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▶ 73:05 · $SUBSTRATE · $BECOMING-BIO · Substrate called the 'substrate of technology' and top exciting inflecting investment

episode shorts · 12

Cyan Banister says Peter Thiel is one of the most misunderstood…

Cyan Banister says AI could unlock a new generation of founders

Long Journey Ventures Co-Founder Cyan Banister on how SpaceX sh…

Long Journey Ventures Co-Founder Cyan Banister on why she put e…

Cyan Banister on why curiosity and wonder are skills, not perso…

Cyan Banister on why she bet her IronPort payout on SpaceX anyw…

Cyan Banister: "You can actually surgically go in and alter you…

Cyan Banister on the "why" questions that predicted Uber before…

Cyan Banister: AI makes the average, humans make it exceptional

Cyan Banister on why "shame by association" is killing free tho…

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on L…

Cyan Banister on AI as the new paintbrush for a million new mil…

now playing · $SUBSTRATE · $BECOMING-BIO

$SPCX···bullish· high· poscyan banister

Cyan Banister put entire Ironport exit into SpaceX on Luke Nosek's conviction

Luke Nosek's emphatic conviction during SpaceX's early rocket failures convinced Banister to invest all her liquidity; she held for 20+ years, calling it the best investment of he…

$NIANTICbullish· high· poscyan banister

Banister invested in Niantic spinout after decoding Google's mapping strategy via Ingress

Observed Ingress players renting helicopters to capture virtual portals, realized Google was crowdsourcing mapping data; invested immediately when Alphabet spun out Niantic, predi…

$UBER···bullish· high· poscyan banister

Deep research on taxi driver economics led to early Uber conviction

Interviewed taxi drivers to understand their $200 daily gate fee and miserable economics; pre-thinking the structural problem made Uber investment obvious when discovered.

$FLOCK-SAFETYbullish· medium· poscyan banister

Flock Safety singled out as 'really cool company' in portfolio

Banister explicitly highlights Flock Safety as a really cool company during portfolio review, indicating positive view on its public safety technology.

$TOGETHER-AIbullish· medium· poscyan banister

Together AI highlighted as 'very underrated' in portfolio

Banister specifically calls out Together AI as very underrated among her portfolio companies, implying strong conviction in its AI infrastructure position.

$CAFE-Xbullish· low· poscyan banister

Cafe X robotic coffee shops delight Banister as 'investments in the wild'

Banister enjoys seeing Cafe X's robotic airport coffee shops in person as tangible proof of portfolio success, though her main critique is they need disco balls.

$SUBSTRATEbullish· high· poscyan banister

Substrate called the 'substrate of technology' and top exciting inflecting investment

Substrate provides foundational technology infrastructure that Banister believes is necessary for the future; one of three most exciting investments currently inflecting in her po…

$BECOMING-BIObullish· high· poscyan banister

Becoming Bio called 'substrate of biology' and top exciting inflecting investment

Becoming Bio provides foundational biology infrastructure complementary to Substrate's technology substrate; one of three most exciting investments currently inflecting.

$DIAMOND-FOUNDRYbullish· high· poscyan banister

Diamond Foundry's diamond wafers for AI semiconductors seen as real value beyond jewelry

Investors missed the industrial diamond and semiconductor wafer play, focusing only on synthetic jewelry; founder foresaw AI and crypto demand for diamond wafers, making it a key…

$ANDURILbullish· high· poscyan banister

Anduril will consolidate defense tech and become a top prime contractor

Defense tech startups are emerging due to space war, drone warfare, and robotics; Anduril's drone-swarm defeat product positions it to consolidate the sector and become a top defe…

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