This week on Valley of Depth: @_Eric_Romo, President & COO of @GoToImpulse joins the show to discuss the past, present and future of the company. Impulse is building the next major infrastructure layer in space: moving payloads once they’re already in space (to GEO, the Moon, and other high-energy destinations). 00:34 – The journey to Impulse 09:02 – Is Musk focused on Mars or data centers now? 13:57 – Reuniting with Tom 19:35 – The vision of Impulse 21:20 – Impulse's product set & the pivot to GEO 38:32 – Mira, the most maneuverable spacecraft in orbit 40:24 – Why does the government care about maneuverable satellites? 41:40 – Competitors and how to win the maneuverability race 44:41 – How exposed are GEO assets today? 53:17 – How Starship will fundamentally change the industry 59:18 – The opportunity for SpaceX competitors 1:03:06 – If Starship solves orbital refueling, will they become a competitive concern for Impulse? 1:04:52 – The $500M fundraise 1:06:17 – Impulse's existing capital needs, future fundraising, and will they go public? 1:10:23 – Biggest source of internal debate 1:12:31 – Overrated and underrated space technologies 1:15:13 – What Eric would say to his 23-year-old self at SpaceX Full episode 👇