00:43:54 · Bridgit Mendler
[00:43:54] S6: Yeah. I mean, exactly. Like, the industry is diverse. And frankly, like, that's what we think is really important and what we're solving for. So the way that we've designed our product is so that we can fit as many industry use cases into portal and prism, our our two product lines as possible. And so when we're looking at those use cases that are coming up and are are interesting, the kind of, like, overall, customer requirements that... Or or customer features that align with us is is it a customer that cares about scale, and is it a customer that cares cares about reliability? Like, these are customers that are managing constellations that need to, hit that scale on aggressive timelines, but also really assure high levels of uptime that historically, you know, third party ground has not been able to offer. So that is things like comms. Comms is is a use case that has a particular amount of pressure there. And I think, as you said, pushing into higher and higher throughputs is a really exciting problem. And and for me, I think that's especially exciting as we talk about overall volume of data and space becoming more important. But use cases like you described, whether it's star fall or or others on the actual lower bandwidth side are also tremendously exciting. And it's also a very key national security priority. So... Yeah.
00:45:04 · John Coogan
[00:45:04] S1: On the national security side, what's the supply chain look like? I was I was reflecting on the fact that the the new iPhone... I think we're on 08/18. It's been almost twenty years. I think this one is the first one that has an Apple modem in it. They finally moved on to their own Yeah. Their own hardware stack. And I'm wondering, like, are are you supply constrained in any way, or are you thinking about... I don't even know what goes into building a ground station like other rare earth magnets, or is it just metal and aluminum or do have license technology and IP from, like, Qualcomm or some other company? Like, what does that supply chain look like? I imagine you're not bottlenecked right now because you're still growing the company, but what's coming down the pipe?
00:45:44 · Bridgit Mendler, Jordi Hays, John Coogan
[00:45:44] S6: I mean, I don't think there's a single hard tech company that is not supply chain impacted. It's just like, what are the strategies that make sense for the company to, address that? And I'd say that's where the the new capital comes in. We're at a stage now as a company where we're making, you know, different sets of decision calls about how we can scale up production, whether that be deepening vendor relationships. So, like, we've had some relationships we've been building since day one with vendors that are nontraditional to these space problems. And really... Now we can indicate higher levels of volumes, which helps gets us, you know, special engagements with those partners. So that's great. But also we're we're at this point able to implement bringing more things in house. So we're also doing that strategically with a whole wide range of pieces of our stack for exactly the reasons that you mentioned. And then also sometimes whether it be for like a performance or cost reason, but but also, you know, any, any areas where we're kind of pinned down by a vendor's timelines, that's where we seriously consider insourcing. [00:46:44] S0: Yeah. Many countries are you guys in now? [00:46:48] S6: So we're in building nine countries. Yeah. [00:46:52] S1: Wow. Cool. Coogan. [00:46:54] S0: Wow. Is that On the hiring side. Is is... Like, what's the ceiling on countries? Like, I'm assuming that it's not like I'm assuming it's not like Yeah. We have to 10 x. [00:47:06] S6: Every country? [00:47:07] S0: Yeah. Yeah. Yeah.
00:47:07 · Jordi Hays, Bridgit Mendler, John Coogan, Dylan Patel
[00:47:07] S0: Yeah. Yeah. Yeah. [00:47:10] S6: Yeah. So there is, you know, if you if you look at SpaceX, for example, like, their market access program is tremendous. I think they have nearly covered most countries, which is insane and Really? Super, super cool. But that's more on the consumer side. So on the actual, you know, backhaul side, which is the side that we focus on, it turns into basically, like, looking at a map and then plugging in a satellite elevation and determining, you know, where you need to have visibility and where you need to have, like, extra density in a network. So I'd say there's there's still a lot more to go for Northwood. You know, we will be dramatically increasing that number in terms of both density and in terms of diversity. [00:47:53] S1: So And on the [00:47:54] S0: We should expect the 10 x year over year. [00:47:57] S6: I mean, I was... We're at a start up here. We're we're trying to 10 x everything year over year. [00:48:03] S0: There we go. That's great. 90 countries by by by [00:48:06] S6: 9,000 countries. [00:48:08] S0: And I hope you enjoy I hope you enjoy a lot of travel. John, what were you gonna say? [00:48:15] S1: I was gonna ask about hiring. [00:48:17] S3: Yeah.
00:48:17 · Dylan Patel, John Coogan, Bridgit Mendler, Jordi Hays
[00:48:17] S3: Yeah. [00:48:17] S1: Yeah. Just what is the balance between, like, PhD industry veteran, someone who's been working on the foundational technology for their entire career versus young person who might be able to get up to speed faster in the AI era, but at the same time, they might not know to identify a hallucination. How have you been balancing the role of young people in the organization in the AI era? [00:48:45] S6: Yeah. Yeah. I would say if you have any interest in the work at Northwood and if you have a lot of, you know, fire and what I like to describe, horsepower to just get things done quickly, then we definitely are are really excited about new grad talent. I think there's a lot that new grads can do and can contribute. You know, I I think there's a a space hexism about what the exact ratio is of, you know, more senior talent to more new grad talent and really, like, what the optimal balance is there. But I think I think there's there's so much ownership that new grads are bringing to Northwood when they come in the door. So we've been really impressed by what folks can get done. [00:49:29] S1: Awesome. Well, congratulations on the new round, and we'll talk to you soon, Bridgit. Go for [00:49:33] S0: one more go for one more before the end of the year. There's still there's [00:49:37] S1: still a couple months. [00:49:38] S0: Got So like fifty days till Christmas. You know? [00:49:41] S1: There's not [00:49:42] S6: a lot we got in the chamber, guys. So we'll see you soon. [00:49:44] S1: Awesome. Great to
00:49:44 · John Coogan, Jordi Hays, Tyler, Andrew Megalaa
[00:49:44] S1: Awesome. Great to [00:49:45] S0: see you. Congrats to the team. [00:49:46] S1: Let's tell you all about Figma agents. Meet the Canvas. Your AI agents can now create and modify your Figma files with design system context. We got Tyler in Oh, [00:49:58] S0: there he is. [00:49:59] S1: Switching Tyler taking over. I'm gonna drop off for this one while the SemiAnalysis crew hops on. Have a good one. [00:50:06] S0: Cheers, John. See you, John. It's good to see you, Tyler. [00:50:10] S7: Likewise. [00:50:10] S0: You are [00:50:11] S7: Good to be here. [00:50:12] S0: Physically around half the man John is, but spiritually, a 100%. Thank it's great to have you. We have multiple people from SemiAnalysis joining any minute now. We can head over to the timeline and see what's going on. Tae Kim was going off on on Apple earnings yesterday. Says, live by the sword, die by the sword. It looks like services revenue from Apple's search royalty deal with Google will decelerate significantly going forward. That's bad news for Apple. I don't know. Like, obviously not great because they just completely... You know, that deal was just like flow directly to the bottom line, but they had to, you know, all good things come to an end. So... [00:51:06] S7: That's true. That's true. [00:51:09] S0: I think we got the... [00:51:10] S7: We got SemiAnalysis crew here. [00:51:11] S0: Let's do it. Coming in. Here they are. We got five of us. Incredible. Incredible. How are doing, guys? What's up? [00:51:28] S5: How are you guys doing? [00:51:29] S1: Welcome to [00:51:29] S0: the show.