Alexandra Zagury

> you’ll never start a rocket company > you’ll never build your own engines > you’ll never be able to use off-the-shelf parts > you’ll never survive three launch failures > you’ll never reach orbit > you’ll never win NASA’s trust > you’ll never launch cargo to the ISS > you’ll never compete with Boeing > you’ll never compete with Lockheed > you’ll never make rockets reusable > you’ll never land a rocket vertically > you’ll never land one on a drone ship > you’ll never reuse a booster > you’ll never fly the same booster 10 times > you’ll never fly the same booster 20 times > you’ll never fly the same booster 30 times > you’ll never recover and reuse the fairing > you’ll never lower launch costs > you’ll never launch every month > you’ll never launch every week > you’ll never launch multiple times a week > you’ll never carry astronauts > you’ll never replace Roscosmos > you’ll never fly civilians to orbit > you’ll never manufacture satellites at scale > you’ll never build the biggest constellation ever > you’ll never make satellite internet work > you’ll never make satellite internet fast > you’ll never make satellite internet affordable > you’ll never serve rural customers > you’ll never serve aircraft and ships > you’ll never build a methane rocket engine > you’ll never make full-flow staged combustion work > you’ll never build the most powerful rocket ever > you’ll never build a rocket bigger than Saturn V > you’ll never build it out of stainless steel > you’ll never launch Starship > you’ll never separate Super Heavy and Starship > you’ll never relight Raptor in space > you’ll never bring Super Heavy back > you’ll never catch a booster with Mechazilla tower arms > you’ll never launch 85% of mass to orbit worldwide > you’ll never change the economics of space > you’ll never force the entire industry to copy you > you’ll never win > you’ll never IPO   Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.   Today is your day. You deserve this. May it be a glorious one.

@chamath @socialcapital I love these deep dives. One of the only subscriptions I have.

In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn With Me. Over the last two years, my @socialcapital team and I systematized our process into a product that allows anyone to learn with me continuously, for a fraction of the cost of a single McKinsey report. Each Learn With Me Deep Dive represents 300+ hours of first-principles research, expert interviews, and truth-seeking analysis of what's happening in the world today. We have 3 main goals: 1) Educate: Break down complex topics from first principles 2) Contextualize: Show why it matters now in a shifting world 3) Analysis: Help individuals, founders, investors, and policymakers make informed decisions on their own Over the last 2 years, we’ve released 30+ Deep Dive reports across five primary themes I believe are essential to understanding the world today: Technology, Energy, Life Sciences, Economic Analysis, and Socio-Political Trends. Some of our most popular Deep Dives: - Stablecoins: Early last year, I predicted that the biggest business winner in 2025 will be dollar-denominated stablecoins and shared the research behind this thesis. - Magnificent 7: They are the undisputed winners of the internet era, with over $21T in combined market cap. We took a deeper look at each company’s products, key competitive edge, and revenue pillars. - China: We created a 3-part, 450-slide report to explore the history, governance, and both the domestic and foreign policies of one of the world’s most powerful and longest-lasting civilizations. Historically, we averaged ~1 comprehensive Deep Dive per month, delivered as a slide deck. After expanding our team, we’re looking to scale our output significantly in 2026: - 4X Deep Dives per month: You'll start to see them drop weekly instead of monthly, and we aim to raise the quality bar with each release. - Explainer Videos: We’ll be experimenting with cinematic explainer videos for our Deep Dive topics, presented by me with high-quality animations to make the research more accessible and shareable. - Community: We aim to deepen our community of curious individuals who are invested in the topics we cover with our group chat that I’m involved in, and we plan to do even more next year to cultivate digital and physical connections between our members. Price: While we’re increasing output by 4-5x, we will be keeping the price at $99/m or $999/y. Essentially, we aim to curate a community of individuals who are curious and invested in the topics we cover. Those who want to learn alongside other like-minded members and me can self-select. Deep Dives we have planned for Q1 2026: Humanoid Robotics, Autonomous Investing, Tokenization of Equities, Critical Minerals and Rare Earths, Prediction Markets, American AI Stack, Batteries, Population Collapse, Longevity and Aging, AI in Healthcare, GLP-1s, Affordable Housing, Neuralink, Autonomous Driving, California Fiscal Review, Agentic AI. We will also look to our subscribers to influence what we research in our private group chat. I invite you to come and Learn With Me here: chamath.substack.com

We're celebrating the first anniversary of joining @splunk 🥳. So @alexza tells you about new discounts, events, upcoming changes and more. Enter here: cs.co/60182s8rj

One year since @Cisco & @splunk united 👇 We're delivering a real-time unified digital view with leading security & observability solutions! Over 1,000 organizations have joined us—& counting 👏. Discover more in @alexza's blog⤵️ cs.co/60112H2Wl

I heard this internal memo of mine is being leaked right now, so here it is:

Join both the @Cisco Partner Program and @splunk Partnerverse Program to expand your capabilities. Training, incentives, and more await! 🚀 Read more in @alexza's blog here: cs.co/6010SxmR2 #Cisco360 #CiscoPartners

Strong the #JedAI must be. Wise they must act, and careful they must be, for powerful the tool of AI is. Use it wisely, the #JedAI must, for protect us all, it will. #MayTheFourthBeWithYou #CiscoHypershield #Yodawisdom

Regardless of age, gender, or perceived limitations, sometimes all it takes is an opportunity to lead us into our full potential.

@SahilBloom This is really special ⭐️

This one photo says everything you need to know about what it means to be a great parent. It’s a photo of my father—taking notes during one of my talks at an event in India. He is 68 years old and a tenured professor at Harvard Univesity. He has accomplished a tremendous amount in his career—but I am certain he is most proud of who he is as a father and husband. Throughout my entire life, he has shown up for me: From cheering at my baseball games, to surprising me at the finish line of my first marathon, and now to sitting and listening diligently as I deliver talks. He is there as a supporter—my biggest fan—and a trusted partner, someone who I can count on to shoot me straight with thoughtful feedback. He has always had high standards for me, but they were always paired with high support to match. He always encouraged me to think bigger, and then offered his shoulders to stand on to reach those bigger things. This photo is an example of who he is and the values he holds dear. At the end of one of my on stage talks, he was asked by the moderator how he feels seeing me on stage: “I’m proud that he is becoming the man he wants to be.” It hit me hard. Not “the man I want him to be” but “the man that HE wants to be”—a subtle but beautiful difference. It comes full circle, because he is the father I want to be—and the man I want to be. Here’s to all the parents out there who are lifting their children up with love, encouragement, honesty, and unrelenting support. I salute you—and I admire you. And to my Dad—I love you!

The SMB, SMB MSP, and MSSP SMB IT communities effectively merge their online and offline interactions through various big conferences and social media usage. This approach creates "watering holes" where they gather to share best practices, build relationships and create pipeline. From there, the community fragments based on their preferences for online communication platforms.

@alexza "blending online and offline interactions" Have you seen any communities or platforms doing this well?

"Community" is a term that gets thrown around a lot, but few people get a close up look at how communities grow and function across industries and the world. Here are some things I'm witnessing: 1. People want to follow people. Passionate communities are bring built around people, not institutions. 2. Content is a commodiy. Likes and comments aren't enough. People want access, exclusivity, and experiences. 3. Communities have buying power. People want to spend time and money within groups they aspire to be part of. You will see a surge in collective buying in the coming years. 4. The best communities have a reason to get together — they want to learn, earn, or create together. Getting together for drinks and networking gets old fast. The meetups are a means, not the end. 5. We're more connected online and more disconnected in person than ever. People are craving relationships, but COVID made them more discerning with their time and energy. 6. Great people have dispersed outside of the main metros, but it's difficult for like-minded people to meet by chance. 7. People *love* hosting events as part of a larger community. It is less work and more status than starting their own from scratch and building it slowly over time. People literally DM me to convince me to choose them as the host. All this to say, there is a vacuum of free energy in the system, waiting to be connected. Thoughts? What else are people seeing?

@bella_bongiorno @Humane @SKtelecom @Qualcomm Congratulations @Humane ! That is a lot of awards! 🏆

it was a really busy week for @Humane at #MWC2024, still buzzing from the energy of it all. incredibly grateful to our partners at @SKtelecom and @Qualcomm for showcasing @Humane and Ai Pin in their booths this year.

JUST IN: State regulators say Waymo can expand its driverless ride-hailing operations to the Peninsula and Los Angeles, marking a massive commercial expansion that launched last year in San Francisco. trib.al/iSO7UjX

@shailajashankar @007 @iHrithik @aiyappapa is our @Cisco @007 and I am sure he would agree!

Why not an Indian Bond @007 ? I vote for @iHrithik - a bond that can dance .. makes a ton of business sense!

@shailajashankar @007 @iHrithik +1 completely agree with the idea and choice!

Cisco is building the #SOC of the future 🔐 SIEM➕XDR➕SOAR➕UBA #CiscoLiveEMEA

Making #AI pervasive across the @Cisco Security Cloud ⛅️ Assist ➡️Augment ➡️Automate @jpatel41 #CiscoLiveEMEA

Cisco’s innovation is changing the very DNA of the internet 🧬 #CiscoLiveEMEA

Keynote packed with innovation at #CiscoLiveEMEA ✨There is no #AI without the Network 👥 @Cisco is your F1 crew in the time of AI 🛜 @Cisco is the internet data company with billions of daily measurements @jonathandavidsn @Tuszik #CloudManaged #MerakiMagic #SecureAccess