Varda Space Industries
also referred to as: varda
11 statements across 3 episodes · 7 bullish · 2 bearish · 2 people on the record · first statement Mar 15, 2024 by Delian Asparouhov · said 70 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (35), Delian Asparouhov (25), Xander Oltmann (2), Trae Stephens (2), Christian Garrett (2), Packy McCormick (1), Justin Fishner-Wolfson (1), John Coogan (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 25 mentions in 4 episodes 6 per episode
- Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 43 mentions in 5 episodes 9 per episode
- Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
- Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Varda Space Industries, oldest first
Mar 15, 2024 bullish
Mar 15, 2024 positive
Asparouhov: Emailed capsule photos to 15 early critics upon Varda's US landing
“When we landed our capsule most of the team was focused on, you know, sort of celebrating, they were going out and having a good time. I instead was focused on emailing, you know, like, you know, 15 earliest haters that said we would never land a re-entry caps…”
Mar 15, 2024 bullish
Asparouhov: Varda will focus on pharma before becoming orbital contract manufacturer
“I, you know, sort of tell investors, look, we are going to be a pharma company. And then over time, as we build up our platform, I'm happy to be a contract manufacturer. I don't expect in the future that we are also going to want to be A semiconductor company …”
Mar 15, 2024 neutral
Mar 15, 2024
Asparouhov: All Varda contracts include revenue upside sharing on compounds
“In all the VARDA contracts we have to date, we not only you know, do some amount of payment for the actual user flight discovery of the new, you know, sort of pharmaceutical product, but then we also get to participate, you know, in a risk sharing model where …”
Mar 15, 2024 positive
Asparouhov: Varda competes with terrestrial alternatives, not human-rated space platforms
“The real competition for Varda is not you know, these human rated platforms. They're so far off in economics. The real competition is like, can you actually do this in a way that, you know, integrates into people's terrestrial users, supply chains and terrestr…”
Mar 15, 2024 bearish
Asparouhov is skeptical of non-pharma microgravity manufacturing startups
“There have been a couple of companies come up, starting to try to tackle non-pharmaceutical product areas in, you know, microgravity manufacturing. And to me, I just find it quite confusing because they always phrase it as like, well, Varda is going to go to t…”
Mar 28, 2025 bullish
Varda Space will achieve multiple launches and landings per quarter by 2026
“There is going to be a launch or landing for every board meeting this year. By next year, it's going to be, there's going to be a launch and landing between every board meeting. And by the end of that year, it's going to be multiple launches and landings, you …”
Mar 28, 2025 negative
Asparouhov: FAA delay forced Varda into eight-month hold and extra dilution
“Software companies don't have to deal with the FAA, putting them on hold for eight months. During those eight months, I had employees, we had Bern, we had an office, right? Like, you know, that's got to come out of somewhere, mostly ends up coming out of the f…”
Mar 28, 2025 bullish
Dec 18, 2025 positive
Stephens: Founders Fund Culture Supports Partners Co-Founding Companies
“We have no build program, there's no incubation policy or anything like that at Founders Fund, but, you know, Peter started Palantir. I started Anderil. Scott Nolan started General Matter. Delia and Esperohov started Varda, and it's just kind of part of the cu…”