Sensing the Signal

Atreides

Sensing the Signal is a bi-weekly podcast produced by Atreides. In conversations with expert practitioners, we discuss the overlap between data, technology, intelligence, and national security and what it all means for analysts everywhere. How do we know AI is trustworthy? Can battlefield debris hunt down weapon transfers? How is technology transforming national intelligence? Find out answers to these questions and more from leaders in the field.

  1. Jul 31

    How Could a Mission to Venus Shape Defence Technology?

    Creating a sensor to test the atmosphere of Venus was just the start for Space AM, one of the UK's recently announced 'Defence Unicorns' in which the MOD is making unprecedented investment. Building technology for defence was not what Chris Isaac, CEO of SpaceAM, originally set out to do, yet the unique advanced technology he and his co-founder created in the commercial sector has proven to be of immediate interest to the military. On this episode of Sensing the Signal, we talk to Chris Isaac about the technology, the problems it is addressing, and the journey towards becoming a UK defence unicorn. Outline 00:00 — Recap: the Defence Investment Plan and the SME problem 01:00 — A possible biomarker on Venus sparks a private mission race 02:33 — Sycamore seeds in the woods, and the birth of Space AM 05:46 — From art school and hypercars to a letter from the US 09:40 — Designing for sulphuric acid: coatings, sensors and every last gram 13:11 — Five years of Venus R&D turns out to be dual-use 17:03 — Fundable but unfunded: soldering irons, demos and dead ends 21:33 — Named a Defence Unicorn, and why the money moved so fast 25:40 — Eight-layer boards nobody in the UK can build 30:03 — Sovereign capability, medical spin-offs and ISO 27001 in six weeks 33:26 — The Formula One parallel: hard problems pay dividends elsewhere 37:50 — The hire he didn't see coming, and a very expensive fire door 41:12 — Sovereign AI: shrinking large models onto a grain of rice 43:36 — VCs, Series A, and the ambition to become a UK neoprime 45:24 — Host debrief: what this says about UK defence innovation

    How Could a Mission to Venus Shape Defence Technology?
  2. Jul 10

    How can the UK be more creative with Defence investment?

    The UK's Defence Investment Plan (DIP) has finally arrived after a long delay, and not before prompting the Secretary of Defence to resign. As the Prime Minister soon followed, the revised plan has already had a significant, albeit unintended, impact on the UK before even being implemented. What does it tell us about the state of Defence in the UK? And will it deliver the capability improvements the UK requires if it's to modernise and keep up with NATO allies and partners? In this episode, Terry Pattar and Chris Toase of Atreides discuss what they wanted to see in the DIP and whether it does enough to provide UK defence industry with the positive signals required to drive growth.  Outline00:00 – Intro: recorded before the Defence Investment Plan was published 00:51 – Setting the scene: SDR one year on, DIP delays, and the Defence Secretary's resignation 06:56 – Spending creatively: infrastructure, clusters, and closing the innovation "valley of death" for SMEs 12:38 – The nuclear deterrent debate and short-term vs long-term priorities 19:05 – Sub-threshold threats: disinformation, influence operations, and are we really in peacetime? 26:33 – Aid cuts, corruption, and why soft power matters for defence 30:00 – Drones, the risk of fighting yesterday's war, and building grassroots capability 35:22 – Final pre-publication thoughts: NATO integration and rethinking defence engagement 40:41 – Post-publication reaction: the numbers, shifted priorities, housing, and small-business procurement 01:04:46 – The politics of the resignation, what to watch next, and wrap-up Previous Episodes ReferencedEp. 24: How is Russia's war machine building an entire AI-driven drone ecosystem? Ep. 23: What can Defence learn from F1? Ep. 20: How can we defend against disinformation? Ep. 17: What are the key trends in defence technology? Ep. 16: What is the UK doing to prepare for the next war?

    How can the UK be more creative with Defence investment?
  3. Jun 30

    Why is climate change our biggest security challenge?

    In 2026 wars and small conflicts seem endemic around the world and threats to international security appear to be increasing. Yet, there remains a lack of discussion on the role of climate change in driving conflict. With food security becoming an urgent priority around the globe, while melting glaciers reshape our geography, and the competition for natural resources heats up, there is an urgent need to better understand the climate crisis as an international security issue. The first quarter of the twenty first century has already shown that drought is a leading indicator of conflict. What other threats can we anticipate by monitoring our rapidly deteriorating climate? We discuss this question and the topic of why climate change is our biggest security challenge with Arthur Snell, an expert on geopolitics and author of the book ‘Elemental: The New Geography of Climate Change and How We Survive It’.  Episode Outline 01:24 — Arthur's background: Foreign Office postings in Yemen, Iraq and Afghanistan, and how he came to write about climate and geopolitics 05:25 — The Sahel: the role of climate alongside other factors in regional instability 07:15 — Perceptions of climate change and why some politicians question it 13:23 — The challenge governments face in communicating the costs of climate policy and defence 16:40 — COP summits, the 1.5°C target, and what has and hasn't been achieved internationally 22:52 — Climate as a catalyst in conflict 26:34 — Different energy strategies 30:17 — Climate change as a national security consideration 32:31 — Ukraine: critical minerals and agricultural land as factors in the conflict 33:51 — The relationship between aid budgets, defence spending, and stability 36:40 — The global food system: supply chains, agricultural yields and trade dependencies 39:45 — Water: shared river basins, dam building and displacement from rising sea levels 44:10 — Developments in renewable energy costs and scale 50:47 — Consumer-led adoption of solar power in South Asia and Africa 53:49 — AI data centres and future energy demand 59:27 — Arthur's book and his podcast Behind the Lines Resources and Links Elemental: The New Geography of Climate Change and How We Survive It by Arthur SnellBehind the Lines with Arthur Snell - https://www.playpodcast.net/podcast/behind-the-lines-with-arthur-snell/

    Why is climate change our biggest security challenge?

About

Sensing the Signal is a bi-weekly podcast produced by Atreides. In conversations with expert practitioners, we discuss the overlap between data, technology, intelligence, and national security and what it all means for analysts everywhere. How do we know AI is trustworthy? Can battlefield debris hunt down weapon transfers? How is technology transforming national intelligence? Find out answers to these questions and more from leaders in the field.

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