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10:53LONG
“If you think about the at scale manufacturing for a new company started in the this century uh in the 2000s. Um, there's really only one that comes to mind,…”
@All-In Podcast
Only one US company built at-scale manufacturing muscle this century and it is Tesla
TSLALONG@ $357.35
$313.90-12.16%
since call Apr 6
peak +10.5%
26:53LONG
“By the way, there's a good modern analogy, which is Jensen and Nvidia, right? 93 graphics chips, sold them as an almost like an OEM type solution until here…”
@All-In Podcast
Founder kept R&D off the government leash and rode price-performance, the Nvidia playbook that compounds
NVDALONG@ $176.79
$199.54+12.87%
since call Apr 6
peak +20.6%
27:02LONG
“shuttle is a it's beautiful, but it's $50,000 a kilogram to get to orbit. Starship heavy reuse will be under 20 bucks a kilogram. You know, and there's no way…”
@All-In Podcast
Stevens stakes that Starship full reuse collapses launch cost from $50,000/kg to under $20/kg, a price-performance curve no cost-plus rival can follow. Lower marginal cost compounds into a wider valuation lead, and he separately names SpaceX as the category winner you could not afford to miss.
SPCXLONGIDEA · NOT YET PRICED
35:30LONG
“Really the the third offset is decision advantage. How can we outthink and out execute the adversary? That's where these things fit together.”
@All-In Podcast
Decision advantage is the third offset and Palantir's software sits at its center as defense rearms
PLTRLONG@ $147.52
$124.91-15.33%
since call Apr 6
“These companies trade at like less than two times revenue. The problem is it's not profitable enough, actually.”
@All-In Podcast
Old primes are politically-spread, low-margin, slow programs losing share to software-defined new primes
LMTSHORT@ $636.80
$578.37+9.17%
since call Apr 6
peak +21.4%
TIMESTAMPS
10:53
26:53
27:02
35:30
43:06