Co-host of the Acquired podcast with Ben. Former venture capitalist. Leads the storytelling and historical research for episodes. Interviewed Andrew Ross Sorkin about his career across journalism, TV, and events.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX dominates launch with 60% market share and 90% cost reduction via vertical integration and reusability; Starlink provides $11.4B recurring revenue at 50% margins funding Starship development; NASA contracts de-risk capital intensity; orbital data centers and Mars colonization provide optionality justifying 94x revenue multiple.