SpaceX

“I mean, if you look at Starship, it's big, it's the actual fuselage is bigger than a seven 47.”

“So give, give SpaceX a few years. They, they'll be really consistent and a hundred percent success.”

“Steve Davis, who is a key leader at SpaceX, CEO of Boring Company. He's, he wants to help teach mechanical engineering, teach engineering at our university because, and he's doing it because he likes teaching at university, but also because he wants some of th…”

“The largest satellite manufacturer is not Northrop Grumman or Lockheed or Boeing. It's SpaceX, right? Have a factory that makes this at scale at a scale unimaginable”

“I would, if I had to guess now, I'd say, you know, 20, 35, something around there.”

“SpaceX was the first successful template to do it”

“Around 2019, the architecture started to shift towards what they call proliferation and attritability.”

“In twenty-twenty, that we were at the turning point where they started to reuse the Falcon nine rockets, and we went from being able to launch maybe once a month to about once a week.”

“But he launches about 2000 per year.”

“And in fact, the price has gone up every year since then. So they have the pricing power. Now it's still very affordable, right? Like, if you rewind to 2015 or 20 10 to launch, ah, our, like, small satellite, like Aries, you'd be looking at 10 to twenty millio…”

“Palantir and Roland, SpaceX, all had to sue the government for the first big contract, because the primes were sophisticated at selling, sophisticated protecting their interests.”

“Falcon nine, probably not. I mean, you need Starship where your upper stage you're intending to recover.”

“Anthropic and Anduril and SpaceX. These are phenomenal companies. They will be generation defining companies, and it is a good strategy to give money to ATVC and Founders Fund and Thrive to invest in these companies.”

“Got to work at Boeing during college, got to see what a cost-plus government program looked like, thousands of people going extremely slow, decided I didn't want to do that, Didn't want to go back to Boeing, instead went to SpaceX”

“I think now the company, you know, has money and can be cashflow positive whenever they want to be.”

“If you're on the critical path of schedule and you can make a one-time decision to pull in schedule by a day, like you can expedite something that's otherwise going to make us have to exist as a company for two more days, five more days, and it's worth less, i…”

“I remember getting there on day one and reading the employee handbook and on the top of page one was just a single line that was in bold. And it said this is not a science experiment.”

“And one of the examples I use Palantir and Roland, SpaceX, all had to sue the government for their first big contract, because the primes were sophisticated at selling, sophisticated at protecting their interests.”