defense

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 14, 2024 by Jordi Hays · across every show →

Everything said about defense, oldest first

Nov 14, 2024 bullish
Prediction Not checkable as stated
Hays: ACS founder Steve Simone will be the Travis Kalanick of defense
“I think I think he's the, gonna be look back as the TK of defense. Like, he's like one of one individual”
Jordi Hays Nov 14, 2024 ▶ 2:20:49 Low T levels at Y-Combinator (ep9)
Apr 1, 2025 bearish
Prediction Not checkable as stated
Asparouhov: Some VC LPAs will likely re-add defense to vice clauses
“I think it's pretty likely that, you know, over the next decade, some of those LPAs end up going back to having defense in the vice clause.”
Delian Asparouhov Apr 1, 2025 ▶ 3:54 Delian Asparouhov on Defense Startups, NASA, Continuing Resolution and More
Apr 1, 2025
Assertion Not checkable as stated
Asparouhov: Many VC LPAs previously banned defense alongside porn and gambling
“A significant amount of the investors that now all talk about defense literally had it in their LPA of, you know, the three things that they weren't allowed to invest into was gambling, porn, and defense. And it was like put as one of those top three effective…”
Delian Asparouhov Apr 1, 2025 ▶ 3:40 Delian Asparouhov on Defense Startups, NASA, Continuing Resolution and More
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