SpaceX, every mention

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every year anyone Molly O'Shea 226Shaun Maguire 26Delian Asparouhov 23Eric Crispin 14Eric Romo 13Dan Wright 13Christian Garrett 13Michel Del Buono 12Stephen Slattery 11Ken Venner 11

Verbatim, from the transcripts: the passages where SpaceX comes up

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Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea Apr 9, 2025 · 6 mentions

  • ▶ 14:42 Zach Schendel I got a really close look at companies like SpaceX and, and OpenAI and Anduril and RAMP and these companies that were scaling really quickly, building really strong teams, kind of taking big swings at large markets and, uh, was inspired… 4 times in the scene
  • ▶ 34:52 Molly O'Shea I was actually really curious, the more that you explain the process out, compared to, let's say, like, the greater energy landscape, if, if you're seeing base as, like, the SpaceX, the Andurl of energy, how do you see where the value is…
  • ▶ 50:36 Zach Schendel And, you know, we've had top engineers from companies like Tesla and SpaceX and Android and Apple and kind of all, you know, many of the top technology companies that folks know reach out to us and say, Hey, I want to be a part of that…

Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea Mar 28, 2025 · 20 mentions

  • ▶ 7:33 Delian Asparouhov Um, the entire structure of the contract is kind of insane in that they literally just, you know, gave SpaceX the same workload, but said the price for you doing it is going to be half of Boeing. 7 times in the scene
  • ▶ 15:12 Delian Asparouhov Um, that has a phenomenal track record largely, you know, from SpaceX and some heritage from the crew and the cargo dragon project, which while much larger reentry vehicles, um, at the end of the day, you know, were reentry vehicles. 2 times in the scene
  • ▶ 20:49 Molly O'Shea Can you share some insights on this or maybe even from the customer perspective, why you would use Relativity versus SpaceX? 3 times in the scene
  • ▶ 23:37 Delian Asparouhov Um, we get regulated by the FAA, both as a part of our launch on SpaceX's rocket, as well as our re-entries.
  • ▶ 32:13 Delian Asparouhov Um, the next generation space defense prime is SpaceX. 5 times in the scene
  • ▶ 34:18 Delian Asparouhov Obviously, you know, groups like SpaceX, Palantir, and all et cetera had been for a lot or around for a very long time.
  • ▶ 37:16 Delian Asparouhov Um, and, you know, honestly, very few of these companies, outside of literally just Andrel, um, and, like, Palantir, have actually delivered on capabilities that are meaningful for the Warfighter and SpaceX.

SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea Mar 21, 2025 · 25 mentions

  • ▶ 0:47 Molly O'Shea Um, SpaceX does one pretty regularly.
  • ▶ 5:04 Molly O'Shea One 37 ventures has invested in SpaceX, Palantir, Uber, Andrel, Flexport, Figma, and more. 2 times in the scene
  • ▶ 6:37 Molly O'Shea I would assume one of these generational companies is SpaceX. 10 times in the scene
  • ▶ 10:43 Christian Garrett I mean, I think, you know, we've talked about SpaceX and Stripe Databricks. 4 times in the scene
  • ▶ 19:13 Christian Garrett Gwen Shotwell, one of the best operators, if not the best operator in industry, president of SpaceX. 4 times in the scene
  • ▶ 24:58 Christian Garrett This is why SpaceX, uh, right, you know, first, first built, uh, and really concentrated here and put their HQ here was because you had a ton of aerospace talent locally.
  • ▶ 27:16 Christian Garrett Like SpaceX, Anderle, Palantir, um, these companies were not obvious or consensus.
  • ▶ 49:17 Christian Garrett Um, SpaceX benefited a ton from the fact that the government just basically shut down NASA and Russia also invaded Crimea at the time, excuse me, not Crimea, Russia invaded Georgia at the time.
  • ▶ 58:46 Christian Garrett So, I mean, like, you know, SpaceX and Android are down, uh, down in Southern California.

How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea Feb 14, 2025 · 12 mentions

  • ▶ 4:29 Packy McCormick Uh, and so I guess like the shorter way of saying it is like SpaceX and Android for everything. 2 times in the scene
  • ▶ 35:44 Packy McCormick It's harder to kind of come in and, and, uh, as like a new startup and knock it down, you've actually probably as one of those companies that starts working, like you look at the SpaceX cap table and it's like actually amazing. 3 times in the scene
  • ▶ 41:55 Packy McCormick So like you want to be like his whole thing is they want to be the, uh, NNSA, the National Nuclear Safety Administration's, uh, 2 times in the scene
  • ▶ 46:34 Molly O'Shea Obviously space X is in a different category because now they just have recurring like tender offers and like, that's fine. 2 times in the scene
  • ▶ 59:06 Packy McCormick And he was like, no, we should do SpaceX, because they've, you know, they've done more launches. 3 times in the scene

How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea Nov 22, 2024 · 1 mention

Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea Oct 16, 2024 · 2 mentions

  • ▶ 0:20 Jeff Morris Jr. So like the SpaceX network, like those people aren't just leaving Los Angeles and moving to the barrier to start the next company.
  • ▶ 49:53 Jeff Morris Jr. The space X network, like those people aren't just leaving Los Angeles and moving to the barrier to start the next company.

Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea Oct 11, 2024 · 5 mentions

  • ▶ 35:20 Alex Kolicich You know, you had SpaceX, which was really the vanguard early on. 4 times in the scene
  • ▶ 48:23 Alex Kolicich Most of these companies I mentioned that we invested in are started by people who were actually at one of these successful companies, Endural, Palantir, or SpaceX before, or who were in military service themselves, and they know sort of…

Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea Sep 20, 2024 · 2 mentions

  • ▶ 34:46 Molly O'Shea To shift more into your areas of investment, uh, your team put out a really interesting piece that caught my eye because, you know, I'm here in LA, I'm right next to Hard Tech World, El Segundo, uh, all of the big companies like Andurl,…
  • ▶ 38:12 Molly O'Shea People are leaving SpaceX and starting companies.

Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo · Sourcery with Molly O'Shea Jul 26, 2024 · 3 mentions

John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea Jul 24, 2024 · 2 mentions

  • ▶ 2:32 John Coogan I didn't even put it together until later on, but it was like, uh, Flexport, Varda, uh, SpaceX, obviously Palantir.
  • ▶ 49:32 John Coogan They go to work at SpaceX and Meta.

Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea Jun 28, 2024 · 3 mentions

  • ▶ 30:31 Mark Suster Um, because Falcon nine, um, by SpaceX has reduced the cost per kilogram by 90% to launching payload into space. 2 times in the scene
  • ▶ 38:02 Mark Suster In the private markets behind SpaceX.

Radiant CEO Doug Bernauer on Portable Nuclear Microreactors & the Future of Clean Energy · Sourcery with Molly O'Shea May 31, 2024 · 13 mentions

  • ▶ 2:33 Molly O'Shea You've pretty much touched every project with Elon at SpaceX, and, um, I just think it would be great to go there and please don't hold back. 4 times in the scene
  • ▶ 4:39 Molly O'Shea And I know that you are now working with a couple of your previous colleagues from SpaceX at Radian. 2 times in the scene
  • ▶ 7:48 Doug Bernauer Uh, I was at SpaceX and looking at what was happening in the U S the U S military, uh, created a thing called the Pele program, uh, where they said we want a one megawatt transportable air transportable, uh, reactor. 3 times in the scene
  • ▶ 8:03 Doug Bernauer Um, and I was just overjoyed because I recognized that if you could do that, you could put that on a starship, which can take a hundred tons to space.
  • ▶ 42:21 Doug Bernauer That is how I found SpaceX a really long time ago. 3 times in the scene

Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea May 3, 2024 · 1 mention

  • ▶ 38:09 Minn Kim And you think about the SpaceX launch recently and, you know, seeing Waymo's on the street and knowing that, yeah, that was a decade plus endeavor.

Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea Mar 29, 2024 · 2 mentions

Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea Mar 15, 2024 · 6 mentions

  • ▶ 6:45 Delian Asparouhov And so, you know, went to a couple of leaders, sort of SpaceX buddies pulled together, you know, sort of the founding team and sort of came to them with this, like, you know, sort of napkin, you know, sort of spreadsheet and architecture… 2 times in the scene
  • ▶ 9:25 Delian Asparouhov Um, you know, if you look at how much, you know, sort of SpaceX contracts, you know, sort of crew and cargo Dragon flights for, um, at a bare minimum, that's sort of forty million dollars, let alone the idea of, like, you have to dock the… 2 times in the scene
  • ▶ 34:24 Delian Asparouhov You know, in SpaceX, Coastal Ventures being the largest investor in Rocket Lab, and then in some ways more recently, you know, the only equity owner in OpenAI other than Microsoft.
  • ▶ 42:40 Delian Asparouhov From, you know, o-seven through 2011, we did a decent amount investing in, you know, a lot into SpaceX, a very small, you know, amount into Planet Labs, and ultimately, you know, um, didn't really invest then for about a decade, you know,…

David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea Mar 8, 2024 · 1 mention

  • ▶ 14:36 David Weisburd Somebody could correct me, but up to 25%, a single position, they've done that with SpaceX, Airbnb, all these, you know, iconic companies.
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