Delian Asparouhov

Mentioned in 1 episode

"I over the past couple years have just gotten deeply frustrated watching Cognition and Cursors of the world completely transform how a back-end software engineer at a Ramp or a Meta significantly improve their productivity."

Mentioned in 1 episode

"Anthropic in this cycle is literally the first company that since Google has actually shown an even steeper basically revenue curve."

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"Part of why we love Monaco is it literally just feels like Sam embodied in a company. I've never seen it so clearly in a company. Monaco is Sam. Sam is Monaco."

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"You have SpaceX, you have Stripe, and there's probably three or four more of them. It was just as good an incremental IRR at $30 billion as it was at $500 million 10 years later."

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"When you have SpaceX compounding at 30-plus percent over 30 years, it's like, oh, okay. You have SpaceX, you have Stripe — there's probably three or four more of them. It was just as good an incremental IRR at $30 billion as it was at $500 million 10 years later."

Mentioned in 1 episode

"There are a set of generational companies that we are involved in — OpenAI, Anthropic, SpaceX — that are all now at this point largely priced in, so late stage, all IPOing soon."

Mentioned in 1 episode

"You have SpaceX, you have Stripe — Palantir, RAM — it's like it was just as good an incremental IRR at $30 billion as it was at $500 million 10 years later."

Mentioned in 1 episode

"I over the past couple years have just gotten deeply frustrated watching Cognition and Cursors of the world completely transform how a back-end software engineer at a Ramp or a Meta significantly improve their productivity."

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"Crusoe is probably one of my favorite examples of this — originally started off as a coin miner and now obviously turned into a data center producer."

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"You've got Rocket Lab now it's like a $65 billion company. Yeah. definitely have enough resources to go tackle neutron and they've got shareholder expectations for them to get that medium lift rocket up."

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"when you said like you know sort of warehouse in space there are companies like you know Gravitics that are trying to do like dedicated warehouse vehicles maybe there's some world where like yeah we like buy the warehouse and we just install some docking ports fill it up with process equipment but we don't have to like build the warehouse."

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"Obviously, there's been 40 to 50 years of work on protein crystallization up on the International Space Station, Skylab, Space Shuttle."

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"there's a company in Seattle called Starfish Space that is hyperfocused just on like the docking, maneuvering the software for that. Starfish, I believe, basically makes this like camera that you can basically attach to your satellite. They take over the controls for your like propulsion and they'll dock you to wherever you're needing to go."

Mentioned in 1 episode

"Blue Origin I think it was today or yesterday announced they're going to be doing their first external fundraising which speaks to I think them taking themselves much more seriously as a company"