Sourcery

Lior Susan, founder and CEO of Eclipse, is an operator turned investor backing manufacturing, semiconductors, space, defense, energy and mining. He shares how Pierre Lamond shaped Eclipse, why physical startups demand hands-on investors, and the case for rebuilding Western industry. They explore industrial megadeals, AI infrastructure, Redwood Materials, and Eclipse’s vision for an interconnected industrial economy.

Brad Gerstner, investor, entrepreneur, and founder of Altimeter Capital and Invest America, discusses scaling Trump Accounts from millions to a projected $4 trillion. He explores economic mobility, financial literacy through ownership, Michael Dell’s massive contribution, bipartisan support, and the path from idea to federal law. He also shares a pragmatic perspective on AI safety and cooperation with China.

Luca Ferrari, co-founder and CEO of Bending Spoons, is an engineer and technology operator reshaping digital businesses through long-term ownership. He discusses the company’s centralized tech platform, AI-written code, Alt Spooner agents, extreme hiring selectivity, and thousands of experiments. He also explores why Silicon Valley misunderstands Bending Spoons, the risks of advanced AI, and Europe’s race to keep up.

Rob Goldberg, a technology executive focused on resilience and heart-attack prevention, shares the personal tragedy of losing his brother Dave to undiagnosed heart disease. Brad Gerstner, founder of Altimeter Capital and All-In co-host, champions a $100 CAC heart scan as the “mammogram for the heart.” They explore hidden cardiovascular risk, mobile screening, expanding access, and a bold plan to make prevention standard care.

Valentina Jerusalmi, AOL’s General Manager; Matteo Danieli, Bending Spoons’ Co-founder and VP of Product; and Francesco Patarnello, Co-founder and M&A chief, unpack the company’s acquisition machine. They discuss the failed Grindr deal, financing its journey from bank loans to IPO, founder-friendly takeovers, vesting-free ownership, radical leadership changes, AOL’s Yahoo carve-out, and the science of rebuilding products.

Dino Mavrookas, a former Navy SEAL and investor; Rob Lehman, a retired Marine officer; Doug Lambert, a maritime manufacturing veteran; and Vibhav Altekar, an early Anduril engineer, unpack Saronic’s ambitious rise. They explore America’s shipbuilding gap with China, Port Alpha, autonomous vessel production, defense acquisition reform, ocean-ready AI, resilient communications, and the leap from a handful of boats to hundreds.

Dino Mavrookas, a former Navy SEAL and co-founder of defense innovator Saronic Technologies, discusses America’s shipbuilding crisis and China’s overwhelming lead. He explores autonomous vessels, defense acquisition reform, private capital, and the rise of new defense primes. Topics include commercial shipyards, hypersonic missiles launched from autonomous ships, and his journey from private equity to rebuilding maritime power.

Dino Mavrookas, a former Navy SEAL and engineer, co-founded and leads Saronic, an autonomous maritime systems company. He tours its 420,000-square-foot Austin factory, from the Corsair production line to the 52-foot Mirage vessel. They explore vertical hardware-software integration, SpaceX-inspired manufacturing, autonomous combat missions, and Port Alpha, Saronic’s planned 800-acre Texas shipyard.

Tony Kim, BlackRock’s technology investment chief, explores AI’s shift from software to compute. He discusses the RAMpocalypse, data-center rebuilds, optical networking, chip co-design, and the investment map through 2030. The conversation also spans quantum computing, orbital data centers, China’s robotics boom, social robots, and “token flow” as a new enterprise framework.

Bridgit Mendler, entrepreneur, technology executive, and former actor and singer, offers a tour of Northwood Space’s massive new factory. She explores why satellite ground infrastructure lags behind spacecraft growth, the company’s Space Force contract, global network ambitions, supply-chain strategy, modular antennas, and plans to transform a former movie theater into mission operations.