Rolls Royce

company on 21 shows · 15 statements across 11 episodes · said 105 times in 52 episodes since 2016

Founders 49 TBPN 8 Capital Allocators 5 Top Founders 5 Acquired 4 Lenny's Podcast 4 We Live to Build 2 the Startup Ideas Podcast 2 the Pitch 1 Another Podcast 1 BigDeal 1 My First Million 1 WTF is with Nikhil Kamath 1 Invest Like the Best 1 Catalyst 1 the Y Combinator Startup Podcast Cheeky Pint the MAD Podcast the a16z Podcast All-In 20VC

Mentions by year, every show

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00308601520162017201820192020202120222023202420252026episodesmentions
081520162017201820192020202120222023202420252026episodes it came up in
002.57.551520162017201820192020202120222023202420252026episodesmentions per episode

Founders 49TBPN 8Top Founders 5Capital Allocators 5Acquired 4Lenny's Podcast 4We Live to Build 2the Startup Ideas Podcast 27 more shows

2026 10 mentions in 7 episodes 1 per episode
2025 8 mentions in 7 episodes 1 per episode
2024 53 mentions in 12 episodes 4 per episode
2023 6 mentions in 5 episodes 1 per episode
2022 2 mentions in 2 episodes 1 per episode
2020 1 mention in 1 episode
2018 3 mentions in 3 episodes 1 per episode
2017 2 mentions in 2 episodes 1 per episode
2016 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

15 statements about Rolls Royce, every show

Y COMBINATOR Assertion Not checkable as stated
Scholl: Major aerospace incumbents lack co-located design and manufacturing shops
“This is a room that does not exist at GE or Rolls-Royce or Boeing or any other large aerospace company.”
Blake Scholl Jul 28, 2026 ▶ 16:15 Blake Scholl: Breaking the Supersonic Ban · Y Combinator
CATALYST Assertion Supported
Rolls-Royce found quantum fluid dynamics outperformed theoretical predictions
“Rolls-Royce, who makes very good jet engines, are starting to examine what they can do for their computational fluid dynamics programs, what quantum can bring to the table. It was interesting. They got some cool results, but what I really liked about their exp…”
Bob Sorenson Jul 16, 2026 ▶ 29:48 When will quantum computing have its breakout moment?
TOP FOUNDERS Disclosure
Bladen: Kadence manages workplaces for 600 companies including Boeing and Revolut
“So WeWork with about 600, WeWork, 600 companies around the world. Think Boeing, Bombardier, Rolls-Royce, Porsche, Revolut, helping them manage their own workplaces.”
Dan Bladen Apr 15, 2026 ▶ 0:57 Kadence Reaches $15M ARR Managing Hybrid Work for Revolut & Boeing
Ayer: WCM Sold Louis Vuitton and Costco to Buy Rolls-Royce
“I mean, you're selling names like Louis Vuitton and Costco and buying names like Rolls Royce and Siemens Energy.”
Sanjay Ayer Oct 27, 2025 ▶ 15:23 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Sundheim: US markets price turnaround stories far faster than Europe
“Like, the U.S. Is pretty quick at, like, seeing change happening, and then pricing in that change. In Europe, I find you know, once a company, like a company like Rolls had underperformed for so long, I guess that European mutual funds, they just kind of got i…”
Dan Sundheim Oct 22, 2025 ▶ 44:02 Dan Sundheim of D1 Capital on the art of public market investing
Morfit: Shifting software capital allocation beats fixing industrial manufacturing costs
“It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65. Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have an…”
Mason Morfit Sep 29, 2025 ▶ 56:15 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
ALL-IN Assertion Partly supported
Chamath: UK and China hold golden votes in companies like ByteDance and Rolls-Royce
“If you look inside of the UK, there's a bunch of aerospace and defense companies, including Rolls-Royce, that have a very tight coupling with the UK government. They have a golden vote. If you look in China, companies like ByteDance and CATL have a very tight …”
Chamath Palihapitiya May 31, 2025 ▶ 1:18:33 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
20VC Opinion
Stan Boland: Rolls-Royce stock surge is just beginning due to defense demand
“Probably Rolls-Royce, actually because I do think defense is gonna be a big kicker in terms of demand so the air engine business and the, I mean, it's actually gone like a rocket this year anyway, that stock, I mean, it's gone like three X this year but I actu…”
Stan Boland Apr 10, 2025 ▶ 1:21:17 Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
FOUNDERS Insight
David Senra: Build world-class businesses by refining existing products, not inventing
“You can actually build world-class products and an amazing business without having to invent anything new. His main talent was an ability to observe, Think about and then improve on existing machines and products.”
David Senra Feb 7, 2024 ▶ 2:00 The Biography of The Founder of Rolls-Royce
FOUNDERS Insight
Senra: Enduring quality brands always trace back to an obsessive founder
“Inevitably, whenever you hear a brand that is known for quality, a brand that in many cases outlives the original founder, right? Whether it's a Ferrari, a Rolls-Royce, an Apple, An Estee Lauder, a Chanel. You can always tie it back to one insanely dedicated a…”
David Senra Feb 7, 2024 ▶ 14:47 The Biography of The Founder of Rolls-Royce
FOUNDERS Assertion Supported
Rolls-Royce concentrated all engineering resources on a single car model
“The other vital early decision made by the new company was to concentrate on one model. And now that Royce had produced a model superior to all its rivals, Rolls Royce would devote its energies exclusively to this model. Instead of diluting his skills over thr…”
David Senra Feb 7, 2024 ▶ 16:42 The Biography of The Founder of Rolls-Royce
FOUNDERS Assertion Supported
Rolls-Royce operated across three dispersed hubs for design, management, and manufacturing
“The control of the company was vested in three widely dispersed groups. All designing was carried out in the south of France. That's where Royce is. All the directors except Royce were based in London and all the production stayed at the Derby works”
David Senra Feb 7, 2024 ▶ 28:25 The Biography of The Founder of Rolls-Royce
FOUNDERS Assertion Partly supported
Henry Royce's French design office banned telephones to eliminate distractions
“To ensure a minimum of distraction, the office was forbidden the luxury of a telephone.”
David Senra Feb 7, 2024 ▶ 29:12 The Biography of The Founder of Rolls-Royce
ACQUIRED Assertion Supported
Virtually No Aircraft Manufacturers Make Their Own Engines Today
“That's interesting that the value chain evolved this way, where basically no aircraft manufacturers to this day make their own engines. In commercial, you've got Rolls-Royce, GE, but every single one of these Lockheed planes, the engines are made by someone el…”
Ben Gilbert May 30, 2023 ▶ 21:55 Lockheed Martin (Audio) · Acquired
ANOTHER PODCAST Assertion Supported
Evans: Rolls-Royce car and aero companies split from single piston engine roots
“The reason there's a car company called Rolls-Royce and an aircraft engine called company called Rolls-Royce is that they used to be the same company because until jets came along, it was basically the same technology that, you know, big piston engines certain…”
Benedict Evans Nov 29, 2020 ▶ 3:46 F1 - the plane that never takes off

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