Podcast
Conversations with founders, operators, investors, and policymakers building and financing the infrastructure of tomorrow.
Featured Episodes
The Nuclear Power Purchase Agreement: Inside the Constellation-Microsoft Deal
How Constellation structured the first nuclear PPA for AI data centers, the economics of restarting Three Mile Island, and why they see demand exceeding supply for clean baseload power through 2035.
AI at the Speed of Relevance: Deploying LLMs in Defense
The gap between commercial AI advancement and defense deployment timelines, how AIP changes that calculus, and why Palantir views itself as the operating system for the AI-enabled military.
Powering the AI Supercycle: Grid, Nuclear, and What Comes Next
The energy math behind AI infrastructure, America's competitive position in power generation, the case for an all-of-the-above energy strategy, and the infrastructure investment required to sustain AI-led economic growth.
All Episodes
The Nuclear Power Purchase Agreement: Inside the Constellation-Microsoft Deal
How Constellation structured the first nuclear PPA for AI data centers, the economics of restarting Three Mile Island, and why they see demand exceeding supply for clean baseload power through 2035.
AI at the Speed of Relevance: Deploying LLMs in Defense
The gap between commercial AI advancement and defense deployment timelines, how AIP changes that calculus, and why Palantir views itself as the operating system for the AI-enabled military.
Building the AI Supercloud: CoreWeave's Infrastructure Bet
Why CoreWeave bet everything on NVIDIA GPUs in 2017, the decision to go from crypto mining to AI cloud, their IPO journey, and the infrastructure capex required to serve the next wave of AI model training.
From 0 to Orbit: Rocket Lab's Path to Reusable Medium Launch
Starting Rocket Lab in a New Zealand garage, the decision to build Neutron for medium-lift competition with SpaceX, the economics of reusable launch, and why vertical integration is the only path to sustainable space infrastructure.
Crisis to Comeback: CrowdStrike's Playbook After the Outage
The 24 hours after the July 2024 outage, the technical post-mortem, customer retention decisions, and how CrowdStrike is using the experience to rebuild trust and deepen platform consolidation.
Autonomous Systems at Scale: The Pentagon's AI Moment
How the DoD's technology adoption is changing, the Replicator drone initiative, procurement reform under pressure, and which commercial technologies are actually making it into the force.
Powering the AI Supercycle: Grid, Nuclear, and What Comes Next
The energy math behind AI infrastructure, America's competitive position in power generation, the case for an all-of-the-above energy strategy, and the infrastructure investment required to sustain AI-led economic growth.
New From Founders & Investors
Pulled live from public podcast search, grouped by sector, so this page keeps surfacing new founder- and investor-side conversations on critical infrastructure beyond our own curated episodes above.
- 01How BrightAI Is Transforming Critical Infrastructure with Alex Hawkinson, Founder and CEO | Ep 344Oil and Gas Upstream· 32 min· Jun 10
- 02S2 E10: From Professional Clarinetist to Tech Founder: Rebuilding Critical Infrastructure with Steven Naimark ofZiptilityCode Story | Startup Podcast for CTOs, CEOs and Technical Founders· 31 min· Apr 14
- 03S4 E21: Defending Critical Infrastructure: How SCADAFence Engineered Industrial OT Security with Ofer ShakedCode Story | Startup Podcast for CTOs, CEOs and Technical Founders· 31 min· May 25
- 04Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderThe ITSPmagazine Podcast· 35 min· Sep 17
- 05Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderBrand Stories Podcasts· 35 min· Sep 17
- 06CYBER SECURITY UNCUT: Defending Australia's critical infrastructure, with Robert Lee, chief executive officer and co-founder of DragosDefence & Security Podcast Network· 48 min· Feb 20
- 01Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad TenevTBPN· 2h 56m· Jul 30
- 02Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian BarlowGrowth Investor with GrowthCap‘s RJ Lumba· 26 min· Jun 10
- 03SaaStr 481: Cloud-first Clarity: Evolving Infrastructure for Enterprise with Asana's Head of Engineering, Prashant PandeyThe Official SaaStr Podcast: SaaS | Founders | Investors· 23 min· Sep 13
- 04The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value PartnersMoney Maze Podcast· 33 min· Aug 1
- 01Yosi Shneck Founder & CEO @YSICONS ex ICT SVP @ECI on OT CyberSec defense in critical infrastructureICS Cyber Talks Podcast· 54 min· Sep 12
- 02CYBER SECURITY UNCUT: Defending Australia's critical infrastructure, with Robert Lee, chief executive officer and co-founder of DragosDefence & Security Podcast Network· 48 min· Feb 20
- 03The Defence Capital Supercycle: Europe's New Venture Capital InfrastructureWomen Who Rock GSA – Female Founders, Startups & Venture Capital by Startuprad.io™· 26 min· Jul 2
- 04Activision CEO Failed to Inform Board of Rape / HaptX Says Meta's VR Glove is “Identical”🌐Tech News around the World· 1h 59m· Nov 17
- 01Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian BarlowGrowth Investor with GrowthCap‘s RJ Lumba· 26 min· Jun 10
- 02Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad TenevTBPN· 2h 56m· Jul 30
- 03SaaStr 481: Cloud-first Clarity: Evolving Infrastructure for Enterprise with Asana's Head of Engineering, Prashant PandeyThe Official SaaStr Podcast: SaaS | Founders | Investors· 23 min· Sep 13
- 04Director of INPP and Amber Infrastructure co-founder Giles Frost and IFM Investor's Gregg McClymont discuss UK greenfield investmentCrossroads: The Infrastructure Podcast· 42 min· Mar 18
- 01Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad TenevTBPN· 2h 56m· Jul 30
- 02Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian BarlowGrowth Investor with GrowthCap‘s RJ Lumba· 26 min· Jun 10
- 03SaaStr 481: Cloud-first Clarity: Evolving Infrastructure for Enterprise with Asana's Head of Engineering, Prashant PandeyThe Official SaaStr Podcast: SaaS | Founders | Investors· 23 min· Sep 13
- 04Director of INPP and Amber Infrastructure co-founder Giles Frost and IFM Investor's Gregg McClymont discuss UK greenfield investmentCrossroads: The Infrastructure Podcast· 42 min· Mar 18
- 01Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderThe ITSPmagazine Podcast· 35 min· Sep 17
- 02Why This Cybersecurity Executive Left Corporate to Start Asimily and Secure Healthcare, Manufacturing, and Critical Infrastructure | An Asimily Brand Origin Story with Shankar Somasundaram, CEO and FounderBrand Stories Podcasts· 35 min· Sep 17
- 03How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified· 48 min· Sep 12
- 04Ken Bagnall, CEO & Founder of Silent Push: $22 Million Raised to Transform Threat Intelligence Through Adversary Infrastructure MonitoringCybersecurity Builders· 26 min· Feb 14
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