Varda Space Industries, every mention
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every year anyone Molly O'Shea 35Delian Asparouhov 25Xander Oltmann 2Trae Stephens 2Christian Garrett 2Packy McCormick 1Justin Fishner-Wolfson 1John Coogan 1Cyan Banister 1
Verbatim, from the transcripts: the passages where Varda Space Industries comes up
"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- ▶ 1:16:04 Cyan Banister Well, I think the cost of manufacturing and robotics has gone down considerably, and so the ability to play and come up with prototypes, and also the fact that SpaceX paved the way for a BARDA, you know, for other types of startups to…
SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- ▶ 4:54 Justin Fishner-Wolfson Um, the best story is actually like from Will Brewe because he was, he's the founder at Varda, but he was also at SpaceX.
Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- ▶ 27:56 Trae Stephens Delia and Esperohov started Varda, and it's just kind of part of the culture.
- ▶ 28:27 Trae Stephens Um, and so aside from the ones that I just talked about, which are the ones that our team built themselves, I'm very excited about what Varda is doing.
Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- ▶ 0:40 Molly O'Shea All right, Delian, we are live from Varda. 2 times in the scene
- ▶ 3:16 Delian Asparouhov Well, no, one was grown in the VARDA capsule.
- ▶ 13:06 Molly O'Shea Well, speaking of orbit and landing and launching, can we talk about Varda? 6 times in the scene
- ▶ 18:11 Molly O'Shea How big are you guys? 3 times in the scene
- ▶ 23:17 Delian Asparouhov Um, the, the job of regulating space companies is split, um, into multiple different agencies, which, you know, sort of makes it a little trickier on the startup side, um, to navigate that all, um, to give you like, you know, the three… 3 times in the scene
- ▶ 40:49 Delian Asparouhov Um, I think I, you know, have learned that the constraints that working on something like Varda provides, I think actually make me better adventure because it really forces you to focus on only the like two, three, four decisions a year…
- ▶ 45:16 Delian Asparouhov And, um, that was what we, you know, sort of chose to do at Varda as well, where we sort of hunkered down and decided to avoid the capital markets for a while. 3 times in the scene
SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- ▶ 22:29 Christian Garrett Um, we've had the pleasure of investing in, you know, companies like Andruil and Hadrian and Varda and, and, uh, Palantir, um, Second Front and others.
- ▶ 35:17 Christian Garrett Um, Delian, um, from Founders Fund and Varda, uh, and myself.
How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- ▶ 22:22 Packy McCormick We have, you know, Bramp, we did Scale.ai, we did Replit, we did, uh, Chroma, Varda, Hadrian, Pipedream, I'm gonna forget, like, a million companies, but, like, a bunch of, like, really good companies, and so I got to know, along with a…
- ▶ 38:27 Molly O'Shea Uh, but in LA, like, I've noticed this with some of my friends' companies and some of your portfolio companies like Varda, Hadrian, I feel like they've all hit this inflection point in the last year, and the American dynamism trends really…
John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea
- ▶ 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.
- ▶ 4:12 Molly O'Shea And I, I might have also fallen for the Founders Fund portfolio trap, having both Varda and Hadrian on, and now you're on it.
Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- ▶ 39:11 Molly O'Shea I, I had Delian from Varda on.
Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
- ▶ 27:04 Molly O'Shea Uh, I've had a lot of, um, vertically integrated manufacturing companies, uh, on the podcast before like Varda, like Hadrian.
Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund · Sourcery with Molly O'Shea
- ▶ 1:32 Molly O'Shea He's also co-founder and president of Varda Space Industries, which is building the world's 5 times in the scene
- ▶ 3:11 Delian Asparouhov Um, you know, so the idea behind VARTA, you know, was predicated, um, on an idea that, you know, I can't necessarily say, you know, I came up with. 4 times in the scene
- ▶ 9:57 Delian Asparouhov I think it's really great to see a wide set of companies, SpaceX on down, working on this type of human rated infrastructure, because if Varda really sees its, you know, gets to its ultimate success and continues to scale up our automated… 4 times in the scene
- ▶ 11:24 Molly O'Shea When you started Varda, did you even think about having competitors in the market? 3 times in the scene
- ▶ 15:55 Delian Asparouhov So, you know, commercially Varta fundamentally is a biotech company focused on the formulation of small molecules. 6 times in the scene
- ▶ 20:29 Molly O'Shea On Twitter, uh, today I did read that, um, Varda is a part of enabling a new field of research in gravity, um, for science and manufacturing. 4 times in the scene
- ▶ 25:50 Molly O'Shea Um, well, in terms of Varda, did you have any idea when you started it that you were gonna become not only a deep tech kind of master of the world, but now you're also a biotech, uh, expert. 6 times in the scene
- ▶ 43:14 Delian Asparouhov Companies, you know, like Hadrian, like Senra, like Varda, uh, you know, like impulse space, things that we really, you know, sort of believed in. 3 times in the scene
- ▶ 52:27 Molly O'Shea Um, so, so thank you for taking the time on the call, and congratulations again on Promotion to Parker, Varda's Landing, and your newborn, Bea.
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
- ▶ 0:33 Molly O'Shea Today we have Xander Oltman, founder and GP of Commodity Capital, an early stage venture fund focused on vertically integrated monopolies with investments in Hadrian, Varda, Senra, and Armada.
- ▶ 3:19 Xander Oltmann Like Hadrian, Varda, Swarm, Albedo, Armada.
- ▶ 15:18 Xander Oltmann Um, so I've definitely got a bunch of, you know, hardware businesses in there like Hadrian and Albedo and Varda, um, as well as Senra, but I also have a company that's yet to be announced that they're building a co-pilot for firmware…