@camwclark.bsky.social
Pinned
First post! Excited to share what I've learned from space and the boardroom - and to learn from this community too.
Space. Strategy. Leadership for what's next.
Space. Strategy. Leadership for what's next.
AI is moving deeper into missile defense and space security. A new modernization award shows AI and machine learning becoming core to threat detection, coordinated response, and autonomous decision making. Defense programs are shifting toward AI native architectures.
December 7, 2025 at 3:17 PM
AI is moving deeper into missile defense and space security. A new modernization award shows AI and machine learning becoming core to threat detection, coordinated response, and autonomous decision making. Defense programs are shifting toward AI native architectures.
Lockheed’s investment in Venus Aerospace signals a clear shift in how primes pursue innovation. Next gen propulsion is moving faster through external partnerships, with startups driving the breakthroughs and primes scaling them. This trend will reshape supplier strategies in 2026.
December 1, 2025 at 3:56 PM
Lockheed’s investment in Venus Aerospace signals a clear shift in how primes pursue innovation. Next gen propulsion is moving faster through external partnerships, with startups driving the breakthroughs and primes scaling them. This trend will reshape supplier strategies in 2026.
AI is taking flight in aerospace.
Joby Aviation partnered with NVIDIA to bring AI into production and flight operations.
Digital twins and autonomy are now driving the next phase of precision and speed.
www.eplaneai.com/news/joby-av...
Joby Aviation partnered with NVIDIA to bring AI into production and flight operations.
Digital twins and autonomy are now driving the next phase of precision and speed.
www.eplaneai.com/news/joby-av...
Joby Aviation Shares Rise 5.6% Following AI Partnership with NVIDIA
## Joby Aviation Shares Rise 5.6% Following AI Partnership with NVIDIA
Joby Aviation’s shares climbed 5.6% after the company announced an exclusive partnership
www.eplaneai.com
November 4, 2025 at 2:54 AM
AI is taking flight in aerospace.
Joby Aviation partnered with NVIDIA to bring AI into production and flight operations.
Digital twins and autonomy are now driving the next phase of precision and speed.
www.eplaneai.com/news/joby-av...
Joby Aviation partnered with NVIDIA to bring AI into production and flight operations.
Digital twins and autonomy are now driving the next phase of precision and speed.
www.eplaneai.com/news/joby-av...
GE Aerospace’s Q3 update spotlights predictive analytics in supply chains.
Tier II/III collaboration is improving stability and risk visibility.
Resilience is being engineered, not outsourced.
uk.finance.yahoo.com/news/ge-q3-d...
Tier II/III collaboration is improving stability and risk visibility.
Resilience is being engineered, not outsourced.
uk.finance.yahoo.com/news/ge-q3-d...
GE Q3 Deep Dive: Service Growth and Supply Chain Progress Drive Results Amid Margin Compression
Industrial conglomerate GE Aerospace (NYSE:GE) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 36.2% year on year to $12.18 billion. Its non-GAAP profit of $1.66 pe...
uk.finance.yahoo.com
October 24, 2025 at 8:34 PM
GE Aerospace’s Q3 update spotlights predictive analytics in supply chains.
Tier II/III collaboration is improving stability and risk visibility.
Resilience is being engineered, not outsourced.
uk.finance.yahoo.com/news/ge-q3-d...
Tier II/III collaboration is improving stability and risk visibility.
Resilience is being engineered, not outsourced.
uk.finance.yahoo.com/news/ge-q3-d...
GE Aerospace raised its outlook again.
Aftermarket demand and MRO strength signal recovery.
Propulsion and systems revenue are driving the rebound.
www.bloomberg.com/news/article...
Aftermarket demand and MRO strength signal recovery.
Propulsion and systems revenue are driving the rebound.
www.bloomberg.com/news/article...
GE Aerospace Boosts Outlook a Second Time on Aviation Rebound
General Electric Co. raised its full-year outlook for a second consecutive quarter as the jet-engine manufacturer cashes in on strong air-travel demand.
www.bloomberg.com
October 23, 2025 at 3:53 PM
GE Aerospace raised its outlook again.
Aftermarket demand and MRO strength signal recovery.
Propulsion and systems revenue are driving the rebound.
www.bloomberg.com/news/article...
Aftermarket demand and MRO strength signal recovery.
Propulsion and systems revenue are driving the rebound.
www.bloomberg.com/news/article...
Defense IPO momentum is real.
TKMS jumped 40% on debut, topping $4B valuation.
Investors are rediscovering defense as resilience, not risk.
(Sources: Reuters, WSJ, Oct 2025)
TKMS jumped 40% on debut, topping $4B valuation.
Investors are rediscovering defense as resilience, not risk.
(Sources: Reuters, WSJ, Oct 2025)
October 20, 2025 at 3:36 PM
Defense IPO momentum is real.
TKMS jumped 40% on debut, topping $4B valuation.
Investors are rediscovering defense as resilience, not risk.
(Sources: Reuters, WSJ, Oct 2025)
TKMS jumped 40% on debut, topping $4B valuation.
Investors are rediscovering defense as resilience, not risk.
(Sources: Reuters, WSJ, Oct 2025)
Bluesky post:
Aerospace supply chains are improving but still tight.
Airbus targets 820 jet deliveries for 2025.
GE’s lean system cut LEAP test cycles by half.
Normalization is coming—but not evenly.
m.economictimes.com/industry/ind...
www.reuters.com/business/aer...
Aerospace supply chains are improving but still tight.
Airbus targets 820 jet deliveries for 2025.
GE’s lean system cut LEAP test cycles by half.
Normalization is coming—but not evenly.
m.economictimes.com/industry/ind...
www.reuters.com/business/aer...
Airbus sees supply progress, Spirit deal to close in fourth quarter
Airbus has seen a marked improvement in confidence and performance from its suppliers, all of whom are ready to support the company's target of increasing deliveries by 7% to some 820 jets this year, a senior company official said on Monday.
www.reuters.com
October 15, 2025 at 4:45 PM
Bluesky post:
Aerospace supply chains are improving but still tight.
Airbus targets 820 jet deliveries for 2025.
GE’s lean system cut LEAP test cycles by half.
Normalization is coming—but not evenly.
m.economictimes.com/industry/ind...
www.reuters.com/business/aer...
Aerospace supply chains are improving but still tight.
Airbus targets 820 jet deliveries for 2025.
GE’s lean system cut LEAP test cycles by half.
Normalization is coming—but not evenly.
m.economictimes.com/industry/ind...
www.reuters.com/business/aer...
Aerospace faces $11B in added costs this year.
Aging fleets, weak suppliers, and bloated inventories signal consolidation ahead.
Resilience will define the next winners.
(www.reuters.com/business/aer...)
Aging fleets, weak suppliers, and bloated inventories signal consolidation ahead.
Resilience will define the next winners.
(www.reuters.com/business/aer...)
Airlines face $11 billion supply chain hit in 2025, IATA says
Global airlines face more than $11 billion in extra costs from supply chain disruption this year, a leading industry group said on Monday, in a report likely to rekindle debate over competition in the $250-billion aerospace industry.
www.reuters.com
October 13, 2025 at 3:10 PM
Aerospace faces $11B in added costs this year.
Aging fleets, weak suppliers, and bloated inventories signal consolidation ahead.
Resilience will define the next winners.
(www.reuters.com/business/aer...)
Aging fleets, weak suppliers, and bloated inventories signal consolidation ahead.
Resilience will define the next winners.
(www.reuters.com/business/aer...)
Space demand surges, but supply chains stall. Production gaps may limit launch revenue upside.
(https://aviationweek.com/space/satellites/satellite-launcher-supply-chain-struggling-production-ramp)
(https://aviationweek.com/space/satellites/satellite-launcher-supply-chain-struggling-production-ramp)
October 6, 2025 at 6:49 AM
Space demand surges, but supply chains stall. Production gaps may limit launch revenue upside.
(https://aviationweek.com/space/satellites/satellite-launcher-supply-chain-struggling-production-ramp)
(https://aviationweek.com/space/satellites/satellite-launcher-supply-chain-struggling-production-ramp)
Fleet Space scales from lab to line—new HQ to mass-produce sensors + satellites. Manufacturing speed now defines orbital advantage. (https://www.satellitetoday.com/manufacturing/2025/10/02/fleet-space-opens-new-facility-to-scale-satellite-sensor-manufacturing/)
October 6, 2025 at 6:49 AM
Fleet Space scales from lab to line—new HQ to mass-produce sensors + satellites. Manufacturing speed now defines orbital advantage. (https://www.satellitetoday.com/manufacturing/2025/10/02/fleet-space-opens-new-facility-to-scale-satellite-sensor-manufacturing/)
Space VC accelerates—727 deals in Q3 2025 across defense tech, satellites & stations. Frontier capital is redefining aerospace growth.
(https://www.kennox.ai/industry-news/space-venture-capital-q3-2025-investment-update)
(https://www.kennox.ai/industry-news/space-venture-capital-q3-2025-investment-update)
October 6, 2025 at 6:49 AM
Space VC accelerates—727 deals in Q3 2025 across defense tech, satellites & stations. Frontier capital is redefining aerospace growth.
(https://www.kennox.ai/industry-news/space-venture-capital-q3-2025-investment-update)
(https://www.kennox.ai/industry-news/space-venture-capital-q3-2025-investment-update)
AI at NASA may soon forecast solar storms—protecting satellites before disruption hits. Predictive AI is becoming mission-critical edge tech.
(https://www.nasa.gov/technology/tech-transfer-spinoffs/nasa-partnerships-allow-artificial-intelligence-to-predict-solar-events/)
(https://www.nasa.gov/technology/tech-transfer-spinoffs/nasa-partnerships-allow-artificial-intelligence-to-predict-solar-events/)
October 6, 2025 at 6:49 AM
AI at NASA may soon forecast solar storms—protecting satellites before disruption hits. Predictive AI is becoming mission-critical edge tech.
(https://www.nasa.gov/technology/tech-transfer-spinoffs/nasa-partnerships-allow-artificial-intelligence-to-predict-solar-events/)
(https://www.nasa.gov/technology/tech-transfer-spinoffs/nasa-partnerships-allow-artificial-intelligence-to-predict-solar-events/)
AI-powered imagery is transforming satellite ops—faster insights, stronger resilience, new revenue models. (https://www.satnow.com/community/how-ai-driven-imagery-technology-is-revolutionizing-satellite-network-operations)
October 6, 2025 at 6:49 AM
AI-powered imagery is transforming satellite ops—faster insights, stronger resilience, new revenue models. (https://www.satnow.com/community/how-ai-driven-imagery-technology-is-revolutionizing-satellite-network-operations)
AI drives Trump’s 'Golden Dome' missile shield—boost-phase intercepts demand orbital inference speed. Hardware yields to cognition. (https://flightplan.forecastinternational.com/2025/10/02/the-ai-challenge-analyzing-the-brains-behind-trumps-golden-dome-missile-defense/)
October 6, 2025 at 6:49 AM
AI drives Trump’s 'Golden Dome' missile shield—boost-phase intercepts demand orbital inference speed. Hardware yields to cognition. (https://flightplan.forecastinternational.com/2025/10/02/the-ai-challenge-analyzing-the-brains-behind-trumps-golden-dome-missile-defense/)
K2 Space lands $15M from NewSpace Capital — hardware for orbital infrastructure. Institutional money is back in hard‑tech. (https://castleplacement.com/top-10-aerospace-capital-raises-and-investors-in-the-u-s-september-1st-to-15th-2025/)
October 6, 2025 at 6:49 AM
K2 Space lands $15M from NewSpace Capital — hardware for orbital infrastructure. Institutional money is back in hard‑tech. (https://castleplacement.com/top-10-aerospace-capital-raises-and-investors-in-the-u-s-september-1st-to-15th-2025/)
SVDG’s 2025 NatSec100 spotlights 100 defense & dual-use startups. A signal for aerospace execs: AI, autonomy, space are converging fast. (https://www.siliconvalleydefense.org/initiatives/2025natsec100pressrelease)
October 6, 2025 at 6:49 AM
SVDG’s 2025 NatSec100 spotlights 100 defense & dual-use startups. A signal for aerospace execs: AI, autonomy, space are converging fast. (https://www.siliconvalleydefense.org/initiatives/2025natsec100pressrelease)
Dual-use tech is reshaping aerospace and defense capital. Audit your exposure. (https://mindthebridge.com/dual-use-technologies-2025-report/)
October 6, 2025 at 6:49 AM
Dual-use tech is reshaping aerospace and defense capital. Audit your exposure. (https://mindthebridge.com/dual-use-technologies-2025-report/)
Supply chain risk has become design risk for satellite firms. Resilience now defines growth paths. (https://interactive.satellitetoday.com/satellite-companies-confront-supply-chain-challenges-in-the-covid-era/)
October 6, 2025 at 6:49 AM
Supply chain risk has become design risk for satellite firms. Resilience now defines growth paths. (https://interactive.satellitetoday.com/satellite-companies-confront-supply-chain-challenges-in-the-covid-era/)
U.S. air forwarders warn shutdown threatens flight & cargo flows. For aerospace leaders, the signal: invest in resilient, data-informed logistics. (https://www.aircargonews.net/supply-chains/us-air-forwarders-deeply-concerned-about-government-shutdown/1080712.article)
October 6, 2025 at 6:49 AM
U.S. air forwarders warn shutdown threatens flight & cargo flows. For aerospace leaders, the signal: invest in resilient, data-informed logistics. (https://www.aircargonews.net/supply-chains/us-air-forwarders-deeply-concerned-about-government-shutdown/1080712.article)
Planet expands EU footprint with Berlin Pelican factory—accelerating high‑res satellite output and European autonomy in Earth data. (https://news.satnews.com/2025/09/29/planet-to-open-berlin-satellite-manufacturing-facility-providing-next-gen-high-res-pelican-sats/)
October 6, 2025 at 6:49 AM
Planet expands EU footprint with Berlin Pelican factory—accelerating high‑res satellite output and European autonomy in Earth data. (https://news.satnews.com/2025/09/29/planet-to-open-berlin-satellite-manufacturing-facility-providing-next-gen-high-res-pelican-sats/)
Satellite vendors risk delay and lost markets if supply chains stay fragmented. Stability now decides future orbit share. (https://www.analysysmason.com/research/content/articles/satellite-supply-chain-nsi141/)
October 6, 2025 at 6:49 AM
Satellite vendors risk delay and lost markets if supply chains stay fragmented. Stability now decides future orbit share. (https://www.analysysmason.com/research/content/articles/satellite-supply-chain-nsi141/)
Aerospace supply chains look steadier—but growth friction remains. Resilience, not recovery, is now the metric to track.
(https://www.rolandberger.com/en/Insights/Publications/Aerospace-supply-chain-report-2025-Is-the-crisis-over.html)
(https://www.rolandberger.com/en/Insights/Publications/Aerospace-supply-chain-report-2025-Is-the-crisis-over.html)
October 6, 2025 at 6:49 AM
Aerospace supply chains look steadier—but growth friction remains. Resilience, not recovery, is now the metric to track.
(https://www.rolandberger.com/en/Insights/Publications/Aerospace-supply-chain-report-2025-Is-the-crisis-over.html)
(https://www.rolandberger.com/en/Insights/Publications/Aerospace-supply-chain-report-2025-Is-the-crisis-over.html)
Defense startups draw ~$100B yearly, but capital needs certainty.
Clear frameworks + incentives can unlock deeper aerospace innovation.
(https://www.nationaldefensemagazine.org/articles/2025/8/6/emerging-technology-horizons-encouraging-private-investment-in-defense-takes-strong-toolkits)
Clear frameworks + incentives can unlock deeper aerospace innovation.
(https://www.nationaldefensemagazine.org/articles/2025/8/6/emerging-technology-horizons-encouraging-private-investment-in-defense-takes-strong-toolkits)
October 6, 2025 at 6:49 AM
Defense startups draw ~$100B yearly, but capital needs certainty.
Clear frameworks + incentives can unlock deeper aerospace innovation.
(https://www.nationaldefensemagazine.org/articles/2025/8/6/emerging-technology-horizons-encouraging-private-investment-in-defense-takes-strong-toolkits)
Clear frameworks + incentives can unlock deeper aerospace innovation.
(https://www.nationaldefensemagazine.org/articles/2025/8/6/emerging-technology-horizons-encouraging-private-investment-in-defense-takes-strong-toolkits)
Space + AI = proactive defense. ML is moving from prediction to prevention, reshaping risk management in aerospace. (https://www.captechu.edu/blog/space-cybersecurity-and-ai-trends-watch-2025-and-beyond)
October 6, 2025 at 6:49 AM
Space + AI = proactive defense. ML is moving from prediction to prevention, reshaping risk management in aerospace. (https://www.captechu.edu/blog/space-cybersecurity-and-ai-trends-watch-2025-and-beyond)
Virtual twins shorten dev cycles and lift ROI in aerospace. Iteration speed is the new lift. (https://www.supplychainbrain.com/topics/1182-aerospace-defense)
October 6, 2025 at 6:49 AM
Virtual twins shorten dev cycles and lift ROI in aerospace. Iteration speed is the new lift. (https://www.supplychainbrain.com/topics/1182-aerospace-defense)