Moments from the frontier

3:53
Claude writing all his code sparked the materials idea
Advaith Sridhar, Discovered Materials
0:14
What Hop Aero builds: hypersonic point-to-point cargo rockets
Matija Milenovic, Hop Aero
7:01
Turning down Boeing to design airplanes at Scaled Composites
Jamie Gull, Wave Function Ventures
1:05
Ten years doing technology M&A at Bennett Jones
Graeme Harrison, Augur VC & Simply Silicon
12:18
Mitch's NASA work on kilometer-scale structures becomes a company
Pele Collins, Beyond Reach Labs
2:31
Growing up on Caribbean islands with math as the constant
Luigi Charles, Thesis
5:45
Three teenage years spent on the Riemann hypothesis
Sergio Charles, Thesis
0:17
Overseeing Hardware 3 at Tesla during Model 3 production hell
Casey Spencer, Voxel Energy
0:53
Learning to fly at Comox Air Force Base at 16
Skyler Chan, GRU Space
20:18
Seeding the chips with frontier researchers first
Elias Almqvist, Zettascale
8:14
From idea to launch in five months with two people
Ashi Dissanayake, Spaceium
0:29
From politics and Wall Street to Harvard's Field X
Matthew Sutton
3:44
Switching from aerospace to data centers
Shapol M., Entangl
3:51
Why quantum matters to everyone: ammonia, fertilizer and 5% of energy
Brandon Severin, Conductor Quantum
2:04
What a data center in space actually looks like
Philip Johnston, Starcloud
5:21
Agents did in three weeks what took Akash a year
Advaith Sridhar, Discovered Materials
7:59
Jacob's typhoon relief mission and the grounded Ospreys
Matija Milenovic, Hop Aero
16:15
What being the responsible engineer at SpaceX meant
Jamie Gull, Wave Function Ventures
7:16
Wearing two hats: Augur VC and Simply Silicon
Graeme Harrison, Augur VC & Simply Silicon
18:14
The pop-up tent idea and the patented flat-packing structure
Pele Collins, Beyond Reach Labs
34:09
What MLE-Bench measures and why benchmarks matter
Luigi Charles, Thesis
17:36
From neural architecture search in 2021 to Thesis
Sergio Charles, Thesis
2:44
Repurposed Tesla Model 3 and Y batteries as the speed advantage
Casey Spencer, Voxel Energy
11:14
How Galactic Resource Utilization became the name
Skyler Chan, GRU Space
25:12
Monolith, the in-house cluster researchers can SSH into
Elias Almqvist, Zettascale
16:30
Why spacecraft will not need to be perfect anymore
Ashi Dissanayake, Spaceium
17:10
The big defrag: how he builds an industry thesis
Matthew Sutton
12:15
Rebuilding outdated design data at legacy data center sites
Shapol M., Entangl
11:21
Weeks of turning knobs by hand to get halfway to one qubit
Brandon Severin, Conductor Quantum
8:17
The top investor objections and a slide for each one
Philip Johnston, Starcloud
26:20
Why heat is the main problem in chips today
Advaith Sridhar, Discovered Materials
10:10
Hand-carrying propulsion hardware on a 23-hour round trip
Matija Milenovic, Hop Aero
24:15
Building the Falcon 9 aft thermal shield for reentry
Jamie Gull, Wave Function Ventures
8:34
How a 1998 Kurzweil book set the energy AI thesis
Graeme Harrison, Augur VC & Simply Silicon
23:10
Why bigger solar arrays get floppy and slow satellites down
Pele Collins, Beyond Reach Labs
49:26
A shared tree of knowledge for all of machine learning
Luigi Charles, Thesis
20:39
Why slow experiments are the core problem in ML research
Sergio Charles, Thesis
18:21
Why the best grid connection is no grid connection
Casey Spencer, Voxel Energy
13:56
The four things that kill you on the Moon
Skyler Chan, GRU Space
26:36
Switching from GPUs means installing a driver, not rewriting code
Elias Almqvist, Zettascale
21:16
Starting with geostationary orbit, where customers want fuel first
Ashi Dissanayake, Spaceium
28:03
Passing on the team that went on to build Cursor
Matthew Sutton
17:53
Sending cake until prospects agree to a meeting
Shapol M., Entangl
12:52
Automating qubit tune-up, from Oxford to a year in Sydney
Brandon Severin, Conductor Quantum
19:32
Why Starcloud launches every year instead of one big bet
Philip Johnston, Starcloud
31:21
Thermal pastes matching Dow, Honeywell and Henkel in three months
Advaith Sridhar, Discovered Materials
16:40
The hop: vertical takeoff, ballistic arc, re-entry and landing
Matija Milenovic, Hop Aero
31:54
His first angel check: Boom Supersonic
Jamie Gull, Wave Function Ventures
22:57
The cold email and MFN SAFE that won Beyond Reach Labs
Graeme Harrison, Augur VC & Simply Silicon
32:56
Bigger arrays let satellites switch to cheap silicon cells
Pele Collins, Beyond Reach Labs
52:13
The agent that called itself a ghost in a shell
Luigi Charles, Thesis
44:31
Scoring an experiment before training it, Monte Carlo tree search style
Sergio Charles, Thesis
19:38
Ten megawatts in about 200 days against a five-year average
Casey Spencer, Voxel Energy
18:47
The hotel as a flywheel for a Moon base and Mars
Skyler Chan, GRU Space
30:13
The trade-off: higher latency in exchange for efficiency
Elias Almqvist, Zettascale
23:36
Stations that can hold up to 30 metric tons of fuel
Ashi Dissanayake, Spaceium
31:41
Backing a founder's will through near collapse to unicorn
Matthew Sutton
24:54
Why the two months a year figure is probably outdated
Shapol M., Entangl
24:04
Running a quantum company on two-week development cycles
Brandon Severin, Conductor Quantum
20:29
Building and launching the first satellite on a $2.5M pre-seed
Philip Johnston, Starcloud
32:22
Why the robotic arm helped less than changing equipment
Advaith Sridhar, Discovered Materials
19:35
Launching from a 40-foot shipping container
Matija Milenovic, Hop Aero
34:25
From space deployables to Talyn, YC and an exit
Jamie Gull, Wave Function Ventures
29:44
Why cities need air-gapped inference networks
Graeme Harrison, Augur VC & Simply Silicon
34:14
Customer prototypes and a first flight of their own
Pele Collins, Beyond Reach Labs
51:53
The agent that went off the rails during MLE-Bench
Sergio Charles, Thesis
29:22
How car batteries absorb GPU training spikes without the utility
Casey Spencer, Voxel Energy
27:05
Why space tourism is the customer that pulls the industry
Skyler Chan, GRU Space
33:38
A team with no roles, from AI research down to silicon
Elias Almqvist, Zettascale
27:59
Down to 80 cents and building out of a laundry room
Ashi Dissanayake, Spaceium
38:55
The ten-second question about a founder's next company
Matthew Sutton
30:01
Running a company with a no firing culture
Shapol M., Entangl
47:33
The aha moments behind scaling silicon qubits to a million
Brandon Severin, Conductor Quantum
24:52
Processing Earth observation imagery in orbit instead of downlinking it
Philip Johnston, Starcloud
43:18
Pausing thermal interface materials for bigger markets
Advaith Sridhar, Discovered Materials
46:05
Door-to-door speed versus cargo stored in orbit
Matija Milenovic, Hop Aero
37:20
Why he invests in hardware and skips software for hardware
Jamie Gull, Wave Function Ventures
40:09
Securing 12 megawatts inside a regulated district heating plant
Graeme Harrison, Augur VC & Simply Silicon
37:17
Over a hundred drop tests to qualify Dragon's parachutes
Pele Collins, Beyond Reach Labs
54:19
Bring your own data, and why data scarcity limits models
Sergio Charles, Thesis
37:46
A 60 megawatt neocloud build and $10,000 land contracts
Casey Spencer, Voxel Energy
35:45
A brick-making Moon factory prototype built in six weeks
Skyler Chan, GRU Space
45:40
Why spatial reconfigurability was dropped
Elias Almqvist, Zettascale
31:00
The call from YC after the fourth application
Ashi Dissanayake, Spaceium
41:14
Finding founders before they show up on any VC's radar
Matthew Sutton
33:39
Full transparency with no private messages
Shapol M., Entangl
53:55
What a thousand logical qubits could actually do
Brandon Severin, Conductor Quantum
27:27
Why waste heat will force compute off Earth
Philip Johnston, Starcloud
49:17
Pitching more than 100 times in two weeks
Advaith Sridhar, Discovered Materials
50:30
Where the Air Force Research Lab contract stands
Matija Milenovic, Hop Aero
46:28
What he looks for in hardware founders
Jamie Gull, Wave Function Ventures
53:57
How generalist VCs demoralize technical founders
Graeme Harrison, Augur VC & Simply Silicon
47:25
How a software pitch to YC turned into a hardware company
Pele Collins, Beyond Reach Labs
55:04
Where the 26% efficiency gain over AC comes from
Casey Spencer, Voxel Energy
38:55
The four-mission roadmap, from a 10 kg payload to the hotel
Skyler Chan, GRU Space
47:07
Meeting co-founder Prithvi at a week-long event in London
Elias Almqvist, Zettascale
43:01
Why Spaceium does not plan to refuel satellites
Ashi Dissanayake, Spaceium
51:43
How he picks defense companies, and meeting Perseus at YC
Matthew Sutton
54:54
Selling to data center owners and operators
Shapol M., Entangl
43:27
The worst take: build in space because space is cold
Philip Johnston, Starcloud
53:39
Why Hop Aero tests in Oklahoma
Matija Milenovic, Hop Aero
1:23:59
Why space data centers do not math out for him
Jamie Gull, Wave Function Ventures
1:03:17
Hiring Mikey at 18
Graeme Harrison, Augur VC & Simply Silicon
46:02
Near-death moments that made him start now
Skyler Chan, GRU Space
1:07:51
Contrarian takes: CUDA is not a moat, LLMs are plateauing
Elias Almqvist, Zettascale
52:33
Running 95% of spacecraft tests in-house to iterate faster
Ashi Dissanayake, Spaceium
1:23:11
The long-term vision of running critical infrastructure
Shapol M., Entangl
48:04
What a 40 megawatt module costs to build and launch
Philip Johnston, Starcloud

Moments from the frontier

Claude writing all his code sparked the materials idea

What Hop Aero builds: hypersonic point-to-point cargo rockets

Turning down Boeing to design airplanes at Scaled Composites

Ten years doing technology M&A at Bennett Jones

Mitch's NASA work on kilometer-scale structures becomes a company

Growing up on Caribbean islands with math as the constant

Three teenage years spent on the Riemann hypothesis

Overseeing Hardware 3 at Tesla during Model 3 production hell

Learning to fly at Comox Air Force Base at 16

Seeding the chips with frontier researchers first

From idea to launch in five months with two people

From politics and Wall Street to Harvard's Field X

Switching from aerospace to data centers

Why quantum matters to everyone: ammonia, fertilizer and 5% of energy

What a data center in space actually looks like

Agents did in three weeks what took Akash a year

Jacob's typhoon relief mission and the grounded Ospreys

What being the responsible engineer at SpaceX meant

Wearing two hats: Augur VC and Simply Silicon

The pop-up tent idea and the patented flat-packing structure

What MLE-Bench measures and why benchmarks matter

From neural architecture search in 2021 to Thesis

Repurposed Tesla Model 3 and Y batteries as the speed advantage

How Galactic Resource Utilization became the name

Monolith, the in-house cluster researchers can SSH into

Why spacecraft will not need to be perfect anymore

The big defrag: how he builds an industry thesis

Rebuilding outdated design data at legacy data center sites

Weeks of turning knobs by hand to get halfway to one qubit

The top investor objections and a slide for each one

Why heat is the main problem in chips today

Hand-carrying propulsion hardware on a 23-hour round trip

Building the Falcon 9 aft thermal shield for reentry

How a 1998 Kurzweil book set the energy AI thesis

Why bigger solar arrays get floppy and slow satellites down

A shared tree of knowledge for all of machine learning

Why slow experiments are the core problem in ML research

Why the best grid connection is no grid connection

The four things that kill you on the Moon

Switching from GPUs means installing a driver, not rewriting code

Starting with geostationary orbit, where customers want fuel first

Passing on the team that went on to build Cursor

Sending cake until prospects agree to a meeting

Automating qubit tune-up, from Oxford to a year in Sydney

Why Starcloud launches every year instead of one big bet

Thermal pastes matching Dow, Honeywell and Henkel in three months

The hop: vertical takeoff, ballistic arc, re-entry and landing

His first angel check: Boom Supersonic

The cold email and MFN SAFE that won Beyond Reach Labs

Bigger arrays let satellites switch to cheap silicon cells

The agent that called itself a ghost in a shell

Scoring an experiment before training it, Monte Carlo tree search style

Ten megawatts in about 200 days against a five-year average

The hotel as a flywheel for a Moon base and Mars

The trade-off: higher latency in exchange for efficiency

Stations that can hold up to 30 metric tons of fuel

Backing a founder's will through near collapse to unicorn

Why the two months a year figure is probably outdated

Running a quantum company on two-week development cycles

Building and launching the first satellite on a $2.5M pre-seed

Why the robotic arm helped less than changing equipment

Launching from a 40-foot shipping container

From space deployables to Talyn, YC and an exit

Why cities need air-gapped inference networks

Customer prototypes and a first flight of their own

The agent that went off the rails during MLE-Bench

How car batteries absorb GPU training spikes without the utility

Why space tourism is the customer that pulls the industry

A team with no roles, from AI research down to silicon

Down to 80 cents and building out of a laundry room

The ten-second question about a founder's next company

Running a company with a no firing culture

The aha moments behind scaling silicon qubits to a million

Processing Earth observation imagery in orbit instead of downlinking it

Pausing thermal interface materials for bigger markets

Door-to-door speed versus cargo stored in orbit

Why he invests in hardware and skips software for hardware

Securing 12 megawatts inside a regulated district heating plant

Over a hundred drop tests to qualify Dragon's parachutes