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CNBC

“Manifest Space” hosted by CNBC’s Morgan Brennan focuses on the billionaires and brains behind the ever-expanding opportunities beyond our atmosphere. Brennan features conversations with the mega moguls, industry leaders, and startups in today’s satellite, space, and defense industries looking to invest in the next frontier and guides listeners on how to get in. Sit back, relax, and prepare for liftoff in “Manifest Space.”

Manifest Space with Morgan Brennan

United Launch Alliance, a joint venture between Lockheed Martin and Boeing, blasted into 2025 with the launch of its long-awaited Vulcan Centaur rocket earlier this year. With a long history of launching national security missions, the company is now moving into commercial markets with the help of Vulcan and contracts with the likes of Amazon. ULA CEO Tory Bruno joins Morgan Brennan from the Reagan National Defense Forum to discuss the evolving launch market, what Trump 2.0 will mean for commercial space, and what the future of Boeing’s commercial space will mean for the company.

The Future of Vulcan, National Security & Space Under Trump 2.0 with United Launch Alliance CEO Tory Bruno 12/12/24

Defense tech has gone mainstream with a growing number of entrepreneurs and investors working in the incoming Trump administration. Katherine Boyle, a general partner at a16z, was dubbed an early investor to this trend, co-founding the VC firm’s American Dynamism practice in January 2020. Boyle joins Morgan Brennan from the Reagan Defense Forum to discuss Trump 2.0, the technologies she’s most excited about right now, and the outlook for her investment thesis.

American Dynamism Under Trump 2.0 with Andreesen Horowitz Partner Katherine Boyle 12/13/24

Earlier this week, SpaceX launched its third rocket in a 24-hour span to launch for SES, a communications satellite operator. The mission, launching the Luxembourg-based company’s O3B mPOWER satellites, will carry upgrades to address power issues experienced on earlier additions to the constellation. As the rocket awaited liftoff, SES CEO Adel Al-Saleh joined Morgan Brennan to discuss the future of broadband, competing with SpaceX’s Starlink, and the latest on the company’s $3 billion acquisition of U.S. based Intelsat.

Manifest Space: Powering Up O3B mPOWER & Europe’s Starlink Competitor with SES CEO Adel Al-Saleh 12/19/24

Shield AI has had a big year: the $2.8 billion startup’s AI technology was used to autonomously fly F16 fighter jets, rescue Israeli hostages, and detect Russian missile systems in Ukraine. Brandon Tseng, the company’s co-founder & president says a military transformation is occurring, and that international forces are moving faster than the U.S. in adopting new technologies. Tseng joined Morgan Brennan last month from the Reagan Nation Defense Forum to discuss the future of warfare, a new collaboration with Palantir, and what he’d like to see from the incoming Trump administration.

AI & Autonomous Warfighting with Shield AI Co-Founder & President Brandon Tseng 1/2/24

2025 is kicking off with a series of lunar missions. As soon as next week, Firefly Aerospace’s Blue Ghost will launch for a 60 day voyage that will eventually take the lunar lander to the moon. Firefly Aerospace CEO Jason Kim joins Morgan Brennan to discuss the milestone moon mission, what he expects the $2 billion startup to accomplish this year, and what the incoming Trump administration could mean for space exploration

Blue Ghost Blasts Off with Firefly Aerospace CEO Jason Kim 1/9/25

A decade in the making, standing at 32-stories tall and packing more than twice the thrust of SpaceX’s Falcon 9, Blue Origin’s heavy lift rocket will be launching uncrewed from Florida’s space coast with a launch window opening at 1 ET. The mission is ambitious: New Glenn will fly another company creation - a prototype of the blue ring space tug - to orbit and designed to be partially reusable. On the eve of the launch, Blue Origin CEO Dave Limp talks to Morgan Brennan about what’s at stake, how he sees Competition evolving with market dominating rival SpaceX , and how the Bezos’ funded company is becoming a self-sustaining business.

New Glenn’s Maiden Flight with Blue Origin CEO David Limp 1/13/25

Hermeus is developing hypersonic aircraft – five times the speed of sound and across the Atlantic Ocean in roughly 90 minutes. The startup officially inaugurated its new facility in Florida with a series of successful engine tests, wrapping 2024 by ground testing its first aircraft. Now, the startup is nearing the Quarterhorse engine’s first flight. Co-founder & CEO AJ Piplica alongside Chief Revenue Officer Zach Shore join Morgan Brennan from the Reagan National Defense Forum to discuss the promise of hypersonic flight and the path to making it mainstream.

Hypersonic Heat with Hermeus CEO AJ Piplica & CRO Zach Shore 1/16/25

Redwire is expanding into the defense market with its acquisition of aerial drone maker Edge Autonomy. Redwire previously won a Pentagon contract to build what is essentially an orbital drone...and that inspired a strategy to create a one-stop shop for "platform coverage" from the surface of the earth to the surface of the moon and beyond. Redwire CEO Peter Cannito joins Morgan Brennan to discuss the big bet on drones and what he expects from this next “Golden Age” of space.

Drones in Space’s Next “Golden Age” with Redwire CEO Peter Cannito 1/23/25

Public-private partnership Earth Fire Alliance includes Google, the Gordon and Betty Moore Foundation, The Minderoo Foundation, Environmental Defense Fund—and Muon Space. Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer join Morgan Brennan to discuss using space technology and AI to detect small fires before they become large and devastating, helping incident commanders make better-informed decisions about resource allocation.

New spaced-based tools for fighting and preventing fires with Fire Alliance Executive Director Brian Collins & Muon Space CEO Jonny Dyer 1/30/25

Intuitive Machines made history in 2024 with the first successful private lunar lander mission. Now, the company aims to do it again with its Athena spacecraft next month, carrying a collection of payloads. Intuitive Machines CEO Steve Altemus joins Morgan Brennan to discuss the mission, the business model and the company’s long-term vision.

Lunar Lander Victory Lap with Intuitive Machines CEO Steve Altemus 02/07/25

April has been one of the stock market’s most tumultuous months ever. While defense and aerospace haven’t been entirely immune—as government spending on initiatives like space security rises, those boasting government contracts have proven to be safe havens for investors. Andrew Chanin, the co-founder & CEO of ProcureAM, is one of the minds behind the first-ever ETF fully dedicated to space stocks. He joins Morgan Brennan to discuss the investing landscape, the space economy, and where he sees opportunity in the volatility.

Investing 101 from the Father of Space ETFs with ProcureAM CEO Andrew Chanin 4/24/25

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