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David Cahn
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Everything David personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"SpaceX was the beginning of this. Obviously it's held up really well. SpaceX is the bell weather and it's not going to be a one day event, but I think it's an exciting time that these companies are growing so fast."
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"I think there's a reason a lot of investors own Tesla for that reason — because they think that he's going to win on Optimus."
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"We were early investors in Hugging Face and I think there's always been this thesis on you have a big community and you have a lot of bottom-up adoption and that there's a lot of option value in those type of companies."
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"Last week we announced our investment in a company called Form Energy which is doing grid-scale batteries. It was founded by the guy who ran the energy business — he actually started the energy business at Tesla. They just signed up a big project with Google earlier this year."
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