It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Seraphim Space: “The infrastructure above your head”

18 August 2026

Summary:

Mark Boggett is n of 1!
He has built arguably the best specialised space investment firm in the world from the ground up.

Ruy Pinto is an exception one of the most experienced Space people in Europe / the world and proud to call him a friend and venture partner. 

This is a great conversation between two frontier leaders. Join us to unpack Seraphim Space

This episode shows clearly why Europe needs to bet on specialised funds pursuing vertically integrated businesses in huge markets. Pure class! 

TAKEAWAYS:

  • The Evolution of Space Costs
  • The Changing Perception of Space Investment
  • The Role of a specialised firm like Seraphim in Space Investment
  • Identifying Winning Startups in Space
  • Corporate Mindset and Technology Decisions
  • Investment Strategies and Conviction Building
  • The Role of Lead Investors in Growth Stages
  • Creating the Seraphim Space Investment Trust
  • Vertical Integration in Space Companies
  • The Future of SpaceX and its IPO

 

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

BARYON Defence Fund: “The hunt for Europe’s best founders”

11 August 2026

Summary:

Martin Valovsky is exactly the sort of investor I love to talk to. Former Defence Founder turned investor. Very focused on backing the most ambitious founder with real edge.

Europe needs 5X more Funds like Baryon

We need investors who seek out those Founders who display technological leadership, backing them to European scale and with an eye to becoming the Global Category Leader.

TAKEAWAYS:

  • The analogy of founders as quarks in a baryon
  • The importance of founder hunger and ambition
  • Focus on hardware and high-tech defence solutions
  • Geographical focus on Europe, especially Ukraine and the Nordics
  • The fund’s investment stage, size, and criteria
  • The role of relationships and due diligence in defence tech
  • The impact of success and failure on team cohesion
  • The unique team dynamic of three founders with diverse networks
  • The importance of battle-tested defence companies
  • The offer to help other VC funds with defence investments in Ukraine on the ground

 

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Quantum: “The Birth of a New Industry”

5 August 2026

Summary:

Petra Soderling shares insights on the current state of quantum technology, Europe’s position, and future investment opportunities.

Discover how quantum is shaping the future of tech and why Europe is a key player.

Petra drafted the EU quantum strategy and coordinated quantum finance labs at the European Investment Bank.
Petra works at the intersection of government and deeptech.

TAKEAWAYS:

  • Current state of quantum science and industry
  • Europe’s position in quantum technology
  • Investment opportunities in quantum computing and sensors
  • The relationship between AI and quantum computing
  • Future applications and societal impact of quantum technology
     
 

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

1 August 2026

ABB: The Hidden Infrastructure Behind Hidden Infrastructure

In this episode of Category Leaders, Colin Brown and Martti Wallin tell the story of ABB, the Category Leader in industrial electrification and automation.

This is the story of the Swedish national champion marrying the Swiss / German champion and creating a company than when it merged, was 50% larger than its rivals GE, Hitachi and Siemens!

So join us to hear about transformational early deals, a bank restructuring, high voltage currents between islands, Wallenberg Capital, Data Centre exposure, Frontier Labs including OpenAI and Anthropic comparisons, a near-death experience, a press conference where the press didn’t turn up and a midsummer eve flight to East Finland in a Helicopter!

  • The technological evolution of electricity transmission (DC vs. AC)
  • The founding stories of ASEA and Brown Boveri and their early innovations
  • The strategic importance of geographical and political factors in company growth
  • The impact of world wars and neutrality on European electrical companies
  • The development of high-voltage transmission and undersea cables
  • The importance of governance, management, and talent in scaling companies;
  • ABB merger strategy and execution
  • The importance of speed and secrecy in mergers
  • Building scale economies and process power for Europe
  • The role of technology and software systems in efficiency
  • Lessons for modern founders and corporate leaders

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Astrolight: Space lasers and a Greenland base station

28 July 2026

Summary:

Laurynas Maciulis and the team at Astrolight demonstrate technological leadership in satellite to earth communication using lasers.

Laurie explains Lithuania’s  strategic role in lasers and how the increase in satellites and the importance of secure ship to ship communications opens up a massive Total Addressable Market.

A great technical deep dive from a fantastic company backed by EIFO, Balnord and Coinvest Capital Lithuania. 

TAKEAWAYS:

  • Lithuania’s history in laser technology
  • Laser communication for space and ship-to-ship
  • Securing satellite data with laser tech
  • Greenland ground station for satellite connectivity
  • Challenges of RF spectrum and laser solutions
  • AstroLite’s founding story and funding journey
  • Strategic importance of space lasers for Europe
  • Future growth and investment in space tech

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

TYR: “Technology, Yielding, Resilience”

21 July 2026

Summary:

Jesper Harthansen shares insights on Defense industry investments, the impact of conferences, and the parallels between telecom and AI business models.

He discusses his fund TYR, co-development agreements, and the strategic importance of dual-use technologies for resilience and defence.

TAKEAWAYS:

  • The Conference Landscape: Too Much or Just Right?
  • Jesper’s Journey: From Telecom to Defense
  • The Importance of Compounding Value in Business
  • Understanding T|Y|R.vc: The Philosophy Behind the Fund
  • The Role of AI in Shaping Investment Strategies
  • Case Study: Occam Industries and Its Unique Value Proposition
  • The Value Proposition of Co-Development Agreements
  • Dual Use Companies and Cultural Challenges
  • Lessons from Telecommunications and AI
  • Entering the Defense Technology Space
  • Denmark’s Role in Supporting Ukraine
  • Investment Focus Areas for NATO Allies

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

ATMOS Space Cargo: Shielding satellites in deorbit with inflatables

14 July 2026

Summary:

In this engaging interview, Sebastian Klaus discusses Europe’s current position in space access, the importance of reusable spacecraft, and innovative re-entry technologies like inflatable heat shields.

Sebastian shares insights into ATMOS Space Cargo‘s mission, technological advancements, and Europe’s strategic role in space manufacturing and defence.

TAKEAWAYS:

  • Why Europe Needs Access to Space
  • The Impact of Reusable Rockets and SpaceX
  • Europe’s Current Position in Space Launches
  • The Rise of Commercial Space Companies in Europe
  • In-Space Manufacturing: Opportunities and Challenges
  • Atmospheric Reentry and Inflatable Heat Shields
  • How Inflatable Heat Shields Work and Their Advantages
  • Development and Testing of Reentry Technologies
  • Ballistic Coefficient and Reentry Temperatures
  • Attitude Control and Autonomous Navigation
  • Phoenix Missions: Lessons Learned
  • Market Segments
  • The Future of European Space Industry and Collaboration

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Farsight Vision: “The Best Customer Service in Ukraine”

7 July 2026

Summary:

Viktoriia Yaremchuk, CEO of Farsight Vision, shares insights on Ukraine’s defence tech, AI-driven reconnaissance, and scaling innovative solutions amidst wartime challenges.

Discover how their cutting-edge systems save lives, navigate legal complexities, and foster international collaboration.

TAKEAWAYS:

  • Life in Ukraine: 
  • Farsight Vision: A Startup with a very clear Mission
  • Background: From Health Tech Research to Defence Technology
  • Identifying the Problem: Evolving Warfare Challenges
  • Innovative Solutions: Digital Twins and Geospatial Data
  • Scaling Challenges: Communication and Adoption
  • Customer Support: The Backbone of Success
  • Navigating Compliance in Defence Tech
  • Shaping Legislation in Ukraine’s Defence Tech

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Sparkmind Invested EPS 7: STARK, NEURA & SERAPHIM

2 July 2026

Summary:

In this episode, Martti Wallin Christopher Lyrhem, and Colin Brown unpack three events and talk to the investor trends behind them.

The contrast between STARK‘s 500 M raise at a 3.5B valuation and the revenues and valuations of Ukrainian companies such as The Fourth Law, Iron Belly or Farsight Vision.

NEURA – German Robotics etc…

The rise and rise of Seraphim Space, who announced in May new shares in their evergreen structure, Seraphim Space Investment Trust. What this means post SpaceX IPO for this domain.

This show is not investment advice, but it is entertaining and hopefully optimised for insights per minute.

Enjoy the episode!!!

TAKEAWAYS:

STARK:

  • Raising 500M at a 3.5B valuation from leading US funds and European players like NIF.
  • The contrast between Defence Investing and Defence Budget Investing.
  • Shows that Europe is pricing in defence.

NEURA:

  • What really is the TAM of Robotics
  • The contrast between European Industrial base investments and American Venture Investors for funding Robotics

Seraphim Space:

  • In Space before it was fashionable!
  • Strategic LPs added real value. 
  • Built out an evergreen structure with the Seraphim Space Investment Trust, and the recent share sale raised 137m GBP.
  • Becoming the “Sequoia” of space.

It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

MITS Capital: “Wall Street to Warzone”

30 June 2026

Summary:

Perry Boyle shares his inspiring journey from Wall Street to actively supporting Ukraine’s defence industry through innovative investments and strategic initiatives with MITS Capital.

Discover how Ukraine is building a cutting-edge ecosystem of defence technology, the role of international collaboration, and the potential for sustainable peace and security.

TAKEAWAYS:

  • Cultural Significance of Vyshyvanka Day
  • Personal Journey to Ukraine
  • The Call to Action
  • Building Ukraine’s Defence Industry
  • Innovations in Drone Technology
  • Investment Challenges and Opportunities
  • The Reality of War and Safety in Ukraine
  • The Future of Ukraine’s Defence Ecosystem
  • Ukraine’s Technological Advantage in Warfare
  • Building MITS Industries for Defence