Insights

Thermal Eyes on Earth – Episode 8 Recap

December 12, 2025

Alain Gavin

Alain Gavin

Managing Partner - Chief Investment Officer

In Episode 8 of Tech Command Investing, host Alain Gavin sits down with Dr Max Gulde, CEO & Co-Founder of constellr, to explore how temperature is becoming a new strategic layer of intelligence for climate resilience, industrial efficiency, and national defence.

Constellr’s mission is bold: build a global thermal-infrared intelligence layer capable of monitoring the planet’s vital signs from crop stress and water security to energy infrastructure resilience and battlefield awareness.

🔸 The Activity Layer of Earth Observation
Thermal intelligence reveals what is happening rather than merely what is visible. It exposes crop stress, industrial activity, hidden assets, decoys, and early-stage infrastructure anomalies — insights other sensors simply miss.
🔸 Accuracy Over Aesthetics
In thermal sensing, resolution is not enough. constellr’s patented hardware–software architecture delivers scientific-grade temperature accuracy, far surpassing today’s civil and public-mission capabilities. Decision-grade intelligence starts with precision.
🔸 AI for Continuous Insight
By combining satellite data with physics-based models and AI-driven interpolation, constellr breaks the old equation of “more satellites = more data.” Their approach enables near-continuous monitoring at dramatically lower cost, unlocking scalable thermal intelligence.
🔸 Dual-Use by Design
Thermal data serves both civilian and sovereign needs: agricultural optimisation, urban-heat mitigation, refinery and pipeline monitoring, ISR, camouflage detection, and operational situational awareness — all delivered from a single sensing system.
🔸 Sovereign Infrared Capability
Governments are accelerating investment to ensure independence in thermal sensing. constellr is positioning itself as Europe’s neo-prime for thermal-infrared intelligence, delivering autonomy in a domain increasingly central to security and resilience.
🔸 A 2027–2028 Step-Change
constellr’s next-generation constellation will enhance revisit frequency, resolution, and latency while integrating onboard AI — enabling automated alerts, predictive forecasting, and real-time tasking workflows across climate, industry, and defence.
As Dr Max Gulde notes:
“Temperature is the earliest and most universal signal of change. Measuring it accurately, everywhere, transforms how we understand the world.”

🎧 Listen to the full episode to discover how thermal-infrared sensing, AI, and satellite analytics are converging to form a new strategic asset class — shaping the future of climate security, industrial performance, and sovereign defence capability.

🎧 Listen now:
| Amazon Music | Spotify | Apple Podcasts | YouTube | Audible |

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