 1>right now, and we'll play that clip at the end

0:23:34.396 --> 0:23:40.756
<v Speaker 1>of today's episode. Tell me about your work with the

0:23:40.796 --> 0:23:41.716
<v Speaker 1>Department of Defense.

0:23:42.956 --> 0:23:48.076
<v Speaker 3>Yeah, So there's a couple of worlds out there right now.

0:23:48.116 --> 0:23:50.836
<v Speaker 2>There's the commercial world, and I would put fire sat

0:23:50.876 --> 0:23:51.236
<v Speaker 2>in that.

0:23:51.156 --> 0:23:53.356
<v Speaker 3>World, and then there's sort of the national security world,

0:23:53.516 --> 0:23:56.476
<v Speaker 3>and they're related in a lot of ways.

0:23:57.156 --> 0:23:59.916
<v Speaker 2>It's kind of hard to separate them completely, but there

0:23:59.996 --> 0:24:05.116
<v Speaker 2>is right now a I would say existential need, especially

0:24:05.116 --> 0:24:09.716
<v Speaker 2>in the US, for new technology and space. And the

0:24:09.716 --> 0:24:12.316
<v Speaker 2>way I would think about this is that we've spent

0:24:12.556 --> 0:24:18.476
<v Speaker 2>sixty or seventy years building very expensive, high performance, exquisite

0:24:18.476 --> 0:24:23.036
<v Speaker 2>systems for space. On the national security side, most people

0:24:23.036 --> 0:24:28.916
<v Speaker 2>don't even realize exist, and they're absolutely absolutely critical to

0:24:29.076 --> 0:24:31.636
<v Speaker 2>our country's ability to operate in the world, like in

0:24:31.636 --> 0:24:34.316
<v Speaker 2>a way that you know, we're very very sensitive too.

0:24:34.556 --> 0:24:40.156
<v Speaker 2>So historically we have dominated space as a country that's

0:24:40.196 --> 0:24:42.716
<v Speaker 2>not really been contested, and so this has been both

0:24:42.716 --> 0:24:46.996
<v Speaker 2>a superpower but also sort of a capability. It's kind

0:24:46.996 --> 0:24:49.516
<v Speaker 2>of taken for granted. The armed services don't even think

0:24:49.516 --> 0:24:51.916
<v Speaker 2>about the idea that some of these things, these tools

0:24:51.916 --> 0:24:54.036
<v Speaker 2>that they have that they rely upon, would not be

0:24:55.396 --> 0:24:56.996
<v Speaker 2>available or useful.

0:24:56.956 --> 0:24:59.836
<v Speaker 1>Like that some enemy might shoot them down exactly what

0:24:59.876 --> 0:25:03.236
<v Speaker 1>you're alluding to, Yeah, or jam them or jam them, right,

0:25:03.276 --> 0:25:05.116
<v Speaker 1>I guess jam them is actually what happened.

0:25:05.236 --> 0:25:07.276
<v Speaker 2>Well, I mean the Chinese shot a satellite down a

0:25:07.276 --> 0:25:09.636
<v Speaker 2>couple of years ago, right to demonstrate they can. So

0:25:09.716 --> 0:25:13.356
<v Speaker 2>like there's a lot of concern about that. So right

0:25:13.356 --> 0:25:16.836
<v Speaker 2>now we're in the midst of this period where those

0:25:16.836 --> 0:25:19.796
<v Speaker 2>old systems have were designed in an era where there

0:25:19.796 --> 0:25:24.316
<v Speaker 2>weren't threats. There's now threats. There's also a lot of

0:25:25.156 --> 0:25:27.716
<v Speaker 2>like China has become much more capable in space and

0:25:27.756 --> 0:25:30.596
<v Speaker 2>it's now more like a peer to us. Versus like

0:25:30.956 --> 0:25:31.876
<v Speaker 2>a strong second.

0:25:32.636 --> 0:25:33.396
<v Speaker 3>And so there's this.

0:25:33.436 --> 0:25:39.636
<v Speaker 2>Huge push to basically modernize and refresh all of the

0:25:40.436 --> 0:25:42.636
<v Speaker 2>kind of space infrastructure that the US uses on the

0:25:42.716 --> 0:25:46.876
<v Speaker 2>national security side, but very much leveraging the commercial approach

0:25:47.036 --> 0:25:49.316
<v Speaker 2>that we've been talking about that I think we kind

0:25:49.316 --> 0:25:52.116
<v Speaker 2>of pioneered at Skybox a decade ago, and at the

0:25:52.156 --> 0:25:54.436
<v Speaker 2>time it was perceived as too risky and too early,

0:25:54.996 --> 0:25:57.156
<v Speaker 2>but there's now a recognition that that is the future,

0:25:57.236 --> 0:25:59.596
<v Speaker 2>this is how these systems need to be built, and

0:25:59.676 --> 0:26:04.356
<v Speaker 2>that there is very quickly becoming this vibrant commercial industry

0:26:04.476 --> 0:26:06.836
<v Speaker 2>that can can build a lot of these systems.

0:26:06.876 --> 0:26:09.956
<v Speaker 1>Analogous to what SpaceX did for rocket rockets used to

0:26:10.036 --> 0:26:13.836
<v Speaker 1>be whatever, three two whatever. It was one military contractor

0:26:14.316 --> 0:26:15.956
<v Speaker 1>and then a private company game. It was like, look,

0:26:15.996 --> 0:26:18.836
<v Speaker 1>we can do this cheaper, right, That's happening for satellites

0:26:18.876 --> 0:26:20.716
<v Speaker 1>now for the government, for the military.

0:26:20.796 --> 0:26:23.916
<v Speaker 2>Yeah, And very similarly, SpaceX, you know, did it in

0:26:23.956 --> 0:26:27.516
<v Speaker 2>a way that was commercially oriented. They're launching commercial communication

0:26:27.596 --> 0:26:32.556
<v Speaker 2>satellites but also supporting national security missions. So I think

0:26:32.596 --> 0:26:38.236
<v Speaker 2>that's space inherently is very difficult to separate from that perspective.

0:26:38.716 --> 0:26:43.156
<v Speaker 1>Separate private from the military essentially, Yeah, but just because

0:26:43.156 --> 0:26:44.156
<v Speaker 1>that's where the money is.

0:26:45.236 --> 0:26:48.196
<v Speaker 2>That's where the money is. But also because anything you

0:26:48.236 --> 0:26:52.196
<v Speaker 2>put in space inherently has the ability to do both, right,

0:26:52.316 --> 0:26:54.516
<v Speaker 2>I mean in the limit, if you really want to

0:26:54.516 --> 0:26:57.716
<v Speaker 2>think about the limit. And it's interesting just to make

0:26:57.756 --> 0:27:00.796
<v Speaker 2>this make this point pretty clear, China does not really

0:27:00.836 --> 0:27:05.316
<v Speaker 2>distinguish between commercial satellites and military satellites. We historically have

0:27:05.436 --> 0:27:08.436
<v Speaker 2>distinguished that. But one of the big fears more and

0:27:08.476 --> 0:27:12.076
<v Speaker 2>more is that that you know, our government should be

0:27:12.076 --> 0:27:15.956
<v Speaker 2>depending on commercial satellites. Do those then become targets in

0:27:15.996 --> 0:27:16.556
<v Speaker 2>a conflict?

0:27:16.676 --> 0:27:16.836
<v Speaker 4>Right?

0:27:16.916 --> 0:27:19.956
<v Speaker 3>And so there's it's a little another analogy.

0:27:19.996 --> 0:27:22.156
<v Speaker 1>I think that's a good thinking of the Lusitania.

0:27:22.756 --> 0:27:25.316
<v Speaker 2>I I was gonna say naval like kind of pre

0:27:25.436 --> 0:27:29.996
<v Speaker 2>World War two naval conflict, right, birch and ship can

0:27:30.036 --> 0:27:31.556
<v Speaker 2>be used for goods, but it can also be used

0:27:31.556 --> 0:27:34.036
<v Speaker 2>as smuggle weapons and and you know, in a lot

0:27:34.076 --> 0:27:37.036
<v Speaker 2>of ways, our navy after the Second World War sort

0:27:37.036 --> 0:27:41.956
<v Speaker 2>of police the world's oceans to kind of guarantee a

0:27:41.996 --> 0:27:45.236
<v Speaker 2>lot of the kind of separation between commercial and military

0:27:45.276 --> 0:27:49.516
<v Speaker 2>affairs in the ocean. There's no equivalents of that in space.

0:27:49.596 --> 0:27:52.436
<v Speaker 2>And so that's I think that's a big concern people

0:27:52.476 --> 0:27:55.036
<v Speaker 2>have right now, is that even if you want to

0:27:55.116 --> 0:27:57.716
<v Speaker 2>say this is a commercial system, this is a military system,

0:27:58.076 --> 0:28:00.156
<v Speaker 2>it's very hard to draw that line in a way

0:28:00.196 --> 0:28:02.876
<v Speaker 2>that China will respect it or some other adversary will

0:28:02.916 --> 0:28:06.116
<v Speaker 2>respect it. And so all to be said, the technologies

0:28:06.116 --> 0:28:10.276
<v Speaker 2>are very similar. The technology are the same, right you know,

0:28:10.276 --> 0:28:13.276
<v Speaker 2>if you put something in space, it's it's very hard

0:28:13.316 --> 0:28:16.036
<v Speaker 2>to tell what it's for for somebody else looking on

0:28:16.116 --> 0:28:17.156
<v Speaker 2>like it's very easy for.

0:28:17.876 --> 0:28:21.556
<v Speaker 1>It's just a satellite. It's satellite country taking a picture.

0:28:21.356 --> 0:28:24.436
<v Speaker 2>Scout radios and sensors on it. Are those radios and

0:28:24.476 --> 0:28:27.156
<v Speaker 2>sensors communicating to commercial stuff? Are they community in the military?

0:28:27.316 --> 0:28:30.956
<v Speaker 2>Are they taking pictures of you know, people's trampolines in

0:28:30.996 --> 0:28:33.556
<v Speaker 2>their backyard. Are they taking pictures of military sites? It's

0:28:33.636 --> 0:28:35.276
<v Speaker 2>very hard to separate. And I think we're seeing a

0:28:35.276 --> 0:28:38.676
<v Speaker 2>big convergence right now in and a recognized convergence of

0:28:38.716 --> 0:28:40.876
<v Speaker 2>those those spheres. And so there's you know, there's both

0:28:40.956 --> 0:28:43.476
<v Speaker 2>huge opportunities and risks with that. You know, the opportunity

0:28:43.476 --> 0:28:46.316
<v Speaker 2>for us is that the things we're building are applicable

0:28:46.316 --> 0:28:49.076
<v Speaker 2>to both There's a huge need on the national security side.

0:28:49.116 --> 0:28:53.036
<v Speaker 2>And to give a very specific example of this, you know,

0:28:53.076 --> 0:28:55.716
<v Speaker 2>we want a contract with the Space Force last year

0:28:56.476 --> 0:28:58.716
<v Speaker 2>to basically take what we developed for fire SAT, this

0:28:58.796 --> 0:29:02.316
<v Speaker 2>infrared camera, this low cost infrared camera, and adapt to

0:29:03.396 --> 0:29:06.436
<v Speaker 2>a mission set that they've had for forty years that

0:29:06.556 --> 0:29:08.996
<v Speaker 2>has been very challenging for them to upgrade, which is

0:29:09.916 --> 0:29:12.996
<v Speaker 2>what they call They call it theater imagery and cloud characterization,

0:29:13.076 --> 0:29:15.756
<v Speaker 2>but it's basically weather forecasting. So the DoD has to

0:29:15.796 --> 0:29:18.116
<v Speaker 2>forecast weather. If they want to fly planes, they need

0:29:18.156 --> 0:29:19.396
<v Speaker 2>to know what the weather is, so they have their

0:29:19.436 --> 0:29:23.316
<v Speaker 2>own weather forecasting capability, and they have satellites to feed that.

0:29:23.636 --> 0:29:27.596
<v Speaker 2>And historically these have been these billion dollar, twenty year

0:29:27.836 --> 0:29:32.316
<v Speaker 2>bespoke things. And what we've been able to identify as

0:29:32.316 --> 0:29:34.716
<v Speaker 2>the same technology we've built for fire Sat is very

0:29:34.716 --> 0:29:38.116
<v Speaker 2>applicable to deploying satellites to solve that mission for them.

0:29:38.196 --> 0:29:40.996
<v Speaker 2>So I think that's a really good example of kind

0:29:41.036 --> 0:29:44.356
<v Speaker 2>of this crossover and how and how inherently dual use

0:29:44.356 --> 0:29:45.076
<v Speaker 2>a lot of these things.

0:29:45.116 --> 0:29:48.956
<v Speaker 1>Are you were saying there's opportunities and risk. That's the opportunity.

0:29:48.996 --> 0:29:50.276
<v Speaker 1>What's the risk for you?

0:29:50.836 --> 0:29:52.836
<v Speaker 2>I think there's like a perceptive risk, and I think

0:29:52.876 --> 0:29:57.876
<v Speaker 2>there's a physical risk. The perceptive risk is. You know,

0:29:58.156 --> 0:30:02.636
<v Speaker 2>we started the company very much to do positive in

0:30:02.676 --> 0:30:05.596
<v Speaker 2>the world, and I firmly believe that's what we're doing.

0:30:05.676 --> 0:30:07.876
<v Speaker 2>I think Fire SAD is a canonical example of how

0:30:07.876 --> 0:30:10.476
<v Speaker 2>we're trying to do this. I believe there's a lot

0:30:10.476 --> 0:30:12.676
<v Speaker 2>of things in national security sphere that we can do

0:30:12.716 --> 0:30:15.796
<v Speaker 2>that also have that characteristic that are positive things for

0:30:15.796 --> 0:30:16.636
<v Speaker 2>the world.

0:30:17.156 --> 0:30:18.476
<v Speaker 3>Not everybody agrees with that.

0:30:19.156 --> 0:30:22.596
<v Speaker 1>Yeah, well, and I mean, you know, somewhat famously, at

0:30:22.636 --> 0:30:26.396
<v Speaker 1>other big tech companies, right, people who worked at the

0:30:26.396 --> 0:30:29.996
<v Speaker 1>companies didn't like it when Google and Microsoft started doing

0:30:29.996 --> 0:30:31.116
<v Speaker 1>work for the Department of Defense.

0:30:31.236 --> 0:30:31.436
<v Speaker 5>Right.

0:30:31.516 --> 0:30:33.676
<v Speaker 2>I was at Google when the Project Maven thing happened,

0:30:33.676 --> 0:30:36.556
<v Speaker 2>like when there was the big backlash against their work

0:30:36.676 --> 0:30:39.796
<v Speaker 2>on that. So, like, have you encountered any of that

0:30:39.876 --> 0:30:42.796
<v Speaker 2>at MWON. Yeah, No, We've definitely had people with concerns.

0:30:43.076 --> 0:30:44.876
<v Speaker 2>I mean, I think that what we've tried to do

0:30:44.956 --> 0:30:47.676
<v Speaker 2>is just be very open about why we're doing it

0:30:47.716 --> 0:30:50.116
<v Speaker 2>and why we see it as a positive addition to

0:30:50.196 --> 0:30:52.716
<v Speaker 2>our mission set. And for the most part, that's been

0:30:52.796 --> 0:30:56.436
<v Speaker 2>very successful. I mean, people typically are engineers, are very

0:30:56.516 --> 0:31:01.876
<v Speaker 2>rational people usually, and so I think if we can transparently.

0:31:01.276 --> 0:31:05.596
<v Speaker 1>Present rational I mean you rational people can disagree about

0:31:05.636 --> 0:31:08.316
<v Speaker 1>the most prevailance of the American Department of Defense.

0:31:08.316 --> 0:31:11.316
<v Speaker 2>Oh, you're right, And so I mean again, like my

0:31:11.436 --> 0:31:13.956
<v Speaker 2>perspective on this is like I never want to jam

0:31:13.956 --> 0:31:16.396
<v Speaker 2>this down anybody's throat, Like I think people need to

0:31:16.596 --> 0:31:18.916
<v Speaker 2>make their own decisions and be very comfortable with what

0:31:18.916 --> 0:31:20.876
<v Speaker 2>we're doing, and we're just trying to be as transparent

0:31:20.916 --> 0:31:21.756
<v Speaker 2>about that as we can.

0:31:22.676 --> 0:31:25.516
<v Speaker 1>Let's talk now about the broader state of the industry,

0:31:25.556 --> 0:31:27.796
<v Speaker 1>of the space industry, such as it is. I mean,

0:31:27.836 --> 0:31:30.116
<v Speaker 1>it's particularly interesting given that you have seen now this

0:31:30.276 --> 0:31:33.156
<v Speaker 1>rather long arc, right when there has been this big

0:31:33.196 --> 0:31:38.156
<v Speaker 1>transformation in the industry over what fifteen years or twenty years? Yeah,

0:31:38.196 --> 0:31:45.076
<v Speaker 1>twenty years. So you know, how has it changed? That's

0:31:45.076 --> 0:31:47.676
<v Speaker 1>the big dumb question. Like, yeah, I mean there's the

0:31:47.716 --> 0:31:49.596
<v Speaker 1>obvious stuff that you've done, but like, what can you

0:31:49.636 --> 0:31:50.876
<v Speaker 1>do now that you couldn't have done?

0:31:50.876 --> 0:31:51.036
<v Speaker 4>Then?

0:31:51.116 --> 0:31:53.076
<v Speaker 1>What's you know, what's interesting, what's surprising.

0:31:53.476 --> 0:31:58.436
<v Speaker 2>So I'll give some anecdotes. So I interned at SpaceX

0:31:58.476 --> 0:32:00.796
<v Speaker 2>in like two thousand and four. I was there's like

0:32:00.876 --> 0:32:03.996
<v Speaker 2>forty people there, and you know, my first job was

0:32:04.796 --> 0:32:07.276
<v Speaker 2>helping build the first Merlin, which is like the first

0:32:07.276 --> 0:32:10.236
<v Speaker 2>stage engine for Falcon one, and testing it. And you know,

0:32:11.476 --> 0:32:14.756
<v Speaker 2>this was kind of when I was there, there was

0:32:14.796 --> 0:32:18.276
<v Speaker 2>this excitement about how space This was very early, right,

0:32:18.276 --> 0:32:20.556
<v Speaker 2>there's forty people, and there was this belief that they

0:32:20.596 --> 0:32:25.836
<v Speaker 2>were going to totally transform the industry that early. You know,

0:32:25.956 --> 0:32:27.876
<v Speaker 2>I learned very quickly that we were a long way

0:32:28.116 --> 0:32:30.276
<v Speaker 2>away from that. The first time we put this engine together,

0:32:30.436 --> 0:32:33.556
<v Speaker 2>probably tore itself apart, burned the test stand down, and

0:32:33.636 --> 0:32:35.356
<v Speaker 2>you know, I spent the rest of the summer like

0:32:35.476 --> 0:32:37.596
<v Speaker 2>rewiring this test dan in the summer heat in the

0:32:37.636 --> 0:32:40.436
<v Speaker 2>Texas eat and it took him another like five years

0:32:40.436 --> 0:32:43.516
<v Speaker 2>before they even got a first rocket into space after that,

0:32:45.196 --> 0:32:48.596
<v Speaker 2>And if I fast forward from there and then think

0:32:48.636 --> 0:32:51.276
<v Speaker 2>about starting Skybox in two thousand and nine, which is

0:32:51.356 --> 0:32:54.516
<v Speaker 2>roughly at the same time, again we had this perspective

0:32:54.516 --> 0:32:56.836
<v Speaker 2>that it's like, okay, well it took a while, but

0:32:56.916 --> 0:33:00.076
<v Speaker 2>SpaceX is solving this problem. They solve this launch problem

0:33:00.116 --> 0:33:02.116
<v Speaker 2>where access to space is going to be easier. They

0:33:02.116 --> 0:33:04.436
<v Speaker 2>now have Falcon one. We actually were going to buy

0:33:04.516 --> 0:33:07.676
<v Speaker 2>two Falcon ones. It's Skybox. Early on and right at

0:33:07.716 --> 0:33:11.356
<v Speaker 2>the last minute, Elon said, there's not a Falcon one

0:33:11.476 --> 0:33:12.436
<v Speaker 2>is not business competitive.

0:33:12.436 --> 0:33:13.476
<v Speaker 3>We're gonna build a bigger rocket.

0:33:13.476 --> 0:33:15.356
<v Speaker 2>We're gonna build Falcon nine, and all the contracts that

0:33:15.356 --> 0:33:17.076
<v Speaker 2>we're gonna do for Falcon one are now Nolan bought

0:33:17.156 --> 0:33:20.796
<v Speaker 2>Void and so this was existential for us at Skybox.

0:33:20.836 --> 0:33:22.156
<v Speaker 3>We ended up having.

0:33:21.916 --> 0:33:25.636
<v Speaker 2>To go to Russia, of all places, and buy these

0:33:25.676 --> 0:33:29.316
<v Speaker 2>converted Cold War era ICBMs to launch our satellites with.

0:33:29.316 --> 0:33:32.076
<v Speaker 2>That's we were literally launching our satellites out of a

0:33:32.076 --> 0:33:34.436
<v Speaker 2>missile base in southern Russia off ICBMs.

0:33:35.076 --> 0:33:36.276
<v Speaker 3>And so again like.

0:33:36.436 --> 0:33:38.876
<v Speaker 2>We were like, okay, well, this problem we thought was solved,

0:33:38.876 --> 0:33:40.596
<v Speaker 2>it was going to blow the door open, is still

0:33:40.636 --> 0:33:45.676
<v Speaker 2>not solved. It is now solved fundamentally. And I mean

0:33:45.836 --> 0:33:48.156
<v Speaker 2>there's all kinds of stats that show this from the

0:33:48.196 --> 0:33:51.036
<v Speaker 2>cost of launch that has come down, and launch launch

0:33:51.116 --> 0:33:55.556
<v Speaker 2>has been the big choke point for most of the

0:33:55.596 --> 0:33:57.916
<v Speaker 2>history of space. So that's a huge unlocked.

0:33:57.476 --> 0:33:59.916
<v Speaker 1>Hard to get there space hard to get there now,

0:33:59.956 --> 0:34:01.316
<v Speaker 1>not as hard, not as hard.

0:34:01.556 --> 0:34:05.876
<v Speaker 2>I don't think you can underestimate the impact of solving

0:34:05.876 --> 0:34:09.196
<v Speaker 2>the launch problem. I'll call it in terms of how

0:34:09.276 --> 0:34:11.516
<v Speaker 2>the world opens up, in terms of what you can.

0:34:11.436 --> 0:34:11.996
<v Speaker 3>Do with space.

0:34:12.996 --> 0:34:15.116
<v Speaker 2>The other thing I would say is I think we're

0:34:17.436 --> 0:34:20.076
<v Speaker 2>even when we were doing Skybox and thinking very differently

0:34:20.316 --> 0:34:23.116
<v Speaker 2>about how to build satellites, we were still building in

0:34:23.196 --> 0:34:25.836
<v Speaker 2>a silo. We were building this thing that the analogy

0:34:25.836 --> 0:34:28.596
<v Speaker 2>I like to use most of stuff in space is

0:34:28.676 --> 0:34:31.756
<v Speaker 2>kind of like species on the Galapagos Island. They're like

0:34:32.436 --> 0:34:35.516
<v Speaker 2>these pieces of technology that have been like separated from

0:34:35.556 --> 0:34:37.796
<v Speaker 2>the mainland for so long. They've kind of evolved in

0:34:37.836 --> 0:34:39.116
<v Speaker 2>these like perverse ways.

0:34:39.676 --> 0:34:41.916
<v Speaker 1>And if you actually like this's whatever, like the motors

0:34:41.956 --> 0:34:44.356
<v Speaker 1>and the cameras and whatever, they're like, oh, I understand

0:34:44.356 --> 0:34:46.156
<v Speaker 1>how this used to be like a motor or camera

0:34:46.156 --> 0:34:48.756
<v Speaker 1>on Earth, But now it's totally different, totally.

0:34:48.396 --> 0:34:50.236
<v Speaker 2>Like literally to the point where if you looked at

0:34:50.276 --> 0:34:53.276
<v Speaker 2>like the computer on even a satellite that got launched

0:34:53.316 --> 0:34:56.156
<v Speaker 2>ten years ago, it would look like something that TI

0:34:56.236 --> 0:34:58.596
<v Speaker 2>put in a calculator in the nineteen seventies, right, I mean,

0:34:58.596 --> 0:35:01.756
<v Speaker 2>it's crazy. So there's this kind of like frozen in

0:35:01.796 --> 0:35:04.156
<v Speaker 2>time nature to a lot of the technology in space,

0:35:05.036 --> 0:35:06.756
<v Speaker 2>and because of the launch, but also because of these

0:35:06.756 --> 0:35:09.596
<v Speaker 2>things that we've been talking about, there's a big turnover

0:35:09.676 --> 0:35:12.036
<v Speaker 2>where now the technology in space is looking a lot

0:35:12.076 --> 0:35:14.316
<v Speaker 2>more like the stuff that goes into data center, where

0:35:14.356 --> 0:35:14.796
<v Speaker 2>that goes.

0:35:14.636 --> 0:35:15.516
<v Speaker 3>In your smartphone.

0:35:16.676 --> 0:35:20.756
<v Speaker 2>And because of that, there's also a lot more interconnectedness

0:35:20.756 --> 0:35:24.076
<v Speaker 2>between those technologies and the technologies on Earth. And I

0:35:24.076 --> 0:35:25.916
<v Speaker 2>think we're just in the early stages of this and

0:35:25.956 --> 0:35:28.196
<v Speaker 2>it's going to cause it's already causing, but it's going

0:35:28.276 --> 0:35:31.316
<v Speaker 2>to cause this huge convergence in what we think about

0:35:31.356 --> 0:35:34.276
<v Speaker 2>as space technology and every other bit of technology in

0:35:34.316 --> 0:35:36.996
<v Speaker 2>our life, to the point where we're going to realize that.

0:35:37.876 --> 0:35:40.796
<v Speaker 2>You know, right now, I do I use space technology

0:35:40.796 --> 0:35:43.836
<v Speaker 2>on here GPS, right, satellites are in space and when

0:35:43.836 --> 0:35:45.556
<v Speaker 2>I look at my map, it's telling me where I

0:35:45.596 --> 0:35:48.036
<v Speaker 2>am based on satellites and space. But nobody thinks about

0:35:48.036 --> 0:35:50.476
<v Speaker 2>those satellites, you know, when they look at their map

0:35:50.516 --> 0:35:53.956
<v Speaker 2>and ask where they're going. That's going to be true

0:35:53.996 --> 0:35:56.956
<v Speaker 2>of like a whole bunch of different things, Okay, what

0:35:57.156 --> 0:35:59.916
<v Speaker 2>things and when one of the most exciting things for me,

0:36:00.116 --> 0:36:02.156
<v Speaker 2>there's been a lot of discussion about like orbital data

0:36:02.156 --> 0:36:04.716
<v Speaker 2>centers right people are talking about orbital data centers right now.

0:36:04.836 --> 0:36:06.916
<v Speaker 1>Yeah, And just to be clear, like an actual like

0:36:07.036 --> 0:36:09.436
<v Speaker 1>AI data center that is some giant.

0:36:09.236 --> 0:36:13.316
<v Speaker 2>Gigawatts of solar power and space. Yeah yeah, yeah, and

0:36:13.396 --> 0:36:14.436
<v Speaker 2>it sounds crazy.

0:36:14.676 --> 0:36:15.676
<v Speaker 3>I think it's going to happen.

0:36:16.516 --> 0:36:18.436
<v Speaker 1>Okay, when and why?

0:36:19.556 --> 0:36:21.916
<v Speaker 3>So the why there's there's a bunch of reasons right

0:36:21.956 --> 0:36:25.116
<v Speaker 3>now to build a data center takes between five and

0:36:25.196 --> 0:36:30.396
<v Speaker 3>seven years okay, between permitting, construction, power, interconnect, all of

0:36:30.436 --> 0:36:31.076
<v Speaker 3>these other things.

0:36:31.116 --> 0:36:34.876
<v Speaker 1>I love that it's permitting, permitting, permit will drive data

0:36:34.876 --> 0:36:35.556
<v Speaker 1>centers to space.

0:36:36.636 --> 0:36:38.596
<v Speaker 2>It seems crazy, but I mean it's true, right and

0:36:38.636 --> 0:36:40.716
<v Speaker 2>so like again, and I'm not saying this is easy,

0:36:40.796 --> 0:36:43.316
<v Speaker 2>but if you could get a factory set up and

0:36:43.436 --> 0:36:46.756
<v Speaker 2>rockets launching frequently enough that you can go deploy that

0:36:46.756 --> 0:36:49.036
<v Speaker 2>one hundred megawatts of data center to space in two

0:36:49.116 --> 0:36:52.316
<v Speaker 2>years instead of five years, there's a huge time value

0:36:52.396 --> 0:36:53.316
<v Speaker 2>money component to that.

0:36:53.316 --> 0:36:56.476
<v Speaker 1>That's it's so wild. What give me the over under?

0:36:56.476 --> 0:36:57.636
<v Speaker 1>What year is that going to happen?

0:36:57.836 --> 0:36:58.676
<v Speaker 3>Twenty thirty five?

0:36:59.556 --> 0:37:00.876
<v Speaker 1>That soon? That soon?

0:37:01.196 --> 0:37:03.316
<v Speaker 3>I think that scale could happen that soon and.

0:37:03.396 --> 0:37:05.996
<v Speaker 1>Is part of what has to happen there, Like it

0:37:06.116 --> 0:37:08.916
<v Speaker 1>keeps getting cheaper to go to space absolute kilogram.

0:37:09.276 --> 0:37:09.516
<v Speaker 3>Yeah.

0:37:09.556 --> 0:37:11.996
<v Speaker 2>So so like we've done a bit of work on

0:37:12.036 --> 0:37:13.236
<v Speaker 2>this with some hyperscalers.

0:37:13.316 --> 0:37:16.676
<v Speaker 1>So they've come to you and asked hyperscalts is whatever.

0:37:16.756 --> 0:37:20.596
<v Speaker 1>This is four giant tech companies. They're all actually calling

0:37:20.636 --> 0:37:22.116
<v Speaker 1>you and saying, yeah, I mean it take to put

0:37:22.156 --> 0:37:23.116
<v Speaker 1>a data center in space.

0:37:23.196 --> 0:37:24.596
<v Speaker 3>Google has announced it publicly.

0:37:25.556 --> 0:37:30.596
<v Speaker 2>Okay, so you know the cost per kilogram to put

0:37:30.636 --> 0:37:33.276
<v Speaker 2>something in space is the key metric. And I think

0:37:33.756 --> 0:37:36.596
<v Speaker 2>for economic parody, if you think about, like how what

0:37:36.636 --> 0:37:40.196
<v Speaker 2>it would take to get to a similar cost per

0:37:40.316 --> 0:37:42.836
<v Speaker 2>unit capability of compute and a data center on Earth.

0:37:42.916 --> 0:37:46.156
<v Speaker 2>Right now, we're still off by about a factor of six.

0:37:46.356 --> 0:37:49.196
<v Speaker 2>So like it's six, but it's not one hundred, it's

0:37:49.756 --> 0:37:51.756
<v Speaker 2>one hundred. It's not even an order of magnetus.

0:37:51.836 --> 0:37:53.156
<v Speaker 3>It's not even an order of magnitudes.

0:37:53.236 --> 0:37:54.156
<v Speaker 5>And so is the.

0:37:54.036 --> 0:37:58.436
<v Speaker 1>Reason it's cheaper once you're up there? What the energy permitting?

0:37:58.476 --> 0:38:02.196
<v Speaker 1>Like why is it? Why is it only six? So

0:38:02.236 --> 0:38:03.036
<v Speaker 1>it only effect us.

0:38:03.156 --> 0:38:05.636
<v Speaker 2>So here's here's a really important factor. If you put

0:38:05.716 --> 0:38:09.036
<v Speaker 2>a satellite into space in the right orbit, you can

0:38:09.356 --> 0:38:11.316
<v Speaker 2>have solar rays that are in this sign one hundred

0:38:11.316 --> 0:38:14.476
<v Speaker 2>percent of the time. So it's baseload power. Now it's

0:38:14.516 --> 0:38:17.796
<v Speaker 2>solar is no baseload power. I mean, solar is extremely

0:38:17.876 --> 0:38:20.236
<v Speaker 2>cheap right now, but you can't use just solar to

0:38:20.236 --> 0:38:23.116
<v Speaker 2>power data center because it's not consistent, so you end

0:38:23.196 --> 0:38:26.676
<v Speaker 2>up needing massive some other form of massive energy storage,

0:38:26.876 --> 0:38:27.156
<v Speaker 2>and it.

0:38:27.076 --> 0:38:30.756
<v Speaker 3>Has become very expensive. So I think that's a big deal.

0:38:30.916 --> 0:38:33.396
<v Speaker 2>I think that's one of the reasons in my opinion,

0:38:33.396 --> 0:38:36.476
<v Speaker 2>that it at six x you know, it's cost competitive

0:38:36.476 --> 0:38:39.436
<v Speaker 2>because it's when you actually factor in all those other

0:38:39.516 --> 0:38:41.996
<v Speaker 2>costs to terrestrial data centers for things like power, it's

0:38:42.036 --> 0:38:46.676
<v Speaker 2>actually higher than you would think. Okay, So again, the

0:38:46.716 --> 0:38:48.676
<v Speaker 2>other thing I just think is an important point is

0:38:50.316 --> 0:38:52.116
<v Speaker 2>and I think this is being missed a little bit, like,

0:38:52.476 --> 0:38:56.396
<v Speaker 2>we don't go from here to gigawat data centers in space. Right,

0:38:56.436 --> 0:38:59.196
<v Speaker 2>there's this huge spectrum between where we are now and that,

0:38:59.836 --> 0:39:02.076
<v Speaker 2>and I have no doubt we're going to be going

0:39:02.116 --> 0:39:04.676
<v Speaker 2>way down that spectrum over the next ten years. Right,

0:39:04.756 --> 0:39:07.476
<v Speaker 2>so where it actually lands, Are we actually going to

0:39:07.556 --> 0:39:09.076
<v Speaker 2>have gigawat data centers in space?

0:39:09.276 --> 0:39:09.356
<v Speaker 4>Like?

0:39:09.796 --> 0:39:13.516
<v Speaker 3>Who knows? Right, who knows if the models will continue scaling.

0:39:13.236 --> 0:39:14.796
<v Speaker 1>The scaling laws will hold.

0:39:14.956 --> 0:39:17.236
<v Speaker 3>Yeah, there's a stuff. What's the midpoint?

0:39:17.276 --> 0:39:20.756
<v Speaker 1>What's the like easier to imagine launches don't have to

0:39:20.756 --> 0:39:24.196
<v Speaker 1>get that much cheaper. We're almost there now, but still

0:39:24.236 --> 0:39:25.356
<v Speaker 1>cool thing yeah.

0:39:25.396 --> 0:39:27.436
<v Speaker 2>I mean I think it's that there are these kind

0:39:27.516 --> 0:39:30.396
<v Speaker 2>of multi tiered layers of what we would think about

0:39:30.436 --> 0:39:33.476
<v Speaker 2>as like cloud infrastructure in space, right, so very high

0:39:33.516 --> 0:39:35.756
<v Speaker 2>speed network. So now you have this high speed network

0:39:35.796 --> 0:39:37.836
<v Speaker 2>that everything is connected to all the time in space,

0:39:37.876 --> 0:39:38.956
<v Speaker 2>which is not the case.

0:39:38.796 --> 0:39:42.236
<v Speaker 1>Now what we thought of a data center ten years ago,

0:39:42.516 --> 0:39:44.436
<v Speaker 1>like where they're like whatever.

0:39:45.836 --> 0:39:47.996
<v Speaker 2>You know what you're getting Netflix served from? And I

0:39:47.996 --> 0:39:50.476
<v Speaker 2>mean Starlink's already doing this a little bit. Starlink cash's

0:39:50.516 --> 0:39:53.996
<v Speaker 2>Netflix on the satellites, right. And what will happen is

0:39:54.036 --> 0:39:57.196
<v Speaker 2>as that builds out, there will be reasons to move

0:39:57.316 --> 0:40:00.436
<v Speaker 2>certain things that are in the cloud on data centers

0:40:00.436 --> 0:40:02.516
<v Speaker 2>and Earth now up to space to make the latency

0:40:02.556 --> 0:40:05.676
<v Speaker 2>lower or the processing more efficient or whatever. But we

0:40:05.676 --> 0:40:08.196
<v Speaker 2>won't even think about it. That'll just be in the background.

0:40:08.356 --> 0:40:10.316
<v Speaker 2>We'll use the thing and nobody will know whether it's

0:40:10.356 --> 0:40:12.036
<v Speaker 2>happening in space or happening in the ground.

0:40:15.276 --> 0:40:17.436
<v Speaker 1>We'll be back in a minute with the lightning round.

0:40:30.756 --> 0:40:34.756
<v Speaker 1>Let's finish with the lightning round. What's the secret to

0:40:34.796 --> 0:40:37.236
<v Speaker 1>having one of the best breaking balls in the Stanford bullpen?

0:40:39.876 --> 0:40:44.756
<v Speaker 3>Oh man, it's top spin.

0:40:46.436 --> 0:40:48.476
<v Speaker 1>What's your favorite satellite that you didn't build.

0:40:51.156 --> 0:40:52.356
<v Speaker 3>The Corona satellites.

0:40:53.196 --> 0:40:54.636
<v Speaker 1>Tell me about the Corona satellites.

0:40:55.076 --> 0:40:59.036
<v Speaker 2>So the Corona satellites were the first imaging satellites we

0:40:59.076 --> 0:41:02.916
<v Speaker 2>built in the early sixties. And they were film based systems,

0:41:02.956 --> 0:41:05.996
<v Speaker 2>so they had film in them that ran through them

0:41:05.996 --> 0:41:08.716
<v Speaker 2>that you know, this incredible film technology that ran through

0:41:08.716 --> 0:41:10.996
<v Speaker 2>them that you know, one hundreds defeat per second to

0:41:11.116 --> 0:41:13.836
<v Speaker 2>keep up with the speed that they were flying. And

0:41:13.836 --> 0:41:17.036
<v Speaker 2>that would get loaded into these canisters and dropped off

0:41:17.076 --> 0:41:20.596
<v Speaker 2>in reentry vehicles parachute down to Earth and then we

0:41:20.636 --> 0:41:22.396
<v Speaker 2>would go pick them up by scooping them out of

0:41:22.436 --> 0:41:23.756
<v Speaker 2>the air behind a plane.

0:41:23.956 --> 0:41:25.756
<v Speaker 3>To go develop the film and distribute it.

0:41:26.076 --> 0:41:28.996
<v Speaker 1>Why was I just reading about that? I was reading

0:41:28.996 --> 0:41:31.876
<v Speaker 1>about the special planes, right, they made special planes to

0:41:31.956 --> 0:41:33.476
<v Speaker 1>catch the canisters as they're.

0:41:33.316 --> 0:41:34.996
<v Speaker 3>Coming down, these like tohoks.

0:41:35.196 --> 0:41:38.596
<v Speaker 1>It's so wild and like physical, right. You're a mechanical engineer, right,

0:41:38.636 --> 0:41:41.716
<v Speaker 1>that's like very yeah, so mechanical, yeah, yeah.

0:41:41.516 --> 0:41:43.196
<v Speaker 2>I mean, and you look inside these things and there's

0:41:43.236 --> 0:41:45.316
<v Speaker 2>just like all these rollers and motors and stuff to

0:41:45.396 --> 0:41:47.596
<v Speaker 2>like move the film around and develop it and you know,

0:41:47.636 --> 0:41:48.116
<v Speaker 2>put in the.

0:41:48.076 --> 0:41:49.756
<v Speaker 3>Canister and drop the canister off.

0:41:50.276 --> 0:41:54.236
<v Speaker 1>So analog, right, it's just all physical stuff. What's something

0:41:54.276 --> 0:41:57.396
<v Speaker 1>you learned working on autonomous vehicles that lift that's been

0:41:57.476 --> 0:41:59.076
<v Speaker 1>useful to you at new.

0:42:00.316 --> 0:42:01.996
<v Speaker 3>Yeah, I mean I actually thought about this a lot.

0:42:03.036 --> 0:42:08.276
<v Speaker 2>The way that robotics and av used data is totally

0:42:09.476 --> 0:42:15.076
<v Speaker 2>revolutionary from somebody that's come from aerospace because of some

0:42:15.116 --> 0:42:17.556
<v Speaker 2>of the things we talked about about how primitive a

0:42:17.596 --> 0:42:22.596
<v Speaker 2>lot of historically, like compute on aerospace systems is, you

0:42:22.756 --> 0:42:26.316
<v Speaker 2>end up having to be very conservative about data and

0:42:26.356 --> 0:42:29.476
<v Speaker 2>processing and all of these things. And avs are one

0:42:29.556 --> 0:42:32.636
<v Speaker 2>hundred percent the opposite. They're just these like data vacuums

0:42:32.716 --> 0:42:34.676
<v Speaker 2>and so, but what it does is it means that

0:42:35.556 --> 0:42:38.516
<v Speaker 2>you think about these problems totally differently, like solving problems

0:42:38.516 --> 0:42:39.236
<v Speaker 2>totally differently.

0:42:39.516 --> 0:42:41.316
<v Speaker 1>So what does it mean to you in your work?

0:42:41.516 --> 0:42:42.276
<v Speaker 1>How do you use that?

0:42:42.836 --> 0:42:45.356
<v Speaker 2>I mean by architecting our systems to look more like

0:42:45.396 --> 0:42:47.276
<v Speaker 2>avs than satellites.

0:42:48.276 --> 0:42:50.236
<v Speaker 1>Just to be able to handle more data.

0:42:50.356 --> 0:42:53.156
<v Speaker 2>Yeah, I mean we can use the same technology. So

0:42:53.196 --> 0:42:56.076
<v Speaker 2>we are putting massive amounts of compute and networking and

0:42:56.356 --> 0:42:59.676
<v Speaker 2>you know, bandwidth on our satellites, and so we can

0:42:59.916 --> 0:43:00.236
<v Speaker 2>do that.

0:43:02.436 --> 0:43:05.756
<v Speaker 1>Will evidence of extraterrestrial life be discovered in your lifetime?

0:43:06.396 --> 0:43:06.596
<v Speaker 3>Yes?

0:43:08.116 --> 0:43:11.836
<v Speaker 1>Okay, Uh, there is there anything you know that I

0:43:11.876 --> 0:43:12.876
<v Speaker 1>don't know that makes you.

0:43:12.916 --> 0:43:15.516
<v Speaker 3>Say that, No, I just think that.

0:43:16.796 --> 0:43:19.676
<v Speaker 2>I think I think we'll discover very simple extraterrestrial life.

0:43:19.676 --> 0:43:23.316
<v Speaker 2>I think there's life arose so early in the history

0:43:23.396 --> 0:43:27.596
<v Speaker 2>of the planet, simple life that it just seems like

0:43:27.676 --> 0:43:30.876
<v Speaker 2>it's very likely to have risen in other places or

0:43:30.956 --> 0:43:32.796
<v Speaker 2>have been transplanted here from other places.

0:43:34.116 --> 0:43:36.276
<v Speaker 3>I think complex life is a lot harder.

0:43:36.316 --> 0:43:36.396
<v Speaker 5>Like.

0:43:36.476 --> 0:43:39.156
<v Speaker 3>I do not think we will discover complex life in

0:43:39.196 --> 0:43:39.676
<v Speaker 3>my life.

0:43:39.836 --> 0:43:43.516
<v Speaker 1>We'll find like bacteria on a moon of Jupiter or something.

0:43:43.876 --> 0:43:46.636
<v Speaker 3>Yeah, I think like single cell procaryot like things.

0:43:46.956 --> 0:43:52.196
<v Speaker 1>Yeah. Will you go to space before you die?

0:43:55.716 --> 0:43:57.996
<v Speaker 3>I would love to? I think probably not.

0:43:59.156 --> 0:43:59.476
<v Speaker 1>Why not?

0:44:02.916 --> 0:44:05.916
<v Speaker 2>I'm not convinced there's great reason to send humans to

0:44:05.956 --> 0:44:08.316
<v Speaker 2>space A lot I think. I think there's a lot

0:44:08.356 --> 0:44:10.876
<v Speaker 2>of things we can do without sending humans to space,

0:44:11.236 --> 0:44:11.516
<v Speaker 2>all right.

0:44:11.556 --> 0:44:12.996
<v Speaker 3>I think where we do, it'll be limited.

0:44:14.836 --> 0:44:15.756
<v Speaker 1>Why would you love to?

0:44:16.996 --> 0:44:19.236
<v Speaker 2>I'd love to see Earth from space? I think the

0:44:19.396 --> 0:44:22.876
<v Speaker 2>overview effects you I've heard that astronauts talk about the

0:44:22.916 --> 0:44:27.236
<v Speaker 2>total transformation and perspective that comes from seeing the Earth

0:44:27.236 --> 0:44:27.836
<v Speaker 2>from space.

0:44:28.796 --> 0:44:30.036
<v Speaker 3>So I'd love to experience that.

0:44:36.876 --> 0:44:40.556
<v Speaker 1>Johnny Dyer is the co founder and CEO of muon Space.

0:44:41.236 --> 0:44:44.316
<v Speaker 1>Today's show was produced by Gabriel Hunter Chang. It was

0:44:44.356 --> 0:44:48.596
<v Speaker 1>engineered by Sarah Bruguire and edited by Lydia Jane Kott.

0:44:48.796 --> 0:44:51.796
<v Speaker 1>I'm Jacob Goldstein. You can find me on x at

0:44:51.916 --> 0:44:54.476
<v Speaker 1>Jacob Goldstein. You can find me on LinkedIn. You can

0:44:54.516 --> 0:44:58.716
<v Speaker 1>also email us at problem at pushkin dot FM. We'll

0:44:58.716 --> 0:45:01.556
<v Speaker 1>be back next week with another episode of the show.

0:45:10.556 --> 0:45:13.716
<v Speaker 1>I'm Jacob Goldstein and right now we're going to play

0:45:13.756 --> 0:45:16.356
<v Speaker 1>you a clip of a new show that I co host.

0:45:16.716 --> 0:45:19.996
<v Speaker 1>The show's called Business History. My co host is Robert Smith,

0:45:20.196 --> 0:45:22.796
<v Speaker 1>and this clip is from an episode we did about

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<v Speaker 1>how Nolan Bush, now a stoner turned entrepreneur, created the

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<v Speaker 1>video game company Atari and hired a young, inexperienced Steve Jobs.

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<v Speaker 1>I really hope you like the clip, and if you

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<v Speaker 1>want to hear more, you can find Business History wherever

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<v Speaker 1>you're listening to this show. Right now, this like nineteen

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<v Speaker 1>year old hippie kid walks in and he says he

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<v Speaker 1>won't leave until they give him a job, and the

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<v Speaker 1>receptionist calls the head engineer and she goes, yeah, we

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<v Speaker 1>got a hippiekid in the lobby says, he won't leave

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<v Speaker 1>until we hire him. Should we call the cops or

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<v Speaker 1>let him in? And the engineer says.

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<v Speaker 4>Bring him on in.

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<v Speaker 5>It's nineteen seventies, a Silicon valley, and this guy wanders

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<v Speaker 5>in and he is whenever you tell a story like this,

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<v Speaker 5>you know who it is.

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<v Speaker 4>It's Steve Jobs.

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<v Speaker 1>It's Steve Job fun. It's so delightful and perfectly. Steve

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<v Speaker 1>Jobs is very good at his job, yes, and very

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<v Speaker 1>unpleasant to wrqu with. On surprising, he tells Bushnell that

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<v Speaker 1>like everybody's soldering wrong, right, they're actually putting together the hardware,

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<v Speaker 1>soldering the hardware.

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<v Speaker 4>He's probably right, and bush Nell's like, yeah, he was right.

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<v Speaker 1>He keeps calling his manager a dumb shit. Probably was

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<v Speaker 1>not kind, but not necessary. Bushnell winds up putting Jobs

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<v Speaker 1>on the night shift, partly so he won't bother so

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<v Speaker 1>many people, and partly because he knew that Jobs like

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<v Speaker 1>to hang out at night with his buddy Steve Wozniak,

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<v Speaker 1>who was a great engineer, would be great to have

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<v Speaker 1>hanging around atari And in fact, Jobs and Wozniak helped

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<v Speaker 1>to make Breakout great a target. Remember Breakout, of.

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<v Speaker 4>Course you're trying to knock down the bricks in a wall.

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<v Speaker 1>Still games like that, when you got a little paddle

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<v Speaker 1>at the bottom.

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<v Speaker 4>End, there's a moment when it goes through the wall

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<v Speaker 4>and then goes so.

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<v Speaker 1>Good. So Jobs worked at Atari for a little while

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<v Speaker 1>and then decided he wanted to go out to India

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<v Speaker 1>to find his guru. Perfect asked Atari to pay for

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<v Speaker 1>the trip. Nobody ever said he lacked moxie and wound

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<v Speaker 1>up making a deal with Atari where they pay him

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<v Speaker 1>to go part of the way there. They had exported

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<v Speaker 1>some games to Germany and there was some kind of

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<v Speaker 1>problem with the games in Germany, and they're like, we'll

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<v Speaker 1>send you to Germany to fix the games and then

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<v Speaker 1>you can get the rest of the way to India.

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<v Speaker 1>And you know, the Germans said Jobs was terrible to

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<v Speaker 1>work with, but he fixed the games. I was thinking

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<v Speaker 1>about like the link between Atarian Jobs and what did

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<v Speaker 1>he learn there, and it felt like maybe a little overdetermined,

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<v Speaker 1>but I do think, you know, clearly he had this

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<v Speaker 1>profound sense of aesthetics and of delight, right, like think

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<v Speaker 1>of the Macintosh, right, this breakthrough Apple machine in the eighties.

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<v Speaker 1>It was round and instead of squares, it was rounded,

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<v Speaker 1>and it cost them more money, but it was beautiful

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<v Speaker 1>and it was fun and you were engaged with it

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<v Speaker 1>like a game.

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<v Speaker 5>It almost looked a little bit like an arcade game

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<v Speaker 5>with the curves. Yeah, but more than that, I think

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<v Speaker 5>that especially at Silicon Valley at the time when they

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<v Speaker 5>were dealing in action Silicon. Right, if you're making chips

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<v Speaker 5>for somebody, you're thinking about the future and the computers.

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<v Speaker 5>You're not thinking about the psychology of the customer, because

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<v Speaker 5>the customer was another electronics company, right, And so Atari

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<v Speaker 5>and the strength of it was really the first time

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<v Speaker 5>where they're just like, how will a regular human being

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<v Speaker 5>who has no training whatsoever interact with technology?

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<v Speaker 3>Yeah?

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<v Speaker 1>So Atari now mid seventies, they're selling all the machines

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<v Speaker 1>they can make. They need more space, and so they

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<v Speaker 1>rent an abandoned roller rink and they turn it into

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<v Speaker 1>this office slash video game factory.

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<v Speaker 4>I've been ten years older, I would have loved to

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<v Speaker 4>have worked in a roller rink video game factory.

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<v Speaker 1>Yes, everybody smoked weed. Yeah, there was a hot tub.

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<v Speaker 1>There was a pool party where everybody ended up naked

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<v Speaker 1>in the pool at Bushnell himself looked back on it

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<v Speaker 1>later and said if that isn't a horror show for

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<v Speaker 1>any HR person today, I don't know what is