Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore

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May 27, 2025

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In this engaging discussion, guests Brad Gerstner, a venture capital expert, and Delian Asparouhov, a space innovation leader, delve into the future of advancing technology. They explore the revolutionary potential of hypersonic flight and the challenges of developing satellite manufacturing. Raycho Raychev shares insights on making space missions accessible, while Colton El-Habr discusses neurotechnology's role in physical rehabilitation. They candidly reflect on market trends, investment strategies, and the drive for innovative solutions in the tech landscape.

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ANECDOTE

Brad Gerstner's Investing Origin

Brad Gerstner shares his personal experience of growing up watching his grandfather invest and how it inspired him.
This inspired the idea of making everyone a capitalist from birth to close the wealth gap effectively.

INSIGHT

Power of Early Investment

Making every child a capitalist through investment accounts empowers long-term wealth growth.
Compound interest grows initial small investments into substantial wealth by age 30 and beyond.

INSIGHT

Early Investment Drives Societal Benefits

Controlled studies show early savings accounts increase graduation rates, home ownership, and reduce incarceration.
These positive societal outcomes provide massive net present value and justify Invest America investment.

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(05:56) - Brad Gerstner. Brad is the founder and CEO of Altimeter Capital, a technology-focused investment firm backing companies like Snowflake, Uber, and Meta. He’s known for his outspoken views on markets, innovation, and long-term investing in Silicon Valley.
(36:05) - AJ Piplica + Zach Shore. AJ is the CEO of Hermeus, a startup developing hypersonic aircraft to revolutionize defense and commercial flight. Zach Shore is the VP of Strategic Development at Hermeus, contributing to the company's mission of building the world’s fastest reusable aircraft with speeds over Mach 5.
(51:16) - Delian Asparouhov + Raycho Raychev. Delian is a partner at Founders Fund and co-founder of Varda Space Industries, focused on space-based manufacturing. Raycho is the founder and CEO of EnduroSat, which builds advanced nanosatellites and supports accessible space missions.
(01:12:32) - Carlo Kobe. Fizz is developing an AI financial advisor for the pocket of every young adult.
(01:26:51) - Steven Pang. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
(01:37:29) - Elias Fizesan. Canopy Labs is building the foundation models to power digital humans that are indistinguishable from real ones.
(01:46:59) - Jackson Denka. Azura is a trading platform that utilizes on-chain rails to enable price discovery for everything from crypto and equities to beliefs and memes.
(01:58:08) - Hooman Reza Nezhad. Solcoa Industries is producing the first zero-carbon, American-made rare earth metals at scale.
(02:07:22) - Ferdinand Dabitz. Ivy is building the world trade bank — a global instant payments platform.
(02:16:06) - Juan Pablo Ebrath. Phase is a research lab on a mission to unlock whole-body regeneration and make living matter programmable — from healing hearts to regrowing limbs.
(02:26:52) - Jennifer Lin. Jennifer’s startup is giving patients with rare diseases accelerated access to new cures with clear indications of efficacy.
(02:36:21) - Teddy Warner. Intempus is equipping robots with emotional intelligence, making them more predictable and easier to understand.
(02:46:14) - Sigil Wen. Extraordinary brings the world’s top talent to America’s technology companies.
(02:57:30) - Aidan Smith. Innerphases is developing human-native communication devices that change the way we work and think.
(03:08:08) - Colton El-Habr. Orbit builds non-invasive neurostimulators that utilize the brain’s existing infrastructure to modulate the body’s autonomic nervous system — an API to the human mind.
(03:20:25) - Koki Mashita. Aeolus is building the planetary defense system for extreme weather.