TBPN Blue Origin's Historic Landing, Valve Unveils Steam Machine Console, 2wai Reactions | Everett Randle, Adam Faze
21 snips
Nov 14, 2025 
Everett Randle is a venture capitalist and expert on startup dynamics, while Adam Faze is the CEO of Gymnasium, a studio creating viral short-form content. They dive into Blue Origin's groundbreaking rocket landing and its implications for the space race. Randle shares insights on market cycles, focusing on AI and venture strategies. Meanwhile, Faze discusses the evolution of digital content, highlighting the success of his hit series, 'Keep the Meter Running,' and the importance of audience engagement on social platforms.
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Blue Origin Reignites Orbital Competition
- Blue Origin's successful New Glenn booster landing makes the U.S. a two-company reusable-orbit launcher market alongside SpaceX.
- That competition could pressure launch costs and change payload economics despite Blue Origin being a decade behind SpaceX.
Valve Bets On Unified Steam Hardware
- Valve's Steam hardware push bundles a handheld, console-like Steam Machine, and a wireless VR headset with foveated streaming.
- The strategy unifies the brand and targets streaming high-fidelity PC games to lightweight headsets and devices.
The Flow Shapes Allocator Behavior
- Will Manidis's 'flow' describes a social-capital nightclub where allocators must choose to be fully in or fully out.
- Being half-in invites lifestyle and investment mismatches that kill returns and focus.
