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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...

165,782 次观看 • 5 个月前 •via X (Twitter)

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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

849,370 次观看 • 10 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.

Madison Malone

283,898 次观看 • 4 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

Molly O’Shea

433,974 次观看 • 8 天前

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

Molly O’Shea

422,793 次观看 • 6 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

Ti Morse

126,252 次观看 • 4 个月前

E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

MR SHIFT 🦁

164,299 次观看 • 1 年前

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

Ti Morse

28,058 次观看 • 5 个月前