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- (01:01:21) - Delian Asparouhov. Delian is a Partner at Founders Fund and the Co-founder & President of Varda Space Industries, which is building the first commercial manufacturing facility in space. He previously worked at Khosla Ventures and studied at MIT. He’s known for his focus on frontier tech, national defense, and aerospace innovation.
- (01:31:46) - Lucas Swisher. Lucas is a Founding Partner at Coatue Management’s venture capital arm, where he leads investments in enterprise software and fintech. He was previously at Goldman Sachs and graduated from Harvard. Lucas is known for his deep involvement in early-stage startup growth and go-to-market strategy.
- (02:00:18) - Ravi Gupta. Ravi is a Partner at Sequoia Capital, focusing on early-stage companies across sectors like healthcare, AI, and consumer tech. Previously, he was CFO and COO at Instacart, helping scale the company through massive growth. He also worked at KKR and earned his degrees from Yale.
- (02:31:35) - Adam Warmoth. Adam is the Founder & CEO of Chariot Defense, a San Francisco–based startup that emerged from stealth with $8 million in seed funding in July 2025. The company is revolutionizing tactical power delivery for drones, sensors, mobile command posts, and jammers, with deployments in U.S. Army and Defense Innovation Unit (DIU) exercises. Adam emphasizes real-world, field-driven development, bridging the gap between cutting-edge weaponry and reliable battlefield energy systems.
- (02:47:13) - Misha Laskin. Misha is the co-founder & CEO of Reflection AI, the startup behind Asimov, a next-gen AI coding agent designed to deeply understand and reason about developer workflows using reinforcement learning. A former DeepMind researcher on Gemini and AlphaGo-related teams, Misha is driving Reflection AI to build agentic systems with “depth” — capable of multi-step planning and collaboration — aiming for foundational advances toward superintelligent agents.
- (03:02:36) - Timeline
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