Raymond Tonsing
9.2K posts

Raymond Tonsing
@tonsing
Caffeinated: @affirm @airtable @amcainc @antaresnuclear @AvenCard @BitwiseInvest @boomaero @brexhq @federato_ai @onebriefapp @saronic @vardaspace @virtahealth




.@zebulgar says Varda Space will ultimately build the first industrial city in orbit. He breaks down how they'll get there: "We want to build the first industrial city in low-Earth orbit. But we're taking it one step at a time. Building out the business, getting great unit economics, proving out one use case at a time." "Generation 1 of what we're building is this two-part spacecraft — satellite and pod. The satellite has all the process equipment. The pod just has the finished good. When we're done, the pod survives, but all that process equipment and everything on board burns up." "Generation 2 will be flying in 2029. Think of it as that heat shield material just envelops everything. So now the satellite plus the pod both survive. That'll probably look like a mini space plane." "By the end of the decade, we'll start to invest into fixed pieces of infrastructure in orbit. Early on they'll probably just look like a satellite with a little docking port. Basically the space plane will come with the raw ingredients and it'll dock with that satellite up in orbit, and exchange them for the fabricated goods. But then we'll have like 10 of those satellites. We'll start to stitch them together, which basically looks like a station." "One day there'll be so many of those pieces of equipment on board that we'll be able to economically justify someone with a wrench to go fix some stuff up there. Once we can economically justify one person with a wrench, we can get ten, one hundred, a thousand."


.@zebulgar on investors getting comfortable backing Varda as both a biotech + space business—two historically difficult sectors. "My counter to that is two of the most recent trillion-dollar companies have been SpaceX and Eli Lilly." @itsmoislam






Nicholas Thompson is a disciplined machine (Atlantic CEO, record-holding runner, perpetual achiever) and a wholehearted human (insatiable interviewer, loving father, lifelong student). I talked to @nxthompson about what makes words worth reading in an AI world, the discipline of long form, and what compounds when you keep showing up. Nick is the CEO of @TheAtlantic, the American record holder in the 50K, and the author of The Running Ground—a book about inheritance, pushing oneself, and remembering that life remains richer than we can possibly know. We discuss whether I am a journalist; why The Atlantic matters, great editing and coaching; lessons from David Remnick and the gift of commercial constraints from Laurene Powell Jobs; daily momentum and how tiny tailwinds compound; getting paced to a 5-minute mile by his 15-year-old son; inheritance and Nick's exuberant, chaotic dad; the part of Nick's book that he's never been asked about; and why we are capable of much more than we think. Timestamps: 0:00 - Opening Highlights 1:17 - Intro to Nick 3:30 - Start: Words, Reading, and Writing in an Automated World 18:39 - Why Stories Matter and What Makes a Journalist 28:22 - Media Institutions, The Atlantic, Democracy, Tech, and Power 44:21 - Retaining Great Writers and The Virtues of Editors (and Coaches) 57:44 - Magazines and America 1:05:57 - Running, Motivation, Momentum, and Tailwinds 1:16:08 - Aging, Fathers and Sons, Inheritance, and a Mother's Grace 1:31:00 - Merging Machine-like Discipline and Wild Curiosity, The Boat that Never Touched Water, and Who We Might Still Become 1:44:11 - Gratitude, Stalin's Daughter, Scott Thompson's Verve, and Feeling Most Alive Episode 45 of @dialecticpod: Nicholas Thompson - A Life of Long Form - is available on all platforms and below. This was a special one for me. Please enjoy.

Spent an hour with @gregisenberg on the agent economy. The thing I keep saying out loud that people don't yet believe: a fleet of agents on the right platform can run a real company. Not a hobby. A real one. We did 3 live builds on Hyperagent during the pod: → A hyperlocal real estate report product — research, business case, working V1, one thread → A "Greg Isenberg contrarian AI" skill that learns Greg's voice and gets sharper every run → A Twilio voice + SMS skill from zero — picks up the phone and books restaurant reservations No infra setup. No API plumbing. No Mac mini in your closet. Cloud-native, deployable into Slack as a coworker in one click. Greg and I think this is the biggest opportunity of our lifetimes and most builders are still wildly underestimating it. $1K in credits for the first 1,000 SIP listeners. Go build a $100M company with 5 people — and post what you make.

Today we are excited to announce the launch of Aven Bitcoin Card with the world’s lowest APRs and longest terms for borrowing against your BTC - with lines going upto $1MM. Since we started Aven - our mission has been to reduce the cost of capital for consumers - today we are continuing on our mission with digital assets. We’re just getting started ! youtu.be/iEvnYI1QcK8?si…







