Tech Command Investing

About Tech Command Investing

Welcome to Tech Command Investing — the podcast decoding the technologies that will define national power in the decade ahead. From innovation in space, defence, and cybersecurity to the dual-use breakthroughs reshaping geopolitics, host Alain Gavin explores how sovereigns, strategics, and venture investors are backing the founders building tomorrow’s critical systems. Whether you're a policymaker, funder, or operator, this is where frontier technology meets national strategy.

Publisher

Alain Gavin – Entrepreneur, Investor, Vlogger

Category

business

Language

en

Explicit

No

First episode

4 Dec 2024

Latest episode

21 Aug 2026

Latest episodes

12 episodes in the feed.

1. 

   21 Aug 2026

   PiLogic: Exact AI — The Maths That Keeps Satellites Alive, Ep. 12

   PiLogic is building mathematical, expert-guided inference engines that run in milliseconds to diagnose and save satellites when standard rules fail. 💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min In this episode of Tech Command Investing, host Alain Gavin speaks with Johannes Waldstein, Co-Founder and CEO of PiLogic. While heavy investment continues to flow into generative models that require massive data centres and are prone to hallucination, PiLogic takes a contrarian approach. The company develops "exact AI" using Bayesian inference to calculate precise probabilities without relying on vast historical datasets. This enables spacecraft to identify anomalies, such as thermal runaways or faulty sensors, using a fraction of standard computing power. We examine PiLogic's recent two-year agreement with the U.S. Air Force Research Laboratory, which tests the engine's ability to diagnose complex electrical failures before a complete system breakdown occurs. Johannes also explains the mechanics of PiLogic's "Resolve" engine. This system provides a software-based sensor upgrade capable of accurate radar tracking through the severe noise and GPS jamming observed in recent conflicts in Ukraine and the Middle East. Finally, the conversation covers the transition to the "orbital edge". With hardware companies now launching data-centre-class GPUs into orbit, we discuss why space-based infrastructure relies heavily on highly efficient, exact machine reasoning to maintain critical operations. 📚 Books mentioned in this episode: The Book of Why by Judea Pearl Modeling and Reasoning with Bayesian Networks by Adnan Darwiche 📊 Figures: View the figures mentioned in this episode by checking the download link here: https://www.dropbox.com/scl/fo/cesbv7b5bd073qv9w1q02/AEqUdeJ4lIv6_3NLlTqPAmY?rlkey=9bz93njhmbblbh7e3l034apmz&st=rn8mty0e&e=1&dl=0

2. 

   24 Jul 2026

   Tech Command Investing Episode 11: Answers from Orbit — Making Earth Observation Simple

   In this episode of Tech Command Investing, host Alain Gavin is joined by Anand Waghmare, Co-Founder and CEO of Yugen Space. Based in Tübingen, the heart of Germany's Cyber Valley AI cluster, Yugen Space is building a proprietary intelligence engine for satellite data. With over a thousand satellites currently in orbit generating an avalanche of raw data, the true bottleneck for organisations is no longer visibility, but usability. As Anand succinctly puts it, "Companies don't want satellite data. They want answers." This conversation unpacks Anand's unusual journey from discovering asteroids using open NASA data to creating an architecture that slashes complex geospatial analysis from weeks down to mere minutes. We explore the new operational realities of intelligence gathering forged by recent conflicts in Ukraine and the Middle East. The decisive military edge is no longer just seeing the battlefield; it is the ability to filter, prioritise, and act faster than adversaries under total information saturation. Anand discusses Yugen's strategic roadmap, moving from a proven commercial core into a dual-use and defence-grade reasoning layer within Europe's ISR (Intelligence, Surveillance, and Reconnaissance) stack. Crucially, Yugen’s architecture allows its engine to run entirely on a customer's own GPUs, guaranteeing the absolute data sovereignty that European defence and national security agencies now demand. For strategic investors, we dive into why the €3 billion Earth observation market is rapidly evolving into a €50 billion embedded intelligence infrastructure. We discuss Yugen's deliberate, asset-light software bet in a field dominated by asset-heavy constellation builders, and Anand breaks down exactly why Yugen is not just another "LLM wrapper." Instead, it utilises a proprietary scientific planning layer and multi-sensor fusion, combining optical, thermal, hyperspectral, and radar data, to deliver hyper-personalised, hallucination-free insights. We also look toward the 2030 horizon, discussing Yugen's recent success in running machine-learning models directly in orbit to enable direct-to-user insights. This episode features a deep dive into live capabilities, showcasing how the engine seamlessly executes crop health and moisture stress assessments, tracks urban heat islands in Munich, and monitors complex construction progress at the Stuttgart railway station. 📚 Additional resources and books mentioned in this episode:Amazon's Letters to Shareholders by Jeff Bezos Principles for Dealing with the Changing World Order by Ray Dalio Longitude by Dava Sobel Figures: https://www.dropbox.com/scl/fo/y6xugzgrrwpjx288l1li4/AJqsRTAp3LrSwH33peR91rQ?rlkey=qr47tatn6rcasxd0tbw7vq7oh&st=29h1ia8c&e=1&dl=0 💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

3. 

   16 May 2026

   Tech Command Investing Episode 10: Drones, Data, and Sovereignty with Ricardo Mendes from TEKEVER

   In this episode of Tech Command Investing, host Alain Gavin is joined by Ricardo Mendes, CEO and Founder of TEKEVER. TEKEVER is Europe's leading provider of AI-driven autonomous systems; without their agile, vertically integrated model, critical intelligence and reconnaissance capabilities remain sluggish and vulnerable to rapidly evolving electronic warfare. This conversation unpacks the new operational realities of autonomous warfare forged in the crucible of Ukraine. We explore why static hardware is a "sitting duck" , and how TEKEVER turned over 50,000 combat flight hours into hundreds of rapid, frontline-driven design iterations. This isn't just about building better drones; it's about translating a software-engineering mindset into physical systems capable of surviving intense, GNSS-denied environments and executing complex, AI-assisted autonomous missions. For strategic investors, we dive into why the shift toward "intelligence-as-a-service" is inevitable, transforming drones from mere tactical assets into critical, sovereign data networks. We discuss TEKEVER's recent unicorn valuation, the massive £400 million "Project Overmatch" investment in UK manufacturing, and the vital dual-use transition from commercial maritime surveillance to high-stakes defence applications—from operating the ARX "Mothership" for drone swarms to venturing into orbit with France’s sovereign satellite programs. This episode features a deep dive into TEKEVER’s highly configurable fleet—the AR3, AR5, and ARX, and their ATLAS intelligence platform. We discuss how they fuse multi-sensor data in real-time , team unmanned swarms with manned fighter jets, and continuously adapt to the most demanding theaters on earth. 📚 Additional resources and books mentioned in this episode: Genesis by Henry Kissinger and Eric Schmidt The Hard Thing About Hard Things by Ben Horowitz Figures: https://drive.google.com/drive/folders/1m6Ta2EhNiyIW0LO-7k5mzPKY3Dr0vZsZ?usp=share_link 💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

4. 

   24 Mar 2026

   Tech Command Investing Episode 9: From Isolated Detection to Continental Intelligence

   The foundation of physical security and global supply chains relies on one crucial element: material truth. Yet, the spectrometry industry responsible for measuring this truth is stuck in the 1980s, plagued by siloed devices, proprietary formats, and dangerous manual delays. The company that can network these fragmented sensors into a real-time, interoperable grid holds the key to global harm prevention and sovereign intelligence.In this episode of Tech Command Investing, host Alain Gavin is joined by Brad Elsbury, CEO and Founder of Unknown Labs. Unknown Labs is building the device-agnostic intelligence backbone for material identification; without their temporal data networks, critical material detection remains isolated, sluggish, and vulnerable.This conversation unpacks the new operational realities of material identification. We explore why data fragmentation is the real bottleneck in harm prevention, and how Unknown Labs turns isolated local scans—from counterfeit pharma in Africa to illicit narcotics in Europe—into continental alerts in seconds. This isn't just about faster software; it's about translating raw spectral data from competing hardware (FTIR, Raman, HPLC) into synchronized, actionable intelligence.For strategic investors, we dive into why this interoperability layer is inevitable, transforming spectrometry from a niche B2B hardware market into critical B2G infrastructure. We discuss the powerful network effects of compounding spectral data, what a realistic multi-country deployment looks like, and the critical dual-use applications for defense—from tracking chemical anomalies to mapping post-war environmental toxins and ensuring sovereign data control.This episode features a live demo of the Unknown Labs platform, showing how they monitor technical laboratories, seamlessly link reports from entirely different types of spectrometers, and use GPS prediction modelling to group hazardous toxins for disaster relief and post-conflict cleanup.📚 Additional resources and books mentioned in this episode:How to Win Friends & Influence People by Dale CarnegieHumans of New York by Brandon StantonI Am the Untold Story of Success by Klyn ElsburyFigure: https://www.dropbox.com/scl/fo/fxnist3betzz77tvyeo8w/ANWUXWyA7K4oxyPqRQ3wWHs?rlkey=e9c50gzkootbavob38o77rmwe&st=70n639zq&dl=0💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

5. 

   1 Dec 2025

   Tech Command Investing Episode 8: Thermal Eyes on Earth: constellr’s Mission to See What Others Can’t

   Host Alain Gavin interviews Dr. Max Gulde, CEO of constellr, about using thermal infrared satellites to monitor Earth's temperature and gain actionable economic and defense intelligence, revealing the invisible engine of the global economy.

6. 

   22 Oct 2025

   Tech Command Investing Episode 7: The Optical Highway to Earth

   Host Alain Gavin interviews Jean-Edouard Communal, CEO of Miratlas, about how his company tackles atmospheric challenges for laser-based satellite internet by forecasting sky conditions, enabling reliable optical communications and global connectivity.

7. 

   9 Jul 2025

   Cognitive Combat: Securing Minds in the Age of AI

   Ksenia Iliuk, Let's Data CEO, discusses cognitive combat and disinformation security with Anna Gavin, revealing how AI and information warfare impact national security and strategic investment in this interview.

8. 

   26 Jun 2025

   Photon Highway: How Dual-Use Laser Comms Will Redefine Space, Security, and Connectivity

   Cailabs CEO Jean-François Morizur discusses dual-use laser communications with host Alain Gavin, highlighting how this technology overcomes atmospheric turbulence to unlock real-time connectivity between Earth and orbit in this interview.

9. 

   21 May 2025

   Beaming the Sun: Space-Based Solar for Net Zero, National Power, and Strategic Edge

   Space-based solar power is no longer science fiction—it’s happening now. And the implications for defence, energy resilience, and global power dynamics are enormous. As the race for energy dominance intensifies, traditional terrestrial infrastructure may not be enough to meet the strategic demands of tomorrow’s military and industrial systems. That’s where Space Solar comes in—pioneering new frontiers in how we harvest and beam energy from orbit. In this episode of Tech Command Investing, we sit down with Sam Adlen, CEO of Space Solar, to explore how this cutting-edge startup is developing game-changing technology to capture solar energy in space and transmit it wirelessly back to Earth. Sam breaks down the mechanics behind the concept, the challenges in scaling, and why this technology could offer an unprecedented tactical advantage—especially in remote or contested environments. We discuss the global implications of space-based power, how it could redefine supply chain independence, and why governments and defence agencies are already taking notice. Sam also shares insights into investor appetite, deep-tech funding challenges, and how Space Solar is navigating one of the most capital-intensive and high-stakes arenas in the world. With global tensions rising and energy security becoming a central theme of geopolitics, this episode is essential listening for those tracking the intersection of cleantech, space innovation, and defence strategy. 📊 Access the key figures mentioned in this episode here: https://tinyurl.com/TCIEP4 (https://tinyurl.com/TCIEP4) 📚 For further reading, here is the list of recommended books: The Case for Space Solar Power – John Mankins The Next 100 Years: A Forecast for the 21st Century – George Friedman The Future of Geography – Tim Marshall Power Beaming: History, Theory, and Practice – Paul Jaffe, Tom Nugent, Bernd Strassner II, Mitchel Szazynski 💼 If you're an LP or strategic investor exploring opportunities in SpaceTech, Cleantech, or Defence, let's connect. Book a 1:1 session here: 🔗 https://calendly.com/podcast-psion/30min (https://calendly.com/podcast-psion/30min) 🎧 Tune in now to understand why space-based solar energy might be the next great leap in dual-use infrastructure.

10. 

    25 Feb 2025

    Real-Time Space Awareness: How Neuromorphic AI is Changing the Game

    The battlefield is moving to space, and the biggest challenge is seeing what’s happening in real-time. Traditional satellite tracking and space domain awareness systems are struggling to keep up with the sheer number of objects in orbit and the increasing militarisation of space. Enter neuromorphic computing - AI that mimics the human brain to process information at lightning speed, using only a fraction of the power and data bandwidth. In this episode of Tech Command Investing, we sit down with Jonathon Wolfe, CEO of Optera, to discuss why space is now the most contested domain and how AI is revolutionising the way we track, predict, and respond. He explains how neuromorphic sensors provide a significant advantage in satellite security, missile tracking, and autonomous defence. We also examine why traditional space surveillance is failing, how Optera is working to solve this issue, and what investors need to know about the multi-billion-dollar market in neuromorphic AI. Finally, we explore the future of space warfare and whether AI-powered satellites will eventually be able to defend themselves. With global superpowers racing for space dominance, this conversation is a wake-up call for anyone following the future of defence, AI, and investment in dual-use technology. We mentioned several figures during this session that you can access using the following link: https://www.dropbox.com/scl/fo/kud0o964bvaiotrilyddr/ADlL7HicQTSu6b45NFofhoQ?rlkey=6keegf90jncy83igqjdz5t8oe&st=a8kipuxo&dl=0 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.dropbox.com%2Fscl%2Ffo%2Fkud0o964bvaiotrilyddr%2FADlL7HicQTSu6b45NFofhoQ%3Frlkey%3D6keegf90jncy83igqjdz5t8oe%26st%3Da8kipuxo%26dl%3D0&data=05%7C02%7Csam%40cvandinterviewadvisors.co.uk%7C29253c6536594b19d45808dd540077da%7C656d576942034d169a9b0fec721b6b03%7C0%7C0%7C638759086312191617%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=0UipTQXUn%2BzttN1Y04oth7WutztBySS8OyMjvNAHZSI%3D&reserved=0) You can also view the book Primer to Neuromorphic Computing, mentioned at the end, here: https://shop.elsevier.com/books/primer-to-neuromorphic-computing/garg/978-0-443-21480-6 (https://shop.elsevier.com/books/primer-to-neuromorphic-computing/garg/978-0-443-21480-6) If you're an LP interested in learning about investment opportunities in SpaceTech, Defence, and Security (including cybersecurity), let's chat. Book your call here: ⁠https://calendly.com/podcast-psion/30min (https://calendly.com/podcast-psion/30min) 🎧 Tune in now to discover why neuromorphic computing might be the biggest breakthrough in space and military AI yet! #NeuromorphicAI #DefenceTech #SpaceDomainAwareness #AI #Cybersecurity #TechCommandInvesting 🚀

11. 

    31 Jan 2025

    Hacking Space: The Cyber Wars no one talks about

    What if I told you that satellites—the ones controlling GPS, financial transactions, and even military operations—are some of the most vulnerable assets in modern warfare? In this episode of Tech Command Investing, we pull back the curtain on the hidden cyber battles happening above our heads. I sit down with Mathieu Bailly, VP at Cysec, to uncover the risks and challenges shaping the future of space cybersecurity. Could a cyberattack take down an entire satellite network? (Spoiler: It’s already happened.) How easy is it to hack a satellite, and who’s trying to do it? Are AI and quantum computing about to make cyber warfare in space even more dangerous? With global superpowers racing to secure their space assets, the stakes have never been higher. What happens if they fail? And for investors, where is the real money in space cybersecurity? From LEO constellations like Starlink to post-quantum cyber defences, this episode is a wake-up call for investors, tech leaders, and anyone curious about the next frontier of cybersecurity. If you're an LP interested in learning about investment opportunities in SpaceTech, Defence, and Security (including cybersecurity), let's chat. Book your call here: https://calendly.com/podcast-psion/30min (https://calendly.com/podcast-psion/30min)

12. 

    4 Dec 2024

    Commanding Connectivity: SATCOMS in dual-use & Defence

    In this first episode of Tech Command Investing, we sit down with Air Vice-Marshal (Retd.) Chris Moore, now VP of Defence & Security at Eutelsat OneWeb, to explore the groundbreaking world of satellite communications for dual-use and military applications. From the rapid evolution of satcoms in combat environments to the rising importance of space as the next frontier in defence, Chris unpacks the transformative role of satellite technology. He sheds light on cybersecurity challenges, the unique potential of LEO satellites, and the cutting-edge innovations set to redefine military strategies in the next decade. Whether you're a defence insider or a tech enthusiast, this conversation will keep you on the edge of your seat as we explore the future of connectivity in global security. Stay tuned as we decode how satcoms will reshape warfare, disaster relief, and everything in between. If you're an LP interested in learning about investment opportunities in SpaceTech, Defence, and Security (including cybersecurity), let's chat. Book your call here: https://calendly.com/podcast-psion/30min (https://calendly.com/podcast-psion/30min)

Who has been a guest on Tech Command Investing

Names identified in recent episode analyses. Showing up to five guests.

• Dr Max Gulde
• Jean-Edouard Communal
• Ksenia Iliuk
• Jean-François Morizur

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Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

374

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 19 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

13

Social presence

0

YouTube

66

Engagement

0

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