Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration.

0:00 Introduction to Rocket Lab
02:16 Government & National Security Contracts
05:58 Rocket Lab's structural change
06:49 Recent Product Launches: Flatellite & Starray
10:48 Electron: Operational Success
11:58 Advantages of Vertical Integration
13:33 Financial Performance & Growth
17:34 Tariff's Impact
18:32 Future Outlook
20:01 AI in Space

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

In this week’s episode, James Campanini, Head of B2B at Logitech, shares how the company is enhancing smart meeting experiences and hybrid work. He discusses AI-powered solutions for seamless collaboration, room monitoring for better workplace efficiency, and Logitech’s vision for the future of digital workspaces.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing.

OPTO x Compounding Quality Collaboration - Quality Stock Investment Case: https://optoforesight.substack.com/p/what-makes-kkr-a-high-quality-stock

Compounding Quality on Substack: https://substack.com/@UCxUxD8PSFN_JofKFMRGz4hA

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

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Facebook: https://www.facebook.com/OptoThemes

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency.

If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/

Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd

Disclaimer: https://optothemes.com/disclosures-and-legal-documentation

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.