Molly O’Shea
@MollySOShea • 66,004 subscribers
Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel
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BREAKING: David david friedberg on America vs Socialism FULL INTERVIEW Exposing the underlying problems no one wants to talk about. How the bottom 50% got left behind. "I don't blame Americans for finding themselves in the situation that they're in. I blame the bad policy that brought us to this moment." "Americans should feel good about America. We just have to fix the policies." "This can't just be a CCP psyop. It's coming from a place of hurt, of turmoil, of fundamental struggle." "I'm saying everyone is right, but we need to be honest about what has happened to get us here & what the right path is to get us out of it." We cover: › Real wealth data: $183T total US net worth, $8T held by billionaires, $4T by the bottom 50% › The 1982 Social Security mistake that cost the bottom 50% an extra $37 trillion (vs bankrupt !!!) › Why capital gains & labor taxes should reverse › Wealth tax as asset seizure › Invest America for Children, a 401(k) from birth, & flipping Social Security into equities › Joe Lonsdale: paying taxes that actually work 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) David Friedberg, CEO at Ohalo Genetics & Co-Host at All-In (01:11) Is California functionally bankrupt? (02:28) The real reason Americans can't afford anything anymore (12:13) Why a wealth tax is really government theft (21:22) Why blaming billionaires is a political strategy, not a solution (25:33) How Socialism grows like a virus (30:40) Inside Trump Accounts: a 401(k) for every American (34:22) Why rational arguments can't compete with viral outrage (40:56) Jeff Bezos's radical fix for the wealth gap (45:47) 5 years till Social Security is bankrupt (46:35) Is AI actually coming for your job? (50:29) The K-shaped economy (55:39) Five things America needs to fix to survive (59:21) David's research process (1:02:54) "It's about making Americans feel good again"
Molly O’Shea304,532 次观看 • 8 小时前
David david friedberg explains the rise of socialism and the hypocrisy of Ro Khanna: "It's a lot easier to claim an enemy and get elected, than it is to fix a difficult policy problem." "Ro Khanna is the perfect example of this." "This is some dude who has a $300M net worth. His children have memberships at 3 country clubs." "The dude lives in a $10M house in Washington, DC." "And he used to be the moderate Silicon Valley guy who would go around to all the tech CEOs and founders and VCs and be like, 'Give me your money. I'm a moderate. We're going to make the Democratic Party work for you.'" "Then he saw the tides change, and he's like, 'Oh, this is yum, yum. I'm going to run for president in 2028.'" "Just to be clear on this, he is so unlikable, I think he'll likely end up being Secretary of Housing and Urban Development if AOC is elected president." "I do not disagree with him or Gavin or anyone else that tax policy in America is fucked up." "When billionaires borrow against their unrealized capital gains, they should pay capital gains tax. Capital gains tax should be 40%, not 15% or 18% or 20%. In fact, labor should pay less. Income tax should be much lower. Capital gains should be much higher. That would be a fair tax policy." "I don't know a lot of people who are wealthy who will look me in the eye and truly disagree with that." "It's a lot of bullshit when we all say, 'It incentivizes investment.' Great, it incentivizes investment. What are you going to do with your excess capital if the tax rate is 40% versus 20%? You're not gonna invest it now? Of course you're going to fucking invest it." "But instead of those practical solutions like I just laid out, they're all like, 'Let's go fire up the fucking socialist train because it's worked so well in fucking Cuba and Venezuela and the Soviet Union and all these other places.'" "What both parties are missing is a policy agenda that says: Here's the shit we have to do to keep America from going down the socialist death spiral. And they all should be fucking doing it, both sides."
Molly O’Shea206,541 次观看 • 7 小时前
BREAKING: Senra Systems Raises $65M Series B co-led by Lowercarbon Capital & Interlagos Total funding hits $112M+ Full interviews: › Co-Founder & CEO Jordan Black › Ken Venner Chief Tech & Product Officer (fmr SpaceX CIO) › Factory tour Wire harnesses are the nervous system of every rocket, car, & missile. Up to 25% of a vehicle's cost, & still 100% built by hand. Senra Systems is rebuilding wire harness manufacturing around software. Series B participation from General Catalyst, Sequoia Capital, Andreessen Horowitz, Founders Fund, Dylan Field, CIV, 8VC, The Friedkin Group, Jaws Estates Capital, Sozo Ventures, & Alumni Ventures We cover: › $65M round & Factory 3 › Ken Venner on scaling Broadcom & SpaceX › Quitting SpaceX to build harnesses on an apartment carpet › Supplying the fastest-scaling defense companies in America › Amp, their operating system › Where the name Senra comes from 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jordan Black, Co-Founder & CEO & Ken Venner, CTPO at Senra Systems (00:57) Senra raises a $65M Series B (01:36) What Senra Systems actually builds (05:18) Why they built two very different factories (07:00) The reindustrialization of America (09:09) Commercial vs. Government: who's really buying? (09:52) The origin story (17:35) Turning a 2-year training pipeline into 4 weeks (25:06) Bringing on SpaceX legend Ken Venner (29:23) Why Jordan became obsessed with wire harnessing (31:46) The investors betting big on wire harnesses (34:16) The real story behind the name "Senra" (36:49) Will the SpaceX IPO fuel Senra's growth? (39:32) Ken Venner (41:40) Scaling lessons from Broadcom and SpaceX (43:21) Why Ken left Broadcom for SpaceX (44:40) Life as SpaceX's CIO (46:11) The secret to Elon Musk's management style (47:15) What it's really like working with Gwynne Shotwell (51:28) Scaling with AI vs. pure headcount (55:04) Factory tour with Jordan
Molly O’Shea854,378 次观看 • 7 天前
Former SpaceX CIO Ken Venner explains what makes Elon Musk a "genius" operator: "Elon hired me because he wanted to build the digital nervous system for the 21st-century rocket company." "I'm like, this is either the smartest thing or the stupidest thing we've ever done, and I have no idea right now whether this is smart or stupid." "For the first 2 years, I didn't think it was such a smart idea. By year 3, when we really had the software working well and the company was really using it, I'm like, this man is a genius." "He figured out what we needed to do, how we needed to get it done." "It became one of the major differentiators for how SpaceX could scale and keep all the information together and connected with each other."
Molly O’Shea472,623 次观看 • 7 天前
NEW: Cerebras $CBRS CEO Andrew Feldman (Andrew Feldman) "When the chip on your shoulder is the largest chip the world has ever seen." "The demand for AI has outpaced everybody's expectation & everybody's forecast. & so everybody's chasing. They're chasing chips, memory, or data centers." We get into the chip 58x larger than any other, $20B OpenAI deal signed in 4.5 weeks, & what's actually going on with the 'big AI deals' Recorded 2 months after Cerebras' $5.5B IPO at a $56B valuation, where a first-day pop briefly hit ~$95B before settling toward ~$60B. We cover: › A "Cambrian explosion" of new chip architectures › $20B+ OpenAI deal: 750MW of inference compute over 3 years › Why inference, not training, is where the value is now › "We are behind" on the data center build-out › Free tokens & circular deals: "These are drug pushers" › Creating 1,000 millionaires › Nvidia's balance sheet & market strength › Sovereign AI & owning the stack › Co-design & data centers in space › A real 25-year path to ending cancer Cerebras builds AI infrastructure for training & inference. It went public in May 2026, & its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, & processors. Filmed at the Raise Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips & software together (17:39) The biggest misconception about co-designing chips & software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides & biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career
Molly O’Shea482,633 次观看 • 9 天前
NEW: Cyan Banister's Legendary Track Record Her first investment ever? SpaceX. In 2007, she invested every dollar she had into SpaceX & never sold. Combined, Cyan Banister & Scott Banister are easily the #1 angel investors in the world. SpaceX. Anduril. Uber. PayPal. Affirm. Flexport. Postmates. Niantic. Opendoor. Carta. Together AI. Diamond Foundry. Crusoe. Flock Safety. Substrate. Brave. Depop. Calm. TrueMed. Turing. Crusoe Cyan spent 4 years at Founders Fund, now Co-Founder & General Partner, Long Journey Plus Founders Fund's Mafia, beating Phil Hellmuth in poker live, & free speech as her number one cause. We cover › The space between your values & your actions › Human beings as why machines › Why Marc Andreessen is wrong about introspection › Peter Thiel University › Nanotech & biotech 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Cyan Banister, Long Journey Ventures (01:13) Inside Long Journey HQ (02:17) The wild story behind the office mural (05:32) What Cyan's actual house looks like (07:18) The candle ritual (08:08) What the Long Journey logo actually means (10:41) Mafia's breakout stars (14:45) Cyan's strategy (16:30) What really happens off-camera at Mafia (18:58) The blooper reel nobody's seen yet (23:54) Brian Singerman x $40 /mo board game club (29:10) Confessions of an accidental poker legend (33:37) What relentless optimism reveals about people (35:42) Why so many people are scared to be weird (37:32) The daily ritual she prescribes to everyone (43:56) The "why" behind her biggest investments (50:49) Why sci-fi movies keep predicting the future (53:37) Should you even go to college right now? (59:58) Unconventional investing philosophy (1:01:57) Full list of Cyan's investments (1:04:28) All-in on SpaceX (1:08:57) Why she never sold a single SpaceX share (1:12:53) Top Bets: Becoming Bio + Substrate (1:15:52) America's reindustrialization moment is now (1:19:16) Cyan's mentors (1:22:54) Manifesting Rick Rubin (1:24:00) Real take on the Peter Thiel events
Molly O’Shea574,690 次观看 • 12 天前
NEW: Private Jets 101 — Should you buy the $75M+ Global 8000? SpaceX, OpenAI, Anthropic, Cerebras, Cursor.. we're in the biggest wealth event of all time, with $4T+ in combined value The most sought-after next step is flying private. I flew Van Nuys to SF on a Challenger 350 w/ Craft ( Part 135 charter company) founder Israel Slodowitz (Izzy) to break down what flying private actually costs We cover: › Who flies more: Elon, Sergey Brin, Jensen, Alex Karp, Taylor Swift? › PJ shortage?! › Charter vs jet card vs fractional vs own › A G650 that sold in one hour › What a jet really costs per year › Why capital gains wealth can't write off a jet › The $10M deduction w/ $2M down (+recapture trap) › Hidden fees, safety gaps, & first-timer mistakes that cost the most › Does flying private actually cure jet lag? › Starlink Video also features Captain Raz Matus. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Israel Slodowitz, Founder & CEO of Craft (00:58) The state of Private Aviation in 2026 (04:09) Why first time buyers are buying the biggest planes (05:14) A coming shortage of private jets (06:00) The Private Jet size chart nobody explains (08:26) When does it make sense to buy vs. charter? (11:24) The real cost of a $75M jet (13:30) Breaking down prices by jet category (15:07) Charter vs. Jet card vs. Fractional ownership (19:31) Inside Craft's exchange fund model (25:33) The most economical way to fly private (26:24) Alex Karp's $17M flight bill (28:01) How Aircraft financing actually works (29:25) The Biggest mistakes people make buying a plane (30:23) What to ask before you buy any Private Jet (33:48) The best part of being a Pilot (34:38) The Biggest misconception about Private Aviation (35:48) How Starlink changed the business (37:03) Why Commercial WiFi is so far behind (42:12) The real causes of aircraft downtime (43:48) Do plane windows actually pop out? (45:04) Why jet prices are climbing as supply shrinks (47:25) How to avoid buying the wrong Private Jet (48:58) The Tax Loophole behind $75M Private Jets (58:52) Biggest Health hacks while flying (1:00:02) The Hidden fees in Chartering (1:02:39) The Wildest onboard story (1:03:25) Safety standards and how to vet an operator (1:05:59) Why Pilots refuse to fly into Aspen at night (1:07:26) The Busiest private airports in the U.S. (1:09:39) Flying private, work culture, & the future of wealth (1:11:15) How Captain Raz became a private pilot (1:13:16) The real health hacks for surviving constant flying (1:14:13) Do you actually need a flight attendant on a private jet? (1:17:07) What to actually look for when chartering or buying a jet (1:18:04) His favorite plane vs. the hardest one to fly (1:21:05) The Wildest in-flight catering secret nobody admits
Molly O’Shea1,157,598 次观看 • 1 个月前
Ex-SpaceX CIO Ken Venner is proof that former SpaceX employees don't just retire after making money. They keep building: " I don't have to work." "Having left Broadcom, I didn't have to work anymore. I left SpaceX, I really didn't have to work anymore." "I like interesting problems with interesting people trying to make a change that benefits mankind." "Senra was just that unique opportunity for me to come in and take a dormant market that I think is critical to what's about to happen in the US economy, or the worldwide economy, and really make a transformational change." Elon Musk
Molly O’Shea183,718 次观看 • 7 天前
BREAKING: Meta just pricemogged OpenAI & Anthropic with Muse Spark 1.1 that’s reportedly 75% cheaper, putting new pressure on both open & closed models We’ve now hit the price wars phase of the AI cycle. amit covers how models are going to battle, including our interview w/ Cerebras CEO Andrew Feldman on Alex Karp’s sovereign AI thesis: “You shouldn’t be dependent on NVIDIA. You shouldn’t be dependent on one model maker… you’d like to have choices at each layer of the stack.” “If you have unique data, be sure you don’t give that away… have multiple choices in different parts of the stack, but you get the credit for your data.” Amit’s take: “This is great for Meta. It’s great for NVIDIA. It’s great for all the semi-stack. It means they’re gonna spend more on compute. It’s good for Nebius. It’s good for CoreWeave. It’s good for all the software names.”
Molly O’Shea192,252 次观看 • 8 天前
BREAKING: Max Cook (Max Cook), Sector Head at Coatue (COATUE) says.. "The keyboard & mouse are slowly dying." :( Cook also offers a bigger Q for the market: "What happens when OpenAI or Anthropic decide to offer smaller, cheaper, fine-tuned production models as products?" Cook argues the real AI debate might actually not be open vs. closed models It's what happens when frontier labs begin competing across the entire model stack.. Offering everything from cutting-edge reasoning models to smaller, efficient, low-cost, production-grade models for enterprise
Molly O’Shea299,810 次观看 • 14 天前
BREAKING: Dylan Patel (Dylan Patel) of SemiAnalysis says "chips in Europe have less seasoning than chips in America & Mexico." Plus: › Data centers & France’s nuclear power › AI infrastructure over-optimization › Flexibility vs. specialized infrastructure › Software-hardware co-design › Open vs. closed models › Memory costs & token pricing › Tokenmaxxing vs. token budgeting › Haiku scandal › Favorite chip: 👀 “I think most people don't know what they're doing. They're just buying NVIDIA stuff.” “It feels like a lot of people are trying to optimize on the current rather than think about where the workload is heading... and that's gonna lead to a lot of wasted infra spend.” “I think anyone who doesn't token max is gonna get left behind. I think all this token budgeting stuff is loser mentality.” “Open is dying quickly, unfortunately.”
Molly O’Shea263,668 次观看 • 13 天前
NEW: Dylan Field (Dylan Field), CEO of Figma (NYSE: FIG) How to Escape the "Permanent Underclass of Zero Taste" › Why AI prompts only get you the average › Why the market has design backwards Plus, Founders Fund's Mafia & Thiel Fellowship class behind Figma + Anthropic Recorded at Day 0 of Config 2026, San Francisco We Cover: › Vibe Mathing › Elon: Products vs Logos › AI's trust issue › Agents vs Employees › Engineers coding design › American Enterprise > › IQ ≠ Judgment or taste › What actually is a jailbreak? This was SO much fun!!! Can confirm Config-pilled. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dylan Field, Co-Founder & CEO at Figma (00:57) Day Zero begins: backstage at Config (01:44) The "Coachella for Design" is real (02:35) Why Dylan started Config back in 2020 (03:47) Why "design is dead" is completely wrong (06:11) How Figma turned engineers into designers (06:54) Inside Config before the crowd arrives (07:55) The Config speakers Dylan can't wait to watch (11:34) Inside the exclusive Pantone Lounge (12:00) The one question every designer gets asked (13:16) Getting killed in every single game of Mafia (15:33) How to escape the permanent underclass of zero taste (19:51) Why execution is cheap but taste is everything (22:25) What actually builds a trusted brand (25:51) How AI agents are rewiring company structure (28:54) The AI safety debate happening right now (31:57) Why deep curiosity is Dylan's secret weapon (34:53) The real lesson from being a Thiel fellow (36:52) Rapid fire: Elad Gil's wildest question (38:04) What people are missing about AI & enterprise software (40:16) Where Figma goes next (41:21) Why Dylan is bullish on SpaceX (42:43) Elon Musk's logo theory (43:26) The mentors who shaped Dylan Field (45:20) Alan Kay, VR, and the future of human-computer interaction
Molly O’Shea428,378 次观看 • 20 天前
NEW: Brian Armstrong, Coinbase Full Interview. Rebuilding Coinbase 🛡️ Around Intelligence Tokenized stocks, an SEC-registered AI advisor, +1,200 agents working inside the company We cover: › Pre-IPO perps (SpaceX, OpenAI, Anthropic) › Intelligent routing pushing 80% of workloads to models 99% cheaper (keeping token costs flat) › Tokenized equities backed 1:1, with 24/7 trading & access for 4B unbrokered people › Coinbase Advisor: SEC-registered AI investment advisor › 1,200 full-time AI agents, teams shrinking to 1 person, bugs/incidents down per line of code › Building the financial rails for the agentic economy › Economic freedom, Argentina, & why traditional media is dead 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Armstrong, Co-Founder & CEO of Coinbase (00:45) Backstage before the Announcements drop (01:47) Why Tokenized Stocks never worked before until now (03:58) Inside Coinbase Advisor: The SEC-Registered AI Investment Agent (05:36) The real mission behind every Coinbase product (06:55) Does the average American feel economically free? (08:42) What Argentina taught Brian about Capitalism (11:16) Why younger generations are drifting toward Socialism (13:01) What Roblox reveals about the next generation (13:57) Why no one in Argentina plans for the future (18:17) How Crypto is rewriting financial infrastructure (20:20) The Strategy behind Coinbase's "Everything Exchange" (21:28) Building the most trusted brand in the Crypto Industry (23:49) Prediction Markets, Dry Powder & Reading Market Cycles (26:07) The Pre-IPO loophole Coinbase built for everyone else (28:18) Why Coinbase wins the super app war (29:40) The tweet that got 24 million views (32:22) Will AI actually kill jobs? (36:03) How Brian stays on top of everything (38:19) Founder Energy vs. Operator Energy (39:33) AI has a branding problem (46:41) Will Anthropic and OpenAI just build every company? (48:12) Who is Coinbase's real competitor? (51:25) The Announcement Brian is most excited about (53:03) Getting $4 trillion of new IPO wealth onto Coinbase (54:08) The mentors who shaped Brian Armstrong
Molly O’Shea568,245 次观看 • 26 天前
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’Shea1,159,918 次观看 • 1 个月前
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’Shea2,666,865 次观看 • 3 个月前
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’Shea728,111 次观看 • 1 个月前
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’Shea4,527,118 次观看 • 8 个月前
"When I joined SpaceX, it was ~1,000 employees producing ~1 booster/yr." "We scaled it up to 40 boosters/yr & 9,000 employees across multiple locations." Former SpaceX CIO Ken Venner's biggest lesson from scaling SpaceX: Every stage of growth requires a different behavior from the company "You always have to assume: smart people, stupid systems. Let the right people do the right thing in the moment, but track them." "When you're 10 people, it's a network of us just talking to each other. I need very little process or systems. It's smart people just doing the right thing." "You get to 100, you need a little more process, but not too much." "You get to 5,000 or 10,000, it's like, everyone knows the piece they know, but they don't understand how the whole business works." "Bringing that information together & presenting it to the top level people so they can understand how the whole company is operating together is kind of the focus."
Molly O’Shea70,201 次观看 • 6 天前
NEW: The Death of Spreadsheet Investing. Inside Benchmark's New AI Playbook Everett Randle (Everett Randle), GP at Benchmark Why every golden rule of SaaS just got inverted & how AI is rewriting venture investing: › You can now pass $1B+ in revenue with unproven unit economics.. › Late-stage companies can have much higher upside than a Series C Benchmark's AI Bets: Cerebras, Manus, Mercor, Sierra, Legora, Fireworks, Exa, Starcloud, Gumloop.. We cover: › The Disorientation: Scale No Longer De-Risks a Company › What Happened to the Golden Rules? › AI Inverted Nearly Every Framework › New Taxonomy: P x Q x M › Inference Is the Demand Engine › Tokenomics: Frontier vs Open Source › The Liquidity Shock: Reframing the Returns Math › Benchmark's Model: Founders Over Themes 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Everett Randle, General Partner at Benchmark (00:58) Coming off Benchmark's AGM (04:05) The Golden rules of Investing are all gone (08:58) Who actually has a handle on AI Economics? (12:57) Why Benchmark bets on Founders, not Categories (15:31) Brad Gerstner's "Age of Inference" Thesis (19:07) The most important shift since the Cloud (23:55) Inside Gumloop's AI automation canvas (26:40) The Token Maxing problem nobody's solving (27:25) Ev's "Mom Test" for frontier AI (31:33) What happens when frontier models get too cheap (34:44) Inside the new funding playbook (40:31) Venture Capital became a product, not a firm (42:35) The Biggest IPO wave Wall Street's ever seen (49:08) The secret behind Benchmark's wildly diverse bets (52:54) The mentors who shaped him
Molly O’Shea294,168 次观看 • 23 天前
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’Shea845,806 次观看 • 2 个月前