sourcery
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Investing + Tech. Open Sourced. → Newsletter/Podcast | @mollysoshea
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Tom Mueller Tom Mueller says he left SpaceX to start Impulse Space because after developing the Merlin engine and working on Starship for 6 years, he realized launch was essentially solved: "When I left, I had the plan of launch mostly being solved or is being solved. The next big opportunity is to move all that payload, all that cargo around in space." "So I started Impulse Space to do in-space transportation as opposed to from Earth to space transportation, which was SpaceX." Elon Musk
sourcery136,230 просмотров • 1 день назад
Cyan Banister (Cyan Banister) says the two people that inspire her the most are Peter Thiel and Marc Andreessen 🇺🇸: "I always joke that I didn't go to university. I went to Peter Thiel University." "I've never met anyone more tolerant, more open-minded. He gets such a bad rap for a lot of things. He's probably one of the most poorly understood people." "He's operating 1,000 feet above everybody else. His mind is not like other minds. It's kinda like Elon Musk. You don't know what to do with it, so it's just easier to hate it." " Marc Andreessen was my hero when I was a teenager. I used to see him on the cover of magazines." "Netscape was his thing, and Netscape changed my world and changed the whole world." "The two of them probably would not want to be in the same sentence together being heralded."
sourcery459,733 просмотров • 14 дней назад
.mark pincus's best advice for founders: life is too short to struggle: "From a product standpoint, when something works, everything works." "It's not this feeling of pushing a rock up a hill." "It's not this feeling of, 'Ugh, this is really hard.'" "You're better off not struggling, but spending 10 years trying to get to your lightning in a bottle, and then have it just all work magically, than 10 years pushing up a rock up a hill."
sourcery176,413 просмотров • 6 дней назад
.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
sourcery597,368 просмотров • 19 дней назад
Founders Fund's delian says you'll perform better as a VC if you treat it as a hobby: "There's very few companies per year that matter." "If you do VC full-time, it's very easy to delude yourself into thinking that you're investing in a top-percentile founder."
sourcery102,489 просмотров • 6 дней назад
Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice—it’s a lot more annoying than you’d think.” “Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems.” “It’s probably the number one lesson in how we run things here.”
sourcery2,457,061 просмотров • 4 месяцев назад
Anduril CEO Brian Schimpf’s biggest lesson from Palantir: “This focus on talent. Everyone says it. In practice, it’s a lot more annoying than you’d think. Often the talented people are super opinionated, kind of aggressive, tell you you’re dumb. It doesn’t always feel good.” “What Karp really recognized and drove at Palantir was this notion of: let’s have really brilliant people that are highly empowered to own problems. It’s probably the number one lesson in how we run things here.”
sourcery4,512,483 просмотров • 7 месяцев назад
.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." "We're $250 billion to $1 trillion short." "If it was the federal government, they would 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's a Supreme Court case in California that said 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 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." " This isn't about taxes and Billionaire Tax Act. I don't think you can tax your way out of this problem. People will just leave the state." "California's functional bankruptcy is a major risk to the country and we need to figure out what we can change to fix it." At the The Hill & Valley Forum 2026
sourcery325,342 просмотров • 24 дней назад
General Catalyst CEO Hemant Taneja: Silicon Valley glorifies the wrong values. "Kindness and ambition are not at odds with each other." "In Silicon Valley, we glorify the 'asshole symptom' of founders thinking it's almost a necessary ingredient to succeed." "I don't think it has to be that way."
sourcery1,118,781 просмотров • 3 месяцев назад
"In the last 30 years, administrative staff in educational institutions has grown by 6x while students have been flat." David david friedberg reveals how government-backed student loans created the student debt crisis: "The federal student loan program would give a loan to any student going to any college, for any degree, regardless of the price." "No kid who's 18 years old is going to make a good decision about what school to go to when you can go to any school you want, with any degree, regardless of your personal GPA or income outcome when you come out of that school." "As a result, it created all these mis-incentives where institutions could spend as much as they wanted on administrative staff, build a new building, put in a new rec center, charge more for tuition, charge more for tuition, charge more for tuition—because there was no constraints." "In a private market, you would've tested how much does that education cost, is that a good school, is that a good degree, and are you a good student?" "It would've constrained how much was being loaned for education." "Instead, it was unlimited. Everything broke, and everything got so expensive, and now people can't pay their student loan debt."
sourcery43,669 просмотров • 4 дней назад
SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."
sourcery458,214 просмотров • 1 месяц назад
Anduril founder Palmer Luckey on beating Boeing, Northrop Grumman, and Lockheed Martin: "We went from signing a contract with the Air Force to first flight in 556 days." "Which is, as far as I know, the fastest new fighter development program since the end of the Korean War."
sourcery643,395 просмотров • 3 месяцев назад
The best way to avoid jet lag is to fly private: "The Boeing 787 has a cabin altitude of just under 8,000 feet. In the private jet market, the Global 7500 has a cabin altitude of about 3,100 feet." "It means that the altitude that it feels like you're at when you're flying is significantly lower than on a commercial airline, which makes a big difference for fatigue." "There's all sorts of cool things happening right now. We're seeing airplanes that have circadian rhythm lighting—you program your destination, and it'll figure out where you are, where your destination is, and it will change the lighting around the time of day so that you can adjust your body." — Craft Founder Izzy
sourcery210,333 просмотров • 1 месяц назад
SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit
sourcery120,544 просмотров • 21 дней назад
Founders Fund Partner delian on why Miami is the "model city of the future": "I under-appreciated how much just being physically near this intellectual bubble of San Francisco led me to succumbing to it." "Progressive SF liberals are actually some of the most racist people I've ever met." "They claim to be very open to new ideas and to new cultures. But ultimately, if you look at it, it is an extremely homogenous and mono-culture that is extremely intolerant of any radical ideas." "They claim to have diversity, yet they lack even the basics of diversity—of skin color and diversity of thought."
sourcery438,315 просмотров • 2 месяцев назад
.Max Levchin spent "zero minutes" introspecting on his failed companies: "I kept going because I realized I liked the journey as much, if not more than the destination." "The day my co-founders and I declared our first company dead, I found myself thinking, 'What will be the next one?'" "I took exactly zero hours or minutes contemplating, 'Is this the right thing for me to do?'"
sourcery310,595 просмотров • 2 месяцев назад
"Tim Cook is known as 'Mr. Spreadsheets.'" — Patrick McGee, author of Apple in China "The first time he took over a meeting (which usually spent two hours going through the weekly data), it went for 13 hours." "He had this mind of an insatiable demand for detail." "Not everybody on his team had glasses. When Tim Cook arrived in 1998, within a few years, everybody had glasses." "There's a thousand components in the iPhone, and they would just go through all of it to master the global supply chain."
sourcery456,812 просмотров • 3 месяцев назад
