Joined May 2020
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- Followers 987
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294 Photos and videos
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$IPFX surprised with a quick deal. Only had 1/4 of the warrant position I wanted. They had an existing relationship with @KamGhaffarian after doing the $LUNR deal. Kam still has Axiom Space private, which would be an incredible SPAC target. Big raise recently, but they’ll need a ton of capital.
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$SVIV unfortunately didn’t give cheap warrants. Filed S-1 for their next SPAC so maybe we see something soon here.
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Jun 8
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Jun 11
PODCAST: Inside IQM’s $1.7B Quantum Computing Deal with Real Asset Acquisition Corp. $RAAQ
We spoke with IQM CEO and Co-Founder Jan Goetz, and Peter Ort, CEO and Co-Chairman of Real Asset Acquisition Corp. $RAAQ about their $1.7 bn deal, announced in February.
As more quantum computing companies go public via SPACs, the industry is going global.
Jan explains why IQM has based its own business model on selling quantum computing hardware and why he believes this enhances the company’s pipeline over time.
Peter lays out the Real Asset’s team long engagement in the quantum computing space and why it chose IQM as the next big play in this emerging technology.
Give it a listen. #quantum
spacinsider.com/news/intel/p…
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Jun 10
Episode page: thespacpodcast.com/how-insti…
Apple Podcasts: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/show/36achG…
linkedin.com/posts/joshuabru…
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Jun 10
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EPISODE 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance
@JTLonsdale sits down with @ScottNolan
Lessons from SpaceX early days; building @GeneralMatter; why we rely on Russia; how we fell behind China; nuclear power in space; and more!
(00:00) Episode intro
(01:20) Boeing vs SpaceX / lessons on speed & performance
(05:20) What made SpaceX unique?
(09:05) General Matter / how to make nuclear fuel
(16:45) Disarmament and relying on Russia
(19:50) The AI energy crisis / falling behind China
(24:30) Founders Fund & energy investing
(27:15) How to scale nuclear energy
(32:00) How to fund the nuclear buildout
(36:15) Nuclear in space & new possibilities
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My latest memo on the SPAC market:
The Coiled Spring?
medium.com/p/a6cfcd9e455c
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Apr 28
Curious to see what kind of deal $SAAQ can land. Led by Peter Ort who already has deals for $DAAQ and $RAAQ. @RaphaelE2MC is Chairman for this one and should provide some useful guidance.
Apr 21
Have you looked into this team’s Space SPAC $SAAQ? Same CEO (PEO). @RaphaelE2MC Chairman
e2mc.space
I’m just finishing his book “To Infinity”.
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May 20
$CLBR Probably a lot more interest from targets for their third SPAC compared to the first two. Also not as dilutive with 1/8 wt.
Trump Jr.-linked 1789 Capital surges from $200M to $3.5B on ‘America-First’ investment push: Report
livemint.com/news/us-news/tr…
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May 15
I thought we should throw a space-themed dinner (on space investing). The dinner:
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"@Axiom_Space is an astronaut program, we're a space station company, and we're developing the suit for the Artemis program."
Jonathan Cirtain of @Axiom_Space sets the scene as Space Summit kicks off at NYSE. Watch to hear more about the future of the company and how it sets apart from competitors ⤵️
youtu.be/40kZ4zeLtME
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Apr 29
Space suits for the moon, Astronaut missions for hire, and a commercial space station for life sciences manufacturing.
My intv w/ @Axiom_Space CEO Jonathan Cirtain on the frontier in space commerce:
@CNBC @NYSE #NYSESpaceSummit
@CNBCMorningCall
cnb.cx/4cIEOc4
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Trump Media & Technology Group $DJT may-or may not-spin off Truth Social before, during or after a merger with the fusion firm TAE Technologies, per Kevin McGurn, who helped spark the fusion deal, in his first interview as interim CEO.
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Apr 26
Nunes and Swider of $RTAC resign from TMTG.
McGurn becomes interim-CEO of TMTG.
Now McGurn resigns from $MCGA and $TVA, but still CEO of $NWAX and $BLUW.
Let's get this over with.
sec.gov/ix?doc=/Archives/edg…
sec.gov/ix?doc=/Archives/edg…
$TVA 🤝⁉️ DEAL DISCUSSION:
Trump Media & Technology Group, TAE Technologies, and Texas Ventures Acquisition III Announce Discussions Regarding Spin-Off of Truth Social
globenewswire.com/news-relea…
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Apr 22
$TACO "On October 24, 2025, we entered into a non-binding letter of intent (the “LOI”) with OnMed LLC,...for a potential business combination. We did not enter into a definitive agreement with OnMed and on March 23, 2026, the LOI expired in accordance with its terms."
Mar 20
$TACO shareholders hearing “I’m hustling and would like to represent another deSpac as soon as I possibly can in the AI area, because that’s just incredible”
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Apr 22
Missed this in the 10-K recently filed.
They did the right thing and Harry out there looking for AI targets.
sec.gov/ix?doc=/Archives/edg…
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