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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...

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Molly O’Shea

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730,949 次观看 • 3 个月前 •via X (Twitter)

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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
47:57

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’Shea

1,161,644 次观看 • 3 个月前

Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders
36:13

Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders

Y Combinator

231,980 次观看 • 1 个月前

BREAKING: Inside Rocket Lab's ( $RKLB ) Engine Development Center How Archimedes & Rutherford are made FACTORY TOUR (Part III) Sir Peter Beck walks us through Rocket Lab's engine factory in Long Beach, CA. It used to be Sir Richard Branson's $1.2B Virgin Orbit's facility. When it went bankrupt, Rocket Lab bought the building & every machine in it for $16M against over $100M of assets. I asked if he keeps a list of which companies might d*e next.. he said yes. Roughly 10 people now run one of the largest 3D print shops in the industry, turning out a Rutherford engine every day and an Archimedes every 8 days. We cover: › Buying a competitor's factory for 16 cents on the dollar › Why space companies are almost impossible to k*ll › Why Archimedes was designed to be the most boring engine possible › Why it qualifies on 1 hour of runtime & Rutherford on 5 minutes › The hot fire that ate its own injector and kept running Plus: whether investors are any good at space diligence, methane vs kerosene & the soot problem, the machine arriving next year that prints a whole engine in one go, & Beck's hot take on where the industry actually is. Rocket Lab Week: › Part I: Full interview w/ Sir Peter Beck › Part II / Tour 01: Rocket Lab HQ, Mission Control & Satellite Manufacturing › Part III / Tour 02: Rocket Lab’s Engine Development Center, Rutherford & Archimedes 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sir Peter Beck, Founder & CEO at Rocket Lab (00:48) Buying a $100M building for $16M (02:30) Why Space companies never die (04:15) Where Rocket Lab's engines actually get built (06:55) Biggest differences: Archimedes & Rutherford (07:56) This is where Rocket Lab actually tests its Engines (10:01) How 12 lasers print a Rocket engine part (15:04) A full walkthrough of the Electron Rocket (16:29) Why Iridium was just the beginning (18:35) Methane vs. Kerosene: why it matters (19:28) Why Reusability creates its own set of problems (24:17) What makes a Vacuum Engine different (26:39) The future of Space
28:02

BREAKING: Inside Rocket Lab's ( $RKLB ) Engine Development Center How Archimedes & Rutherford are made FACTORY TOUR (Part III) Sir Peter Beck walks us through Rocket Lab's engine factory in Long Beach, CA. It used to be Sir Richard Branson's $1.2B Virgin Orbit's facility. When it went bankrupt, Rocket Lab bought the building & every machine in it for $16M against over $100M of assets. I asked if he keeps a list of which companies might d*e next.. he said yes. Roughly 10 people now run one of the largest 3D print shops in the industry, turning out a Rutherford engine every day and an Archimedes every 8 days. We cover: › Buying a competitor's factory for 16 cents on the dollar › Why space companies are almost impossible to k*ll › Why Archimedes was designed to be the most boring engine possible › Why it qualifies on 1 hour of runtime & Rutherford on 5 minutes › The hot fire that ate its own injector and kept running Plus: whether investors are any good at space diligence, methane vs kerosene & the soot problem, the machine arriving next year that prints a whole engine in one go, & Beck's hot take on where the industry actually is. Rocket Lab Week: › Part I: Full interview w/ Sir Peter Beck › Part II / Tour 01: Rocket Lab HQ, Mission Control & Satellite Manufacturing › Part III / Tour 02: Rocket Lab’s Engine Development Center, Rutherford & Archimedes 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sir Peter Beck, Founder & CEO at Rocket Lab (00:48) Buying a $100M building for $16M (02:30) Why Space companies never die (04:15) Where Rocket Lab's engines actually get built (06:55) Biggest differences: Archimedes & Rutherford (07:56) This is where Rocket Lab actually tests its Engines (10:01) How 12 lasers print a Rocket engine part (15:04) A full walkthrough of the Electron Rocket (16:29) Why Iridium was just the beginning (18:35) Methane vs. Kerosene: why it matters (19:28) Why Reusability creates its own set of problems (24:17) What makes a Vacuum Engine different (26:39) The future of Space

Molly O’Shea

445,911 次观看 • 26 天前

BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think 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, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & 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. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. 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 & 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. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit
14:27

BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think 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, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & 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. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. 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 & 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. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

Molly O’Shea

197,842 次观看 • 4 个月前

BREAKING: Inside Rocket Lab ( $RKLB ) w/ Sir Peter Beck FULL INTERVIEW (Part I) We sat down with Peter Beck Founder & CEO of Rocket Lab after another record quarter, $234M in revenue & $2.36B in backlog "The lawyers hate me saying it, but global domination is definitely part of the plan." "I didn't want to build a space company that just lives for the lifetime that I'm running it. It needed to be multi-generational." We go deeper into Iridium, Neutron, the $397M Space Force contract to build + launch "Flatellites," & how 81% of revenue last quarter was outside of launch. Covering: › Why the fix for a 9-month lead time was buying the supplier › The $8B Iridium acquisition & why he was surprised nobody saw it coming › Why the Neutron question should be about the 10th rocket, not the 1st › The 24-hour turnaround constraint that produced Hungry Hippo › Flatellites, building satellites for volume rather than one at a time Plus: building a launch industry in New Zealand from zero suppliers & no regulation, staying out of broadband to play in L-band, going public before SpaceX, GHOST & the launch site that ships in a container, & why the Archimedes engines are painted black. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sir Peter Beck, Founder & CEO at Rocket Lab (00:59) Rocket Lab's biggest quarter (02:53) The competitive edge in Space (04:10) Rocket Lab's Acquisition Strategy (05:04) Reason behind the Iridium Deal (06:13) Competing with Blue Origin & SpaceX (09:56) Rocket Lab's Global Domination (11:19) Building a Launch Monopoly in New Zealand (12:33) Is this why Peter got Knighted? (16:42) Beating SpaceX to the Public Markets (20:05) Why Neutron is still facing delays (24:24) The reality of running a Rocket Company (27:38) Rocket Lab's latest contract wins (29:04) How defense became a prime mover for Rocket Lab (30:39) Ghost: Rocket Lab's portable launch pad (31:30) Has he seen Aliens? (33:18) What's next for Rocket Lab? (34:30) Where does Peter draw his inspiration? (36:12) Why he's never read a Business book (37:31) Why their Engine is painted black
38:38

BREAKING: Inside Rocket Lab ( $RKLB ) w/ Sir Peter Beck FULL INTERVIEW (Part I) We sat down with Peter Beck Founder & CEO of Rocket Lab after another record quarter, $234M in revenue & $2.36B in backlog "The lawyers hate me saying it, but global domination is definitely part of the plan." "I didn't want to build a space company that just lives for the lifetime that I'm running it. It needed to be multi-generational." We go deeper into Iridium, Neutron, the $397M Space Force contract to build + launch "Flatellites," & how 81% of revenue last quarter was outside of launch. Covering: › Why the fix for a 9-month lead time was buying the supplier › The $8B Iridium acquisition & why he was surprised nobody saw it coming › Why the Neutron question should be about the 10th rocket, not the 1st › The 24-hour turnaround constraint that produced Hungry Hippo › Flatellites, building satellites for volume rather than one at a time Plus: building a launch industry in New Zealand from zero suppliers & no regulation, staying out of broadband to play in L-band, going public before SpaceX, GHOST & the launch site that ships in a container, & why the Archimedes engines are painted black. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sir Peter Beck, Founder & CEO at Rocket Lab (00:59) Rocket Lab's biggest quarter (02:53) The competitive edge in Space (04:10) Rocket Lab's Acquisition Strategy (05:04) Reason behind the Iridium Deal (06:13) Competing with Blue Origin & SpaceX (09:56) Rocket Lab's Global Domination (11:19) Building a Launch Monopoly in New Zealand (12:33) Is this why Peter got Knighted? (16:42) Beating SpaceX to the Public Markets (20:05) Why Neutron is still facing delays (24:24) The reality of running a Rocket Company (27:38) Rocket Lab's latest contract wins (29:04) How defense became a prime mover for Rocket Lab (30:39) Ghost: Rocket Lab's portable launch pad (31:30) Has he seen Aliens? (33:18) What's next for Rocket Lab? (34:30) Where does Peter draw his inspiration? (36:12) Why he's never read a Business book (37:31) Why their Engine is painted black

Molly O’Shea

869,019 次观看 • 1 个月前

BREAKING: Inside Rocket Lab ( $RKLB ) HQ Tour in Long Beach, CA w/ Sir Peter Beck FACTORY TOUR (Part II) Rocket Lab reached space in 2009 on ~$60,000 in total capitalization, using fittings pulled out of a junkyard. "From that adversity, comes good ideas" Electron reached orbit in 2017 on <$100M w/ 80 people. Meanwhile, their nearest competitor, billionaire-founded Virgin Orbit, burned $1.2B & went bankrupt. Rocket Lab now runs 13 acres of factory across 9 locations, globally. But before any of that, with dream of reaching space, Peter Beck applied to NASA: "I was objectively too dumb & also a foreign national. So foreign national, no degree, it wasn't looking good." NASA turned him down. He ended up launching their payloads instead, including CAPSTONE to the Moon, NASA's lunar pathfinder for Artemis, which operated out of the mission control room we walked through. We cover: › The $3.20 ferrules that got Rocket Lab to space › Why $100M & 80 people beat $1.2B at Virgin Orbit › Going public as a succession plan, not a financing event › Why a reaction wheel is a moat › The reality of buying companies Plus: the 2001 lobby, his take on "number eight wire," the CAPSTONE spare that stayed home, 12-year missions that cannot fail, & where new space entrants actually die. Check out the rest of the series: › Part I: Full sit-down interview w/ Peter Beck › Part II: Tour 01 - *This episode* › Part III: Tour 02 - Engine Development Center (Friday) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Touring inside Rocket Lab HQ (01:44) The origin story (05:45) What "Number Eight Wire" actually means (07:14) Too much Capital can kill a startup (09:03) Why Rocket Lab decided to go public (10:45) From Rockets to an entire Space Ecosystem (15:11) Where Escapade & CAPSTONE were flown (16:44) Inside the satellite build floor (17:15) In search for life on Venus (18:08) Inside the Electric Propulsion Lab (19:58) Inside the Thermal & Shock Testing Facility (20:47) How big is this facility? (21:45) Inside the NASA LOxSAT project (23:06) Why so many Space startups fail (24:00) Up Next: Inside the Engine Lab
24:49

BREAKING: Inside Rocket Lab ( $RKLB ) HQ Tour in Long Beach, CA w/ Sir Peter Beck FACTORY TOUR (Part II) Rocket Lab reached space in 2009 on ~$60,000 in total capitalization, using fittings pulled out of a junkyard. "From that adversity, comes good ideas" Electron reached orbit in 2017 on <$100M w/ 80 people. Meanwhile, their nearest competitor, billionaire-founded Virgin Orbit, burned $1.2B & went bankrupt. Rocket Lab now runs 13 acres of factory across 9 locations, globally. But before any of that, with dream of reaching space, Peter Beck applied to NASA: "I was objectively too dumb & also a foreign national. So foreign national, no degree, it wasn't looking good." NASA turned him down. He ended up launching their payloads instead, including CAPSTONE to the Moon, NASA's lunar pathfinder for Artemis, which operated out of the mission control room we walked through. We cover: › The $3.20 ferrules that got Rocket Lab to space › Why $100M & 80 people beat $1.2B at Virgin Orbit › Going public as a succession plan, not a financing event › Why a reaction wheel is a moat › The reality of buying companies Plus: the 2001 lobby, his take on "number eight wire," the CAPSTONE spare that stayed home, 12-year missions that cannot fail, & where new space entrants actually die. Check out the rest of the series: › Part I: Full sit-down interview w/ Peter Beck › Part II: Tour 01 - *This episode* › Part III: Tour 02 - Engine Development Center (Friday) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Touring inside Rocket Lab HQ (01:44) The origin story (05:45) What "Number Eight Wire" actually means (07:14) Too much Capital can kill a startup (09:03) Why Rocket Lab decided to go public (10:45) From Rockets to an entire Space Ecosystem (15:11) Where Escapade & CAPSTONE were flown (16:44) Inside the satellite build floor (17:15) In search for life on Venus (18:08) Inside the Electric Propulsion Lab (19:58) Inside the Thermal & Shock Testing Facility (20:47) How big is this facility? (21:45) Inside the NASA LOxSAT project (23:06) Why so many Space startups fail (24:00) Up Next: Inside the Engine Lab

Molly O’Shea

442,234 次观看 • 28 天前

NEW: How 137 Ventures Built a 1%+ Position in SpaceX Over 16 Years Interview with Justin Fishner-Wolfson, Co-Founder & Managing Partner One of the most underrated investment stories in tech: a contrarian approach that built one of the most consequential ownership positions in the industry. 137 quietly accumulated SpaceX since 2011, investing over 2 dozen times & never sold a share. Today the firm runs $15B+ AUM, deployed $1.7B last year, holds positions in 40+ companies, & has backed nearly 60 portfolio companies in company’s history. Big names include: SpaceX, Palantir, Uber, Anduril, Cognition, Brex, Impulse Space, Gusto, Ramp, & Hadrian. The thesis, circa 2011: companies would stay private longer. That bet built into one of venture's largest SpaceX positions, accumulated through secondaries and tenders. We cover: - Early SpaceX conviction - Buying the tender cadence - Why secondary, why now - Companies over categories - Cash on cash discipline - Passing on foundational models - Impulse Series D 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Justin Fishner-Wolfson, Co-Founder & Managing Partner at 137 Ventures (00:51) The story of SpaceX (02:50) Why companies are staying private longer (04:15) What Liquidity actually means for Founders and Employees (05:38) Why he left Founders Fund to start from scratch (06:23) $240B Secondaries market (07:01) What made SpaceX a generational bet (07:52) How the Falcon 9 made the entire Space Industry obsolete (10:59) When Starlink became the obvious winner (13:29) How 137 Ventures turns Conviction into Compounding (14:09) Backing SpaceX alumni: the Impulse investment (14:32) Will the secondary market keep growing? (15:15) Companies vs. Categories (16:25) Separating AI hype from long-term durability (17:47) How 137 Ventures is structurally different from traditional VC (22:19) SpaceX made blue collar workers rich (23:24) Ownership percentage vs. Cash on cash returns (24:31) The most memorable moments (25:43) The Third Falcon 1 Launch (26:55) Why test failures are actually a good sign (28:32) The biggest lessons from Elon and Gwynne (29:07) What's next for 137 Ventures
29:55

NEW: How 137 Ventures Built a 1%+ Position in SpaceX Over 16 Years Interview with Justin Fishner-Wolfson, Co-Founder & Managing Partner One of the most underrated investment stories in tech: a contrarian approach that built one of the most consequential ownership positions in the industry. 137 quietly accumulated SpaceX since 2011, investing over 2 dozen times & never sold a share. Today the firm runs $15B+ AUM, deployed $1.7B last year, holds positions in 40+ companies, & has backed nearly 60 portfolio companies in company’s history. Big names include: SpaceX, Palantir, Uber, Anduril, Cognition, Brex, Impulse Space, Gusto, Ramp, & Hadrian. The thesis, circa 2011: companies would stay private longer. That bet built into one of venture's largest SpaceX positions, accumulated through secondaries and tenders. We cover: - Early SpaceX conviction - Buying the tender cadence - Why secondary, why now - Companies over categories - Cash on cash discipline - Passing on foundational models - Impulse Series D 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Justin Fishner-Wolfson, Co-Founder & Managing Partner at 137 Ventures (00:51) The story of SpaceX (02:50) Why companies are staying private longer (04:15) What Liquidity actually means for Founders and Employees (05:38) Why he left Founders Fund to start from scratch (06:23) $240B Secondaries market (07:01) What made SpaceX a generational bet (07:52) How the Falcon 9 made the entire Space Industry obsolete (10:59) When Starlink became the obvious winner (13:29) How 137 Ventures turns Conviction into Compounding (14:09) Backing SpaceX alumni: the Impulse investment (14:32) Will the secondary market keep growing? (15:15) Companies vs. Categories (16:25) Separating AI hype from long-term durability (17:47) How 137 Ventures is structurally different from traditional VC (22:19) SpaceX made blue collar workers rich (23:24) Ownership percentage vs. Cash on cash returns (24:31) The most memorable moments (25:43) The Third Falcon 1 Launch (26:55) Why test failures are actually a good sign (28:32) The biggest lessons from Elon and Gwynne (29:07) What's next for 137 Ventures

Molly O’Shea

158,129 次观看 • 3 个月前

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
1:05:18

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 Morse

165,782 次观看 • 6 个月前

Inside Rocket Lab 's Neutron test program with VP Shaun D'Mello. From a carpark conversation with Peter Beck about a next generation, medium-lift launch vehicle, to a team of about 500 building & testing flight hardware. The race for reusable rockets is underway. TIMESTAMPS 00:00 - Intro 02:32 - The first Neutron conversation 03:54 - Scaling the Neutron team: 5 to 500 05:53 - Building in public: 'The pressure is definitely on' 08:07 - Design consequences of a bigger rocket 09:40 - Inside the qualification program: Hungry Hippo fairing thermal testing 13:20 - Thrust structure: 125% max load test 15:39 - Stage 1 rebuild: 3D printing timeline 18:24 - Usability of AFP machine 19:10 - Archimedes engine update: Testing & build rate 21:31 - Avionics & flight software for debut flight 23:20 - Regulation required 24:07 - Reusability: Splashdown & stage recovery 26:25 - Flight 2 components in production 27:23 - Aircraft-like operations 30:05 - Allowance for future iterations 31:58 - Multi-planetary missions & human spaceflight 33:32 - 'This is going to be something that’s never been done before.' 34:27 - Likelihood of 2026 debut launch 35:06 - How the team is hustling
36:52

Inside Rocket Lab 's Neutron test program with VP Shaun D'Mello. From a carpark conversation with Peter Beck about a next generation, medium-lift launch vehicle, to a team of about 500 building & testing flight hardware. The race for reusable rockets is underway. TIMESTAMPS 00:00 - Intro 02:32 - The first Neutron conversation 03:54 - Scaling the Neutron team: 5 to 500 05:53 - Building in public: 'The pressure is definitely on' 08:07 - Design consequences of a bigger rocket 09:40 - Inside the qualification program: Hungry Hippo fairing thermal testing 13:20 - Thrust structure: 125% max load test 15:39 - Stage 1 rebuild: 3D printing timeline 18:24 - Usability of AFP machine 19:10 - Archimedes engine update: Testing & build rate 21:31 - Avionics & flight software for debut flight 23:20 - Regulation required 24:07 - Reusability: Splashdown & stage recovery 26:25 - Flight 2 components in production 27:23 - Aircraft-like operations 30:05 - Allowance for future iterations 31:58 - Multi-planetary missions & human spaceflight 33:32 - 'This is going to be something that’s never been done before.' 34:27 - Likelihood of 2026 debut launch 35:06 - How the team is hustling

Madison Malone

106,811 次观看 • 5 个月前

Stoke Space is racing to build the world's first fully reusable rockets that can launch, survive reentry, and fly again almost right away. In this episode of Hard Tech, Aaron Epstein sits down with Stoke Space co-founders Andy Lapsa and Tom Feldman to find out why they chose to take on one of the hardest problems in rocket science, how being a smaller startup gives them an advantage, and what full reusability could unlock for the future of spaceflight. 00:00 — Intro 01:16 — Stoke Space’s mission: Rapid reusability 02:18 — Why Second Stage capsules fail reentry 03:34 — Stoke Space’s stage 2 solution 05:30 — Reusability-First Design Philosophy 07:25 — Early Engine Development & Test Strategy 10:48 — Vertical Integration & Manufacturing 11:21 — Iteration Speed as a Competitive Advantage 12:29 — Software as Core Infrastructure 14:00 — Path to Orbit & Launch Operations 15:04 — How This Could Change The World
15:43

Stoke Space is racing to build the world's first fully reusable rockets that can launch, survive reentry, and fly again almost right away. In this episode of Hard Tech, Aaron Epstein sits down with Stoke Space co-founders Andy Lapsa and Tom Feldman to find out why they chose to take on one of the hardest problems in rocket science, how being a smaller startup gives them an advantage, and what full reusability could unlock for the future of spaceflight. 00:00 — Intro 01:16 — Stoke Space’s mission: Rapid reusability 02:18 — Why Second Stage capsules fail reentry 03:34 — Stoke Space’s stage 2 solution 05:30 — Reusability-First Design Philosophy 07:25 — Early Engine Development & Test Strategy 10:48 — Vertical Integration & Manufacturing 11:21 — Iteration Speed as a Competitive Advantage 12:29 — Software as Core Infrastructure 14:00 — Path to Orbit & Launch Operations 15:04 — How This Could Change The World

Y Combinator

254,760 次观看 • 8 个月前

FULL INTERVIEW: Jared Isaacman says if you don't want data centers in your backyard, put them in space. The physics isn't broken, the economics are hard, and hitting pause while rivals keep building isn't a strategy. Jared Isaacman is the Administrator of NASA. He joined Theo Jaffee and sof 𓋹 on the new U.S. Space Academy, nuclear propulsion, and why he thinks losing the second space race would cost more than anyone expects: 00:42 the Space Academy the President just announced 01:58 why it's a four-year federal academy, not a trade school 02:52 attracting talent is easy, keeping it is the hard part 03:13 why NASA can never overlap with industry 03:53 why NASA has aura and the IRS doesn't 05:11 Elon refocusing on the moon, and why Mars is still the prize 06:34 fission, then fusion, then antimatter annihilation 07:50 what AI builders could learn from how NASA tells its story 09:09 if you don't want data centers in your backyard, put them in space 11:43 whether we should build a Dyson swarm 12:51 bring HD cameras this time, we're leaving no doubters behind 13:18 putting iPhones on Artemis II was one of his first executive orders 13:57 what the ISS is actually doing up there 15:05 the nuclear octocopter going to Titan 16:12 why NASA should exist at all when the private sector can do it 17:43 the space race nobody is talking about
19:06

FULL INTERVIEW: Jared Isaacman says if you don't want data centers in your backyard, put them in space. The physics isn't broken, the economics are hard, and hitting pause while rivals keep building isn't a strategy. Jared Isaacman is the Administrator of NASA. He joined Theo Jaffee and sof 𓋹 on the new U.S. Space Academy, nuclear propulsion, and why he thinks losing the second space race would cost more than anyone expects: 00:42 the Space Academy the President just announced 01:58 why it's a four-year federal academy, not a trade school 02:52 attracting talent is easy, keeping it is the hard part 03:13 why NASA can never overlap with industry 03:53 why NASA has aura and the IRS doesn't 05:11 Elon refocusing on the moon, and why Mars is still the prize 06:34 fission, then fusion, then antimatter annihilation 07:50 what AI builders could learn from how NASA tells its story 09:09 if you don't want data centers in your backyard, put them in space 11:43 whether we should build a Dyson swarm 12:51 bring HD cameras this time, we're leaving no doubters behind 13:18 putting iPhones on Artemis II was one of his first executive orders 13:57 what the ISS is actually doing up there 15:05 the nuclear octocopter going to Titan 16:12 why NASA should exist at all when the private sector can do it 17:43 the space race nobody is talking about

MTS

182,460 次观看 • 6 天前

. Rocket Lab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO Peter Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - Mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: SpaceX 's Starship, Blue Origin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.
33:22

. Rocket Lab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO Peter Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - Mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: SpaceX 's Starship, Blue Origin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.

Madison Malone

284,617 次观看 • 5 个月前

My first interview with Scott Nolan, Co-Founder and CEO of General Matter. 0:48 What if Russia stopped selling uranium to the US 4:47 The history of uranium enrichment 10:44 What if he was given $25 billion to turn on reactors as fast as possible 13:37 The US doesn’t have the capability to make fuel for Small Modular Reactors today 14:43 How Founders Fund decides to start companies 19:28 Why you shouldn’t start a company 26:02 Working at SpaceX in 2003 28:10 How Elon drove urgency in the early days of SpaceX 30:28 How it felt when the first three Falcon launches failed 32:41 Figuring out what to work on after leaving SpaceX 34:26 How Peter Thiel convinced him to join Founders Fund 38:53 The most unintuitive thing he learned from Peter Thiel 44:03 Lowering the cost of uranium enrichment 47:32 The idiot index for enrichment 50:18 Vertically integrating vs using existing supply chains 53:44 The idiot index for timelines 59:13 Taking risk to pull in schedule: current burn vs future revenue 1:02:44 Choosing where to put their first enrichment facility 1:05:42 Maintaining maniacal urgency with multi-decade timelines 1:09:10 How a war with China will impact our ability to produce energy 1:14:06 What conventional wisdom gets wrong about building this type of company 1:17:48 The AI data center boom requires nuclear 1:21:02 Why SpaceX switched from an ablative engine to a regeneratively cooled all metal engine 1:25:08 How Elon makes nonobvious decisions 1:29:59 Don’t focus on problems that are already getting solved
1:34:02

My first interview with Scott Nolan, Co-Founder and CEO of General Matter. 0:48 What if Russia stopped selling uranium to the US 4:47 The history of uranium enrichment 10:44 What if he was given $25 billion to turn on reactors as fast as possible 13:37 The US doesn’t have the capability to make fuel for Small Modular Reactors today 14:43 How Founders Fund decides to start companies 19:28 Why you shouldn’t start a company 26:02 Working at SpaceX in 2003 28:10 How Elon drove urgency in the early days of SpaceX 30:28 How it felt when the first three Falcon launches failed 32:41 Figuring out what to work on after leaving SpaceX 34:26 How Peter Thiel convinced him to join Founders Fund 38:53 The most unintuitive thing he learned from Peter Thiel 44:03 Lowering the cost of uranium enrichment 47:32 The idiot index for enrichment 50:18 Vertically integrating vs using existing supply chains 53:44 The idiot index for timelines 59:13 Taking risk to pull in schedule: current burn vs future revenue 1:02:44 Choosing where to put their first enrichment facility 1:05:42 Maintaining maniacal urgency with multi-decade timelines 1:09:10 How a war with China will impact our ability to produce energy 1:14:06 What conventional wisdom gets wrong about building this type of company 1:17:48 The AI data center boom requires nuclear 1:21:02 Why SpaceX switched from an ablative engine to a regeneratively cooled all metal engine 1:25:08 How Elon makes nonobvious decisions 1:29:59 Don’t focus on problems that are already getting solved

Ti Morse

28,058 次观看 • 6 个月前

Touring Impulse with the Stove Guy Sam D'Amico and allen featuring never-seen-before AI cooking features. Sam is reinventing the stove from first principles: battery-powered architecture, software-defined hardware, & OTA updates. In this episode, we discuss: • Why Impulse centered the stove around a battery • How they achieved extreme power + temperature control • Why Sam sees appliances as software-defined hardware • How Claude and AI tools are already part of the product + how Sam uses AI Timestamps: 0:00 Intro 0:18 The Impulse Cooktop Demo 0:55 Zephyr Partnership + Showrooms 1:14 Magnetic Knob Interface 2:04 How Impulse Tests and QA’s Every Build 3:34 Rebuilding the Stove From First Principles 5:02 Impulse Core and OEM Partnerships 6:09 How Long It Took to Build the Product 8:07 The Japan Pizza Story That Sparked Impulse 9:22 Why Sam Left Consumer Hardware for Appliances 12:42 Why the Stove Was the Right Entry Point 14:31 Building Appliances “Like a Phone” 17:17 Will Impulse Ship a Single-Burner Version? 17:37 Cooking Begins on the AI Dev Unit 19:10 How Sam Uses AI to Build Software at Impulse 20:36 Scallops Demo: Real-Time Temperature Control 22:20 Boiling Pasta at 10,000 Watts 24:49 AI Recipes, Figma, and Multi-Burner Cooking 28:25 Butter, Pasta, and Controlled Temperature Cooking 30:21 Zephyr Launch and the Bigger Smart Home Vision 32:45 Global Expansion Plans 33:34 AI Features, OTA Updates, and What Ships This Year 35:14 Taste Test with the Judges 36:42 Where to Buy Impulse
37:02

Touring Impulse with the Stove Guy Sam D'Amico and allen featuring never-seen-before AI cooking features. Sam is reinventing the stove from first principles: battery-powered architecture, software-defined hardware, & OTA updates. In this episode, we discuss: • Why Impulse centered the stove around a battery • How they achieved extreme power + temperature control • Why Sam sees appliances as software-defined hardware • How Claude and AI tools are already part of the product + how Sam uses AI Timestamps: 0:00 Intro 0:18 The Impulse Cooktop Demo 0:55 Zephyr Partnership + Showrooms 1:14 Magnetic Knob Interface 2:04 How Impulse Tests and QA’s Every Build 3:34 Rebuilding the Stove From First Principles 5:02 Impulse Core and OEM Partnerships 6:09 How Long It Took to Build the Product 8:07 The Japan Pizza Story That Sparked Impulse 9:22 Why Sam Left Consumer Hardware for Appliances 12:42 Why the Stove Was the Right Entry Point 14:31 Building Appliances “Like a Phone” 17:17 Will Impulse Ship a Single-Burner Version? 17:37 Cooking Begins on the AI Dev Unit 19:10 How Sam Uses AI to Build Software at Impulse 20:36 Scallops Demo: Real-Time Temperature Control 22:20 Boiling Pasta at 10,000 Watts 24:49 AI Recipes, Figma, and Multi-Burner Cooking 28:25 Butter, Pasta, and Controlled Temperature Cooking 30:21 Zephyr Launch and the Bigger Smart Home Vision 32:45 Global Expansion Plans 33:34 AI Features, OTA Updates, and What Ships This Year 35:14 Taste Test with the Judges 36:42 Where to Buy Impulse

Latent.Space

17,116 次观看 • 5 个月前

BREAKING: Northwood Space Opens New 185,000 Sqft HQ & Factory in Torrance, CA Interview & Tour w/ CEO Bridgit Mendler This takes Northwood's manufacturing footprint from 25,000 to 135,000 sqft & puts antenna production on assembly lines. Portal & Prism each get a dedicated line, PCB assembly & machining come in-house. Production moves in October 2026. Specs: › Prism line: 4 parabolic antennas/wk across S-, X- , & Ka-bands › Portal line: over a full ground site's worth of panels/mo › Adding 400 jobs over 3 years › $136M raised to date, plus a $49.8M Space Force contract "Building the future of space networking is as much a manufacturing problem as a technology one. This facility is how we build the network at rate." 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Bridgit Mendler, Co-Founder & CEO at Northwood (00:50) Inside Northwood's 180,000 sq. ft. facility (01:50) Why space missions need Ground Stations (04:45) What "Full-Stack" means for Northwood (08:40) How the SpaceX IPO changed space hiring (10:43) What makes Hardware roles so exciting (13:32) Winning a ~$50M Government contract (17:17) Defending against Hacking attempts (22:45) Turning $136M funding Into a 10-year plan (26:24) The customers behind Northwood's growth (29:07) The hardest part of building Infrastructure (30:44) The Mentors behind Bridgit's journey (32:24) Learning to trust her gut as CEO (34:54) Underwater UFOs: Real or not? (37:22) This is where Antennas will get built (38:04) Touring the Build & Test stations (39:26) Anechoic testing chamber (42:51) The NASA Astronaut
46:16

BREAKING: Northwood Space Opens New 185,000 Sqft HQ & Factory in Torrance, CA Interview & Tour w/ CEO Bridgit Mendler This takes Northwood's manufacturing footprint from 25,000 to 135,000 sqft & puts antenna production on assembly lines. Portal & Prism each get a dedicated line, PCB assembly & machining come in-house. Production moves in October 2026. Specs: › Prism line: 4 parabolic antennas/wk across S-, X- , & Ka-bands › Portal line: over a full ground site's worth of panels/mo › Adding 400 jobs over 3 years › $136M raised to date, plus a $49.8M Space Force contract "Building the future of space networking is as much a manufacturing problem as a technology one. This facility is how we build the network at rate." 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Bridgit Mendler, Co-Founder & CEO at Northwood (00:50) Inside Northwood's 180,000 sq. ft. facility (01:50) Why space missions need Ground Stations (04:45) What "Full-Stack" means for Northwood (08:40) How the SpaceX IPO changed space hiring (10:43) What makes Hardware roles so exciting (13:32) Winning a ~$50M Government contract (17:17) Defending against Hacking attempts (22:45) Turning $136M funding Into a 10-year plan (26:24) The customers behind Northwood's growth (29:07) The hardest part of building Infrastructure (30:44) The Mentors behind Bridgit's journey (32:24) Learning to trust her gut as CEO (34:54) Underwater UFOs: Real or not? (37:22) This is where Antennas will get built (38:04) Touring the Build & Test stations (39:26) Anechoic testing chamber (42:51) The NASA Astronaut

Molly O’Shea

366,086 次观看 • 23 天前

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
1:29:15

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 Morse

126,252 次观看 • 5 个月前

JUST DROPPED: Valley of Depth pod w/ Jason Kim , CEO of Firefly Aerospace (Firefly Aerospace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇
1:13:53

JUST DROPPED: Valley of Depth pod w/ Jason Kim , CEO of Firefly Aerospace (Firefly Aerospace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇

Mo Islam

21,507 次观看 • 3 个月前

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
42:54

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’Shea

2,274,753 次观看 • 7 个月前

After years of development, testing and refinement, we are printing one of our last Hadfield-10 rocket engines, a bittersweet moment 🫡 More of our team is transitioning toward getting our much larger orbital-class Hadfield-100 engine ready for the test stand, and getting Canada to orbit for the first time with our Tundra rocket. The pressure-fed Hadfield-10 series has been the backbone of NordSpace's propulsion program since our earliest days. It's the engine that proved we could design, manufacture, test and fly liquid rocket engines from scratch, entirely in-house, at the pace necessary to reach orbit. It powered our first successful hot-fire tests, survived our most demanding qualification campaigns, and gave our team the hard-won knowledge that no textbook or simulation could provide. It also powers our Taiga sub-orbital vehicle, which is taking flight in a few weeks. Every experimental lesson learned in its development from combustion stability, regenerative cooling, additive manufacturing, and test operations lives on in what comes next. That knowledge now flows directly into our turbopump fed Hadfield-100 engine, the most powerful rocket engine in Canadian history. Designed to power our orbital Tundra rocket to deliver 500+ kg to LEO and scaling further to 1,100 kg LEO in the Tundra+ configuration. Architected from day one to grow to the thrust levels required for our reusable Titan medium-lift vehicle targeting 5,000+ kg to LEO while striking the right balance between performance, scalability, heritage, and speed of development to meet the Government of Canada's targets. The Hadfield-10's design will also form the foundation of our SHARP Sabre hypersonic rocket's M2S-HyRock engine. The full shift to the Hadfield-100 is a major milestone for us, and it's not just about more powerful engines. The infrastructure we're developing from moving to a much larger facility, acquiring much larger metal 3D printers, developing new test cells, and pursuing rigorous standards all feed in to this next phase of growth for our program. To everyone on the NordSpace team who designed, printed, tested, and refined these engines across so many late nights, early mornings and weekends, thank you. This chapter made everything that follows possible, and the next one starts now. Ad astra per aspera 🚀🇨🇦 National Defence Canadian Space Agency Defence Research and Development Canada Canadian Armed Forces Transport Canada
0:54

After years of development, testing and refinement, we are printing one of our last Hadfield-10 rocket engines, a bittersweet moment 🫡 More of our team is transitioning toward getting our much larger orbital-class Hadfield-100 engine ready for the test stand, and getting Canada to orbit for the first time with our Tundra rocket. The pressure-fed Hadfield-10 series has been the backbone of NordSpace's propulsion program since our earliest days. It's the engine that proved we could design, manufacture, test and fly liquid rocket engines from scratch, entirely in-house, at the pace necessary to reach orbit. It powered our first successful hot-fire tests, survived our most demanding qualification campaigns, and gave our team the hard-won knowledge that no textbook or simulation could provide. It also powers our Taiga sub-orbital vehicle, which is taking flight in a few weeks. Every experimental lesson learned in its development from combustion stability, regenerative cooling, additive manufacturing, and test operations lives on in what comes next. That knowledge now flows directly into our turbopump fed Hadfield-100 engine, the most powerful rocket engine in Canadian history. Designed to power our orbital Tundra rocket to deliver 500+ kg to LEO and scaling further to 1,100 kg LEO in the Tundra+ configuration. Architected from day one to grow to the thrust levels required for our reusable Titan medium-lift vehicle targeting 5,000+ kg to LEO while striking the right balance between performance, scalability, heritage, and speed of development to meet the Government of Canada's targets. The Hadfield-10's design will also form the foundation of our SHARP Sabre hypersonic rocket's M2S-HyRock engine. The full shift to the Hadfield-100 is a major milestone for us, and it's not just about more powerful engines. The infrastructure we're developing from moving to a much larger facility, acquiring much larger metal 3D printers, developing new test cells, and pursuing rigorous standards all feed in to this next phase of growth for our program. To everyone on the NordSpace team who designed, printed, tested, and refined these engines across so many late nights, early mornings and weekends, thank you. This chapter made everything that follows possible, and the next one starts now. Ad astra per aspera 🚀🇨🇦 National Defence Canadian Space Agency Defence Research and Development Canada Canadian Armed Forces Transport Canada

NordSpace 🇨🇦

42,533 次观看 • 6 个月前