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justin fishner-wolfson

T2 · manager / operator

Co-founder and managing partner of 137 Ventures, a growth-stage investment firm known for investing in private technology companies and providing liquidity to founders and employees.

3 calls·1 name·100% bull·last heard 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SPCXSpaceXposition

137 Ventures' top position: SpaceX, roughly 24 investments since 2008 in its biggest bet

137 Ventures (Justin Fishner-Wolfson) came in as the first outside institutional capital in 2008, out of Founders Fund, and has reinvested about 24 times. SpaceX kicks off the wave of late-stage IPOs alongside Anthropic, both with confidential S-1s.

Sourcery VC2026-06→

most discussed · click a bar to filter

3 total
$SPCX
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SpaceX
MEDjustin fishner-wolfson·Sourcery VC·2 months ago
137 Ventures recalls SpaceX fixing Falcon 1 with a 7.5-second engineering change
Justin Fishner-Wolfson describes SpaceX's early engineering culture as unusually direct and fast, with a failed launch diagnosed into a simple stage-separation timing fix.
"so what, how are you guys going to fix this? And she was just like... we just need to add a delay on the stage separation... like that was it. That was the only change they had to…"
0:17
$SPCX
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SpaceX
HIGHjustin fishner-wolfson·Sourcery VC·2 months ago· position
137 Ventures' top position: SpaceX, roughly 24 investments since 2008 in its biggest bet
137 Ventures (Justin Fishner-Wolfson) came in as the first outside institutional capital in 2008, out of Founders Fund, and has reinvested about 24 times. SpaceX kicks off the wave of late-stage IPOs alongside Anthropic, both with confidential S-1s.
"We did the deal in 2008. At that point Elon had mostly funded it himself. We were really the first outside institutional capital. We probably made two dozen investments in the com…"
0:18
$SPCX
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SpaceX
HIGHjustin fishner-wolfson·Sourcery VC·2 months ago· position
SpaceX launch moat: ~200 launches/year vs an industry that doesn't reach 20
Launch business profitable for years with no external capital needed. SpaceX is approaching 200 launches this year while nobody else hits 15-20. Starlink now monetizes the same capacity via aviation/consumer connectivity.
"They were launching not just cheaper but way more frequently. They're going to launch something close to 200 times. Like no one else in the world is launching even 15, 20 times. L…"
0:19