sourcery
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Investing + Tech. Open Sourced. → Newsletter/Podcast | @mollysoshea
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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."
sourcery456,611 次观看 • 9 天前
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 次观看 • 2 个月前
![SpaceX employee #13 Eric Romo describes the moment Elon Musk and SpaceX knew they had to become vertically integrated: "They're canonically so vertically integrated now. But at the time, we were outsourcing basically everything." "Any time we would need some new part built, it was like, 'Send the drawing to the vendor and get it built.'" " Maybe two weeks later, if you're lucky, you get this part back." "One of the [vendors] was always the quickest, pretty cost-effective, and very communicative. We were really reliant on this one." "I remember sitting in the bunker in Texas underground with Tom Mueller and the team, and we get a call from that vendor and he's like, 'Hey sorry, but we're shutting down. We're closing our doors.'" "We realize we have to go hire as many people from that vendor as we can, and we have to build up the internal capacity because that's what's going to help us iterate." " It's all stuff that seems super obvious now." "But in 2003, that was not so obvious at the time."](https://image.24vids.com/tw-2061887894185484671/amplify_video_thumb/2061887557227728896/img/YHwbw4G9DaLRAvwb.jpg)
SpaceX employee #13 Eric Romo describes the moment Elon Musk and SpaceX knew they had to become vertically integrated: "They're canonically so vertically integrated now. But at the time, we were outsourcing basically everything." "Any time we would need some new part built, it was like, 'Send the drawing to the vendor and get it built.'" " Maybe two weeks later, if you're lucky, you get this part back." "One of the [vendors] was always the quickest, pretty cost-effective, and very communicative. We were really reliant on this one." "I remember sitting in the bunker in Texas underground with Tom Mueller and the team, and we get a call from that vendor and he's like, 'Hey sorry, but we're shutting down. We're closing our doors.'" "We realize we have to go hire as many people from that vendor as we can, and we have to build up the internal capacity because that's what's going to help us iterate." " It's all stuff that seems super obvious now." "But in 2003, that was not so obvious at the time."
sourcery212,568 次观看 • 9 天前
![.Elon Musk was not the first employee at SpaceX. According to Eric Romo, employee 001 (at least officially in the payroll system) was Tom Mueller: "[Elon] found Tom, and I think that was really the impetus for saying, 'Okay, I actually think I can make a company around this.'" " The engines are the thing that fail. They're the thing that's the hardest to build. They're the thing that is always the critical path in the schedule." "Without Tom, I don't think that company goes in the first days."](https://image.24vids.com/tw-2061839580316442925/amplify_video_thumb/2061839148189995008/img/r2KWIJjms9wXezK7.jpg)
.Elon Musk was not the first employee at SpaceX. According to Eric Romo, employee 001 (at least officially in the payroll system) was Tom Mueller: "[Elon] found Tom, and I think that was really the impetus for saying, 'Okay, I actually think I can make a company around this.'" " The engines are the thing that fail. They're the thing that's the hardest to build. They're the thing that is always the critical path in the schedule." "Without Tom, I don't think that company goes in the first days."
sourcery201,306 次观看 • 9 天前
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.”
sourcery4,512,285 次观看 • 5 个月前
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."
sourcery1,118,306 次观看 • 1 个月前
.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?'"
sourcery309,726 次观看 • 17 天前
"I don't believe there was debanking. I think it's a crock of shit. An absolute crock of shit." — Lead CEO Jackie Reses "There's 5,000 banks in the United States. We have a lot of red states. Are you telling me that in lots of red states, including where my company is headquartered, Kansas City, Missouri—those banks were not willing to bank, for example, conservative companies?" "What debanking actually means is that banks transitioned out of offering crypto products or risky products like adult entertainment or something like that." "That's legit. That happened to lots of companies. But that is not systematically debanking. That's choosing not to invest in the industry." "There might be cases where a bank decides to not include executives in a particular industry, or they choose they don't want the risk associated with something. That is their prerogative, and banks can make decisions based on their own reputational risk." "Thankfully, you have 50 states and 5,000 banks, and there are plenty of people who would take a pro and con of each side of those judgments, and be able to offer services to many of those people who say they were excluded from the banking system."
sourcery201,037 次观看 • 14 天前
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."
sourcery642,871 次观看 • 1 个月前
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 次观看 • 1 个月前
![.Jackie Reses says the "worst job" she ever had was being Head of HR at Square while jack dealt with drama at Twitter: "[Employees] would be like, 'Jack—Laura Loomer locked herself to the office today at Twitter. What are we going to do?'" "He'd say, 'What do you mean what are we going to do? This is Square.'"](https://image.24vids.com/tw-2060089278601044019/amplify_video_thumb/2060087177393152000/img/yiN4qoztyehIT62O.jpg)
.Jackie Reses says the "worst job" she ever had was being Head of HR at Square while jack dealt with drama at Twitter: "[Employees] would be like, 'Jack—Laura Loomer locked herself to the office today at Twitter. What are we going to do?'" "He'd say, 'What do you mean what are we going to do? This is Square.'"
sourcery133,717 次观看 • 14 天前
Coatue did an analysis on sentiment and discovered that there's no correlation between sentiment and what's happening in the market: " It's basically a coin flip." "There is no correlation that negative sentiment means the market should be down." — CIO of Public Investments at COATUE Jaimin Rangwalla
sourcery223,376 次观看 • 24 天前
"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."
sourcery456,548 次观看 • 1 个月前
.David Ulevitch 🇺🇸 on Google bailing out of Project Maven: "Silicon Valley’s origin was in helping the government with the best technology." "There was a big protest inside Google. People decided they didn't want to participate." "Google was bailing out of supporting the government."
sourcery194,578 次观看 • 24 天前
.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
sourcery295,320 次观看 • 1 个月前
Keith Keith Rabois explains why he quit Diet Coke cold turkey: "I used to be a Diet Coke addict. I'd have 8–10 every single day." "There's a really well-done study about eight years ago. What they showed is that your body still produces insulin resistance as if it was sugary." "So if you spend all your life doing high-intensity training and all these other things I do to avoid insulin resistance—it was kind of silly to be drinking a Diet Coke." "So I just stopped cold turkey. Literally, I read the study and stopped cold turkey the next day. I have not had a Diet Coke in eight years." "Now I have green tea."
sourcery257,732 次观看 • 1 个月前