Founders Fund

First external checks on SpaceX starting ~2009; portfolio includes SpaceX as first entry on portfolio page; very long hold periods (~18 years); also invested in XAI

Portfolio (from TWiST corpus)

SpaceX Starlink Base Power Astronus Robust Intelligence Merlin Labs Physical Intelligence

Episode Mentions

E2270

Venture Roundtable: SpaceX IPO, AI's PR Crisis, and the Defense Tech Bubble