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ken

T1 · high-signal investor

Spent 11 years at Broadcom scaling from $400M to $8.6B revenue and 52 M&A deals, then served as CIO at SpaceX scaling from 1,000 to 9,000 employees and 1 to 40 boosters/year by building custom ERP platform Warp Drive. Now joining Sensoria Systems to transform wire harness manufacturing. Also owns A Tor Wines in Sonoma since 2009.

1 call·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
$SENSORIA-SYSTEMSSensoria Systemsposition

Former SpaceX CIO joins Sensoria Systems to consolidate fragmented wire harness market

Cable harnesses are a large, fragmented, unautomated market critical to EVs, autonomous vehicles, and robotics, ripe for tech-enabled consolidation and scaling using a proven M&A playbook.

Sourcery VC2026-07episode →

most discussed · click a bar to filter

  • $SENSORIA-SYSTEMS

recurring themes

  • Enterprise AI Adoption1
  • Advanced Manufacturing1
  • Robotics & Physical AI1
1 total
$SENSORIA-SYSTEMS
Sensoria Systems
HIGHken·Sourcery VC·2 months ago·SpaceX's Former CIO: "Never Worked Harder in My Life"· position
Former SpaceX CIO joins Sensoria Systems to consolidate fragmented wire harness market
Cable harnesses are a large, fragmented, unautomated market critical to EVs, autonomous vehicles, and robotics, ripe for tech-enabled consolidation and scaling using a proven M&A playbook.
"I was really excited about Sensoria Systems because cable harnesses is such a large fragmented unautomated business and yet it's the backbone to everything that's being built toda…"
0:25
8
Enterprise AI Adoptiontailwind
AI enables SpaceX-scale ERP build with 6 engineers vs 175
Generative AI dramatically reduces headcount needed to build and maintain complex enterprise platforms, allowing lean teams to replicate SpaceX's custom ERP achievement with a fraction of the personnel.
7
Advanced Manufacturingtailwind
Wire harness market ripe for tech-enabled consolidation
The cable harness industry is large, fragmented, and unautomated despite being essential for EVs, autonomous vehicles, and robotics, creating opportunity for software-driven roll-up and operational scaling.
7
Robotics & Physical AItailwind
AI driving down cost and speed of manufacturing robotics deployment
AI is reducing the cost and increasing the speed of applying robotics and automation to manufacturing, enabling cost-effective automation of mundane tasks and transforming factory economics.