
Jason Kim
South Korean film director and screenwriter
8
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Aug 12, 2026
AI investment and leverage risks shape the market outlook 8/12/26
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33:47Morgan BrennanHOST
And let's start right there, the fact that you posted a record quarter, and the space space seems to be seeing momentum, including at Firefly.

Jason KimGUEST
Um, you know, record year over year, 659% growth in quarterly revenue, um, breaking $100 million for the first time in our ninth year as a company.

Jason KimGUEST
Um, and it's really a testament to all the execution and all the wins that we're getting on things like the moon base.
Firefly Aerospace (FLY) CEO on NASA Partnership & Building Space Economy
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3:42speaker_0HOST
How are you able to deliver those efficiencies here while still maintaining the reliability that NASA expects?

Jason KimGUEST
Yeah, safety, quality, and reliability is very important to me and our company, and so we're, uh, very focused on enhancing that and basically increasing the reliability and repeatability of all of our products, our rockets and our satellites and our lunar landers.

Jason KimGUEST
Um, what we're doing is we are getting reliability through our production processes.

Jason KimGUEST
Um, and so that's something that, you know, you'll see with all the CLPS missions.

Jason KimGUEST
We want to maximize the probability of mission success of landing on the Moon or delivering drones to the Moon and Mars.
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5:34speaker_0HOST
So for an investor who's looking at your company right now, what can they expect to see from you in the next 12 months?
A Firefly Future, with Jason Kim (CEO of Firefly Aerospace)
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Mo IslamHOST
How's that tracking and what is going to be different about that mission versus the first one?

Jason KimGUEST
The hard part about this mission is I thought the team could not top themselves from the Blue Ghost Mission 1.

Jason KimGUEST
I mean, Blue Ghost Mission 1 got the Collier Trophy, which I still, again, that's surreal to me as well.

Jason KimGUEST
It helped the CLPS program, and now the CLPS program went from in the 2 billion-ish to 4 billion-ish for Eclipse 1.0, and then Eclipse 2.0 will be around $6 billion in budget.
33 MINS LATER
Ep. 304 Optimizing Office Protocols for Urological Incontinence Procedures with Dr. Michael Kennelly and Dr. Jason Kim
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24:26Michael KennellyGUEST
PNE for me is not as predictable, so consequently

Jason KimGUEST
consequentlyI do not do PNEs on a clinic day where I'm doing clinic and procedures.

Jason KimGUEST
I set my PNE strictly for my procedure day where I will stack the PNEs one right after the other and doing that because maybe it's just me, I'm not as efficient and so quick to kind of get the PNE, and sometimes I'm, you know, having to struggle a little bit, so I don't wanna slow things down.

Jason KimGUEST
You've mentioned this multiple times how you like to have clinic days and procedure days, and some-- you do sprinkle some procedures in clinic in the exact way.

Jason KimGUEST
I have procedure days, and actually, one thing that I found very effective, I know this is not for everybody, is I, a lot of times I do Saturday procedure days 'cause the office is empty, so I have access to every single room there is.
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28:25Polina RayblotHOST
What helps with the flow and with ease of the procedure?
Firefly Aerospace CEO on Moon Landing, Defense & AI
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Diane King HallHOST
Tell us a little bit more about this agreement that you have now with the space based interceptor program and how that affects your revenue mix from here.

Jason KimGUEST
US adversaries are investing and they have operational capabilities to put us at risk.

Jason KimGUEST
And so those capabilities that they have They have high speed, they have maneuverability, and they have lead value.

Jason KimGUEST
So the way you counter that is with space-based interceptors, along with other multi-domain capabilities, and with AI.

Jason KimGUEST
Because we have AI at our company and we're doing no-fail missions like Forge, we're the prime contractor for Forge for the Space Force, where we're taking all the missile warning, missile tracking data from all the sensors in space, processing that high volume at very high rates, in near real time and basically using that to protect our war fighters and our allies.

Diane King HallHOST
And off the back of your most recent quarter, what metrics should investors hone in on?
Morning Call 5/5/26
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Jason KimGUEST
It's something that I highlighted in fourth quarter of last year when we did the strategic acquisition of Scitech.

Jason KimGUEST
And what Scitech did was it bolstered Firefly's opportunities and our footprint in national security in a big way.

Jason KimGUEST
Now, Firefly is a prime contractor on the FORGE program, which is a no-fill AI battle-tested software ground processing capability that's been supporting the conflict in Iran and other conflicts around the world to help keep our warfighters safe and our allies safe.

Jason KimGUEST
And so we're going to continue to do more of that, but we can leverage that technology for things like Golden Dome, because Golden Dome is going to need a lot of AI because the threats are...
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27:34Morgan BrennanHOST
But I'm also hearing chatter from entrepreneurs and companies in the space about what it's doing to the labor market with more people staying on at SpaceX to realize the gains in their shares as well.
Firefly Aerospace CEO on the Race to Monetize the Moon
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1:12Zaid AdmaniHOST
What, what was your background like, and how did you end up running a, a, a space company?

Jason KimGUEST
Uh, well, there's a, a school called the Air Force Academy that I attended, and I wanted to be a fighter pilot.

Jason KimGUEST
And, um, because of eyesight and, and such, um, I wasn't able to do that, but I still, uh, learned electrical engineering, and that engineering curiosity really drew me into, you know, doing, you know, technology.

Jason KimGUEST
And so my first job out of the Air Force Academy was running, um, you know, uncrewed aerial vehicle programs.

Jason KimGUEST
And so, um, it was amazing because I saw how technology could really help, um, you know, defend our nation.
11 MINS LATER
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12:32Zaid AdmaniHOST
So, uh, what's driving that growth? Is it just mostly satellites that need to get into space? Is there something else that's also driving that, that backlog?
SpaceX Financials, Chimpanzee Civil War, Ferrari's Brand Legend | Josh Reeves, Prof. Alex Young, Jason Kim, Chad Janis, Jordan Bramble, Andy Dunn