In this episode of Tech Command Investing, host Alain Gavin is joined by Anand Waghmare, Co-Founder and CEO of Yugen Space. Based in Tübingen, the heart of Germany's Cyber Valley AI cluster, Yugen Space is building a proprietary intelligence engine for satellite data.

With over a thousand satellites currently in orbit generating an avalanche of raw data, the true bottleneck for organisations is no longer visibility, but usability. As Anand succinctly puts it, "Companies don't want satellite data. They want answers." This conversation unpacks Anand's unusual journey from discovering asteroids using open NASA data to creating an architecture that slashes complex geospatial analysis from weeks down to mere minutes.

We explore the new operational realities of intelligence gathering forged by recent conflicts in Ukraine and the Middle East. The decisive military edge is no longer just seeing the battlefield; it is the ability to filter, prioritise, and act faster than adversaries under total information saturation. Anand discusses Yugen's strategic roadmap, moving from a proven commercial core into a dual-use and defence-grade reasoning layer within Europe's ISR (Intelligence, Surveillance, and Reconnaissance) stack. Crucially, Yugen’s architecture allows its engine to run entirely on a customer's own GPUs, guaranteeing the absolute data sovereignty that European defence and national security agencies now demand.

For strategic investors, we dive into why the €3 billion Earth observation market is rapidly evolving into a €50 billion embedded intelligence infrastructure. We discuss Yugen's deliberate, asset-light software bet in a field dominated by asset-heavy constellation builders, and Anand breaks down exactly why Yugen is not just another "LLM wrapper." Instead, it utilises a proprietary scientific planning layer and multi-sensor fusion, combining optical, thermal, hyperspectral, and radar data, to deliver hyper-personalised, hallucination-free insights. We also look toward the 2030 horizon, discussing Yugen's recent success in running machine-learning models directly in orbit to enable direct-to-user insights.

This episode features a deep dive into live capabilities, showcasing how the engine seamlessly executes crop health and moisture stress assessments, tracks urban heat islands in Munich, and monitors complex construction progress at the Stuttgart railway station.

📚 Additional resources and books mentioned in this episode:Amazon's Letters to Shareholders by Jeff Bezos Principles for Dealing with the Changing World Order by Ray Dalio Longitude by Dava Sobel

Figures: https://www.dropbox.com/scl/fo/y6xugzgrrwpjx288l1li4/AJqsRTAp3LrSwH33peR91rQ?rlkey=qr47tatn6rcasxd0tbw7vq7oh&st=29h1ia8c&e=1&dl=0

💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

In this episode of Tech Command Investing, host Alain Gavin is joined by Ricardo Mendes, CEO and Founder of TEKEVER. TEKEVER is Europe's leading provider of AI-driven autonomous systems; without their agile, vertically integrated model, critical intelligence and reconnaissance capabilities remain sluggish and vulnerable to rapidly evolving electronic warfare.

This conversation unpacks the new operational realities of autonomous warfare forged in the crucible of Ukraine. We explore why static hardware is a "sitting duck" , and how TEKEVER turned over 50,000 combat flight hours into hundreds of rapid, frontline-driven design iterations. This isn't just about building better drones; it's about translating a software-engineering mindset into physical systems capable of surviving intense, GNSS-denied environments and executing complex, AI-assisted autonomous missions.

For strategic investors, we dive into why the shift toward "intelligence-as-a-service" is inevitable, transforming drones from mere tactical assets into critical, sovereign data networks. We discuss TEKEVER's recent unicorn valuation, the massive £400 million "Project Overmatch" investment in UK manufacturing, and the vital dual-use transition from commercial maritime surveillance to high-stakes defence applications—from operating the ARX "Mothership" for drone swarms to venturing into orbit with France’s sovereign satellite programs.

This episode features a deep dive into TEKEVER’s highly configurable fleet—the AR3, AR5, and ARX, and their ATLAS intelligence platform. We discuss how they fuse multi-sensor data in real-time , team unmanned swarms with manned fighter jets, and continuously adapt to the most demanding theaters on earth.

📚 Additional resources and books mentioned in this episode:

Genesis by Henry Kissinger and Eric Schmidt The Hard Thing

About Hard Things by Ben Horowitz

Figures: https://drive.google.com/drive/folders/1m6Ta2EhNiyIW0LO-7k5mzPKY3Dr0vZsZ?usp=share_link

💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min

The foundation of physical security and global supply chains relies on one crucial element: material truth. Yet, the spectrometry industry responsible for measuring this truth is stuck in the 1980s, plagued by siloed devices, proprietary formats, and dangerous manual delays. The company that can network these fragmented sensors into a real-time, interoperable grid holds the key to global harm prevention and sovereign intelligence.In this episode of Tech Command Investing, host Alain Gavin is joined by Brad Elsbury, CEO and Founder of Unknown Labs. Unknown Labs is building the device-agnostic intelligence backbone for material identification; without their temporal data networks, critical material detection remains isolated, sluggish, and vulnerable.This conversation unpacks the new operational realities of material identification. We explore why data fragmentation is the real bottleneck in harm prevention, and how Unknown Labs turns isolated local scans—from counterfeit pharma in Africa to illicit narcotics in Europe—into continental alerts in seconds. This isn't just about faster software; it's about translating raw spectral data from competing hardware (FTIR, Raman, HPLC) into synchronized, actionable intelligence.For strategic investors, we dive into why this interoperability layer is inevitable, transforming spectrometry from a niche B2B hardware market into critical B2G infrastructure. We discuss the powerful network effects of compounding spectral data, what a realistic multi-country deployment looks like, and the critical dual-use applications for defense—from tracking chemical anomalies to mapping post-war environmental toxins and ensuring sovereign data control.This episode features a live demo of the Unknown Labs platform, showing how they monitor technical laboratories, seamlessly link reports from entirely different types of spectrometers, and use GPS prediction modelling to group hazardous toxins for disaster relief and post-conflict cleanup.📚 Additional resources and books mentioned in this episode:How to Win Friends & Influence People by Dale CarnegieHumans of New York by Brandon StantonI Am the Untold Story of Success by Klyn ElsburyFigure: https://www.dropbox.com/scl/fo/fxnist3betzz77tvyeo8w/ANWUXWyA7K4oxyPqRQ3wWHs?rlkey=e9c50gzkootbavob38o77rmwe&st=70n639zq&dl=0💼 Are you a strategic investor exploring dual-use tech, critical infrastructure, or advanced sovereign capabilities? Let’s connect. Book a 1:1 here: 🔗 https://calendly.com/podcast-psion/30min