Jonathan Struhl

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

The $1 Billion Kalshi Perfect Bracket Challenge $1 Billion for a perfect bracket $1 Million guaranteed to the top scoring bracket $1 Million to charity and scholarships See the full rules and submit your bracket: kalshi.com/billion-dollar… No purchase or deposit required. SIG Parametrics, LLC, a member of the Susquehanna International Group of Companies, is financially backing this promotion.

Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space Engineered by Starpath in California.

x.com/i/article/2021…

Congrats to the brilliant Q.ai Ltd team: they’ve been acquired by @Apple, marking Apple’s 2nd largest acquisition ever 🚀 It’s been a pleasure to work with Aviad, Yonatan and Avi since we co-led their Seed in 2022 with our friends at Aleph (coinvestors with us in Lemonade and Simply). What they’ve built, entirely in stealth, at the intersection of AI and physics has the potential to transform communication. At Apple, their innovation will have the opportunity to reach global audiences. We are going to deeply miss working with them, they are extraordinarily smart, high integrity and tenacious. After the horrendous Oct 7th attack in 2023 approximately 30% of the company were drafted into military service, and for months afterwards our meetings were interrupted as the team had to scramble into bomb shelters, this slowed them down less than I could have imagined and not once did they complain, instead their energy was focused on supporting their community and making technical breakthroughs. Congrats from all of us @GVteam !

I am thrilled to share that we raised an oversubscribed $82M Fund III to lead pre-seed and seed rounds in Vertical AI, Deep Tech, Healthcare and Biotech startups in NYC and Boston. To be exact, we raised $82,048,000 - a number that felt on-brand for a nerdy firm like ours that loves riddles, the future, Morse code, and Easter eggs. We are immensely grateful to our LPs for their ongoing belief in our strategy and approach. We are equally grateful to the founders who have chosen to partner with us. Here is 2048 Ventures Ventures Fund III in a nutshell: - We back exceptional, ultra-competitive, visionary founders. - We lead pre-seed and seed rounds with $500K - $3M checks. - We invest in Vertical AI, Deep Tech, Healthcare and Biotech. - We invest primarily in NYC and Boston. - We seek businesses with strong data moats. Read more about where we’re excited to invest: 2048.vc/blog/2048-vent… If you are a builder and visionary looking for the highest conviction first-check investor, please reach out or re-share with your network!

First interview with Saurav Shroff (@SauravShroff5), co-founder & CEO of Starpath (@StarpathSpace). We talk about what it takes to build a self-sustaining city on Mars, creating rocket propellent production plants on the Moon and Mars, and selling solar panels to satellite companies. 0:40 Inputs to create a self-sustaining city on Mars 3:53 Creating rocket propellent production plants 6:21 How much a Nasa rover costs to build 8:02 Building solar panels 15:51 Scaling Starship production 17:56 Why it’s important to make life multi-planetary 24:16 Starting Starpath 26:53 Creating the first 10 Starpath rovers 31:20 Rover testing 33:09 How to simulate Martian soil on Earth 35:11 What if SpaceX didn’t exist 40:14 Keeping fast iteration loops as you scale 49:19 How many Starships it takes to make Mars viable 1:02:43 What are Starpath’s biggest risks 1:11:31 Finding talent that’s aligned with the mission 1:15:30 Living on Mars 1:18:46 Idiot index in the space industry