Ti Morse
@ti_morse • 18,679 subscribers
Interviewing the greats @Relentless | Forward Deployed Podcaster
Videos
My first interview with Ryan Petersen (Ryan Petersen), Founder of Flexport. 0:03 Pablo Escobar was a logistics guy 2:29 The explosion in tariff fraud 8:58 The Dutch East India Company 11:20 History of global trade 14:39 1,000x spice markup 17:53 The British East India Company 24:02 How the British got 20% of China addicted to opium 27:44 The Forbes family & opium trade 30:40 Jewish trading networks 37:33 It’s illegal to criticize the King of Thailand 38:58 Strait of Hormuz 45:58 Maritime chokepoints
Ti Morse484,688 просмотров • 9 дней назад
My first interview w Sulaiman Khan Ghori, Member of Technical Staff xAI. 0:41 WTF is happening at xAI 1:46 Predicting future bottlenecks 3:05 Shredding conventional timelines 4:23 Experience joining xAI 9:23 Bootstrapping off the Tesla network 11:59 What is Macrohard 13:14 How Elon deals w fires 16:30 What it’s like working at xAI 20:33 Cybertruck bet with Elon 21:12 Using 80 mobile generators + battery packs to balance load at their data centers 22:45 How they built Colossus in 122 days 23:35 Work backwards & figure out the highest leverage thing you can be doing 25:51 How xAI hires 30:27 Challenging requirements 32:46 Experimentation 34:55 How Elon recalibrated his timeline estimates 39:15 AI engineers vs AI researchers 40:36 No one tells me ‘no’ 42:09 Everyone’s an engineer 44:06 Why fuzziness between teams is an advantage 48:25 Testing human emulators as employees 50:00 Biggest blunders 53:23 What a meeting w Elon is like 54:22 How Elon gives feedback 56:44 Figuring out ‘what is truth’ for Grokipedia 59:21 What happens when Elon sees wrong Grok outputs on X 1:00:08 What a surge feels like & operating in xAI’s war room 1:02:53 Making fidget spinners & 3D printers in his bedroom 1:08:48 Creating a liquid fuel rocket engine
Ti Morse5,068,397 просмотров • 4 месяцев назад
My first interview with Lulu Cheng Meservey, Founder of Rostra. 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of Auctoritas
Ti Morse309,696 просмотров • 1 месяц назад
My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”
Ti Morse99,120 просмотров • 12 дней назад
My first interview with Brian Armstrong, Co-Founder and CEO of Coinbase 🛡️. 0:25 Crafting narratives 2:28 Bias towards action 4:06 Biggest calls in Coinbase’s history 5:53 Developing intuition for making big bets 7:30 Getting truth out of people 10:04 Being anti-authority 12:30 The 3 levels of communication 14:39 Practicing to pitch w Paul Graham in 2012 16:55 Working w Fred Ehrsam 20:33 Hashing out bad decisions in the early days 22:23 Having a scarcity mentality around people 23:31 Action produces information 27:34 “If you wait for perfect clarity, you’re never going to get anything done” 31:45 Uber vs Lyft in crypto 34:23 Building trust 36:30 Advancing the mission of Coinbase 38:33 Skillsets: fundraising, storytelling, recruiting, sales 40:10 Prediction markets and AI generated content 43:58 How he operates differently than other big startup CEOs 45:18 Solving his greatest fear 48:09 Burnout and running at a marathon pace 51:20 Experiencing pain 54:32 Hiking and getting out in nature 56:54 It’s always wartime 58:58 Defining moments of crisis 1:05:35 Finding the next marching post 1:07:18 Installing ideas in people’s minds 1:10:25 The power of bringing people together over dinner 1:13:00 Action produces action 1:14:10 Backing founders outside of Coinbase 1:15:45 Scheduling 4 week long-long vacations a year 1:18:35 Finding people who raise your energy 1:20:18 Leaving a trail of proof of work 1:23:03 Touching people emotionally 1:25:19 Why we built the Iron Bank of Braavos 1:26:38 Playing an infinite game 1:31:47 Selling brownies on The Silk Road 1:35:36 My philosophy for Relentless 1:38:35 Business is like playing Civilization 1:44:59 Bonding w Fred Ehrsam over video games 1:45:47 Never leave a meeting without next steps 1:49:06 How Coinbase makes acquisitions 1:50:30 Why Coinbase’s best acquisitions were people 1:52:00 Bitcoin is the new gold standard
Ti Morse434,237 просмотров • 2 месяцев назад
My second interview with Jim Belosic (SendCutSend), Founder of sendcutsend. 0:15 Beating China in manufacturing requires scale 1:10 Automation is not a magic bullet 2:12 Scaling profitably 4:31 Delivering a great customer experience 8:44 Why SCS raised $110M 11:20 Expectations are promises 15:33 Increasing speed and capacity 18:46 Focusing on customers 22:20 Frugality and generosity 25:06 Creating The Anything Factory 26:33 3pm is the new midnight 27:49 Figuring out the next bottleneck 30:37 Finding buildings with enough power 35:21 Lowering prices 37:36 Gambling to turn on factories faster 39:03 Aim for perfection and you’ll end up at excellence 40:04 Maintaining a maniacal sense of urgency through impatience 41:30 Seeding SCS DNA at new factories 43:08 Solving challenges 45:32 Finding great capital partners 48:40 Focus on customer pain 51:59 Learning from Home Depot 54:16 Bringing manufacturing back to America 55:11 Building capacity creates demand 57:01 Handling demand surges 58:21 Being default skeptical and sensing bullsh*t 1:00:27 Getting back to building
Ti Morse68,626 просмотров • 16 дней назад
![“People have an overwhelming bias to just do the thing they feel like they’re supposed to do.” “[As a founder], it’s your job to look inside your mental dictionary of language and identify 500 to 1000 words in the right order that are going to jailbreak people and reprogram them to come and join you off the path.” “It’s very doable. It’s been done to convince an entire nation to continue fighting a war. It’s been done to convince racists to consider the possibility of allowing civil rights. It’s been done to inspire a nation to go to the moon.” “These things, we’ve seen them, we just don’t really recognize them for what they are, which is packaging 1000 words in the right order, in combination with the right curation, and delivering them such that they jailbreak people at scale.” Lulu Cheng Meservey](https://image.24vids.com/tw-2053576399945072830/amplify_video_thumb/2053571257929760768/img/opmhjlSAH_Th7m2y.jpg)
“People have an overwhelming bias to just do the thing they feel like they’re supposed to do.” “[As a founder], it’s your job to look inside your mental dictionary of language and identify 500 to 1000 words in the right order that are going to jailbreak people and reprogram them to come and join you off the path.” “It’s very doable. It’s been done to convince an entire nation to continue fighting a war. It’s been done to convince racists to consider the possibility of allowing civil rights. It’s been done to inspire a nation to go to the moon.” “These things, we’ve seen them, we just don’t really recognize them for what they are, which is packaging 1000 words in the right order, in combination with the right curation, and delivering them such that they jailbreak people at scale.” Lulu Cheng Meservey
Ti Morse104,287 просмотров • 25 дней назад
"There are three levels of story for a company. The first level is just literally: what are you even doing? Half of startup founders probably can't even articulate just that. Level two is: what does that represent? What is the upshot of you doing this successfully? Level three is: what is the shape of the dent in the universe and in society, if this works? For SpaceX, level one might be: we're building a rocket. Pretty cool, not maximum cool. Level two is: we're building a rocket to restore American space flight from the private sector to revive an industry that's been stagnant for decades. More inspiring, not final form. Level three would be: we're restoring space flight from America, humanity's last best hope, because we need to make mankind an interplanetary species."
Ti Morse108,406 просмотров • 1 месяц назад
.Lulu Cheng Meservey on Elon going direct: "One thing that always comes up is people say: you advocate for going direct, but look at Elon...he makes so many mistakes and puts his foot in his mouth. The answer is: you have to look at the net result. You can't look at one tweet in isolation or one incident. There's nothing that gets built, not an audience, not a movement, not a company — there's nothing that doesn't get built with some errors along the way. You just have to bake it in."
Ti Morse80,423 просмотров • 25 дней назад
The US vs. China Manufacturing Debate My first debate between Sam D'Amico, founder of Impulse, and Aaron Slodov, founder of Atomic Industries. Timestamps: 0:39 Introductions 11:34 Is it possible to reverse America’s manufacturing decline? 16:37 Where would Sam invest $100M in a factory today? 21:28 How California made it illegal to do chemistry w metals 25:43 Elon on Tesla's Shanghai Gigafactory 32:01 Using the data center boom to pull advanced capabilities onshore 36:51 Building Chinese level capacity in America 38:33 The US Gov hasn't incentivized companies to build base level capacity 42:54 Why space companies have to vertically integrate their supply chains 45:06 The advantage of building a Chinese supply chain 49:10 Why Apple manufactures all their products in China 59:42 Apple exports engineering expertise 1:02:19 Consumer electronics 1:07:55 How the advent of humanoid robots will shift the balance of power 1:12:29 Why Apple spent hundreds of billions building their supply chains in China
Ti Morse226,588 просмотров • 3 месяцев назад
My first interview with Eric Jorgenson 📚 ☀️, Author of The Book of Elon. 0:12 Why Elon outcompetes everyone 1:53 Not wanting to be CEO 6:15 Why there was a 1 in 100 chance of Tesla and SpaceX both succeeding 10:03 Thinking in lost future revenue 11:58 Living with a gun next to his bed 15:02 How Elon starts companies 19:23 Giving Larry Page an early demo of the Roadster 21:27 Why Elon calls people into the factory at 2am 25:01 The 20 people who execute Elon’s will autonomously - MrBeast clones 28:52 Working with Elon is doing a tour of duty 31:18 Creating a grand vision that people can believe in 36:42 How to thrive under Elon 37:30 The Algorithm - question every requirement, delete part or process, simplify and optimize, accelerate, automate 41:38 Setting up a tent factory in the Tesla Fremont parking lot 43:28 How Elon would play the game if he was born 300 years ago 45:10 Empathy for the individual vs empathy for the mission 46:57 Being feared vs being loved 48:38 The endless churn at Elon companies 50:49 Ruthlessness and having a willingness to be disliked 56:08 Creating enemies and chaos 58:37 Shifting SpaceX’s focus from Mars to building a base on the Moon 1:00:07 Justifying Tesla’s valuation by reseting the vision 1:02:21 The S-Curve of ambition - colonizing planets, Starlink, Terafab 1:04:44 Throwing billions of dollars behind new companies 1:06:22 A great team is just the sum of the individual vectors 1:11:09 The idiot index at an industry-scale 1:13:53 Why it’s critical for space companies to control launch 1:15:44 Thinking in limits 1:18:47 Expanding the vision until no one can measure it 1:23:41 Internalizing pain and dealing with setbacks 1:26:03 The evolution of Elon’s operating philosophy over the last 30 years 1:27:37 Effectiveness
Ti Morse111,556 просмотров • 1 месяц назад
My second interview with Soren Monroe-Anderson, Co-Founder and CEO of Neros Technologies. Neros just acquired a new 250k square foot factory which will allow them to ramp production to 1M drones a year. 0:50 New 250k square foot factory 5:13 How the Russia Ukraine war has evolved 8:51 Learning from the Starlink production ramp 12:37 Building a military spec drone 15:25 Prototypes vs production product 17:27 Creating a fully China-free drone 20:27 Scaling production capacity 25:53 Production hell vs supply chain hell 29:11 Timelines and urgency 34:08 Flyoff mode and PBAS 37:40 How Soren operates during a sprint 40:54 Shifting from building drones to company building 42:37 Leadership hiring 49:05 Focusing on execution 50:30 Defeating drone jammers 57:55 Oh sh*t moments 1:00:09 Refocusing on health and taking care of yourself 1:05:21 Measuring effectiveness by battle field results 1:13:04 Evolution of their testing process 1:16:05 Archer Fiber 1:17:55 Lifting up the entire drone industrial base 1:21:12 Building region-specific supply chains 1:23:49 How America can win over the coming decades 1:26:55 Are we going fast enough? 1:29:12 Choosing to work on lethal systems 1:32:35 Being pro-America 1:35:37 Future of warfare and autonomous systems
Ti Morse185,544 просмотров • 2 месяцев назад
My first interview with Peter Beck, Founder & CEO of Rocket Lab. Rocket Lab is scaling launch cadence faster than SpaceX scaled Falcon 9. 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimism
Ti Morse158,966 просмотров • 2 месяцев назад
My first interview with Shaun Maguire, Partner Sequoia Capital. 0:30 How Elon works 8:11 Execution speed 15:40 The 15 levels of mathematicians 25:52 How Shaun assesses founders 29:31 Starting the next Bell Labs 32:43 Why it was so hard to invest in SpaceX in 2019 36:26 Working at Neros 42:36 What Elon looks for in capital partners 44:43 Why people underestimate Boring Company 51:37 Stepping into the fire 56:00 Playing CS:GO competitively 1:03:56 Dropping out of high school 1:07:20 Getting renamed in 7th grade 1:14:02 Lord of the flies 1:21:23 How people like Gwynne Shotwell work with Elon 1:25:07 Why Elon is one of the greatest capital allocators of all time 1:30:59 Underestimating Jensen Huang
Ti Morse295,664 просмотров • 6 месяцев назад
My first interview with Ali Ansari, Founder & CEO of micro1. 1:10 Continuous model improvement 2:42 Starting with an AI recruiting tool 5:42 Moving into the human data space 7:19 The Human Happiness Index 13:32 Creating a real world robotics dataset 17:03 Hiring hundreds of doctors & lawyers in a week 20:15 Providing a world class white glove service 22:15 Hiring for agency & risk taking 26:03 High velocity on two way decisions 27:35 Going all-in on data 28:52 Structuring incentives 38:18 Leadership & staying in the details 40:10 Losing their biggest customer right before an investor pitch 43:24 Becoming risk averse after an existential crisis 50:45 Taking action as fast as possible when you feel the urge to act 56:12 What it felt like growing revenue 30x in a year 1:00:48 Staying focused & limiting new projects 1:02:30 Predicting what the big AI labs will want 1:06:50 Creating a model to predict timelines 1:12:23 Hiring as a last resort 1:18:25 Taking big bold bets 1:28:49 Long-horizon tasks
Ti Morse147,556 просмотров • 3 месяцев назад
"We built up scaffolding of environmental laws from the 1960s onward that have basically made it illegal to do stuff. California, bit by bit, has restricted what I call chemistry at a foundational level. Where now it's basically illegal to do chemistry with metals. And if it's illegal to do chemistry with metals, you can't build anything with the electric stack. California was an industrial superpower. We built half the world's battleships at one point. We built the Kaiser shipyards. The bridge super structures for aircraft carriers were built right around here. California really prided itself on being at the forefront of the EV revolution and the solar revolution. But because of past reckless environmental stuff, we've built laws that have effectively banned us from being able to compete...despite a lot of the best engineers in these technologies being here." Sam D'Amico Aaron Slodov
Ti Morse104,081 просмотров • 3 месяцев назад
It's always wartime. "I used to think that I was better as a peacetime CEO. But I think that's not true....it's actually totally flipped. Now I think it's wartime, all the time. And I realized that I like wartime. That's probably a change thats happened over the last 10 years of Coinbase. Initially, I was a little conflict averse. I was just kind of walking on eggshells...and let's just build. That had a time and place, but there's a real sense of motivation and urgency that comes from wartime. I think competition makes us better as a company. It can make you really pissed in certain moments too, but it's actually, very energizing. And sometimes when there isn't any conflict or war going on, I get a little bored and tired. I'm just like, ah, it seems like nothing is blowing up right now....and I could use a good crisis. Wartime is great."
Ti Morse81,143 просмотров • 2 месяцев назад
![Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."](https://image.24vids.com/tw-2045950970291773901/amplify_video_thumb/2045938785318477824/img/16ymabwc1GqPiTpD.jpg)
Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."
Ti Morse47,497 просмотров • 1 месяц назад
My first interview with Shuo Wang (), Co-Founder & CRO of deel. 1:08 Designing Deel To Scale Quickly 3:28 Why Companies Should Go Global Early 7:30 Building Deel’s Sales Team 10:33 Why Shuo Loves Sales 14:44 Pivoting 3 Times During YC & Being Shameless 19:06 Dreaming About Intercom 22:04 Solving Payment Delays Early On 25:11 Joining YC As A Crypto Payment Platform For Content Creators 32:37 How To Make Decisions Before You Have Data 36:30 Why It Was So Painful To Open Corporate Entities During Covid 39:57 Thinking Outside The Box 44:15 Why Covid Was “A Lifetime Opportunity” For Deel 46:11 Deel Speed 47:55 Argentina & Brazil 50:07 Interviewing Deel’s First 400 Employees 51:33 Screening For Happiness 52:59 Creating Ghost Busters (Special Projects Team) 59:16 Having A Co-Founder You Can Rely On 1:03:31 Why Offsites Are Important 1:06:07 Torturing Yourself Into Greatness 1:07:20 Learning How To Run A Business From Her Mom 1:11:26 Growing Up In China With Her Grandparents 1:15:51 Moving To The United States At 16 1:24:13 Building An Air Purifier Company In China 1:30:18 Being An Outsider In Silicon Valley 1:31:08 Focusing On One Product vs. Building Multiple Products 1:32:46 What PMF Was Like At Deel 1:34:46 How Shuo Thinks About Risk 1:37:18 Understand The Problem, Not The Solution 1:42:08 Creating An 11-Star Customer Experience 1:43:44 What Makes Alex Special 1:46:00 Poker 1:46:43 Always Look At The Positives Even In Tough Situations
Ti Morse117,100 просмотров • 4 месяцев назад