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"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneck
10 takeaways: Why a 2028 ban on Russian uranium leaves US reactors short, how 1970s interest rates stalled nuclear, and why General Matter chose…
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Defense startups, not the Navy, will beat China at shipbuilding — Palantir co-founder
6 arguments: Why Erebor lends out only half its capital, the short contracts that show AI demand is still rising, and why Trump accounts may be bullish…
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A $20K drone can shut down a refinery for a year, Mach Industries CEO finds
14 calls: Why cost-plus contracting is "another form of socialism", how Mach's valuation went from $470M to $3.7B this year, and why a Taiwan war would…
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Flow Engineering CEO: AI can cut hardware design cycles from 12 months to 12 hours
5 takeaways: what a $50M raise at a $750M valuation will fund, why a tiny rocket-engine change causes failures, and why 96% of Flow's customers find it…
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Autonomous weapons have existed for thousands of years, says Anduril's founder
11 arguments: why Anduril will not build humanoids or launch rockets, why 80% of big defense programs went to 5 firms, and why AI does not change the…
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Anduril maritime strategy head: moving through water takes 1,000x the energy of air
12 insights: Why a new battery can take 2 to 3 yrs to clear defense testing, why diesel subs must surface every few days, and whether nuclear could…
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Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip
18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…
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Garry Tan: OpenAI Hands Any YC Company $2M in Tokens, No Strings Attached
6 takeaways: why a quarter of this YC batch is hard tech, what Tan thinks the AI-safety debate is missing, and the founders replacing 2,000-person…
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Chris Markoch: Palantir is worth $74 a share at 20% growth and $600 at 50%
10 takeaways: Why Karp's $15B free cash flow target carries the whole valuation case, what a $192M Army contract really locks in, and what a customer…
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Brian Singerman: Founders Fund was Airbnb's 30th investor and made the 2nd most money
16 takeaways: Why he says SPVs are dead, what Peter Thiel is actually best at, and the 20% of a fund a manager has to commit before GPx's capital…
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Yaroslav Azhnyuk: in 5 to 10 yrs it will be unethical to use weapons without AI
15 takeaways: the arithmetic that turns a $500 drone into a $5M problem, why 4 of 20 over Poland was a disaster, and what he thinks China could park off…
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Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurity
13 takeaways: Why agentic AI keeps adding security vendors to a buyer's bill, the 100x multiple Chris Marotch will defend, and the power name both…
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