Valley of Depth

From SpaceX to Phantom, with Jim Cantrell (Phantom Space)

Episode Summary

Today’s Pathfinder episode features Phantom Space cofounder and CEO Jim Cantrell. The Tucson-based space transportation company is focused on the mass production of rockets.

Episode Notes

Today’s Pathfinder episode features Phantom Space cofounder and CEO Jim Cantrell. The Tucson-based space transportation company is focused on the mass production of rockets. Jim began his career at NASA’s Jet Propulsion Lab and the French Space Agency (CNES), working on Mars exploration technologies and a joint French-Soviet Mars program​​. He was a founding member of SpaceX, serving as its first VP of business development. He later co-founded Moon Express, a company focused on commercial lunar robotic transportation​ and Vector Space, a micro-launch vehicle company​.

Phantom primer: Phantom's strategy focuses around a central idea: mass production of rockets. Instead of going all-in on vertical integration, Cantrell's choosing to leverage the expertise of outside specialists for key technology—for example, propulsion company Ursa Major is fueling Phantom's rocket engines. By providing some but not all the R&D, the company can operate with a substantially leaner core staff. 

The thought is that this mass-produced, “Henry Ford”-like development and production approach will substantially lower costs and increase efficiency. Cantrell says that Phantom’s price tag to get to space will be roughly $100M, substantially lower than competitors. The company’s product roadmap includes:

In addition to Phantom’s early days, Mo and Jim discuss: 

And much more… 

This episode is brought to you by SpiderOak, a US-based software company that builds space cybersecurity products and solutions for civilian, military, and commercial space operations. Learn more at https://spideroak.com/ 

• Chapters • 

00:00 - Intro and SpiderOak Ad

01:30 - Jim, Elon, and Russia

07:05 - Why did Elon reach out to you at the time?

09:48 - What is Phantom Space?

15:32 - Relying on an external supply chain

17:38 - To vertically integrate, or not to vertically integrate?

21:17 - Development timelines

26:07 - Other products outside of launch

28:08 - Team construction

34:52 - SpiderOak Ad break

35:40 - Vector: What went well and what were the key challengers?

42:16 - Space VCs: then vs now

49:55 - What company are you most excited about?

51:29 - Alternative methods to reach orbit

53:43 - Is it harder to build a new launch vehicle or a winning Formula 1 car?

• Show notes • 

Phantom's website — https://www.phantomspace.com/

Phantom's socials — https://twitter.com/PhantomSpaceC

Jim's socials — https://twitter.com/jamesncantrell

Mo's socials — https://twitter.com/itsmoislam 

Payload’s socials — https://twitter.com/payloadspace / https://www.linkedin.com/company/payloadspace 

Pathfinder archive — Watch: https://www.youtube.com/@payloadspace Pathfinder archive — Listen: https://pod.payloadspace.com/episodes 

• About us • 

Pathfinder is brought to you by Payload, a modern space media brand built from the ground up for a new age of space exploration and commercialization. We deliver need-to-know news and insights daily to 15,000+ commercial, civil, and military space leaders. Payload is read by decision-makers at every leading new space company, along with c-suite leaders at all of the aerospace & defense primes. We’re also read on Capitol Hill, in the Pentagon, and at space agencies around the world. Payload began as a weekly email sent to a few friends and coworkers. 

Today, we’re a team distributed across four time zones and two continents, publishing three media properties across multiple platforms: 1) Payload, our flagship daily newsletter, sends M-F @ 9am Eastern (https://newsletter.payloadspace.com/) 2) Pathfinder publishes weekly on Tuesday mornings (pod.payloadspace.com) 3) Polaris, our weekly policy publication, hits inboxes Tuesday (https://polaris.payloadspace.com/) 4) Parallax, our weekly space science briefing, hits inboxes Thursday (https://parallax.payloadspace.com/)