aerospace

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 15, 2024 by Delian Asparouhov · across every show →

Everything said about aerospace, oldest first

Mar 15, 2024 bearish
Prediction Not checkable as stated
Aerospace venture opportunity window may be closed for five to seven years
“There's a world now where we don't necessarily invest in aerospace for another, you know, sort of 10 years. And so, you know, sometimes, you know, some of these movements, I think, you know, can sometimes be a bit mistimed where, you know, I think the, you kno…”
Delian Asparouhov Mar 15, 2024 ▶ 43:21 Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
Jun 12, 2025 neutral
Insight
Slattery: Maritime, nuclear, and aerospace share identical core telemetry needs
“What we're seeing, you know, maritime, nuclear, aerospace, is that we're not getting bombarded with a million different maritime-specific feature requests. Right. We're seeing a lot of commonality across these industries. Folks want the same answers. They want…”
Stephen Slattery Jun 12, 2025 ▶ 58:58 Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
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