Venture Capitalist at Moonshots Capital backing extraordinary leadership, Military Veteran, Entrepreneur, Apprentice Winner, Husband, Father of Twins!
Lisbon, Portugal
Joined April 2008
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Proud dad moment... My stepson @hunterjisaacson is a serial app founder and one of his many popular apps is the #4 biggest new app of the decade! Trillion dollar companies sitting next to his app he founded, named, and solo designed at 22 years old. Since then he created a $5B volume crypto company called bags.fm and today his new app studio is consistently ranking in the top 10 across multiple categories in the App Store generating 8 figures yearly. And he’s only 27! Way to go Hunter...so proud of you!!!! @DawnRD
On Veterans Day, thank you to everyone who has served and everyone serving now.
And to our veteran founders who carried that service into building companies, including @Blake_Hall, @theseanlane, @TheScottPainter, @Red6CEO, and @JakeWoodTR and all the rest: @unleashcraig and I at @MoonshotsCap are grateful to know you. #VeteransDay
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Kelly Perdew retweeted
On Veterans Day we honor the courage, sacrifice, and unwavering dedication of the brave men and women who have defended our freedom and protected the American way of life. Our Nation is forever grateful.
God bless America's veterans! 🇺🇸
Kelly Perdew retweeted
Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon
they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7
the reason is sea lice, tiny parasites that latch onto salmon and feed on them
as few as 11 can kill a small fish, and one pen can hold 150,000 salmon
the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off
but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon
so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:
> two cameras watch every salmon that swims past
> AI checks two frames to make sure it's really a louse
> then a green laser fires from up to 2 meters away
> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead
we now live in a world where AI lasers do pest control on your dinner lmao
Europe's defense moment is real. Onodrim just raised $300M to modernize existing manufacturers instead of starting from zero. Dual-use founders: production is the proof. Why dual-use wins: medium.com/leadership-prevai…
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The military is one of the few places that spends serious money training people specifically to lead. Veteran founders bring that to day one. It's National Veterans Small Business Week. Fellow veterans building something: keep going.
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Kelly Perdew retweeted
BREAKING: Deutsche Bank says SpaceX is hard to replace in space.
The bank kept its Buy rating after the U.S. midterms. SpaceX can also build AI data centers faster and cheaper than rivals. The bank says that could let SpaceX charge more if computing power gets harder to find.
It says Congress has limited power to intervene directly in SpaceX’s launch and satellite contracts with federal agencies like NASA and the U.S. Space Force.
Deutsche Bank estimates SpaceX could have 8 to 10 gigawatts of computing capacity in 2027. The bank also sees a path to 500 megawatts of data center capacity in orbit by the end of 2029. A Starship that can fly again quickly would help bring costs down.
Lisbon is home now, and for four days it's the center of the startup world. Welcome to Web Summit. Founders: the hallway conversations matter as much as the stage. Make every one count.
xitter.cf/WebSummit/status/21194…
We're ready to welcome you all to #WebSummit 🇵🇹
ALT A collage of images from the Web Summit event. The main photo features a group of people smiling in front of a "Web Summit" sign. Smaller photos include individuals attending the event, taking selfies, and interacting with each other, wearing attendee badges. The atmosphere is lively and social.
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Kelly Perdew retweeted
BREAKING: SpaceX has signed a major agreement with Qualcomm to build its own nationwide 5G cellular network, potentially challenging Verizon, AT&T and T-Mobile directly.
Under the multi-year agreement announced today, SpaceX $SPCX will deploy Qualcomm’s Dragonwing cellular infrastructure across tens of thousands of U.S. cell sites, with initial deployments beginning in 2027.
The network will combine conventional ground-based 5G towers with Starlink’s satellite-to-phone constellation, potentially allowing SpaceX to offer mobile coverage both on the ground and directly from orbit.
Qualcomm will supply its QRU100 radio units, QDU100 baseband platforms and software, including advanced Massive MIMO technology designed to increase network capacity and make more efficient use of spectrum.
Qualcomm $QCOM describes the agreement as its largest 5G deal to date.
The announcement follows SpaceX’s recent spectrum acquisitions and reports that the company is exploring a potential acquisition of Boost Mobile.
Financial terms were not disclosed, and the nationwide network has not yet been deployed.
Two boards every founder needs. One for the company. One for the founder. Most only build the first. moonshotscapital.com/buildin…
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"Ahead of schedule" is the rarest phrase in space hardware.
That's what execution looks like when one team owns the spacecraft end to end. Congrats @RocketLab and @Viasat on Maxwell. xitter.cf/RocketLab/status/21177…
Hello from orbit!
One of the first images from Maxwell, the spacecraft we built for @Viasat, featuring our solar array.
Maxwell is healthy and moving through commissioning ahead of schedule.
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The space economy runs on picks and shovels, in orbit and on the ground. Northwood is building the part nobody films. A Space Force customer and now $375M behind it. Well done, @bridgitmendler and team
Today, Northwood is announcing a $375M Series C.
In February of 2024, less than three years ago, we announced Northwood as a small six-person team.
We’ve grown a lot, but the goal stays the same – solve connectivity between Earth and space to take missions further faster.
The world is hungry for more data movement through space, and that is what we're building for, with scalable network capacity for the most challenging use cases.
We are proud to add new partners to our cap table and continue the journey with existing ones as we enter this new chapter.
Thanks to @a16z @DFJvc @WashingHarbour Alpine Space Ventures @stepstone and many others.
Read more: northwoodspace.io/blog/north…
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Heading to @WebSummit next week to judge PITCH.
Every team on that stage will have a good deck. I'm judging the leader.
Have you lived the problem? Do you know your customers cold? Can you take hard feedback and act on it?
That's extraordinary leadership.
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You won't find "led soldiers at 23" on a chart like this. Signals like these predict who raises fastest. We back Drive, Perseverance and Integrity, because the founder, if you picked correctly, only gets better over time. moonshotscapital.com/strateg…
I redid the startup founder signals that lead to top tier VCs investing in the seed / A, after incorporating some feedback.
This added ex-frontier lab and cyber security near the top, IIT as a positive, and educated in China as a negative.
The main changes were;
- extended founding year to 2019-2026, ~2x'd the number of startups
- unified and added some signals
Here are the new signals:
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Two fundraising mistakes I see most: raising too little, and pricing too high. One leaves you short of the milestone. The other makes the next round a down round. Raise for the plan plus Murphy's Law.
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Kelly Perdew retweeted
Gavin Baker: “The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct.”
His foundation-model survival list is short:
Google — search-plus-Gemini flywheel
Meta — Llama + ad-revenue self-funding
xAI — X + Tesla data footprint
Anthropic, OpenAI, everyone else — Baker treats them as commoditized.
His FOMO warning: “Application SaaS is done. If you went all-in on crypto and SaaS in 2021, don’t repeat the trade.”
On AGI: “Elon says 3 years. I say 5 is safer.”
On regulation: “The leading labs weaponized fear of China. There’s going to be no regulation.”
The math he keeps quoting: $12T → $100T is 8x. But 1-2 die means winners take 30-40% of the total, not 14%.
Baker’s frame: no regulation + AGI in 5 years + Mag 7 8x = biggest enterprise-value transfer in market history is happening right now.
Baker on a16z admitted something nobody his age says out loud. 23-year-olds are more fluent in AI than he will ever be. He has been trying hard. He is still behind.
Then he explained how Grok Bot leveled it.
"We got Claude Code. I built some stuff, did some cool stuff. Then in 3 minutes of creating Grok Bots, I had much better versions of everything I created."
Podcast summarizer. 10 seconds in Grok Bot.
Substack summarizer, X summarizer, X sentiment tracker. Hours in Claude Code. 7 to 12 seconds in Grok Bot. Better.
His frame: "To me, Grok Bot does feel like another ChatGPT moment."
Baker runs billions. He is calling Grok Bot a category reset.
Building 85% in-house is a hard road, but it's how you get to iterate at the pace of your own data instead of your suppliers'. Great to see.
K2 Space built 85% of their Gravitas satellite in-house, making its first mission a test of the company’s own hardware in orbit.
Co-founder and CEO Karan Kunjur, explains how the flight data is shaping the Block 2 design and plans for approximately ten additional satellites.
@K2SpaceCo
Disclaimer: bit.ly/3H4dQj0
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