221 - 2025 Year in Review: Strategic Intelligence, Golden Dome and Advancements to Direct to Device

In this episode of the Constellations podcast, host John Gilroy interviews Chris Quilty, Co-CEO and President, and Caleb Henry, Director of Research for Quilty Space, to discuss the significant events and changes impacting the satellite industry in 2025 and beyond. Caleb discusses the implications of "Golden Dome" and similar missile shield programs on the space sector, as well as the challenges posed by hypersonic missiles. Chris analyzes Starlink's growth, the potential impact of Starship and V3 satellites, and the competitive landscape with Amazon Leo. The conversation also covers the return of space IPOs, the importance of new launch vehicles like Blue Origin's New Glenn, the concept of space sovereignty, and the advancements in Direct-to-Device technology, particularly SpaceX's involvement. Finally, they explore the transformative potential of AI in Earth observation and space domain awareness, and discuss which 2025 developments will be most impactful in the next five years, highlighting Golden Dome and direct-to-device advancements.