sorenSoren is the founder and CEO of Neuron, a defense technology company building the Bandit Interceptor and Archer AI drones. He leads a team scaling to a million drones per year from a 250,000 sq ft vertically integrated facility in the South Bay.
carolMarket strategist analyzing macro regime changes, semiconductor cycles, and inflation dynamics from infrastructure investment.
chris pavlovskiLeads Rumble's pivot from video platform to AI compute provider via Northern Data acquisition, operating 22,000 GPUs and 250MW of power infrastructure.
sean mcguireSean McGuire leads Sequoia's defense technology investments, including SpaceX and Neros, applying a vertical integration thesis modeled on SpaceX's trajectory.
sean maguireSequoia partner with PhD in physics; led $1B Series B investment in nuclear startup Valor; former physicist who applies first-principles thinking to hard tech investing.
ian kingIan King covers semiconductors for Bloomberg, reporting on Intel's foundry turnaround and earnings.