We sat down with Mike Stengel of AeroDynamic Advisory to discuss what the US-Iran conflict is doing to aviation. The Middle East moves about 20% of global crude, and with the Strait of Hormuz closed and Gulf refining capacity damaged, jet fuel stocks in Asia-Pacific and Europe are drawing down while crack spreads widen in ways hedging contracts don't cover. Mike explains why US shale isn't the easy substitute, why Spirit just liquidated and JetBlue looks fragile, and why Delta's once-mocked Monroe refinery acquisition suddenly looks prescient.

The bigger question we get into is whether this is a temporary pricing event or a more permanent regime change? For the first time in decades, commercial, military, and business aviation are all riding supply-constrained tailwinds at once, but the industry spent 30 years optimizing for cheap energy and stable airspace. We dig into what fragility looks like when those assumptions break, aging fleets, narrowing corridors between unusable Middle East and Russian airspace, what the conflict is doing for SAF, and where the next contrarian bet might come from.

Admiral Phil Kenul spent decades flying NOAA aircraft into some of the most dangerous weather on earth, including multiple seasons as a P-3 Orion hurricane hunter, before transitioning into the world of UAS standards, where he now serves as Vice Chair of ASTM Committee F38. That path gives him a perspective on unmanned aviation that most people in the industry don't have. He's been the guy in the cockpit, the program manager trying to replace the cockpit with a Global Hawk, and now the person writing the standards that determine whether any of this scales commercially.

His take on the industry is refreshing. Technology, he argues, is no longer what's holding the drone industry back. Operations, regulatory approvals, and integration with legacy airspace systems are. He sees Part 108 as a genuine inflection point, one that will finally let operators fly by regulations and industry consensus standards rather than one-off waivers. But he's equally clear that getting there will take longer and cost more than most people expect, and that when the dust settles, success will go to the best operators, not the best aircraft.

In this episode we sit down with Alex List, CEO and founder of FlyShirley, a startup building an AI copilot for the cockpit. Alex walks through what AI in aviation actually looks like today: the practical reality of a ground-based language model accessed via iPad helping pilots handle strategic, non-time-critical tasks like looking up service bulletins mid-flight, transcribing ATC clearances, finding alternates, and synthesizing information that would otherwise require a pilot to dig through a POH while managing weather and workload. He's candid about where the technology still falls short and articulates a clear architectural thesis: frontier intelligence lives on the ground, state management lives on the device, and a 56-kilobit connection is all you need in between.

The conversation broadens into the harder questions facing anyone building in this space: how do you design for pilot augmentation without creating dependency? How do you handle liability for an advisory system that is occasionally wrong? And how do you build a defensible business in a market that is, honestly, pretty small? Alex is refreshingly honest about the GA market math and where the real opportunity lies. The hosts bring their own investor and operator lens to the discussion, flagging the classic failure modes of aviation startups.

In this episode we reconnect with Robert Rose, CEO of Reliable Robotics, fresh off his testimony before Congress on the state of advanced air mobility. Robert shares what most people misunderstand about FAA certification, i.e. that the regulator isn't there to coach you through it, they're just calling balls and strikes. We explore why Reliable has spent eight years building autonomous systems within existing regulations rather than waiting for new rules, how they've convinced the FAA that zero-visibility automated landing standards can scale from wide-body jets down to Cessna Caravans, and why the "cargo first" narrative that dominates autonomy discussions is largely a regulatory myth.

We also dig into Reliable's new Pentagon contract to deploy autonomous cargo aircraft for contested logistics in the Indo-Pacific, what the military calls building "conveyor belts in the sky." Robert explains why military logistics actually demands commercial-grade safety in ways most people don't appreciate, how their solid-state radar technology became an unexpected multibillion-dollar opportunity for existing airlines, and what changed at the FAA after years of low morale and congressional scrutiny. It's a grounded, technically rigorous conversation about what it actually takes to certify autonomy, why operational risk assessments don't work for aircraft above a certain weight class, and how Reliable is grinding through hundreds of compliance submissions to prove that autonomy isn't some distant dream but it's ready now.

In this episode we sit down with Koen De Vos, Secretary General of GUTMA, to unpack why U-Space still feels more aspirational than operational, and what aviation can learn from industries that have at least partially managed to digitize at scale. Drawing on parallels with the automotive sector, Koen explores how green technologies, automation, and system-level thinking could, and should, reshape aviation if the institutional and political pieces ever align.

We dive into why U-Space has not meaningfully materialized in Europe yet, the evolving role of regulators like EASA, and how European and US approaches to UTM diverge in both philosophy and execution. Koen also shares his perspective on air risk mitigation, whether U-Space is being used as a safety crutch, and perhaps most provocatively, who is actually willing to pay for UTM and why many business cases quietly fall apart. A clear-eyed conversation about political will, practical constraints, and what UTM might look like if we were brave enough to start from scratch.

In this episode, we sit down with Ben Ivers (Boeing’s Director of Emerging Technologies & Regulatory Strategy) to unpack a deceptively simple idea: airspace modernization isn’t optional anymore and the tech to enable “automated flight rules” (AFR) is largely ready today. Ben argues the hard part isn’t the technology, but introducing a new flight mode alongside VFR and IFR that can scale drones, eVTOLs, and future autonomous operations without turning the sky into sanitized corridors reserved for “new entrants.” He explains why Boeing is forced to think in decades and why action now matters if modernization isn’t to remain perpetually out of reach.

We get practical on what AFR actually means: less “AI making decisions,” more machine-guided coordination built on trusted data exchange and automated conflict management. Ben connects AFR to UTM/U-space (“crawl, walk, run”), walks through “before vs after” scenarios across GA, airlines, drones, and urban air mobility, and pinpoints the real bottlenecks, i.e. reliable communications, latency, surveillance, micro-weather, and certified digital services. We close on where value may accrue in a digitized airspace: new third-party services, higher throughput, and an “additive” roadmap that grows the aviation ecosystem rather than excluding parts of it.

Autonomy may scale in agriculture long before it does in defense or UAM, and today’s guest makes a compelling case why. We speak with Edward Barraclough, founder and CEO of Drone-Hand, about applying autonomous drones and on-device AI to the realities of livestock operations across Australia, New Zealand, North America, and beyond.

Edward explains why ranching is the perfect proving ground for autonomy: massive land areas, urgent labor shortages, permissive operating environments, and ROI that’s measured in days - not years. We explore how drones are already replacing helicopters on million-acre cattle stations, why biological data creates one of the deepest moats in autonomy, the role of trust and repeatability for producers, and how CASA’s regulatory evolution compares to FAA and EASA. It’s a rare look at autonomy where economics, biology, and geography collide.

In this episode, Delta Air Lines CEO Ed Bastian breaks down what truly differentiates a great airline: people and culture. Ed shares why “take care of your people first” isn’t a slogan (it’s Delta’s operating system!) and how that shows up in reliability, premium customer experience, and everyday leadership. We get a candid look at running a 100,000-person, 5,000-flights-a-day operation; the metrics he checks first (on-time arrivals and cash); and why accessibility and listening are his non-negotiables as a leader.

We also dive into Delta’s broader vision: a connected, premium travel ecosystem that spans free fast Wi-Fi and new entertainment partnerships to deeper integrations with Uber, Wheels Up and, soon, eVTOL links with Joby. Ed frames AI as “augmented intelligence” that empowers frontline teams, outlines how Delta thinks about fortress balance sheets and long-cycle bets, and makes the case that air travel isn’t a commodity but an experience people will choose and pay for. Founders will appreciate his clear wishlist of problems to solve in ops efficiency, maintenance, and crew utilization, and his invitation to bring real solutions, not just ideas.