VC silentvc.com โข Investor @EreborBank @Saronic @CastelionCorp @CHAOSdefense @GoToImpulse @BasePowerCo @HadrianInc @Armada_AI @AMCAinc @GallatinAI
Joined June 2019
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18 Nov 2022
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Iโm a 2x founder and early stage space, defense, and frontier tech investor.
See what Iโm up to โคต๏ธ jacksonmoses.com
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Amen
I have many more issues with Ilhan Omar being worth $30 million than Elon being worth a trillion.
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Wow. @RoKhanna is loaded, but shields his assets in a trust and other tax advantaged vehicles. Even still, heโs advocating confiscating 5% of @elonmuskโs wealth. Crazy.
Ro Khanna's ~$233 million net worth (mostly from family trusts per disclosures) is roughly 1,200 times the median U.S. household net worth of ~$193,000 (Federal Reserve SCF data). That's about 220 times the mean of ~$1.06 million.
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The beauty of America, and only America, is that capitalism drives outcomes like this. Innovation is rewarded by our markets. Build something of extreme value? Great. Youโre rewarded. Do it remarkably well? bbecome a trillionaire. Good stuff, Elon. Hereโs to more trillionaires ๐ป
Jun 12
I think itโs fucking insane that no one making our laws sees any potential problems with a single citizen possessing more wealth than 176 of 195 countries
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Brian is authentic to his core. I greatly admire his no BS attitude. Iโve learned much from him in so little time. Glad this OG is mentoring GPs. He will win. GPx is a strategy all platforms will attempt to copy 5 years from now. Donโt think theyโll be successful though.
Jun 11
NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people*
SpaceX is the reason he joined Founders Fund in 2008
"If SpaceX didn't work, Founders Fund would not exist."
From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, @briansin's whole framework is one question:
Is this the best founder in the world at their particular thing?
We get into:
- What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals
- Why a 3x fund loses to the S&P
- How a lifetime of strategy gaming shapes how he reads founders & now GPs
- Why he bets against the end of the world every time
- Why he's bullish on N-of-1 human cultural artifacts in an AI world
- Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people
Thank you to @mlevchin, @traestephens & @ScottNolan for great questions
๐๐๐๐๐๐๐๐๐๐
(00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund
(00:42) Founders Fund
(02:09) Max Levchin's unfiltered questions
(05:25) How gaming shaped his investing
(06:11) Joining Founders Fund in 2008
(07:34) Silicon Valley's most fascinating characters
(09:29) Lessons from Peter Thiel
(11:26) Building a culture of conviction
(11:59) The art of spotting A founders
(13:55) Trae's biggest lesson from Peter Thiel
(14:41) Is socialism a threat to America?
(15:58) Why capital is leaving California
(17:03) The obsession with Hawaii
(20:59) The Founders Fund playbook
(24:51) "If SpaceX didn't work, Founders Fund would not exist"
(26:03) Why Elon is one of one
(27:30) Why everyone knew Starlink would win
(28:42) Inside Founders Fund's biggest bets
(31:06) The Founders Fund founder archetype
(33:25) Backing fund managers instead of startups
(35:22) The new generation of GPs
(36:34) The most authentic people in tech
(41:38) Why other VCs aren't the audience
(44:05) Music, Memorabilia & N-of-1 Artifacts
(46:25) The story behind Brian's music studio
(49:22) What's next for Brian?
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Rio Grande River
Is it pronounced:
Rio Grand
Or
Rio Granday
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I'm left speechless by @Saronic. Talented team. Great products. Exceptional outcomes. This is why we do it.
On Monday evening, and without incident, Saronic's Corsair vessel autonomously searched for, identified, and rescued two Army AH-64 Apache pilots in the Hormuz Strait. This marks DoW'sย first publicized useย of an ASV to locate and retrieve downed aircrew in a real-world military operation.
We are beyond privileged to count @MavrookasD and his incredible team as members of the @SilentVentures family.
God bless our troops ๐บ๐ธ
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If you canโt fly it, donโt buy it.
Why People Love the Cirrus Vision Jet:
-Low cost to operate ($1500/hr)
-Low purchase price ($1.9-$3.9M)
-Easy to fly yourself
-Spacious Interior
Why Some Dislike It:
-Range limited, especially with full seats
-Seats face forward
-Relatively slow
-4 adult seats w/ pro pilot
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Still generousโฆ
We value SpaceX at $63 per share, a 53% discount to the upcoming IPOโs offering price.
Even giving SpaceX the benefit of the doubt in several key forecasts, only the most optimistic โMoonshotโ scenario approaches the IPO offering price. spr.ly/6010B8Iqtr
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Art in motion. The Mitsubishi F-15 Eagle is the pride of Japanโs Air Self Defense Force. So much so that a select few receive celebratory paint jobs inspired by Japanese culture. These designs range from ukiyo-e-inspired depictions of Mt. Fuji to dragon motifs and blooming sakura.
Later this week: a post about U.S. designs ๐บ๐ธ
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No joke walked into a GP meeting on Sand Hill road back when I was building Spectrum AI. Halfway through the Managing Partner pulls out his phone, opens YouTube, and proceeds to show me a police shootout that had been trending. Needless to say we didnโt take their money.
Jun 2
I was once pitching in a board room at a top 3 VC firm for a $15M Series A.
12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30 minutes. Nobody acknowledged it. Everyone just kept going.
I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.
You might fly across the country to perform for people who may or may not be conscious.
It's a dance.
And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.
If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.
No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.
It is weird.
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Bitcoin is gonna crash as SpaceX, Anthropic, and OpenAI IPO. Itโs a wealth transfer. Liquidity has to come from somewhere.
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Retail investors are not pricing in the new scrutiny SpaceX will be under as a public company and the cost of failure vs. private markets. Starship explodes on launch or re-entry, stock falls 15%. Aside from the structurally low float, expect major volatility following the IPO.
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TFW your political message hinges on calling Trump and Republicans Nazis, but your party is actively promoting a Senator with a swastika tattoo like itโs normal @DNC. theatlantic.com/ideas/2026/0โฆ
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Nuts the opportunity squandered by @BostonDynamics. Thanks political correctness.
Jun 2
Introducing RX-1, our experimental European robotics platform. Every step the quadruped takes is a step toward Europeโs technological sovereignty. We make it available to academic labs across Europe.
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Really unfortunate. I so respected the Benchmark partnership for never drifting outside their strike zone. $400M after $400M was their sweet spot. Not becoming a platform like Sequoia or Accel is what enabled real alpha. Looks like this era is coming to an end.
Jun 3
Scoop: Benchmark has raised $2 billion across two new funds, including its first growth fund, a big shift for a firm that spent decades defending a smaller, focused approach to venture investing. Details here:
wsj.com/finance/investing/siโฆ
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Immaculate vibes from @ereborbank. Is your bank unapologetically patriotic? No? Time to switch.
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Proud that @SilentVentures has backed so many transformative defense tech companies over the years. Including personal investments, we have 10 standouts in @SVDG_official's 2026 NatSec 100 list.
On behalf of the fund, I'd like to tip my cap to the patriots at:
2. @Saronic (since Seed)
9. @Castelion (since Pre-Seed)
15. @HadrianInc (since Pre-Seed)
17. @GoToImpulse (since Series B)
18. @ChaosDefense (since Series A)
45. @Firestorm_Labs (since Pre-Seed)
I'm confident we'll see the following emergent defense tech companies on SVDG's 2027 NatSec 100 list:
@ereborbank @basepowerco @armada_ai @harbingermotors @GallatinAI @AeonIndustrial @Furientis @traysartech @DominionDynamic @SwarmAero
Keep up the momentum, America ๐บ๐ธ
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Local, decentralized compute is also a way to circumvent multi-year lead time, red tape data center buildouts.
Jun 1
The laptop hasn't changed in 30 years. NVIDIA just changed it
RTX Spark is their first PC chip ever.
- RTX 5070 level GPU
- 128GB unified memory
- 1 petaflop of local AI
- thin, light, barely throttles unplugged
Your AI agent lives on the machine. 24/7. No cloud.
This is step one of the agentic AI PC, and everyone else is about to copy it.
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Absolute ๐ฅ from @ndrewpignanelli
One is not like the other lol
We're at "comparing an insurance company to the manhattan project" stage of the cycle
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