In this episode we speak with Marc Allen, CEO of Electra.aero, which builds the EL9, a nine-passenger hybrid-electric aircraft that takes off and lands in roughly 150 feet using blown lift and distributed electric propulsion. Marc came from Boeing, where he was chief strategy officer and chaired Wisk, and took the CEO seat from founder John Langford in 2024. Most of the conversation was about whether a fixed-wing airplane can really get into helicopter-sized spaces while keeping the cost and reliability of a conventional airplane. Because the EL9 takes off on a wing at a thrust-to-weight ratio near 0.6 rather than lifting straight up, it keeps the payload and range that vertical-lift aircraft give away, at a fraction of their cost.

We also get into the harder questions underneath that case. The EL9 flies its approach below its power-off stall speed, which is close to the aerodynamic definition of powered lift, so we spend time on how it certifies as a conventional airplane under Part 23. We talk about how Electra sequences its three markets, with defense as the near-term launchpad ahead of commercial replacement and then direct aviation, and where the fly-by-wire and blown-lift technology still has to prove itself. Marc is candid throughout about what the aircraft is built to do and what it is not, and about how much rides on getting the EL9 from a flying prototype to a certified product.

In this episode we speak with Andrew Clare, CEO of Elroy Air, which builds the Chaparral, an autonomous hybrid-electric VTOL that hauls cargo in detachable pods for middle-mile commercial and defense logistics. Elroy is a 10-year-old company built on three then-unpopular bets: cargo over passengers, hybrid-electric over pure battery, and autonomous over piloted. Andrew, formerly CTO of Nuro, joined to turn that foundation into a scaled business, and the company has since demonstrated its transition flight, signed a US manufacturing deal with Kratos and a $200 million JV with Barq in the UAE, won a slot in the White House eVTOL Integration Pilot Program, and announced plans to go public near a billion-dollar valuation.

Most of the conversation was about what it takes to get from a working aircraft to a deployed logistics system, and why Andrew believes autonomous cargo scales well before passenger aviation. He argues one pod-based platform can serve a FedEx milk run, an Army resupply, and an ISR mission, that hybrid-electric is the only way to get useful payload and range without field charging infrastructure, and that defense demand is surging because contested logistics has become a requirement. We pushed on why a clean-sheet VTOL beats autonomy bolted onto a proven Caravan, how the automotive data-flywheel intuition transfers to a domain with far fewer cycles, and where the moat sits once hybrid-electric and autonomy are no longer contrarian. Andrew was most candid about the road ahead, from scaling production to hardening the aircraft for contested, GPS-denied operations alongside the Army.

In this episode we speak with Lauren Flanagan, CEO of Sesame Solar, which builds mobile nanogrids. The product is a self-contained unit that generates its own power from solar, batteries, and stored hydrogen, set up by one person in fifteen minutes. The company started in emergency response and extreme weather, and has moved increasingly into defense. The newer focus, and the one we spent most of the episode on, is using these nanogrids to refuel hydrogen drones in the field.

Most of the conversation was about whether that case holds up. Lauren's argument is that contested logistics have changed the math: fuel at the edge can run a thousand dollars a gallon all-in, the resupply convoy is a target, and the real cost is the lives spent guarding it, so making power where you stand becomes a strategic question rather than an efficiency one. We pushed on the parts that are harder to defend, the energy losses on the hydrogen path versus batteries, how thick the market for long-endurance hydrogen-powered flight actually is, and how you get from a fifty-day reserve to a six-month operational promise that's still backed by simulation rather than field data. Lauren was candid about what's proven and what isn't, and about which problems are physics and which are just adoption friction.