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My third interview with Isaiah Taylor - making nuclear reactors, Founder of Valar Atomics. Valar just became the first startup in history to power an NVIDIA Blackwell with a nuclear reactor. 0:32 Manufacturing nuclear reactors is a SpaceX style problem 2:58 Scaling from 1 reactor to 10 4:31 Why...

97,017 görüntüleme • 14 gün önce •via X (Twitter)

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BREAKING | The American Atomic Age: Valar Atomics, Fuse, Not Boring Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) dive into how nuclear energy - fission & fusion - is at the heart of America's industrial resurgence & the race for AI dominance. Bonus: Packy covers The Great Differentiation Highlights: (00:00) The American Atomic Age (01:15) Isaiah Taylor on U.S. nuclear industry (03:34) Why modular reactors are the key to scale (06:47) China’s nuclear lead (08:32) Valar’s path to criticality & DOE testing (11:06) Foreign funding & misinformation campaigns (13:01) Nuclear myths: “It wouldn’t fill an Olympic pool” (15:29) Why Gen IV reactors are meltdown-proof (17:29) AI as a tailwind for nuclear infrastructure (19:21) Misconceptions in nuclear & energy performance (21:13) Pressure to deliver in this presidency term (22:59) The future of global energy (24:26) JC Btaiche: Building the world’s highest-power pulse system (26:41) Fuse’s strategy: revenue today, power tomorrow (28:34) Fusion’s role in reindustrialization (33:12) The AI-power constraint: “Energy = Intelligence” (35:31) Can we catch up to China in energy? (38:13) Packy McCormick on vertical integration (41:11) The Great Differentiation: Why brand matters in the age of AI This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at REINDUSTRIALIZE SUMMIT 2025 Isaiah Taylor - making nuclear reactors | JC B | Packy McCormick

Molly O’Shea

122,324 görüntüleme • 11 ay önce

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 görüntüleme • 4 ay önce

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 görüntüleme • 3 ay önce

Timestamps of the 47 topics addressed by Elon Musk a few hours ago in Pittsburgh. 1:49 Special guest: Senator James McCormick 7:22 Winner of the $1 million prize 10:43 Importance of registration 11:58 Risk of assassination attempts 13:55 The left is against free speech 17:06 It's illegal to show voter ID 19:24 We want to do exciting things 21:40 Key reasons to reelect Trump 27:14 No wish to do politics but stakes are high 33:02 How to support business opportunities 35:01 Is Elon considering running in 2028? 39:10 Abortion and education around having kids 44:25 Nuclear power is safe 48:42 Be wary of AI 49:37 There will be an increase in robots 53:01 Elon's son will go to college in Pittsburgh 55:01 Protecting children 57:38 Stopping propaganda for children 58:53 Every expenditure should serve people 59:55 Subscribe to X Premium 1:02:14 Optimism grounded in realism 1:04:30 Approving drugs faster 1:08:26 Medical tech should be approved faster 1:10:06 AI and medicine 1:13:02 Solve back pain 1:13:24 Children sex-trafficking 1:15:07 How to handle puppet masters 1:17:16 The more government, the less freedom 1:19:53 Taxes are getting out of hand 1:21:02 Big pharma 1:22:34 New technologies should help people 1:24:50 Ban voting machines 1:28:04 No incentive for nothing 1:30:16 Crypto is good against central control 1:31:09 Many expenditures should be 0 1:33:23 Respect for those who are useful 1:34:23 Aliens must be subtle 1:36:03 Don't damage art 1:37:58 Dogecoin is the most fun crypto 1:41:06 People should worry less and have kids 1:41:53 There will be opposition to reducing spending 1:42:57 The risk is an oppressive totalitarian state 1:46:36 Doing things that are important 1:50:06 We should allow teachers to protect students 1:52:27 Why are some voted not counted 1:56:22 AI will be help people understand 1:57:47 Be loud about your concerns

ELON CLIPS

6,379,688 görüntüleme • 1 yıl önce

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

160,056 görüntüleme • 4 ay önce

E131: Diogo Mónica: Why DEFI will NEVER WORK, unless these two things change! Diogo Monica is the General Partner at Haun Ventures, President at NEAR Foundation, and the co-founder of Anchorage Digital ⚓. Join me for this captivating 2-hour conversation with Diogo - a crypto founder turned VC, now backing the next wave of blockchain innovation and driving mainstream adoption through Anchorage Digital, the first federally chartered crypto bank in the U.S. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter (🐱, 🐐), KAST, Bitwise, Sui, Mantle, Forza! BTC 2:44 Beauty Privilege Is Real 3:26 Why Fitness Builds Trust 8:30 Who is Diogo Mónica? 9:56 Self-Custody with Trezor 10:48 Silicon Valley Changed Everything 12:03 Why I Left San Francisco 15:52 The Crypto Traveling Circus 18:31 Stablecoins & FinTech Founders 20:36 Ambition Through Discomfort 23:17 Retirement Is a Myth 25:25 The Evolution of Jack Dorsey 27:37 The Cost of Working Sundays 29:10 Working Sundays & Culture 33:51 Missionaries vs. Mercenaries 36:26 The Loneliness of Founders 38:09 Why Starting Is Easier Now 40:32 Watching Your Team Disappear 43:13 Hiring Self-Starters Only 45:29 Why Most Startups Fail 51:56 Is Life a Single-Player Game? 53:28 The Struggles of Solo Founders 55:43 The $1.5M Bitcoin Mistake 58:13 The Magic of Zero to One 58:50 Why Zero to One Needs In-Person 1:00:02 Scaling From One To Hundred 1:00:54 From Employee To Multi-Founder 1:05:10 Proactive Mental Health Care 1:06:24 Starting Couple Therapy Early 1:07:24 Founder Burnout Is Common 1:09:33 Entrepreneurs Becoming VCs 1:10:35 Founder Vs. Venture Investor 1:12:41 Why VCs Seem Arrogant 1:15:13 Why Founders Make Bad VCs 1:16:20 VCs Have Higher Expected Value 1:19:01 The Accountability Gap In VC 1:21:19 Why I Joined Haun Ventures 1:23:39 Balancing Work And Family Life 1:26:42 When Family Changes Priorities 1:28:26 What Does Enough Mean? 1:30:24 Balancing Happiness and Anxiety 1:32:35 Contrarian Views on AI 1:34:04 Changing Minds Through Debate 1:37:41 The New Default Career Path 1:39:07 Crypto’s Incentive Problem 1:42:07 Prediction for the Next 12 Months 1:43:30 Concluding Remarks

MR SHIFT 🦁

73,196 görüntüleme • 11 ay önce

My first interview with Shuo Wang (), Co-Founder & CRO of deel. 1:08 Designing Deel To Scale Quickly 3:28 Why Companies Should Go Global Early 7:30 Building Deel’s Sales Team 10:33 Why Shuo Loves Sales 14:44 Pivoting 3 Times During YC & Being Shameless 19:06 Dreaming About Intercom 22:04 Solving Payment Delays Early On 25:11 Joining YC As A Crypto Payment Platform For Content Creators 32:37 How To Make Decisions Before You Have Data 36:30 Why It Was So Painful To Open Corporate Entities During Covid 39:57 Thinking Outside The Box 44:15 Why Covid Was “A Lifetime Opportunity” For Deel 46:11 Deel Speed 47:55 Argentina & Brazil 50:07 Interviewing Deel’s First 400 Employees 51:33 Screening For Happiness 52:59 Creating Ghost Busters (Special Projects Team) 59:16 Having A Co-Founder You Can Rely On 1:03:31 Why Offsites Are Important 1:06:07 Torturing Yourself Into Greatness 1:07:20 Learning How To Run A Business From Her Mom 1:11:26 Growing Up In China With Her Grandparents 1:15:51 Moving To The United States At 16 1:24:13 Building An Air Purifier Company In China 1:30:18 Being An Outsider In Silicon Valley 1:31:08 Focusing On One Product vs. Building Multiple Products 1:32:46 What PMF Was Like At Deel 1:34:46 How Shuo Thinks About Risk 1:37:18 Understand The Problem, Not The Solution 1:42:08 Creating An 11-Star Customer Experience 1:43:44 What Makes Alex Special 1:46:00 Poker 1:46:43 Always Look At The Positives Even In Tough Situations

Ti Morse

117,849 görüntüleme • 6 ay 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

MR SHIFT 🦁

164,259 görüntüleme • 11 ay önce