Federico Jack

"Risk taking is the highest virtue, the only signal that you cannot fake. - Nicolas Nassim Taleb

Starting a company, taking it public, or selling for billions… none of that really matters in the end. What actually stays with you is the relationships you built, the people you fought alongside, and the journey you shared. The rest is just noise.

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

@elonmusk @xdNiBoR @Andercot Can we please add @CJHandmer ‘s gigantic telescopes to the backlog?

@Andercot But the good news is that SpaceX will put big telescopes in space and giant ones on the Moon

Physicists: "The greatest issue of our time is that physics is fundamentally incomplete, that we have no firm footing from which to explain our best theories" Also Physicists: "That's completely impossible, the laws of physics forbid it."

@martinvars que grande Pedro :)

Economic Times of India today

Nota de Clarin para evidencia en el proceso de la O1, banco.

@mouthofmorrison I couldn’t agree more. You can make your life even harder adding things like procurement of launches, taking the company public, competing with state sponsored companies… and the list goes on.

I think building a satellite imagery company might be one of the best proving grounds in all of tech: - Space is hard. - Manufacturing is hard. - Capital intensity is hard. - Petabyte-scale data infrastructure is hard. - Selling to defense and intelligence customers domestically is hard. - Selling to defense and intelligence customers internationally is hard. - Running a global, 24/7 service that is life-or-death for your customers is hard. - Long lead times juxtaposed against unpredictable demand shocks is hard. - Export, spectrum, and national security compliance as a startup is hard. - Geopolitical and industrial policy motivated acquisition is hard.

"The thing is, I never left" (@travisk) is sooo much powerful than “I am back”

Probably nothing…

Uber's insane fundraising story: four rooms, 12 hours a day, and they still ran out of slots Travis Kalanick reveals how Uber's fundraising war room actually worked "We would give them a table ... this valuation, how much money you want to put in. Then we would aggregate the demand like an IPO book ... but done way better because I was in charge of pricing" "I'm in the $250 million and over club. That's one room. The fourth room is like $25 million checks ... there's a guy who works for a guy who works for a guy who works for me doing that room" "We would give them a table ... this valuation, how much money you want to put in. Then we would aggregate the demand like an IPO book ... but done way better because I was in charge of pricing"

@Dylan_Morri So true! production volume is almost always constrained by the weakest link in your supply chain. Sometimes just showing up at your supplier’s sho, uninvited, helps a lot 😂

This is the fact everyone who has pushed hardware knows, And it’s always some spreadsheet error that’s the cause

@Dylan_Morri Beautiful 😍

Long Turbines, Long people who know how to make them.

@evilrabbit_ Congrats! 🍾 another reason for me to visit you one day 😀

We did a thing. 🌁

@travisk It would be awesome if you write another legendary tweet and find great talent on X, like you did the last time 😀

10 years ago. vimeo.com/153905859

Es un orgullo ver el Argentina Week en números. El impacto habla por sí solo. No es una sorpresa que el mayor investment roadshow de la historia de Argentina se dé bajo el liderazgo de @JMilei : • 410+ inversores participantes • 210+ empresas, bancos, fondos y startups • 128 CEOs, 42 Founders y 26 Chairmen • 69 CEOs speakers • 26+ Fortune 500 Además del Presidente Milei, gran parte de su gabinete y el Presidente del BCRA • 11 gobernadores argentinos • 60 reuniones bilaterales de alto nivel con inversores globales • 10 eventos satélite con 240+ participantes Solo 5% funcionarios públicos. 95% sector privado. Como dijo el Ministro Luis Caputo: “Argentina no solamente volvió al radar global de inversiones sino que hay un interés sin precedentes”. @JMilei @OPRArgentina @ARGinUSA @pabloquirno @LuisCaputoAR @Kicker0024

The best operators are all moving from bits to atoms. The future is going to be wild.

@rama_moyano_ @sserrano44 La cantidad de veces que use esa frase 😂

“I’m Argentinian, I will make it happen” tiene que ser el nuevo slogan del país

I think about this all the time

@schrep spinlaunch.com

@bscholl He explained the bottleneck of acquiring the blades. Are you having similar issues?

🤔