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▶ 8:00 · $BLUE-ORIGIN · Ben Thompson Joins, 5.6 Sol Reactions, Coatue Bets Big on Blue Origin at $130B
episode briefing
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Ben Thompson Joins, 5.6 Sol Reactions, Coatue Bets Big on Blue Origin at $130B

2026-07-08 · 15 company · 8 thematic
sentiment
12 bull3 bear0 neu
speakers
vincent vicer

Co-founded Prime Intellect, an AI infrastructure platform providing full-stack training, deployment, and RL post-training for models; raised $130M at $1B valuation; operates 15,000 GPUs scaling to 30,000.

rodrigo leang

30-year chip design veteran building AI hardware for inference; raised $1B at $11B valuation; focuses on power-efficient (10kW air-cooled) enterprise inference for trillion-parameter models in existing data centers.

byron boots

Former robotics professor building autonomous ground vehicles for defense; secured $20M US Marine Corps production contract; wheeled platform with 100-mile range and modular payload integration for kinetic, EW, and drone payloads.

will mayer

Former skateboard filmmaker and advertising creative; applies a five-tenet religious framework (doctrine, ritual, symbols, leader, enemy) to build cult brands; incubates startups like Built Rewards for equity.

tucker brown

Former CIA investment banker (15 years) who led creator deals like Dude Perfect; launched permanent-capital fund to acquire profitable, diversified creator businesses; aims to build a portfolio mitigating key-person risk for institutional investors.

alana palmo

General Partner at Paradigm, a frontier technology venture firm; raised $1.2B Fund IV investing stage-agnostically across crypto, AI, and converging technologies with an open-ended vehicle for public markets.

quote
“Blue Origin is raising outside capital for the first time. He's participating uh fund CO2 who he has also invested in through his family office is also participating. Uh the company is raising 10 billion dollars. This is the first outside…”
—unknown
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