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Valued at $30.5B, I asked Anduril CEO Brian Schimpf (Brian Schimpf), pressing questions about IPO rumors & the fake SPVs.. But more importantly, "do you think you're undervalued?" "I always think we're undervalued.. That's another lesson I learned from Karp: 'you're always undervalued.' ..if you think we're gonna continue... to grow & the world is gonna need more of what we're doing, we are undervalued. ..But I'd put my money, & most of our investors would put their money, on the world needing more Anduril, not less. And that seems very likely to be true." . . . "Yeah, the SPVs are great if— as everyone is slinging Anduril stock that they don't have. My take on this is there are just a handful of these growth companies that are doing very well in an outrageously large market with incredible momentum and a track record of success. We are one of those few companies that are still private, and that creates a ton of demand and interest. And it's a good problem. It means we just have unlimited capital to go grow as fast as we need to. It's a great spot to be." MO: "I don't know if it's the AI hype bubble, but all these massive valuations make me believe that Anduril's incredibly undervalued. What do you think?" "I always think we're undervalued. That's another lesson I learned from Karp: you're always undervalued. But it really just boils down to, if you think we're gonna continue to grow and the world is gonna need more of what we're doing, we are undervalued. If somehow you think the world is gonna say, "No, we're stopping and we're going back to the old world," then we're probably overvalued. But I'd put my money, and most of our investors would put their money, on the world needing more Anduril, not less. And that seems very likely to be true."show more

Molly O’Shea

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Mikel Arteta on how he handles transfer speculation with his players: "Very simple. Whatever you read, if you have a question, come and knock on my door and I will tell you whether it is true or not. If we put now the catalogue on all these walls about all the players that we wanted in the last three months, I think we need the whole building to put it on. So I think they know that there's so much speculation with a lot of players. "If ever they feel the doubt of what we think of them and if we're going to recruit a player, I tell them straight away. Normally I do it - so, 'we're going to sign somebody in their position', and normally tell them that these are the plans and these are the reasons why we have the plans. 'We still believe the same in you, but the competition is going to increase.' I prefer to do it that way."

Mikel Arteta on how he handles transfer speculation with his players: "Very simple. Whatever you read, if you have a question, come and knock on my door and I will tell you whether it is true or not. If we put now the catalogue on all these walls about all the players that we wanted in the last three months, I think we need the whole building to put it on. So I think they know that there's so much speculation with a lot of players. "If ever they feel the doubt of what we think of them and if we're going to recruit a player, I tell them straight away. Normally I do it - so, 'we're going to sign somebody in their position', and normally tell them that these are the plans and these are the reasons why we have the plans. 'We still believe the same in you, but the competition is going to increase.' I prefer to do it that way."

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lando asked whether his relationship with oscar changed: “it's still the same. and i think we both are happy that that's how it is. it's because we both have a lot of respect for one another and we both understand the position that we're in. and we both treat the world of driving versus just personally what we're like away from the track, quite differently. that's how i've always been. i feel like i've always gone on well with my teammates since go-karting. i've always wanted to because it just makes my life more fun, more enjoyable and that's also why i'm here. it's because i love what i do, so the more i can do that, the better. but we still just very much understand that we're here, we work for mclaren, we want the best for the team. we work very hard and as drivers always do, you try and maximize your own performance more than anything. but then when we step out of the car, we can still have a joke. we still have laughs in our debriefs, and we still enjoy everything away from the track. so, no i think it's still better than ever in many ways. i think we're still very different people. he's very just calm down to earth, very relaxed, always looks just cool, and that's something i also admire quite a bit, is how just plain sailing he is with a lot of things. it's a good attribute to have. always hard to read what mood he's in, but i think probably for me, you see more visually kind of the moods i'm in. but otherwise, it's not like we go play golf together and do things like i have done with carlos, daniel i didn't play golf with. but we're still different people, but in terms of relationship, we get along well. we still work together well and i think it's still better than it's ever been”

lando asked whether his relationship with oscar changed: “it's still the same. and i think we both are happy that that's how it is. it's because we both have a lot of respect for one another and we both understand the position that we're in. and we both treat the world of driving versus just personally what we're like away from the track, quite differently. that's how i've always been. i feel like i've always gone on well with my teammates since go-karting. i've always wanted to because it just makes my life more fun, more enjoyable and that's also why i'm here. it's because i love what i do, so the more i can do that, the better. but we still just very much understand that we're here, we work for mclaren, we want the best for the team. we work very hard and as drivers always do, you try and maximize your own performance more than anything. but then when we step out of the car, we can still have a joke. we still have laughs in our debriefs, and we still enjoy everything away from the track. so, no i think it's still better than ever in many ways. i think we're still very different people. he's very just calm down to earth, very relaxed, always looks just cool, and that's something i also admire quite a bit, is how just plain sailing he is with a lot of things. it's a good attribute to have. always hard to read what mood he's in, but i think probably for me, you see more visually kind of the moods i'm in. but otherwise, it's not like we go play golf together and do things like i have done with carlos, daniel i didn't play golf with. but we're still different people, but in terms of relationship, we get along well. we still work together well and i think it's still better than it's ever been”

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Cowboy CEO Baiju Bhatt on why orbital data centers won't just be a SpaceX monopoly. "We're working on it. I think that if there's enough commercial demand for this, and there are enough dollars flowing to this, I think that capitalism is efficient, right?" "I think that as we look at, at least in the US, data centers are not very popular. They're actually quite unpopular, right? "And the intersection between these massive build outs, as we look out to the amount of capacity that people want—we're still kind of the early innings of this stuff." "The frustration from the US population, I see this probably getting worse before it gets better, which means that if AI wants to eat a ton of energy, it's gonna need some other places to get it." "So I think there is a degree of inevitability, not just to data centers in space, but also the other ways of powering AI." "And I think if there's enough commercial activity, you're gonna see a lot of people try to do it. And like I said, we're also doing it." With Mo Islam at the NYSE 🏛

Cowboy CEO Baiju Bhatt on why orbital data centers won't just be a SpaceX monopoly. "We're working on it. I think that if there's enough commercial demand for this, and there are enough dollars flowing to this, I think that capitalism is efficient, right?" "I think that as we look at, at least in the US, data centers are not very popular. They're actually quite unpopular, right? "And the intersection between these massive build outs, as we look out to the amount of capacity that people want—we're still kind of the early innings of this stuff." "The frustration from the US population, I see this probably getting worse before it gets better, which means that if AI wants to eat a ton of energy, it's gonna need some other places to get it." "So I think there is a degree of inevitability, not just to data centers in space, but also the other ways of powering AI." "And I think if there's enough commercial activity, you're gonna see a lot of people try to do it. And like I said, we're also doing it." With Mo Islam at the NYSE 🏛

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EARHARDT: We have to fight back. So when you say you don't think America has the appetite to do what we're seeing tonight, I think we do. I think we're ready to see this. TRUMP: Part of the problem is they read the fake news. Because Fox is great. That's the way it should be covered. And if was covered that way, the public would say, 'Wow, what a great situation this is.' We are stopping a very evil nation.

EARHARDT: We have to fight back. So when you say you don't think America has the appetite to do what we're seeing tonight, I think we do. I think we're ready to see this. TRUMP: Part of the problem is they read the fake news. Because Fox is great. That's the way it should be covered. And if was covered that way, the public would say, 'Wow, what a great situation this is.' We are stopping a very evil nation.

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"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"

"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"

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Trump: "If this country is not allowed to have tariffs, if this country is not allowed to have the president negotiate on behalf of it with tariffs, we are put in a position where we're gonna be a third world country. We can't let that happen. I think it's the most important case that we are gonna have for many many years to come."

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William got margin called and pledged over $1B of his own stock to fund Column. He explains why extreme personal risk is what makes great founders, and why we see less of it today: "I think that the good founders bet on themselves and take an extreme amount of risk to do that. The extreme amount of risk part is something that we no longer have. But when there's literally only one door in front of you. You don't have a choice, and that fear and innate desire creates another part of you. It creates creativity, it creates inspiration. It's extremely valuable part of the founder journey. And in many ways, Silicon Valley we've actually removed that. I don't know why we don't talk about it more. If you go back to pre 2008, you're on the edge of the knife. We don't create environments where a founder has to bet themselves. I think starting companies are just too f**king safe. It's caused a lot of companies to be super safe companies like, we're gonna pivot to AI...that's not bold, that's not ambitious. It's because we are attracting founders that actually want to be employees. They don't think if I don't pull this off, I'm going to become bankrupt. My life is over and I think that's pretty healthy. That's when you bring out the rawness of humanity and I don't see that very much anymore. The weird thing is an early stage employee takes way more risk than an early stage founder. And I don't think we should actually de-risk the early stage employee. I just think we need to increase the risk for founders. I think we need to make failure much more expensive."

William got margin called and pledged over $1B of his own stock to fund Column. He explains why extreme personal risk is what makes great founders, and why we see less of it today: "I think that the good founders bet on themselves and take an extreme amount of risk to do that. The extreme amount of risk part is something that we no longer have. But when there's literally only one door in front of you. You don't have a choice, and that fear and innate desire creates another part of you. It creates creativity, it creates inspiration. It's extremely valuable part of the founder journey. And in many ways, Silicon Valley we've actually removed that. I don't know why we don't talk about it more. If you go back to pre 2008, you're on the edge of the knife. We don't create environments where a founder has to bet themselves. I think starting companies are just too f**king safe. It's caused a lot of companies to be super safe companies like, we're gonna pivot to AI...that's not bold, that's not ambitious. It's because we are attracting founders that actually want to be employees. They don't think if I don't pull this off, I'm going to become bankrupt. My life is over and I think that's pretty healthy. That's when you bring out the rawness of humanity and I don't see that very much anymore. The weird thing is an early stage employee takes way more risk than an early stage founder. And I don't think we should actually de-risk the early stage employee. I just think we need to increase the risk for founders. I think we need to make failure much more expensive."

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🚨Trump about Greenland: We're talking about acquiring not leasing. TRUMP: We're talking about acquiring not leasing. Not having it short-term. We're talking about acquiring. And if we don't do it, Russia or China will and that's not gonna happen when I'm president. Q: Are you going to increase the amount of military bases on Greenland in the meantime? TRUMP: Well, we have bases on Greenland. Q: Yeah. Are you gonna make, do more? TRUMP: We put a lot of soldiers there right now if I want, but you need more than that. You need ownership. You really need title as they say in the real estate business.

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NRG Strong on the lessons they can take away from their loss to Paper Rex: "I would say the major lesson we probably had was the importance of setting up the players for success. I don't think we did as well as we could today. Maybe there's one or two things we could have done better. I think the major lesson, to be fair, is that our fundamentals are strong. We didn't play badly at all today. But because of how we are as a team, it can always come down to very tight margins. We're a team that doesn't generally blow teams out. We're a team that is so, so good at grinding out rounds and doing that sort of stuff. So I think the big lesson is: we're good, our fundamentals are good, we just have to be tight, and we just can't let anything for error slip in. There are lessons to be taken from this. This wasn't a bad loss. You get bad losses sometimes. It didn't feel like, 'Oh, we don't know what went wrong.' No, we know what went wrong. It's one or two small things, and it's things that we can adapt to, and it's things that will be better under different circumstances, and things that we can make the circumstances better for as well. So yeah, I think that would be the big lesson. We just have to be tight in these circumstances and there's no room for error on our end. That's a big, big, big thing."

NRG Strong on the lessons they can take away from their loss to Paper Rex: "I would say the major lesson we probably had was the importance of setting up the players for success. I don't think we did as well as we could today. Maybe there's one or two things we could have done better. I think the major lesson, to be fair, is that our fundamentals are strong. We didn't play badly at all today. But because of how we are as a team, it can always come down to very tight margins. We're a team that doesn't generally blow teams out. We're a team that is so, so good at grinding out rounds and doing that sort of stuff. So I think the big lesson is: we're good, our fundamentals are good, we just have to be tight, and we just can't let anything for error slip in. There are lessons to be taken from this. This wasn't a bad loss. You get bad losses sometimes. It didn't feel like, 'Oh, we don't know what went wrong.' No, we know what went wrong. It's one or two small things, and it's things that we can adapt to, and it's things that will be better under different circumstances, and things that we can make the circumstances better for as well. So yeah, I think that would be the big lesson. We just have to be tight in these circumstances and there's no room for error on our end. That's a big, big, big thing."

VALO2ASIA

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"Have you made a decision about the 'major strikes'...?" President Donald J. Trump: "No, I haven't. We're talking to them right now. I think they're getting more and more serious as the days go by... I consider that the smarter way, but the other's probably the easier way, doing what we're doing—and we can take that to a much higher level if we want to. We're prepared to do that, as you know. We're locked and loaded."

"Have you made a decision about the 'major strikes'...?" President Donald J. Trump: "No, I haven't. We're talking to them right now. I think they're getting more and more serious as the days go by... I consider that the smarter way, but the other's probably the easier way, doing what we're doing—and we can take that to a much higher level if we want to. We're prepared to do that, as you know. We're locked and loaded."

Rapid Response 47

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“tomorrow there's a possibility one of you is going to be very happy and one a bit less happy. have you guys discussed that? what are the plans in place, sort of one of you doesn't bring the other one down and the other one doesn't have their nose rubbed in it?” oscar: “i don't think you need to have any discussions about things like that. one of us could win our first championship in f1. you're obviously going to celebrate that. i think we've got more than enough respect between each other to appreciate the work of the person that loses tomorrow and there's going to be nothing but respect either way. i think also whoever's on the losing side, it would be unfair to expect the person who's won to not celebrate. i don't think you need any conversations. i think we're adults and we've got enough respect between us to know what's right” lando: “yeah, oscar said it well. i think it's not a conversation that needs to be had and i think we both understand each other and are respectful enough of one another. i think we both understand that no one would do anything in a bad way or anything to make the other feel worse. i think we both respect what we do every single weekend, every quali, every race that we go out and race together. but that's the same off the track, we're two different guys but we get along and that's what we need”

“tomorrow there's a possibility one of you is going to be very happy and one a bit less happy. have you guys discussed that? what are the plans in place, sort of one of you doesn't bring the other one down and the other one doesn't have their nose rubbed in it?” oscar: “i don't think you need to have any discussions about things like that. one of us could win our first championship in f1. you're obviously going to celebrate that. i think we've got more than enough respect between each other to appreciate the work of the person that loses tomorrow and there's going to be nothing but respect either way. i think also whoever's on the losing side, it would be unfair to expect the person who's won to not celebrate. i don't think you need any conversations. i think we're adults and we've got enough respect between us to know what's right” lando: “yeah, oscar said it well. i think it's not a conversation that needs to be had and i think we both understand each other and are respectful enough of one another. i think we both understand that no one would do anything in a bad way or anything to make the other feel worse. i think we both respect what we do every single weekend, every quali, every race that we go out and race together. but that's the same off the track, we're two different guys but we get along and that's what we need”

ray

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We're not gonna drain the Great Salt Lake. That's ridiculous. We are gonna create incremental jobs. This is not gonna destroy air quality because we don't have the option to do that. That's controlled both state and federally, and we don't want to do that. That's not what we wanna do. I want this to be the example of what we can do all across the country. This is not going to be my only project. But in order to do that, we have to prove it, and we're not building 40,000 acres of data centers. That's the size of the land parcel. So saying it’s twice the size of Manhattan is ridiculous. We're building very slowly and incrementally, and everybody around us nationally and internationally can see what we're doing. It'll be totally transparent, and we want it to be the shining example of how you do this.

We're not gonna drain the Great Salt Lake. That's ridiculous. We are gonna create incremental jobs. This is not gonna destroy air quality because we don't have the option to do that. That's controlled both state and federally, and we don't want to do that. That's not what we wanna do. I want this to be the example of what we can do all across the country. This is not going to be my only project. But in order to do that, we have to prove it, and we're not building 40,000 acres of data centers. That's the size of the land parcel. So saying it’s twice the size of Manhattan is ridiculous. We're building very slowly and incrementally, and everybody around us nationally and internationally can see what we're doing. It'll be totally transparent, and we want it to be the shining example of how you do this.

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Most people think what keeps a company going is the mission or the money. Founder of DoorDash Tony Xu (Tony Xu) disagrees: "I think it's really important and undervalued to have genuine friends at work. This can't just be about financial success or commercial success or some professional success on the resume. There is this adventure that we're on, on this worthy, eternal mission. At least we're going to die trying. Worst case, we're going to die trying. What gets you through the next day isn't thinking about DoorDash as much as I just want my teammate to be successful."

Most people think what keeps a company going is the mission or the money. Founder of DoorDash Tony Xu (Tony Xu) disagrees: "I think it's really important and undervalued to have genuine friends at work. This can't just be about financial success or commercial success or some professional success on the resume. There is this adventure that we're on, on this worthy, eternal mission. At least we're going to die trying. Worst case, we're going to die trying. What gets you through the next day isn't thinking about DoorDash as much as I just want my teammate to be successful."

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