SPEAKER ANNOUNCEMENT: @ConnorLoveCA General Partner at @a16z, will be joining the Space & Defense Investor Summit. Prior to a16z, Connor led Lightspeed’s space and defense investments. He’s also a former active duty Captain in the U.S. Army who served across the Pacific and the Middle East. a16z's American Dynamism portfolio includes companies such as @anduriltech, @Saronic, @CastelionCorp, @Apex_Satellites, @shieldaitech and many others. 📍 The Beverly Hilton 🗓️ November 3 - 4, 2026

EXCLUSIVE FACTORY TOUR: @stoke_space's approach to full reuse is easiest to understand when you can actually see the hardware. During an exclusive post-Series E tour of the company’s 168,000-square-foot headquarters outside Seattle, CEO @AndyLapsa walks us through the evolution of Nova: from the Hopper demonstrator that first proved Stoke’s second-stage architecture to the flight hardware now being prepared for orbital testing. Highlights: 0:00 Introduction 2:18 Hopper Demonstrator & Initial Testing 4:47 Propulsion Architecture (Zenith Engine) 8:04 Fuel Efficiency & Reusable Rocketry 9:15 Introduction to Nova Block 2 11:26 Stoke Founding & Development Philosophy 15:39 Full-Flow Staged Combustion Insights 19:54 Testing Milestones & Engine Reliability 21:24 Additive Manufacturing & In-house Production 23:22 “Bolt” Data Tracking & Operations 25:46 Payload Accommodations & Flight Hardware 26:44 Hot Staging Mechanics 29:32 Comparison: Liquid Cooling vs. Ceramic Tiles 32:56 Future Trajectories & Expansion Full episode 👇