Trimble’s Trillion Dollar Space Data with Trimble CEO Rob Painter 5/16/25

Morgan sits down with Pete Cannito, CEO of Redwire, and Kirk Konert, Managing Partner at, AE Industrial -- one of the few aerospace private equity firms out there--to discuss Redwire’s game-changing acquisition of Edge Autonomy and how it transforms the company. The conversation explores how drones, AI, and autonomous systems are reshaping modern warfare, the growing investment in defense tech, and the role of space in global deterrence strategies. Cannito and Konert share insights on navigating this dynamic landscape and seizing a trillion-dollar market opportunity. 

Voyager Technologies, a commercial space and defense technology startup, has gone public. Skyrocketing more than 80% in its first day trading at the New York Stock Exchange, it reflects a milestone for the broader space. Co-founder & CEO Dylan Taylor joins Morgan Brennan from the stock exchange to talk about the new frontier for the company and space economy: Wall Street. 

CNBC’s Morgan Brennan sits down with Applied Intuition Co-founder and CEO Qasar Younis to discuss the company’s work to bring AI to more civilian and military vehicles, and the important of American innovation in the space as global competition heats up.

Zeno Power, a nuclear battery startup, has just raised $50 million in a Series B funding round to bring its nuclear battery to market. The startup has secured more than $60 million in contracts from the Pentagon and NASA to develop these batteries for maritime and space applications. Co-founder & CEO Tyler Bernstein joins Morgan Brennan to discuss delivering nuclear energy to remote locations

Trimble is one of the biggest software companies in the S&P 500 you’ve never heard of. Getting its start 50 years ago with what would become GPS, the company is now implementing AI to manage over a trillion dollars’ worth of construction, freight & more contract work. Following the Nasdaq’s Space Capital Conference, Trimble CEO Rob Painter joins Morgan Brennan to discuss how his company is harnessing technology from space to drive innovation and productivity on earth.

Once the stuff of science fiction, moon mining is getting government backing. Seattle-based startup Interlune—a previous guest of the podcast— came out of stealth last year. Its mission: to harvest resources from the moon. Now, they’re ready to announce their first customers. The Department of Energy has purchased three liters of lunar-extracted helium-3 for a delivery by 2029. A nuclear energy byproduct, Helium-3 is useful for cryogenics, medical equipment and fusion power—but its scarcity comes with a hefty price tag at $20 million per kilogram. Interlune CEO Rob Meyerosn joins Morgan Brennan to discuss the massive opportunity in moon mining.

True Anomaly has just raised $260 million in a Series C funding round. The company, which develops spacecraft that can maneuver each other in orbit, will use the capital to ramp up production and support future missions. Co-founder & CEO Even Rogers joins Morgan Brennan to discuss securing and defending space.

April has been one of the stock market’s most tumultuous months ever. While defense and aerospace haven’t been entirely immune—as government spending on initiatives like space security rises, those boasting government contracts have proven to be safe havens for investors. Andrew Chanin, the co-founder & CEO of ProcureAM, is one of the minds behind the first-ever ETF fully dedicated to space stocks. He joins Morgan Brennan to discuss the investing landscape, the space economy, and where he sees opportunity in the volatility.

As Amazon looks to launch its first Kuiper satellite mission, space infrastructure’s role in enhancing global connectivity is coming to fruition. Skylo, a company that links cell phones to communication satellites, is also making moves—recently collaborated with Charter and Comcast to provide satellite connectivity for emergency messaging services. CEO Parth Trivedi joins Morgan Brennan to discuss the expanding space-based communications market, competition with companies like Starlink and AST SpaceMobile, and the company’s outlook.

After an eight day spaceflight turned into a 286-day space odyssey, astronauts Suni Williams and Butch Wilmore are back on Earth. The “stranded” NASA astronauts flew home in a SpaceX Dragon capsule, instead of the Boeing Starliner which carried them to the I.S.S. last June. Williams and Wilmore join Morgan Brennan to discuss the return to Earth, Boeing Starliner and the future of human spaceflight.