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tom mueller

T2 · manager / operator

Propulsion engineer and one of the founding employees of SpaceX, where he led rocket-engine development. Founder and CEO of Impulse Space.

2 calls·2 names·100% bull·last heard 2 months ago·TBPN+1
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

Early Starlink spreadsheets already pointed to a stock hockey stick

Tom Mueller says the original Starlink work showed the need to make and fly as many satellites as possible, while skeptics assumed it could not be profitable. The retrospective thesis is that Starlink's economics were visible internally before the market believed them.

Sourcery VC2026-06→
2ndhigh conviction
$IMPULSE-SPACEImpulse Spaceposition

Impulse Space raises $500M Series D for Helios orbital transfer vehicle, enabling 10x payload to Moon via Falcon 9

Impulse's Helios third stage adds 12 tons of propellant to Falcon 9, delivering 10x payload to Moon and 5x to Mars at fraction of Falcon Heavy cost, with Starship as demand accelerator not competitor.

TBPN2026-06→

most discussed · click a bar to filter

recurring themes

2 total
$IMPULSE-SPACE
Impulse Space
HIGHtom mueller·TBPN·2 months ago· position
Impulse Space raises $500M Series D for Helios orbital transfer vehicle, enabling 10x payload to Moon via Falcon 9
Impulse's Helios third stage adds 12 tons of propellant to Falcon 9, delivering 10x payload to Moon and 5x to Mars at fraction of Falcon Heavy cost, with Starship as demand accelerator not competitor.
"We add basically a third stage to a Falcon 9... it can get you from LEO to GEO in a day... for tens of millions of dollars less... imagine that lever like you basically for the sa…"
80:32
$SPCX
···
SpaceX
HIGHtom mueller·Sourcery VC·2 months ago· position
Early Starlink spreadsheets already pointed to a stock hockey stick
Tom Mueller says the original Starlink work showed the need to make and fly as many satellites as possible, while skeptics assumed it could not be profitable. The retrospective thesis is that Starlink's economics were visible internally before the market believed them.
"When we first designed Starlink, we all had spreadsheets and we were looking at the return on investment... This is going to hockey stick the stock."
0:05