@MollySOShea I'm on the edge of my seat for this secret childhood story for the beginning of Sourcery!
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David Prichard
70 posts
David Prichard
@DavidPrichard
CEO @Denver_Ventures | Backer of builders | Betting on humans | Student of Founder DNA
Denver, CO Katılım Mayıs 2025
155 Takip Edilen37 Takipçiler
BIG news.. Sourcery 🤝 livestream
Mo Islam@itsmoislam
BREAKING: Exclusive interview with @MollySOShea live from @NYSE on THE FUTURE OF MEDIA. We cover: – The origins of Sourcery – Media inflection points – Live streaming & creating authenticity – Sourcery's upcoming IPO @sourceryy x Arkaea Media Group
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@bscholl Love this. It's good for your kids to see why you work so damn hard and engage with it anywhere they can. Bringing their friends into it is a great way to help them admire what you're building even more. Makes the whole thing way stickier for them in my experience.
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If you work at a hard tech company, it would be super irresponsible to bring your kids and their friends to the factory and let them experience a forklift.
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David Prichard retweetledi
Someone from Tesla said we may have just hired their #1 asset.
Michael So is joining Aalo as VP of Programs, coming directly from his role as Head of Cybercab Launch.
His track record is absurd:
• NPI employee #1 at Giga Texas (built the team to 100+)
• Launched Model Y --> the top-selling vehicle platform in the world every year since 2023
• Launched Cybertruck
• Was running Cybercab production scale-up
• Plus Silverado/Sierra at GM and Cruise's AV
Six products from concept to full-scale production in a decade. Nobody launches hard hardware faster.
He's bringing that rigor to Aalo-X and the Aalo Pod, factory-built nuclear at the scale the world actually needs.
Welcome aboard, Michael. Let's go.
Matt Loszak@MattLoszak
Excited to announce that Michael So is joining Aalo as our VP of Programs. Michael previously led the Cybercab program at Tesla, and played major roles on Cybertruck and Model Y. He's been a leader in Austin's manufacturing scene since the early days of Tesla's presence here, commissioning the 1st Giga Texas production line, building its 1st car, and scaling production. At Aalo, Michael will help to create the nuclear product that will make affordable, smaller nuclear reactors a reality. Welcome to the team Michael!
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Excited to announce that Michael So is joining Aalo as our VP of Programs.
Michael previously led the Cybercab program at Tesla, and played major roles on Cybertruck and Model Y.
He's been a leader in Austin's manufacturing scene since the early days of Tesla's presence here, commissioning the 1st Giga Texas production line, building its 1st car, and scaling production.
At Aalo, Michael will help to create the nuclear product that will make affordable, smaller nuclear reactors a reality.
Welcome to the team Michael!
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Have a long overdue trip to Austin + Texas upcoming..
Which factories & companies should I visit?
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David Prichard retweetledi
@paulg I usually nod along with the wisdom you share, but I strongly agree with @PalmerLuckey
here. It's not for everyone, but starting early accelerates learning. If it fails, you iterate with decades of runway. If it succeeds, you gain freedom sooner to chase curiosities. Why delay the build-launch-iterate cycle when the downside is low and the compounding upside is huge? Nothing teaches like actually building and shipping. When inspiration hits, no matter the age, just do it!
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Don't start a startup in high school. What if it works? You'll lose the opportunity you'd otherwise have to explore random, interesting ideas, driven only by curiosity. Because while you will indeed learn a lot from a startup, you won't have any choice about what you learn.
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@altcap - just heard your comment on AllIn about getting your name for your X handle. Maybe you already tried, but X has the "X Handle Marketplace" now, and I used it; it was awesome. I had to have a couple of symbols in my name before, and this got me my actual name right away.
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Smart market driven approach. Delay Mythos, organize Project Glasswing to partner w leading companies to collectively harden internet security & use cyber as a blueprint for the industry coordination we will need to manage a world of post AGI models. 💪🇺🇸🚀
Dario Amodei@DarioAmodei
I’m proud that so many of the world’s leading companies have joined us for Project Glasswing to confront the cyber threat posed by increasingly capable AI systems head-on. x.com/AnthropicAI/st…
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David Prichard retweetledi
Here are the 10 commandments of building a Trillion-dollar nuclear company:
After 15+ years in new nuclear, this is what i learned about the ladder (regardless of reactor size or type):
Level 1: Build hardware under Nuclear QA
Level 2: Achieve first criticality (sustain fission)
Level 3: Run at full power for 1 year
Level 4: Secure your first commercial operating license
Level 5: Lock fuel for reactor #2 + 3 refueling cycles
Level 6: Execute a successful refueling outage
Level 7: Finance your second commercial plant
Level 8: Prove your supply chain can deliver 10 reactors
Level 9: Achieve NOAK economics
Level 10: Deploy at least 1 GW/year
Reality check:
- VCs are betting you can reach Level 3
- Private equity won't take you seriously under Level 6
- The market majority prays you climb up to Level 9
Most companies talk about Level 10.
Very few survive the climb to Level 3.
That gap is the entire game.
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David Prichard retweetledi
BREAKING: The bipartisan Supersonic Aviation Modernization Act (SAMA) just passed the House UNANIMOUSLY and is headed to the Senate.
Supersonic flight isn't red or blue. It's Red, White, and Blue.
🇺🇸✈️💪
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@jesslivingston @paulg I do always get a kick out of how much he likes to quote you
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@paulg The things I say in my kitchen that make it to Twitter...*sigh*
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"Why is he so desperate to meet with you? I mean, no offense..."
— Jessica
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@HarryStebbings For sure, and there is everything to be gained from being elegant. People remember when you seem like the one with class in difficult situations. All of a sudden you stand out because everyone is so used to mudslinging.
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Lesson for life:
People will wrong you. People will do things they should not.
Always take the high ground. There is nothing to be gained from being petty or snide. Be elegant.
Life is long.
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@MollySOShea @Alfred_Lin Did you coordinate the matching?
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Sequoia stewards are built different.
@Alfred_Lin pre-stage:
- tequila shots
- 50 pushups
Interview coming soon..
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@bhalligan @lennysan @jack Really impressive. Was blown away, he nailed the tone and messaging on it, felt real. Master Class.
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Block up 30% after announcing a 40% layoff - ripped off the bandaid. Wow.
“AI tools are enabling new ways of working that changes the company” - Jack Dorsey
Joe Weisenthal@TheStalwart
Shares of Block are surging after announcing gigantic layoffs, cutting 40% of its staff
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@andrewchen @signulll I'm with you on that. Been trying to hold my ground and not give in. But not much of a poster either, lol
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every VC eventually starts a substack and a podcast
and every substacker and podcaster eventually becomes a VC 😂
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The real AGI will be when laptops reliably connect to the big screen in the conference room without having to call IT every time
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No sir, not charisma. I invest in dynamic leaders with big vision, deep product obsession, and extreme bias to action in my private and public company investing. @nejatian walked away from Shopify and structured his comp to be entirely performance equity. That's not vibes, that's big time skin-in-the-game conviction. I want to see his vision for Opendoor exist and he's just crazy + skilled enough to deliver.
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Monitoring the situation on @public
This is not investment advice 👀
Molly O’Shea@MollySOShea
BREAKING: Inside Opendoor w/ CEO Kaz Nejatian On earnings day, @nejatian opened the doors to Sourcery to go under the hood of the public turnaround of a company once trading at ~$0.50 & facing delisting risk 6 months in. $1 salary. Up to $2.8B in performance equity. All gas, no brakes I toured the office, sat in on a product meeting, BTS of the livestream, & recorded our long-form interview where Kaz shares openly how they’re rebuilding @Opendoor in public (with the help of the $OPEN army, of course) This was unlike anything I'd ever seen before. Big thank you to the Opendoor team for letting me in! 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Kaz Nejatian, CEO Opendoor (01:11) Near delisting & stepping in at a $0.50 share price (04:20) Obsessing over Opendoor (07:00) Running a Public company without playing the Headline Game (09:09) The $1 salary & being fully levered to the mission (11:15) The stock follows the company, not the other way around (13:00) Founder mentality & calling out the BS (15:57) Reading every invoice & slashing consulting spend (18:00) Paying millions to learn that cheaper means worse (20:50) Keith Rabois on Opendoor (23:10) Customer support said, “Have you heard of Google .com?” (25:05) Hiring YC founders & rebuilding the company’s technical DNA (27:35) Refusing to become a polished public CEO (29:48) Attention to detail vs macro thinking (33:09) The most-watched earnings call in history (36:10) Posting on X, backlash, & quoting Max Weber (38:50) The chance to own a piece of America (41:34) Why speed beats over-optimizing risk (43:28) Building a board you would pay to have dinner with (48:01) The “weird” decisions (51:54) Biggest lessons from Shopify CEO Tobi Lütke
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