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▶ 28:50 · $CRUSOE-ENERGY · $PANTHALASSA · $RADIANT-NUCLEAR · Founders Fund invested in Panthalassa for stranded energy
episode briefing
Joe Lonsdale

America 2.0: Moon Base, Flying Cars, Nuclear & AI Business

2026-08-13 · 9 company · 13 thematic
sentiment
9 bull0 bear0 neu
speakers
joe ben bevirt

JoeBen Bevirt founded Joby Aviation and has led it for over a decade through design, FAA certification, and into manufacturing scale-up. He previously founded Velocity11 and other robotics companies. He is driving the electric aviation transition with hydrogen propulsion, autonomy, and vertical integration.

scott nolan

Partner at Founders Fund, where he invests in engineering-driven companies across sectors including biotech, energy, infrastructure, and transportation. He was previously an early employee at SpaceX.

will fry

Will Fry grew up in Greenville, NC surrounded by small businesses, started building apps in middle school, attended Penn and Wharton, then founded American Operator to solve the succession crisis by backing operators to buy and run Main Street businesses.

jared isaacman

Jared Isaacman is the NASA Administrator appointed by President Trump. He founded Shift4 Payments (NYSE: FOUR) at age 16, built Draken International (fighter jet adversary air services), and commanded the Inspiration4 and Polaris Dawn commercial space missions with SpaceX.

quote
“Invested in a company called Crusoe. Um invested in a company called Panthalassa. These were really about stranded energy sources.”
—scott nolan
now playing · $CRUSOE-ENERGY · $PANTHALASSA · $RADIANT-NUCLEAR
$SPCX···bullish· mediumjared isaacman
Isaacman: Starship launch cost reduction will unlock space tourism and orbital economy
Starship's material launch cost reduction creates economic rationale for space tourism and living/working in space; NASA policy supports moon base and orbital economy; 100% of peo…
$JOBY···bullish· high· posjoe ben bevirt
Joby CEO details path to mass-market eVTOL with Toyota manufacturing partnership
eVTOL aircraft are at 1890s automotive stage; battery density improvements (40→300→1000 Wh/kg) will triple range; Toyota's 10M cars/year manufacturing expertise enables scale from…
$TM···bullish· highjoe ben bevirt
Toyota's manufacturing scale critical for Joby's eVTOL production ramp
Toyota's 10M vehicles/year manufacturing expertise, supply chain prowess, and quality/reliability culture are uniquely valuable for scaling Joby from tens to hundreds to thousands…
$GENERAL-MATTERbullish· highscott nolan
General Matter targets the US HALEU enrichment gap for advanced reactors
General Matter is building domestic enrichment capacity for the 19.75% HALEU fuel used by advanced reactors, addressing a US supply gap currently filled by Russian imports.
$CRUSOE-ENERGYbullish· mediumscott nolan
Founders Fund invested in Crusoe for stranded energy capture
Crusoe captures stranded energy sources (flare gas) for data center compute, addressing energy waste and compute demand simultaneously.
$PANTHALASSAbullish· mediumscott nolan
Founders Fund invested in Panthalassa for stranded energy
Panthalassa targets stranded energy sources similar to Crusoe, part of Founders Fund's energy thesis.
$RADIANT-NUCLEARbullish· mediumscott nolan
Radiant's microreactors target stranded demand in remote communities
Microreactors compete with high-cost diesel in remote locations (e.g., Alaskan villages with summer-only fuel delivery), addressing stranded demand rather than stranded supply.
$GENERAL-MATTERbullish· high· posscott nolan
General Matter targets 2030 launch as fuel licensing accelerates
General Matter aims to be online by 2030 as advanced-reactor demand ramps. A 12-month NRC fast track for another fuel-cycle application suggests company execution, rather than lic…
$AMERICAN-OPERATORbullish· high· poswill fry
American Operator solves small business succession crisis with operator-ownership model
2.1M boomer-owned employer businesses face succession crisis (48% no plan); model provides committed capital + net new operator earning into majority ownership, creating millionai…