Austin Next

I thought I knew the straightforward Firefly Aerospace story. First an Austin space unicorn, then an IPO, and a finally a Moon landing. I watched To the Black and realized I had no idea how brutal the road was. Eric Salwan was one of Firefly’s co-founders and earliest investors, then went from IT to business development and became the person selling rockets that did not exist yet. Scott Edwards is the Austin filmmaker who spent six years inside Firefly making To the Black. The thread running through it is what has to happen before something impossible starts to look inevitable. People come back, talent gets built, Austin becomes more capable, and Scott stays long enough to show the parts nobody puts in a launch video. The Agenda 0:00 The road behind Firefly 11:26 Scott gets final cut 23:01 How Briggs came around 29:02 Why Firefly chose Austin 35:23 The job was just the formality 39:45 Firefly hired interns from day one 45:13 Scott becomes part of the team 51:43 Six years of footage, 95 minutes 58:36 Austin’s creative + hardtech divide 1:05:26 We touched that Guest Bios Eric Salwan, Co-founder and Director of Commercial BD, Firefly Aerospace Eric Salwan is a NewSpace advocate and entrepreneur. As one of the seed investors and first employees of Firefly Space Systems, Eric was a member of the team that worked to create an innovative small satellite launch solution. Eric was the Information Technology Director at Firefly Space Systems, responsible for all aspects of the Firefly IT infrastructure. Eric is the co-founder of Firefly Aerospace, the industry leader in end-to-end responsive space services. As Director of Commercial Business Development, Eric was responsible for developing the commercial business pipeline for the Firefly Alpha launch vehicle. Scott Edwards, Merit Productions As an award-winning filmmaker based in Austin, TX, Scott has been creating documentary style content for brands such as Dell, Cadillac, Microsoft, Autodesk, Asana, Texas Monthly & others. He regularly produces content for the Bob Bullock Texas State History Museum. Scott discovered Firefly in 2016 and began an exclusive relationship with them to document their journey as a space startup. Having studied as a painter, Scott’s visual talent informs his filmmaking. After 10 years in the making, Scott is releasing his debut feature documentary, To the Black. ------------------- Austin Next Links: Website, X/Twitter, YouTube, LinkedIn Ecosystem Metacognition Substack

Serendipity generally looks accidental. These three builders spend a lot of time trying to make it happen. Evan Baehr of Arena Hall, Chris Taylor of Red Fridge Society, and Zac Solomon of ATX Writing Club are building very different physical communities in Austin. We get into fast and slow serendipity, how rooms get curated, why members need roles, and where AI can help without replacing human judgment. Along the way, the conversation turns into a jam session as they actively steal each other's ideas and tricks. The larger question is what kind of physical social infrastructure helps turn connections into relationships, and transform relationships into things that actually happen. Agenda 0:00 Three Rooms, Three Bets 10:33 How Austin's Networks Cross 19:31 Why Members Want a Role 23:20 Open City, Fragmented Networks 33:55 Fast Serendipity vs Slow Serendipity 42:20 When a Writing Club Becomes About Talking 46:11 Let the Members Host 53:29 Who Gets In? 1:04:40 Can the Culture Scale? 1:10:54 Austin in Five Years Guest Links and Bios Evan Baehr is the CEO of Arena Hall, a hospitality and real estate company that builds intentional communities. Its first location is in Austin, Texas, where Arena Hall operates as a civic institution bringing together founders, investors, artists, and public leaders through disciplined hospitality, serious conversation, and long-term commitment. Zac Solomon is the founder of ATX Writing Club, a community of more than 4,400 writers across the Austin area. He also owns The Rosedale Society, a 24/7 creative clubhouse in the heart of Austin where writers can deepen their craft, create meaningful connections, and find new opportunities to make a living from their work. Chris Taylor is a dad, husband, serial entrepreneur, and champion of bootstrapped founders. He bootstrapped and led his SaaS company, Square Root, for 15 years before selling it in 2021. Known for his obsession with company culture, Chris helped Square Root earn national recognition—including FORTUNE’s #2 Best Medium Workplace, Fast Company’s Top Innovators, and PEOPLE’s Companies That Care. Today, he channels that same energy into the Red Fridge Society, a founder community and social club that helps entrepreneurs navigate challenges and celebrate wins together. ------------------- Austin Next Links: Website, X/Twitter, YouTube, LinkedIn Ecosystem Metacognition Substack

I had been thinking Austin needed some kind of frontier-tech week when Andrew Côté announced that he was bringing Deep Tech Week here. I reached out almost immediately, and now I’m helping build it. That gave us the excuse for this conversation, but the rabbit hole went much deeper. We are living through a moment when things that recently belonged mostly to science fiction are becoming companies and products you can actually encounter in the physical world. That is where Andrew’s perspective gets especially useful. He has moved from engineering physics and fusion into shaping what is essentially a storytelling platform around the people trying to make these futures real. Austin is becoming one of the places where that transition is unusually tactile, where the imagined future is starting to become something you can walk into, touch, and build. Agenda 0:00 Austin’s takeoff and cowboy futurism 10:00 Where physics meets economics 17:12 Industry, AI and abundant energy 28:18 The geography of deep tech 33:29 Underwriting hard tech 39:21 Ambition and the sci-fi future 46:47 Austin’s factories and permission 53:53 Orbit, beamlines and what comes next Come to Austin Deep Tech Week The week opens with a hardware showcase at The American Housing Corp on September 21. The Factory Crawl runs September 22–24, with stops including ICON, Neurophos and Emerald Cloud Lab. We close with a nuclear-powered party at the Aalo Atomics factory on September 25. Explore the full schedule and register Guest Bio & Links Andrew Côté: X, Writing, Deep Tech Week Andrew Côté is an engineering physicist that went from designing superconducting magnets for nuclear fusion to running deep tech week. ------------------- Austin Next Links: Website, X/Twitter, YouTube, LinkedIn Ecosystem Metacognition Substack

The battlefield is changing faster than the systems built to supply it. Matt Willis runs Army FUZE, a roughly $750M portfolio built to get new technology into soldiers’ hands faster. The deeper question is what an institution as large as the Army has to change when technology cycles collapse from years to weeks. That means accepting more failure up front, shortening the distance between a problem and a decision, getting real-world feedback before a product is fully baked, and building a system that can keep adjusting as the technology and the mission keep moving. The question now is whether those changes are durable enough to let the Army operate at unprecedented speed, or whether bureaucratic inertia eventually pulls it back toward the old model. Agenda 0:00 The new speed of war 7:51 Speed, risk, and the 80% solution 17:23 Soldiers, marketplaces, and feedback 22:22 The tech stack and commercial innovation 29:10 New requirements and industrial capacity 35:32 Open systems and Operation Jailbreak 41:32 Manufacturing and the capital stack 46:33 Austin and the defense innovation map 52:57 Soldier founders and access to innovation 57:13 AI, augmented soldiers, and what’s next Guest Links and Bio Matt Willis US Army PIT: Website, LinkedIn US Army xTech, US Army SBIR/STTR Dr. Matt Willis serves as the Director of Army FUZE, leading the Army’s portfolio of private sector engagements through prize competitions (xTech), the Army Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs, the Technology Maturation Initiative (TMI) program, and the Manufacturing Technology (ManTech) program, comprising over $750 million in annual research and development investments. Previously, Dr. Willis served as the Army Director for Laboratory Management at the Office of the Assistant Secretary of the Army for Acquisition, Logistics, and Technology (ASA(ALT)) and held various positions across the Army and the Office of the Secretary of Defense. Dr. Willis earned a Bachelor of Science in Chemical Engineering from Cornell University and both a Master of Science and Ph.D. in Chemical Engineering from the University of Illinois Urbana-Champaign. ------------------- Austin Next Links: Website, X/Twitter, YouTube, LinkedIn Ecosystem Metacognition Substack

Sesh looks like a consumer brand. 8VC looks like the last fund that would back it. That mismatch is the fastest way to see what Austin is becoming. Sesh founder Max Cunningham and 8VC's Jake Medwell start with the logic that makes the deal make sense. Sesh holds a legal moat most competitors can't cross for years, and it earns software-like margins on a physical product. From there the conversation opens into a bigger question about where ambitious companies belong, and why more of them are choosing a city that now draws the founders and families betting on that future. Agenda 00:00 What Sesh is 06:05 Why 8VC backed a nicotine company 10:44 Regulatory timing and the six-year door 16:37 Software margins and owning the factory 22:01 Who buys this and why the market is growing 29:27 Why some companies need SF and others do not 34:32 What Austin talent looks like now 42:10 The Elon spillover and the coming IPO wave 48:37 Raising kids in the AI age 55:07 Safety, schools, and what comes next Guest Links Sesh: Max Cunningham, Website, X, Instagram 8VC: Jake Medwell, Website, X ------------------- Austin Next Links: Website, X/Twitter, YouTube, LinkedIn Ecosystem Metacognition Substack