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819 Photos and videos

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@sourceryy

.@Starcloud_ CEO @PhilipJohnston expects SpaceX to have a "near monopoly on launch" for the next 5–10 years: "Starship is way ahead of any other program." "The manufacturing that they're ramping up is insane—like building three Starships per day potentially with their gigafactories." "The problem with Blue Origin's rocket is, they don't have a reusable upper stage. As I understand, they're not even really trying to build a reusable upper stage." "The way they talk about pricing is they say, 'We will be as good as the next best price from Falcon 9.'" "Which, for people who don't know, the next best price from Falcon 9 is like 5x the price of Falcon 9."

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SpaceX's 1st employee Tom Mueller @lrocket on what makes @elonmusk so successful: "He just energizes you. He's got this infectious enthusiasm and gets you hyped up to go do crazy stuff." "It's all about urgency and getting it done. He really gets the best out of everybody." "He's also really good at finding and recruiting talent. The key to success is having a great team." " That's why that company is so incredible." "Elon's great to work with."

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SpaceX employee #13 @_Eric_Romo describes the moment @elonmusk and SpaceX knew they had to become vertically integrated: "They're canonically so vertically integrated now. But at the time, we were outsourcing basically everything." "Any time we would need some new part built, it was like, 'Send the drawing to the vendor and get it built.'" " Maybe two weeks later, if you're lucky, you get this part back." "One of the [vendors] was always the quickest, pretty cost-effective, and very communicative. We were really reliant on this one." "I remember sitting in the bunker in Texas underground with @lrocket and the team, and we get a call from that vendor and he's like, 'Hey sorry, but we're shutting down. We're closing our doors.'" "We realize we have to go hire as many people from that vendor as we can, and we have to build up the internal capacity because that's what's going to help us iterate." " It's all stuff that seems super obvious now." "But in 2003, that was not so obvious at the time."

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Brian Singerman reacts to @traestephens saying Peter Thiel is "always right": "He's not always exactly right on timing." "But at the end of the day, he's pretty good at being correct on global macro things." "He is the best I've ever met at that."

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May 7

.@traestephens' best lessons from Peter Thiel: "The most annoying lesson is that he's always right." "I can't tell you how many times he's said something, the whole team rolls their eyes, and then five years later, Donald Trump is president." "You're like, 'Man. Peter does not miss." "When he talks, you need to take it very seriously, because he's probably onto something."

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x.com/mollysoshea/status/206…

Molly O’Shea

@MollySOShea

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 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (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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Jun 12

"@elonmusk is the only person that truly could be the CEO and CTO of a company like SpaceX." " Nobody else exists like that." " There's never been anybody like that in the history of business." — Former Founders Fund Partner Brian Singerman

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Molly O’Shea

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Jun 13

a16z Perennial's @MDB_CIO on what SpaceX employees should do with their new wealth post-IPO: "I would not go and suggest they dump SpaceX 100% immediately and go buy stocks and bonds." "I wouldn't claim to know more about SpaceX than someone that's worked there 20 years. So I would ask them, 'What do you think the prospects of SpaceX are?'"

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May 20

.@shaunmmaguire on what SpaceX employees are going to do with their new wealth from the SpaceX IPO: “There’s this meme that wives of tech billionaires go on to do NGOs and fund bad causes—SpaceX will be the literal opposite.” “These people are going to do the most amazing things with their money.” “The people that will make the most money will be the people that were there the longest. The people that have been there for 15 years—they've had to battle environmental groups and physics.” “These people are naturally frugal. They're also naturally driven by what I consider to be very positive.” “Most people that joined SpaceX over 15 years ago—they did it for the mission. Because they love space, and want to build rockets. They want to work with their hands and want to keep America competitive in the space industry.” “It's self-selected. The people that were there early didn't think it would ever become this big of a company. They didn't do it to get rich. And they got rich very slowly, with very real skills and real experience of how much of the world is designed to take money and do bad things with it.” “This group of people—we're going to see more beautiful travertine sculptures in cities, just for public art.” “I think we're going to see a lot of physical whimsy out of the SpaceX crew.”

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Jun 12

a16z’s @aleximm says the second trillionaire, after @elonmusk, will be Larry Page: “Google (Alphabet), has woken up.” “They own close to 100% of search. 100% of DeepMind. They own a mid-teens percentage of Anthropic (at least rumored). They own single digits of SpaceX.”

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Jun 13

Brian Singerman on Founders Fund investing in SpaceX after 3 failed launches: "One of my greatest startup camaraderie moments in history in my career was being able to go to the Hawthorne office when we did get the first successful Falcon 1." "It was an N-of-1 historic thing to be part of."

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Molly O’Shea

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Jun 11

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Jun 12

" If SpaceX didn't work, @foundersfund would not exist." " We bet our careers on SpaceX." " At Founders Fund, we weren't trying to do portfolio management. We were trying to put the most money into the best companies possible." — Brian Singerman on betting on @elonmusk:

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Jun 11

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Jun 11

Brian Singerman says he knew Starlink was going to become massive: "All of us knew." " We all knew that Starlink was THE business for a long time." " It's an N-of-1 company." "I'm bullish on launch going forward. But the applications of launch are where everything is at."

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Jun 7

SpaceX's 1st employee Tom Mueller (@lrocket) on Starlink & SpaceX's "hockey stick" growth: "All the naysayers said, 'There's no way they'll be profitable. They're going to crash.'" "We're looking at it the other way saying, 'This will hockey stick the stock.'" "Which it did."

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Jun 12

Sequoia's @shaunmmaguire on SpaceX's IPO: "@elonmusk is still extremely under-appreciated. He only gets 10% of the appreciation he deserves." " I first invested in 2019. Cumulatively, I've invested probably $1.2B. Across all the different funds that position's worth ~$12B today." " Hopefully in the IPO it's worth a lot more than that." " It's just the very, very beginning of the company."

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Jun 10

.@shaunmmaguire: When we invested in SpaceX, no one thought Starlink would work. "No one outside of SpaceX and a few investors were doing the systems level analysis." "If you actually ran through the system and asked what the bottlenecks were, you could figure out that it was on the verge of working." "Some of the things @elonmusk works on—there's systems level questions, and you need four or five things to all be coming together at the same time." "Most people are either too lazy to do the one month of work or don't have the ability to do it, and therefore they look at a lot of the things Elon is doing through the lens of the past rather than the present." "Elon has proven that he's probably the best person in the world at understanding when multiple breakthroughs are coming together at once and you can apply them in a new way."

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Jun 12

Brian Singerman still hasn't read the SpaceX S-1: "I wouldn't really understand what I was reading." "There's probably a lot of financial stuff in there." "To me it's just—ooh rockets, cool. @elonmusk—greatest founder in history."

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SpaceX's first employee Tom Mueller @lrocket says he first met @elonmusk by making amateur rockets in his garage: " I've done a few things in my garage."

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Molly O’Shea

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Jun 4

BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee) FULL TOUR The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse) ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond We cover: → Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life) → Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO) → Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F → Why 3D printing is "almost a cheat code" for rocket engines → In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25 → 3 spacecraft in orbit a 1,200-meter rendezvous → Starlink, iterating Merlin & Raptor, & working with @elonmusk → Nuclear propulsion, the Moon, & why compute needs to move to space 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space (00:49) Inside Impulse Space (02:32) Avionics Bay floor (02:59) Building rockets at home (03:50) Mira and Helios (08:00) Why Tom left SpaceX (09:33) The Deneb Engine walkthrough (11:42) Testing in Mojave (12:23) Favorite part of the Engine (13:30) How it's 3D Printed (14:21) Why 3D Printing changes everything (16:54) Finding Talent for COPVs (17:28) No Modern hardware without software (19:52) The Mill Turn explained (22:42) Payload Deck Design (25:28) Entering the Secret Area (30:48) Thrust, Flow Rate, & 100 Sensors (32:13) Collision avoidance in Orbit (32:57) The Electric Propulsion Chamber (34:28) Nuclear Electric is the future (38:49) Data Centers in Space (40:28) SpaceX & Starlink's Growth (41:10) Working with Elon (42:07) If not CEO, then what? (42:32) Moon matters more than Mars

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