Molly O’Shea
@MollySOShea • 60,836 subscribers
Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel
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BREAKING: Inside Impulse Space with Tom Mueller (Tom Mueller) (SpaceX's 1st Employee) FULL TOUR The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (Impulse Space) ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond We cover: → Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life) → Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO) → Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F → Why 3D printing is "almost a cheat code" for rocket engines → In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25 → 3 spacecraft in orbit + a 1,200-meter rendezvous → Starlink, iterating Merlin & Raptor, & working with Elon Musk → Nuclear propulsion, the Moon, & why compute needs to move to space 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space (00:49) Inside Impulse Space (02:32) Avionics Bay floor (02:59) Building rockets at home (03:50) Mira and Helios (08:00) Why Tom left SpaceX (09:33) The Deneb Engine walkthrough (11:42) Testing in Mojave (12:23) Favorite part of the Engine (13:30) How it's 3D Printed (14:21) Why 3D Printing changes everything (16:54) Finding Talent for COPVs (17:28) No Modern hardware without software (19:52) The Mill Turn explained (22:42) Payload Deck Design (25:28) Entering the Secret Area (30:48) Thrust, Flow Rate, & 100 Sensors (32:13) Collision avoidance in Orbit (32:57) The Electric Propulsion Chamber (34:28) Nuclear Electric is the future (38:49) Data Centers in Space (40:28) SpaceX & Starlink's Growth (41:10) Working with Elon (42:07) If not CEO, then what? (42:32) Moon matters more than Mars
Molly O’Shea599,515 görüntüleme • 2 gün önce
BREAKING: Impulse Space Raises $500M Series D Reaching $1+ Billion in Total Funding to Build In-Space Mobility Infrastructure aka "Move Things in Space" Full interview w/ President & COO Eric Romo (Eric Romo) (SpaceX Employee #13) Founder & CEO Tom Mueller (Tom Mueller) (SpaceX Employee #1): "We're building more than spacecraft: we're building the economic & technical engine that will power humanity's expansion into space. From Earth orbit to the Moon & beyond, the ability to move quickly, precisely, & affordably on orbit is the fundamental capability that will unlock a true space age." We cover: → The $500M raise → Mira: precision maneuvering → Helios: same-day delivery → Caravan: GEO rideshare → Commercial vs defense → Space Force demand → SpaceX origins → Hiring 200+ roles The Series D was co-led by 137 Ventures & BANNER VC. Additional participating investors include Founder’s Fund, Lux Capital, & Linse Capital. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Eric Romo, President & COO at Impulse Space (00:58) Fueling the next phase with a $500M Series D (04:30) Crossing the $1B funding mark (06:00) The freedom to execute (07:09) Why startups d*e from indigestion (08:30) Building beyond SpaceX (13:32) How defense became the real opportunity (16:19) Impulse’s product stack: Mira, Helios & Caravan (23:43) The economics of urgency (26:23) "Closer to a fighter jet than a tugboat" (30:40) The new era of space defense (37:33) The SpaceX DNA at Impulse (38:27) The biggest lesson from SpaceX (44:23) Hiring world class engineers (45:38) If not COO, then what? (46:43) The road to first Helios launch
Molly O’Shea1,048,405 görüntüleme • 4 gün önce
Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."
Molly O’Shea338,658 görüntüleme • 1 gün önce
Tom Mueller (Tom Mueller) says his "proudest development" as the 1st Employee at SpaceX was creating the Merlin engine: "Currently flying on Falcon 9, it is the most reliable rocket engine ever developed, and also the highest thrust to weight of any rocket engine ever developed."
Molly O’Shea140,991 görüntüleme • 2 gün önce
NEW: Billionaire Wealth Management in the Mega-Liquidity Era How to financially prepare for SpaceX IPO, Cerebras, Anthropic, OpenAI, & more.. With Marc Andreessen & Ben Horowitz's Multi-Family Office Chief Investment Officer, Michel Del Buono (Michel Del Buono) We cover: - How $50M–$1B+ personal portfolios are actually constructed & managed - Pre-liquidity planning - QSBS stacking strategies - Secondary market SPV risks - Trust & estate structuring - BDC liquidity gates - Tax loss harvesting - Real assets & depreciation Plus.. private jets? 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO at a16z Perennial (01:05) The Billionaire office playbook (02:57) The 35% IRS trap (07:55) Multiply your QSBS benefits (11:48) Biggest Pre-liquidity mistakes (12:32) Why is diversifying a trap? (14:28) SPVs and Secondary traps (17:36) The cap table illusion (19:57) How does SPV carry actually work? (22:53) The SPV operator who fled (24:33) The private credit trap (28:38) Why endowments dump VC? (32:19) Public demand for private tech (35:08) Racing for AI equity (36:20) The data center tax loophole (39:36) The golden visa play (40:35) New York’s wealth tax (45:42) Shield your income with real assets (50:25) The Billionaire spending mindset (53:39) Buying vs Chartering jets (55:31) Dodging NGO scams
Molly O’Shea674,626 görüntüleme • 15 gün önce
BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION Jackie Reses is on an iconic run. Lead is the $1.5B tech-first bank powering Stripe, Walmart, Ramp, Affirm & Revolut Backed by Andreessen Horowitz, Coatue, Greycroft, ICONIQ, Khosla Ventures, Ribbit Capital, Zeev Partners, plus Larry Fink, Rob Goldstein & Larry Summers personally. CEO & Co-Founder Jackie Reses (Jackie Reses) We cover: - Sitting on Alibaba's board with Jack Ma, Joe Tsai + Masayoshi Son "Masa would come in & be like, 'Yes, it shall be blessed.'" - Taking an HR role at Yahoo, then turning it into Chief Development Officer - Jack Dorsey: "He'll sit in meetings & not say a word. There's real wisdom in his ability to 'just zip it.' " - Why she's skeptical of the de-banking narrative - Building Lead to $280M in revenue with no sales team 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jackie Reses, CEO of Lead Bank (01:06) The swiss army knife of Silicon Valley (02:46) Inside the Alibaba boardroom with Jack Ma and Masa (05:23) Being one of the only Americans on Alibaba’s board (10:29) What Jack Ma and Masayoshi Son are really like (12:32) The biggest lessons Jackie learned from Alibaba (15:12) From Goldman Sachs to Silicon Valley (17:44) Why Yahoo hired a PE investor to run HR (22:53) Yahoo was a hot mess (25:33) The deal that recovered billions for Yahoo (26:31) How Jack Dorsey recruited Jackie to Square (29:53) Three engineers, three days, one crypto platform (33:51) What Jack Dorsey is really like (36:13) Being Jack Dorsey’s HR lead during Twitter chaos (40:03) How to spot real innovation vs hype (42:21) Why debanking is a myth (48:10) Why buy a 100 year old bank (51:23) Growing a bank with no sales team (54:11) The APIs powering the future of finance (56:03) How AI is transforming banking (57:07) The JD Vance connection (58:39) What it feels like inside the White House (01:02:53) The biggest misconception about government (01:04:21) Why Lead Bank’s culture feels different (01:05:35) The next chapter for Lead Bank
Molly O’Shea332,277 görüntüleme • 9 gün önce
If Ken Griffin leaves NYC because of Mamdani's Pied-à-Terre Tax stunt, the economic fallout could be enormous. It’s not just “one billionaire moving.” Ken's 350 Park Ave project + Citadel's employment amounts to: → ~2,500 Citadel employees currently in NYC → Citadel employees/principals paid ~$2.3B in NY state + city taxes over the last 5 years → Ken Griffin has directed ~$650M in charitable giving to NYC causes → $6B+ in development spending → 6,000 construction jobs → 15,000+ permanent jobs → One of the largest new office towers in Manhattan In total, the long-term economic value tied to Citadel’s NYC footprint is likely measured in the tens of billions of dollars. NYC’s entire financial ecosystem is built around a tiny number of ultra-productive firms and taxpayers.
Molly O’Shea509,330 görüntüleme • 14 gün önce
NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue In COATUE's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly outperforming the Mag 7. We cover: - Why Coatue is "following the gigawatts" - Private companies breaking into the global top 25 pre-IPO (OpenAI, Anthropic, SpaceX) - Cash flow transferring from hyperscalers to AI infrastructure - The $12T funding engine behind the AI buildout - Sellers of shortage vs. buyers of shortage - The Token Economy - The CPU/GPU flip reshaping compute demand - Coatue's $6T+ AI market estimate - Agents launching agents / "1,000 analysts working 24/7" Read the full deck & watch the update replay below 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jaimin Rangwalla, CIO of Public Investments at Coatue (00:56) Inside Coatue HQ (02:48) Investor Update Kickoff (04:36) Mapping the AI Stack (06:02) Why Supply Stays Tight (07:03) How Jaimin's Became CIO (10:43) Private Giants vs Mag 7 (12:40) Market Breadth and Reordering (15:24) Where AI Revenue Comes From (17:04) Tokens and Economy (19:43) Agents Change Everything (21:58) OpenClaw Explained (24:49) Memory Demand Explosion (27:12) Architecture Shifts Ahead (27:24) Agents Gain Memory (27:58) CPU Demand Surge (28:38) CPU GPU Ratio Flip (30:21) Key Chip Players (30:45) Intel Comeback Thesis (31:41) Semis Go Mainstream (33:24) Nvidia Mania and GTC (33:59) Tracking Data Center Buildouts (35:21) Jobs Lost and Created (37:30) Sellers Versus Buyers (40:54) Optical Breakouts (41:27) Bottlenecks Everywhere (44:48) Sentiment Versus Fundamentals (47:10) Handling Volatility (49:17) Finding New Leaders (51:18) Trillion Dollar IPOs (52:48) Risks and Disruptions (55:00) Coatue Growth Story (55:58) Staying Curious to Win
Molly O’Shea840,077 görüntüleme • 22 gün önce
BREAKING: David david friedberg says "California is functionally bankrupt" "People don't realize how screwed California is, & I worry that if California falls, so does the union. "$250 billion to $1 trillion short." "This is because for California to get rescued would be a big cost to red states, & I think it creates in the years ahead a lot of tension." "California's functional bankruptcy is a major risk to the country. & I think we need to figure out what we can change to fix it." How we got here: "California has a public pension system, & that public pension system retirees have paid into it & they get some benefits out, & the amount that they're owed back out is somewhere between $250 billion - $1 trillion dollars more than has been paid in. $250 billion to $1 trillion short. If it was the federal government, it would be like, okay, we'll just print more money. California doesn't have the ability to print money, so California has to pay this out, and you can't restructure retirement benefits. There is a Supreme Court case in California that said that once an employee has been offered retirement benefits, even if they're currently an employee, you can never restructure their retirement benefits. It has to stay forever, and the state cannot declare bankruptcy. There's no way for the state to functionally declare bankruptcy. There's no law to allow it. No state has ever declared bankruptcy, and the retirement benefits sit senior to the bonds in California. So you have to pay out the retirement benefits before you pay out all the bond holders that have loaned California the money that they use to run all their programs and services." Hill & Valley Forum 2026 (The Hill & Valley Forum)
Molly O’Shea2,657,655 görüntüleme • 2 ay önce
BREAKING: Merge Launches ‘Agent Handler’ Control AI Access, Tokenmaxxed $$$ Bills, & Stop Mass Data Leaks "We don't trust agents" "The second you connect it to tools, that's where everything goes wrong." OpenAI. Perplexity. Netflix. Uber. Mistral. Dropbox. JPMorgan.. all quietly run on Merge Co-Founders CEO Shensi Ding Ding & CTO Gil Feig dive into it all We cover: - MASSIVE AI Security scares are just starting - Tokenmaxxing bills - Agent Handler - Gateway routing - Winning enterprise logos - The SaaSpocalypse 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Shensi Ding & Gil Feig, Co-Founders at Merge (01:04) Three products. One big bet (03:20) How Merge made the AI pivot (04:42) The Classic Innovator’s Dilemma (05:58) Building culture around AI (07:10) The leverage nobody’s talking about (08:52) Codex vs Claude Code (09:15) The scale nobody knew about (09:47) SaaS, Finance, and the Biggest AI Labs (10:46) Why AI companies buy differently (12:04) What AI sales actually looks like (13:04) The Fastest sales cycles in the market (14:35) Why is Cybersecurity broken (15:59) Merge's solution to agent security (19:16) Mythos, Wiz, and the GitHub Hack (22:34) 1,000 Bot signups in one hour (23:23) Real reason companies pay ransom to hackers (25:43) The State of AI Infrastructure Costs (26:41) Internal AI Governance is the next big problem (29:28) Most Popular Integrations on Merge (30:54) Big Giants are planning big moves (31:54) What does Salesforce going headless exactly mean (33:41) Agents don’t need a UI anymore (36:59) Can this AI generation actually adapt (38:25) What Merge looks for in talent (41:25) The SaaSpocalypse is real (45:03) Are AI valuations actually insane? (47:11) How Merge landed OpenAI, Perplexity, Netflix & Uber (49:02) The Metrics that actually drive the business (49:58) Biggest misconceptions in tech right now (51:55) The market is finally catching up to Merge
Molly O’Shea106,483 görüntüleme • 5 gün önce
NEW: Dara Khosrowshahi, CEO of Uber (NYSE: $UBER) dara khosrowshahi's vision for Uber: One app for everything Go anywhere, get anything Dara took Uber from $4.5B in 2017 losses to nearly $10B in free cash flow We cover: → Full circle Expedia partnership (hotels on Uber!!) → Shop For Me + new product launches → Lessons from Barry Diller → AV platform strategy (Waymo, Zoox, WeRide) → Why Uber was built for the AI era Plus: learn how to actually raise your Uber rating. This was so much fun, I couldn't keep my cool. Hope you enjoy! Thank you NYSE 🏛 for the video production, & Brooke for helping set this up! 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dara Khosrowshahi, CEO at Uber (00:48) The biggest bet of 2026 (02:04) The accidental feature (04:16) Your next Uber might come with a Coffee (05:54) Uber One’s global takeover (06:32) Growth hack to outpace rivals (08:04) Replacing overpriced room service (11:25) The Expedia reunion (14:10) The 10-minute airport hack (17:05) The $10 billion FCF comeback (19:00) Barry Diller’s golden advice (22:49) Uber’s internal AI shift (26:59) Will AI make Uber apps obsolete? (27:36) Self-driving cars (28:47) AI’s biggest misconception (29:39) Hack your Uber rating (31:36) Junior Devs coding for millions
Molly O’Shea729,220 görüntüleme • 29 gün önce
BREAKING: Commure Hits a $7 Billion Valuation Announcing $70M in new funding led by General Catalyst, with Sequoia & Morgan Stanley Total funding to date: $750M Interview with CEO Tanay Tandon Commure is becoming one of the largest AI infrastructure platforms in healthcare: → 500+ healthcare organizations → 3,000+ sites of care → 200M+ patient encounters annually → Tens of billions (!!) in annual claims processed → 85%+ of revenue cycle work completed autonomously → ARR doubled 3 years in a row → 1,200 employees globally Commure says its AI agents are automating documentation, coding, billing, denials, appeals, scheduling, & revenue cycle workflows across hospitals & physician groups. P.S. Tanay (Tanay Tandon) started the company at 18. “Point solutions are going to d*e.” Sequoia Capital Alfred Lin General Catalyst Hemant Taneja 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tanay Tandon, Co-Founder & CEO, Commure (01:03) The $70M R&D Sprint (03:45) Rockefeller's funding playbook beats dilutive VC (05:42) Tokens killing SaaS margins (07:14) Going public is the plan (07:40) Automating healthcare’s back office (11:02) Scaling Commure’s engine (11:49) Partnering with Epic (13:06) Why healthcare point solutions will be d*ad in 3 years? (16:42) Learnings from the AWS-CIA deal (19:13) Going to zero rollouts overnight (22:23) Nuking malpractice premiums with AI (23:52) Winning HCA’s trust (26:27) Saving burned out doctors (28:24) Buying a bankrupt hospital (32:30) Ending healthcare interop (35:41) The viral hiring email ft. Alfred Lin (38:23) Acquiring for distribution (45:13) Free blood samples? (47:19) The Stanford hacker who became an enterprise sales rep (48:21) The cargo shorts fiasco (53:57) American healthcare isn't broken (55:28) The agentic healthcare takeover
Molly O’Shea335,856 görüntüleme • 18 gün önce
BREAKING: First-Ever Full Tour of Figure's Humanoid HQ CEO Brett Adcock Exclusive look through every department on their San Jose campus: BotQ Factory, Testing, Design, Demos & more. Brett walks us through how Figure is built: - System integration lab: where robots are stress-tested with software faults & physical pushes - Helix AI: team floor where the controls & neural network engineers train the vision-language-action model that runs onboard every Figure robot - Reinforcement learning & stability testing: where Figure demos the Vulcan project — surviving a lost knee mid-task - Home: environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation) - BotQ: manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line & end-of-line burn-in bays - Industrial design studio: (opened publicly for the first time) housing every generation of Figure robot ever built, including: Figure 01 with its Frankenstein forearms, Figure 02, & the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands & feet Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, & teases that Figure 04 will be their "iPhone 1 moment." This was so much fun! Big thank you to Brett & the team at Figure for opening the doors for us! Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Figure’s Humanoid Campus (00:48) The humanoid factory (03:18) First humanoid guest at the White House (05:29) Controlling a robot with infinite movements (10:46) The truth about robot failures (13:00) Attacking a humanoid robot (testing responses) (16:12) Building a general purpose robot (23:05) The "Never Fall" protocol (28:56) Is the home robot teleoperated? (33:36) Leasing a 24/7 robot (35:01) Can a humanoid build a real car? (43:32) From flying robots to humanoids (45:59) The hidden path to physical AGI (56:21) Figure's secret design studio (01:00:44) Figure 4: The biggest leap in robotics (01:06:25) Training robots in spandex (01:10:26) Westworld, TIME Magazine, & Deadmau5
Molly O’Shea730,730 görüntüleme • 1 ay önce
BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantir’s office. We cover: - $PLTR record earnings - ~$500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality, value creation, & helping Americans win - Dyslexia, artistry, & Karp’s leadership philosophy - The Legacy of Rosita - Cupcakes Special thank you to @elianoayounes for the strategic vibes & the Palantir team for helping put this together! Highlights: (00:00) Inside Palantir w/ Alex Karp (02:16) Building w/o hierarchy, the anti-playbook culture (05:00) Artistry & conviction in product creation (06:45) Ignoring consensus & betting on vision (08:45) Helping Americans win - soldiers, workers, investors (11:00) Moral conviction & the foundation of Palantir (13:00) Meritocracy, realism, & Western values (15:41) The Eisenhower Award & moral leadership (19:45) Dyslexia, intuition, & leading through instinct (22:38) Value creation vs. hype in the AI boom (26:19) Launching AIP - Palantir’s turning point (28:30) AIP as the operating system for the AI era (33:15) Rosita - family (39:55) Cupcake
Molly O’Shea4,481,714 görüntüleme • 6 ay önce
At 24 years old, SpaceX is already one of the largest & most *capital-efficient* companies ever built: SpaceX: ~$12B raised → $1.25T Val (target $1.75T IPO) OpenAI: ~$170B raised → $840B Val (target $1T IPO) SpaceX Financial Profile (Over 1 Year): 2025: $350B → 2026: $1.25T Valuation March 2025: $350B val, SpaceX had raised only ~$10B over 23 years, remarkably modest for its scale & valuation, +was already cash flow positive FY 2025: Generated about $8 billion in profit on $15-$16B of revenue, driven primarily by Starlink's satellite internet service, which accounts for between 50% - 80% of total revenue (Reuters) February 2, 2026: $1.25T valuation, all-stock acquisition of xAI. Deal valued standalone SpaceX at ~$1 trillion & xAI at $250 billion. Widely reported as the largest M&A transaction in history. March 2026: Elon Musk announces SpaceXAI + Tesla TERAFAB Project, goal to reach a trillion watts of compute/year 2026: Targeting ~$1.75 trillion IPO Note: xAI (now part of SpaceX) has reportedly raised ~$42B total (PitchBook). Combined, that’s ~$54B total capital against a ~$1.25T valuation. Figures based on recent public reporting; estimates may vary. Christian Garrett (Christian Garrett) of 137 Ventures
Molly O’Shea1,367,182 görüntüleme • 2 ay önce
BREAKING: How Elon Builds Trillion-Dollar Companies Shaun Maguire (Shaun Maguire), Partner at Sequoia: "I first invested in 2019.. cumulative invested probably $1.2 billion, & across all the different funds, that position's worth about $12 billion today.. in the $800 billion valuation. And so hopefully, in the IPO it's worth a lot more." Shaun & Sequoia Capital have backed 5 of Elon's companies: SpaceX, xAI, Neuralink, The Boring Company, & X. This interview is a behind-the-scenes look inside Elon’s operating system — from one of the most technically fluent investors in Silicon Valley. This was so much fun, I hope you enjoy! Highlights: (00:00) Shaun Maguire, Partner at Sequoia Capital (01:10) SpaceX Upcoming IPO & data centers in space (05:00) The math behind space-based data centers (07:05) Breaking down Starlink from first principles (12:10) Economics of Starlink vs legacy telecom (14:41) Starlink + self-driving cars (16:29) Starship, direct-to-cell, & the next decade roadmap (19:38) SpaceX investment size and returns so far (20:25) Why is Elon still underrated? (21:33) How SpaceX went from contrarian to consensus (25:39) Why does Elon keep a tight investor circle? (27:06) Why does the market still underestimate xAI? (29:47) AI capex, liquidity cycles, & why spending is rational (32:11) Staying private vs going public: what makes more sense (35:47) Mission-driven cultures vs post-liquidity slowdown (37:53) Preparing founders psychologically for liquidity events (40:33) Why this may be the healthiest wealth creation cycle
Molly O’Shea2,272,214 görüntüleme • 4 ay önce
BREAKING: Chris Power CEO of Hadrian says “Everyone should tell their kids to quit college & get welding degrees” "The country needs you." “The next 2 decades is blue collar.” Hadrian is also bringing back Pepperidge Farms & baking. “All the white-collar jobs are going to get automated.” “We’re gonna see massive hyperinflation in blue-collar salaries.” "I think one of the greatest opportunities for private capital — apart from public-private investment alongside the Department of War (Department of War 🇺🇸) — is to build Chick-fil-A’s & bars around all of our factories. That’s free alpha. Please come set up franchises around all of our factories. We need to eat so we can work harder for the country." Chris Power (Chris Power) of Hadrian at Hill & Valley Forum 2026 (The Hill & Valley Forum) cc mac bohannon
Molly O’Shea1,100,495 görüntüleme • 2 ay önce
SpaceX's 13th employee Eric Romo (Eric Romo) on the difference between how Rocket Lab and SpaceX operate: "Rocket Lab has this product called Electron." "Rocket Lab will go anywhere in low Earth orbit you want to go. They'll go anywhere you want to go, kind of anytime you want to go there." "SpaceX—you're taking the bus, so you go on the bus schedule, and you go to the bus stop." "But the price for an Electron for those 200 kilograms is way higher, it's like $8M, than the price for that equivalent transporter slot, like $2M."
Molly O’Shea35,680 görüntüleme • 2 gün önce
