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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...

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Ti Morse

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186,645 görüntüleme • 6 ay önce •via X (Twitter)

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THIS WEEK: Soren Monroe-Anderson (Soren Monroe-Anderson), CEO of Neros Technologies joined Valley of Depth to talk the future of America's military drone ecosystem. Neros is building the U.S. drone industrial base: designing, manufacturing, and fielding high-performance FPV systems. Chapters 00:00 – Strawberry jam 04:45 – Soren's and Olaf's background 08:54 – The key to Soren's early success 11:39 – The most successful technology in Ukraine 13:45 – The future of warfare 15:09 – Chinese vs. US drone manufacturing capabilities 18:42 – Neros's facility and current production process 22:06 – How Soren thinks about competing in a well-funded market 23:50 – What makes the talent side so challenging 28:12 – Are defense tech companies living up to their promises? 32:12 – $120M raised and future capital needs 34:22 – Where the primes fit in with manufacturing drones 36:30 – How Neros views AI in their products 43:23 – Key players early on in Neros 47:07 – Cultivating company culture 48:46 – Wrestling with building lethal systems 50:21 – Soren's health scare 54:17 – How can the US win the drone production race? 58:05 – Factory of the future 59:31 – What Soren does for fun Full episode 👇
1:00:59

THIS WEEK: Soren Monroe-Anderson (Soren Monroe-Anderson), CEO of Neros Technologies joined Valley of Depth to talk the future of America's military drone ecosystem. Neros is building the U.S. drone industrial base: designing, manufacturing, and fielding high-performance FPV systems. Chapters 00:00 – Strawberry jam 04:45 – Soren's and Olaf's background 08:54 – The key to Soren's early success 11:39 – The most successful technology in Ukraine 13:45 – The future of warfare 15:09 – Chinese vs. US drone manufacturing capabilities 18:42 – Neros's facility and current production process 22:06 – How Soren thinks about competing in a well-funded market 23:50 – What makes the talent side so challenging 28:12 – Are defense tech companies living up to their promises? 32:12 – $120M raised and future capital needs 34:22 – Where the primes fit in with manufacturing drones 36:30 – How Neros views AI in their products 43:23 – Key players early on in Neros 47:07 – Cultivating company culture 48:46 – Wrestling with building lethal systems 50:21 – Soren's health scare 54:17 – How can the US win the drone production race? 58:05 – Factory of the future 59:31 – What Soren does for fun Full episode 👇

Mo Islam

10,727 görüntüleme • 2 ay önce

My second interview with Olaf Hichwa, Co-Founder & CTO of Neros Technologies. 0:38 Redesigning a production line from scratch 1:15 Building 1,200 drones per week 1:43 Drones cause 70% of all casualties in Ukraine 3:10 China sells millions of drones to Russia 6:40 Focusing on operators 9:12 Archer AI 11:18 Building for users, not the government 14:13 Creating multiple products in parallel 16:24 Bandit — drone interceptor 20:46 Why it’s important to build weapons systems 23:30 Russia is targeting civilian infrastructure 29:23 Manually shooting down drones 31:43 Learning from operator footage 34:21 Consumer photography drones 36:51 Choosing what to vertically integrate 39:33 Reality forces the Elon algorithm 41:32 The different levels of scale 45:31 Learning from Starlink 46:33 Engineering faster 48:00 Mass production vs prototyping 50:58 Working with the US Government 54:59 Manufacturing 1 million drones a year 56:56 Learning from Chinese drone companies 1:02:58 Taiwan
1:06:26

My second interview with Olaf Hichwa, Co-Founder & CTO of Neros Technologies. 0:38 Redesigning a production line from scratch 1:15 Building 1,200 drones per week 1:43 Drones cause 70% of all casualties in Ukraine 3:10 China sells millions of drones to Russia 6:40 Focusing on operators 9:12 Archer AI 11:18 Building for users, not the government 14:13 Creating multiple products in parallel 16:24 Bandit — drone interceptor 20:46 Why it’s important to build weapons systems 23:30 Russia is targeting civilian infrastructure 29:23 Manually shooting down drones 31:43 Learning from operator footage 34:21 Consumer photography drones 36:51 Choosing what to vertically integrate 39:33 Reality forces the Elon algorithm 41:32 The different levels of scale 45:31 Learning from Starlink 46:33 Engineering faster 48:00 Mass production vs prototyping 50:58 Working with the US Government 54:59 Manufacturing 1 million drones a year 56:56 Learning from Chinese drone companies 1:02:58 Taiwan

Ti Morse

32,446 görüntüleme • 1 ay önce

First interview with Ian Laffey (Ian Laffey) CEO & cofounder of Theseus Flying drones in GPS-denied environments, experiences in Ukraine, making decisions on intuition. 0:26 Flying in GPS-denied environments 8:40 Strapping an Android phone to a drone 16:55 Why delays are so painful 20:51 Making decisions on intuition 32:54 Building trust in Ukraine 39:05 Being earnest 41:02 “What is f*ing me the most?” 48:47 The danger of unknown unknowns 58:53 Understanding a problem before bringing people in 1:05:57 Building a team of people who give a sh*t 1:12:34 First time going to Ukraine 1:19:49 Creating a checklist 1:23:49 Hiking the Appalachian trail 1:37:34 From first prototype to nine nines of reliability
1:47:49

First interview with Ian Laffey (Ian Laffey) CEO & cofounder of Theseus Flying drones in GPS-denied environments, experiences in Ukraine, making decisions on intuition. 0:26 Flying in GPS-denied environments 8:40 Strapping an Android phone to a drone 16:55 Why delays are so painful 20:51 Making decisions on intuition 32:54 Building trust in Ukraine 39:05 Being earnest 41:02 “What is f*ing me the most?” 48:47 The danger of unknown unknowns 58:53 Understanding a problem before bringing people in 1:05:57 Building a team of people who give a sh*t 1:12:34 First time going to Ukraine 1:19:49 Creating a checklist 1:23:49 Hiking the Appalachian trail 1:37:34 From first prototype to nine nines of reliability

Ti Morse

42,680 görüntüleme • 1 yıl önce

FACTORY TOUR: Inside Neros' 250K sqft "Millennium One" Facility Co-Founder & CEO Soren Monroe-Anderson (Soren Monroe-Anderson) walks us through the building sized for 1 million drones a year. We look at the Neros Technologies engineering labs, flight-test operation, assembly lines, & 100% end-of-line flight testing, then out to the open floor reserved for in-house component manufacturing Everything under one roof. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Neros' 250,000 sq. ft. Millennium One Factory (01:23) How Neros pushes its drones to the limit (02:36) Why 3D printing can't solve the drone supply chain problem (03:40) How their drones are built different (06:21) The new 300 km/h Bandit interceptor (09:09) Inside the drone assembly line: producing 250+ drones a day (11:18) South Bay's biggest American flag (11:42) How Neros stress-tests its drones (15:36) Inside the new product introduction line (17:02) What roles is Neros hiring for (19:01) Soren's hot take on defense tech
20:09

FACTORY TOUR: Inside Neros' 250K sqft "Millennium One" Facility Co-Founder & CEO Soren Monroe-Anderson (Soren Monroe-Anderson) walks us through the building sized for 1 million drones a year. We look at the Neros Technologies engineering labs, flight-test operation, assembly lines, & 100% end-of-line flight testing, then out to the open floor reserved for in-house component manufacturing Everything under one roof. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Neros' 250,000 sq. ft. Millennium One Factory (01:23) How Neros pushes its drones to the limit (02:36) Why 3D printing can't solve the drone supply chain problem (03:40) How their drones are built different (06:21) The new 300 km/h Bandit interceptor (09:09) Inside the drone assembly line: producing 250+ drones a day (11:18) South Bay's biggest American flag (11:42) How Neros stress-tests its drones (15:36) Inside the new product introduction line (17:02) What roles is Neros hiring for (19:01) Soren's hot take on defense tech

Molly O’Shea

247,253 görüntüleme • 1 ay önce

My second interview with Chris Power, Founder and CEO of Hadrian. 0:10 How to scale manufacturing in the US 1:42 Building ahead of contracts 4:21 Burn rate & execution risk 6:40 Bets that aren’t risky to you but are risky to everyone else 8:34 Scaling capacity 10:45 Operating with an 80% risk of death 13:10 Sprinting through 1-way doors 16:51 “Sometimes you gotta roll a hard 6” 18:37 Constructing a new factory 21:45 Learning how to build factories 28:14 Surviving company killing events 32:12 Radically pulling forward timelines 37:13 How financing changes as you scale from $1M revenue to $1B revenue 38:53 Growing from 725 to 1,325 employees in 4 months 43:00 Deciding which contracts to go after 45:33 What’s stopping you from growing faster? 50:02 “Just f*cking do it” 53:23 Designing the finance side of the business 56:51 Educating investors on manufacturing and capex heavy businesses 59:08 Deciding which competitive advantages to optimize for 1:02:08 Building trust with government partners 1:04:54 False doors 1:09:12 Figuring out the highest leverage activities 1:11:04 Investing in velocity 1:13:59 Energy management
1:18:48

My second interview with Chris Power, Founder and CEO of Hadrian. 0:10 How to scale manufacturing in the US 1:42 Building ahead of contracts 4:21 Burn rate & execution risk 6:40 Bets that aren’t risky to you but are risky to everyone else 8:34 Scaling capacity 10:45 Operating with an 80% risk of death 13:10 Sprinting through 1-way doors 16:51 “Sometimes you gotta roll a hard 6” 18:37 Constructing a new factory 21:45 Learning how to build factories 28:14 Surviving company killing events 32:12 Radically pulling forward timelines 37:13 How financing changes as you scale from $1M revenue to $1B revenue 38:53 Growing from 725 to 1,325 employees in 4 months 43:00 Deciding which contracts to go after 45:33 What’s stopping you from growing faster? 50:02 “Just f*cking do it” 53:23 Designing the finance side of the business 56:51 Educating investors on manufacturing and capex heavy businesses 59:08 Deciding which competitive advantages to optimize for 1:02:08 Building trust with government partners 1:04:54 False doors 1:09:12 Figuring out the highest leverage activities 1:11:04 Investing in velocity 1:13:59 Energy management

Ti Morse

78,721 görüntüleme • 13 gün önce

First interview with Jim Belosic (Jim Belosic (SendCutSend)), founder & CEO of SendCutSend (sendcutsend). 0:44 Manufacturing in the United States 3:48 Building trust with suppliers - beer test 5:47 Fun coupons 9:54 Don't save money - be frugal not cheap 14:39 Marketing by creating a magical customer experience 16:02 How SendCutSend started 18:28 Starting with almost no money 21:05 Negotiating on terms instead of price 24:04 Creating a delightful customer experience from day 1 27:51 Building a moat while competing with China 32:58 Understanding how your business is evolving by walking the floor 36:55 Dealing with chaotic customers 40:35 Hiring your customers 47:03 Winning lifetime customers 52:05 The gaslight launch & SendCutSend’s secret menu 56:08 Learning from other industries 58:35 Sam Walton & Les Schwab 1:01:24 Focusing on things you can control 1:05:52 Never run out of inventory 1:12:32 “What can Jim do?” 1:17:29 How Jim thinks about risk 1:26:09 Self-funding the business 1:29:06 Hiring problem solvers & experimentalists 1:37:18 Creating a company where people actually want to work
1:44:31

First interview with Jim Belosic (Jim Belosic (SendCutSend)), founder & CEO of SendCutSend (sendcutsend). 0:44 Manufacturing in the United States 3:48 Building trust with suppliers - beer test 5:47 Fun coupons 9:54 Don't save money - be frugal not cheap 14:39 Marketing by creating a magical customer experience 16:02 How SendCutSend started 18:28 Starting with almost no money 21:05 Negotiating on terms instead of price 24:04 Creating a delightful customer experience from day 1 27:51 Building a moat while competing with China 32:58 Understanding how your business is evolving by walking the floor 36:55 Dealing with chaotic customers 40:35 Hiring your customers 47:03 Winning lifetime customers 52:05 The gaslight launch & SendCutSend’s secret menu 56:08 Learning from other industries 58:35 Sam Walton & Les Schwab 1:01:24 Focusing on things you can control 1:05:52 Never run out of inventory 1:12:32 “What can Jim do?” 1:17:29 How Jim thinks about risk 1:26:09 Self-funding the business 1:29:06 Hiring problem solvers & experimentalists 1:37:18 Creating a company where people actually want to work

Ti Morse

167,196 görüntüleme • 1 yıl önce

Here's my conversation with ThePrimeagen, a programmer who has educated, entertained, and inspired millions of people to build software and have fun doing it. It's here on X in full, and is up everywhere else too (see comment). Timestamps: 0:00 - Introduction 0:42 - Love for programming 10:15 - Hardest part of programming 12:31 - Types of programming 20:08 - Life story 30:12 - Hardship 31:44 - High school 37:30 - Porn addiction 47:16 - God 1:02:59 - Perseverance 1:12:55 - Netflix 1:25:23 - Groovy 1:30:27 - Printf() debugging 1:36:49 - Falcor 1:46:19 - Breaking production 1:49:04 - Pieter Levels 1:53:34 - Netflix, Twitch, and YouTube infrastructure 2:05:36 - ThePrimeagen origin story 2:20:52 - Learning programming languages 2:29:55 - Best programming languages in 2025 2:34:50 - Python 2:35:30 - HTML & CSS 2:36:20 - Bash 2:37:00 - FFmpeg 2:43:42 - Performance 2:46:15 - Rust 2:51:03 - Epic projects 3:04:27 - Asserts 3:13:41 - ADHD 3:21:49 - Productivity 3:26:13 - Programming setup 4:01:43 - Coffee 4:08:47 - Programming with AI 4:51:31 - Advice for young programmers 5:03:03 - Reddit questions 5:10:35 - God
5:20:10

Here's my conversation with ThePrimeagen, a programmer who has educated, entertained, and inspired millions of people to build software and have fun doing it. It's here on X in full, and is up everywhere else too (see comment). Timestamps: 0:00 - Introduction 0:42 - Love for programming 10:15 - Hardest part of programming 12:31 - Types of programming 20:08 - Life story 30:12 - Hardship 31:44 - High school 37:30 - Porn addiction 47:16 - God 1:02:59 - Perseverance 1:12:55 - Netflix 1:25:23 - Groovy 1:30:27 - Printf() debugging 1:36:49 - Falcor 1:46:19 - Breaking production 1:49:04 - Pieter Levels 1:53:34 - Netflix, Twitch, and YouTube infrastructure 2:05:36 - ThePrimeagen origin story 2:20:52 - Learning programming languages 2:29:55 - Best programming languages in 2025 2:34:50 - Python 2:35:30 - HTML & CSS 2:36:20 - Bash 2:37:00 - FFmpeg 2:43:42 - Performance 2:46:15 - Rust 2:51:03 - Epic projects 3:04:27 - Asserts 3:13:41 - ADHD 3:21:49 - Productivity 3:26:13 - Programming setup 4:01:43 - Coffee 4:08:47 - Programming with AI 4:51:31 - Advice for young programmers 5:03:03 - Reddit questions 5:10:35 - God

Lex Fridman

1,144,277 görüntüleme • 1 yıl önce

First interview with Bryon Hargis (Bryon Hargis), cofounder & CEO of Castelion (). Timestamps: 0:26 Hypersonic missiles 3:21 Sunday morning drive in the mountains 4:24 Why being relentless is so important 6:12 Getting kicked continuously 12:41 Passion for the mission of the company 18:19 Traditional aerospace vs SpaceX 26:53 How SpaceX tests & iterates 32:12 Starting Castelion - why reputation matters 38:58 Missile field testing 45:35 Showing employees company’s financial position 52:21 Having cofounders that will let you know when you’re screwing up 55:55 Finding the right cofounders 1:04:13 Paying it forward 1:07:30 Using comedy to cope with adversity 1:10:30 Luck 1:12:37 Operating in a resource constrained environment 1:17:26 Doing business with the government 1:33:47 Focusing on one product vs branching off into multiple products 1:36:36 Production hell 1:41:49 Expect something WILL go wrong 1:43:54 Forgetting to celebrate the wins 1:45:03 Working through unknown unknowns 1:52:27 Getting stopped by endangered desert shrimp
1:58:00

First interview with Bryon Hargis (Bryon Hargis), cofounder & CEO of Castelion (). Timestamps: 0:26 Hypersonic missiles 3:21 Sunday morning drive in the mountains 4:24 Why being relentless is so important 6:12 Getting kicked continuously 12:41 Passion for the mission of the company 18:19 Traditional aerospace vs SpaceX 26:53 How SpaceX tests & iterates 32:12 Starting Castelion - why reputation matters 38:58 Missile field testing 45:35 Showing employees company’s financial position 52:21 Having cofounders that will let you know when you’re screwing up 55:55 Finding the right cofounders 1:04:13 Paying it forward 1:07:30 Using comedy to cope with adversity 1:10:30 Luck 1:12:37 Operating in a resource constrained environment 1:17:26 Doing business with the government 1:33:47 Focusing on one product vs branching off into multiple products 1:36:36 Production hell 1:41:49 Expect something WILL go wrong 1:43:54 Forgetting to celebrate the wins 1:45:03 Working through unknown unknowns 1:52:27 Getting stopped by endangered desert shrimp

Ti Morse

25,740 görüntüleme • 11 ay önce

BREAKING: Neros Raises $250M Series C at $2.5 Billion Valuation FULL INTERVIEW "America should have the capability to have factories that can make millions of drones per year because that's what modern conflict demands." Co-Founder & CEO Soren Monroe-Anderson (Soren Monroe-Anderson) takes us inside the new 250K sq ft Torrance factory. Currently shipping ~1,250 drones a week. Sized for 1 million a year by 2028. Fresh off a $500M Army IDIQ for 100,000s of drones over 5 years This round was led by Shaun Maguire of Sequoia Capital & American Strategic Technology Fund w/ participation from Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, & Mantis With this capital Neros Technologies is now going multi-product with: › Archer AI — Autonomous strike drone › Bandit — Counter-drone interceptor › Marksman — Ruggedized operator handset › Useful Autonomy — Framework for evaluating autonomy claims ICYMI: China builds an estimated tens of millions of drones a year & arms both sides in Ukraine. America is way behind, representing just 1% of the world's small drones. Neros was the first FPV maker to win Blue UAS certification, meaning a fully NDAA-compliant supply chain with no reliance on China. "You can look at our boards, you can look at all of the chips that go onto our boards. Those will not have ever touched China." 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Soren Monroe-Anderson, Co-Founder & CEO at Neros Technologies (01:02) $250M Series C at a $2.5B valuation (03:34) Working with Shawn Maguire (04:25) Inside the Army's $500M drone contract (05:38) How the Ukraine war rewrote modern combat (08:05) The Interceptor drones taking over the battlefield (10:31) How many drones China really makes in a year (12:55) Is it even possible to build a drone without China? (16:09) China is arming both sides of the war (17:08) What actually separates Neros from every other drone company (19:55) The biggest BS claims in defense tech right now (20:51) Why most defense startups never actually deploy? (22:58) Neros’s growth to over 250 employees (24:00) Why defense startups need to screen for spies (25:29) The Talent bottleneck slowing down American manufacturing (26:51) How AI is quietly reshaping engineers (29:43) The biggest myth about re-industrializing America (30:50) Neros's plan to build drones with U.S. allies (32:53) The brutal tradeoff between speed and scale (34:51) Why Neros keeps a permanent office in Ukraine? (35:52) What actually happens on a modern battlefield? (37:41) How Starlink is changing drone warfare (39:14) What happens when a drone loses its signal (40:41) Soren’s learnings from Kelly Johnson
43:56

BREAKING: Neros Raises $250M Series C at $2.5 Billion Valuation FULL INTERVIEW "America should have the capability to have factories that can make millions of drones per year because that's what modern conflict demands." Co-Founder & CEO Soren Monroe-Anderson (Soren Monroe-Anderson) takes us inside the new 250K sq ft Torrance factory. Currently shipping ~1,250 drones a week. Sized for 1 million a year by 2028. Fresh off a $500M Army IDIQ for 100,000s of drones over 5 years This round was led by Shaun Maguire of Sequoia Capital & American Strategic Technology Fund w/ participation from Interlagos, Valor Equity Partners, Allen & Company, Thiel Capital, Spark Capital, & Mantis With this capital Neros Technologies is now going multi-product with: › Archer AI — Autonomous strike drone › Bandit — Counter-drone interceptor › Marksman — Ruggedized operator handset › Useful Autonomy — Framework for evaluating autonomy claims ICYMI: China builds an estimated tens of millions of drones a year & arms both sides in Ukraine. America is way behind, representing just 1% of the world's small drones. Neros was the first FPV maker to win Blue UAS certification, meaning a fully NDAA-compliant supply chain with no reliance on China. "You can look at our boards, you can look at all of the chips that go onto our boards. Those will not have ever touched China." 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Soren Monroe-Anderson, Co-Founder & CEO at Neros Technologies (01:02) $250M Series C at a $2.5B valuation (03:34) Working with Shawn Maguire (04:25) Inside the Army's $500M drone contract (05:38) How the Ukraine war rewrote modern combat (08:05) The Interceptor drones taking over the battlefield (10:31) How many drones China really makes in a year (12:55) Is it even possible to build a drone without China? (16:09) China is arming both sides of the war (17:08) What actually separates Neros from every other drone company (19:55) The biggest BS claims in defense tech right now (20:51) Why most defense startups never actually deploy? (22:58) Neros’s growth to over 250 employees (24:00) Why defense startups need to screen for spies (25:29) The Talent bottleneck slowing down American manufacturing (26:51) How AI is quietly reshaping engineers (29:43) The biggest myth about re-industrializing America (30:50) Neros's plan to build drones with U.S. allies (32:53) The brutal tradeoff between speed and scale (34:51) Why Neros keeps a permanent office in Ukraine? (35:52) What actually happens on a modern battlefield? (37:41) How Starlink is changing drone warfare (39:14) What happens when a drone loses its signal (40:41) Soren’s learnings from Kelly Johnson

Molly O’Shea

349,634 görüntüleme • 1 ay önce

My second interview with Jim Belosic, 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
1:01:51

My second interview with Jim Belosic, 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 Morse

73,678 görüntüleme • 4 ay önce

My first interview with Mehul, Co-Founder of Matic Robots. 0:43 Why Artists Are Never Satisfied w Their Work 3:46 Creating A Minimum Lovable Product 6:35 No One Wants R2-D2, They Want A Solution To Their Problem 10:35 Selling His First Startup To Google 13:30 What YC Was Like In 2012 15:50 Acquisitions Are Like Organ Transplants 19:57 Building The Apple Of Home Robotics 25:00 Creating A Problem Deck 29:05 Why Most Vacuums Suck 35:58 First 250 Iterations 46:13 The Wife Test 51:46 Surviving 2020 56:35 Why Roomba Priced At $199 1:02:35 AI Products: Overpromise, Underdeliver 1:06:13 The Magic Of In-N-Out 1:09:06 Simplicity Is The Goal, Not Perfection 1:15:08 Designing A Company You Enjoy Working On For Decades 1:21:01 Taking Inspiration From Pixar & Harry Potter 1:23:24 Products That Give People Their Time Back 1:32:44 The Day Tobi Lutke Tweeted About Matic 1:39:34 Tesla Optimus 1:48:25 Going Through Production Hell 1:56:15 Designing Their Reliability & Testing Process 2:01:17 Pain As A Moat
2:07:40

My first interview with Mehul, Co-Founder of Matic Robots. 0:43 Why Artists Are Never Satisfied w Their Work 3:46 Creating A Minimum Lovable Product 6:35 No One Wants R2-D2, They Want A Solution To Their Problem 10:35 Selling His First Startup To Google 13:30 What YC Was Like In 2012 15:50 Acquisitions Are Like Organ Transplants 19:57 Building The Apple Of Home Robotics 25:00 Creating A Problem Deck 29:05 Why Most Vacuums Suck 35:58 First 250 Iterations 46:13 The Wife Test 51:46 Surviving 2020 56:35 Why Roomba Priced At $199 1:02:35 AI Products: Overpromise, Underdeliver 1:06:13 The Magic Of In-N-Out 1:09:06 Simplicity Is The Goal, Not Perfection 1:15:08 Designing A Company You Enjoy Working On For Decades 1:21:01 Taking Inspiration From Pixar & Harry Potter 1:23:24 Products That Give People Their Time Back 1:32:44 The Day Tobi Lutke Tweeted About Matic 1:39:34 Tesla Optimus 1:48:25 Going Through Production Hell 1:56:15 Designing Their Reliability & Testing Process 2:01:17 Pain As A Moat

Ti Morse

21,226 görüntüleme • 8 ay önce

The full conversation with Brent Beshore 0:00 – Intro 0:54 – Examining Your Life 04:50 – Fixing Relationships 15:10 – How Helping Can Hurt 27:19 – Control 35:42 – Impact of Drinking 45:35 – Running a Business With Love 55:40 – Win-Win Relationships 1:00:40 – Debt 1:14:34 – Incentives 1:24:14 – How to Hire and Fire CEOs 1:29:24 – What most people miss about hiring 1:39:25 – Brent’s Playbook after buying a company 1:46:26 – On Projections 1:50:58 – Revisiting Investments and Keeping Score 1:53:50 – To Be Hands-Off or Not 2:03:40 – Where People Go Wrong in Private Equity 2:09:13 – What is Success?
2:10:17

The full conversation with Brent Beshore 0:00 – Intro 0:54 – Examining Your Life 04:50 – Fixing Relationships 15:10 – How Helping Can Hurt 27:19 – Control 35:42 – Impact of Drinking 45:35 – Running a Business With Love 55:40 – Win-Win Relationships 1:00:40 – Debt 1:14:34 – Incentives 1:24:14 – How to Hire and Fire CEOs 1:29:24 – What most people miss about hiring 1:39:25 – Brent’s Playbook after buying a company 1:46:26 – On Projections 1:50:58 – Revisiting Investments and Keeping Score 1:53:50 – To Be Hands-Off or Not 2:03:40 – Where People Go Wrong in Private Equity 2:09:13 – What is Success?

Shane Parrish

107,941 görüntüleme • 2 yıl önce

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓
1:27:10

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

Good Game

52,911 görüntüleme • 1 yıl önce

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
1:16:56

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 Morse

232,737 görüntüleme • 7 ay önce

Here's my conversation with Marc Raibert, founder and long-time CEO of Boston Dynamics, and head of their new AI Institute, all about the history and future of robotics. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:43 - Early robots 6:47 - Legged robots 25:27 - Boston Dynamics 28:45 - BigDog 36:52 - Hydraulic actuation 38:44 - Natural movement 44:31 - Leg Lab 51:23 - AI Institute 54:41 - Athletic intelligence 1:02:35 - Building a team 1:05:37 - Videos 1:13:25 - Engineering 1:16:53 - Dancing robots 1:21:40 - Hiring 1:25:32 - Optimus robot 1:34:02 - Future of robotics 1:38:56 - Advice for young people
1:43:38

Here's my conversation with Marc Raibert, founder and long-time CEO of Boston Dynamics, and head of their new AI Institute, all about the history and future of robotics. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:43 - Early robots 6:47 - Legged robots 25:27 - Boston Dynamics 28:45 - BigDog 36:52 - Hydraulic actuation 38:44 - Natural movement 44:31 - Leg Lab 51:23 - AI Institute 54:41 - Athletic intelligence 1:02:35 - Building a team 1:05:37 - Videos 1:13:25 - Engineering 1:16:53 - Dancing robots 1:21:40 - Hiring 1:25:32 - Optimus robot 1:34:02 - Future of robotics 1:38:56 - Advice for young people

Lex Fridman

484,938 görüntüleme • 2 yıl önce

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
1:16:31

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 görüntüleme • 1 yıl önce