Stratospheric Platforms, with Mikkel Vestergaard (CEO of SCEYE)

Mikkel Vestergaard isn’t a typical aerospace founder. Before building solar-powered stratospheric airships, he spent two decades in humanitarian innovation, distributing a billion malaria nets, co-creating the LifeStraw, and helping eradicate Guinea worm disease. Now, as CEO of Sceye, he’s applying that same ethos to aerospace.

In this conversation, Mikkel dives deep into the origins, design, and future of High-Altitude Platform Systems (HAPS). We explore why the stratosphere is emerging as a new layer of infrastructure, filling the gap between satellites and towers, and how Sceye’s helium-filled, solar-powered airships could reshape internet connectivity, earth observation, and national security.

We cover:

• Why Mikkel pivoted from global health to aerospace
• The engineering that makes persistent stratospheric flight possible
• How Sceye closes the “power loop” to stay aloft for months
• Commercial applications from telecom to methane detection
• Strategic partnerships with SoftBank, América Móvil, and Mawarid
• The defense potential of HAPS
• The business model behind “infrastructure as a service”
• What it takes to build investor conviction around a platform that feels left-field

• Chapters •

00:00 – Intro
01:52 – Life before Sceye
02:51 – Work at Lifestraw
06:31 – What is Lifestraw?
07:50 – Making the pivot from global health to aerospace and working at Sceye
10:52 – HAPS or High-Altitude Platform Systems
12:25 – Why choose a balloon over a fixed wing aircraft?
14:04 – Types of payloads
16:06 – Not Hindenburg 2.0
16:48 – How Mikkel's earlier material science experience shaped Sceye's design decisions
18:09 – Pitching Sceye to investors
19:16 – Common misconceptions of stratospheric platforms
20:41 – What can HAPS do for the telecommunications industry?
25:03 – How many HAPS would we need to provide global coverage?
25:24 – Sceye's equity investor partners
26:00 – When Sceye will be fully commercialized
28:34 – Other use cases
31:33 – Advantages over satellites
32:34 – National security use cases
33:31 – The business model of HAPS
34:52 – Sceye's next iteration of customers
35:40 – How Sceye is building their team
36:56 – Manufacturing process and scaling
37:53 – Capital to scale
38:25 – What keeps Mikkel up at night
39:38 – What does success to Sceye look like

• Show notes •

SCEYE’s website — https://sceye.com/
Mo's socials —   / itsmoislam  
Payload’s socials —   / payloadspace   /   / payloadspace  
Ignition’s socials —   / ignitionnuclear   /
  / ignition-nuclear  
Tectonic’s socials —   / tectonicdefense   /   / tectonicdefense  
Valley of Depth archive — Listen: https://pod.payloadspace.com/


• About us •

Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world’s hardest technologies.

• Payload: www.payloadspace.com
• Ignition: www.ignition-news.com
• Tectonic: www.tectonicdefense.com