Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
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If I were an investor, I would watch the capital concentration pattern.
Total funding in Germany is down 20% year over year, but the individual rounds are historic.
Stock at 500 million, ESA 240 million, E to D 500 million.
The money is flowing into fewer companies at larger scale, and of course also including
funds.
If you are not in defense space industrial AI or regulated infrastructure, the funding environment is tighter than the headlines suggest.
The structural rotation we identified in April is not a trend.
It's a new baseline.
What I watch next.
Three things to watch here.
First, ESA Aerospace launch window opens again on July 31st.
Orbit validates the decade of European commercial lounge investments.
Another scrub raises existential questions.
Showing 1121–1140 of 1,749 · page 57 of 88
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