Ylan Richard

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Ylan Richard

Ylan Richard

@ylanrich

CEO at Eridale (prev. Cala CEO)

Katılım Kasım 2017
603 Takip Edilen259 Takipçiler
Ylan Richard
Ylan Richard@ylanrich·
@andrewmccalip Isn’t it the premise on which Varda is built? Or do you believe that because they probably won’t compete on chemical manufacturing, you’ll get better rates?
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Andrew McCalip
Andrew McCalip@andrewmccalip·
Been saying this for years 🎯
Molly O’Shea@MollySOShea

BREAKING: Eric Romo (@_Eric_Romo), President & COO of Impulse Space (@GoToImpulse) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro @elonmusk Recorded at @NYSE x @payloadspace Space Summit

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Molly O’Shea
Molly O’Shea@MollySOShea·
anyone have a better mobile wifi setup than iphone hotspot? should i just carry around @Starlink with me.. need fast upload/download for big files on the go
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ian
ian@IanRountree·
This is the Black Hornet. They're ~$200K a piece. Teledyne FLIR has sold a couple billion $ worth. Some of the guys behind it just joined one of our portfolio companies.
Deedy@deedydas

defense tech is so freaking cool

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Peter Holderith
Peter Holderith@_baldtires·
a 3d print farm has gotta be the stupidest fucking way to make 120 drone frames in any amount of time 24 hours like that's some insane flex that is such brainrot
Peter Holderith tweet media
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Ylan Richard
Ylan Richard@ylanrich·
@aegrabs It’s great but still lacks the depth of features of the main cad systems, as awful as they are
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Ylan Richard
Ylan Richard@ylanrich·
@akothari Hey Akshay, can you take a took at this?
Ylan Richard@ylanrich

Hey @ivanhzhao @NotionHQ. Expand Notion agents’s capabilities with files in emails. They should be able to - Send any file stored on Notion in a email (not just pdfs given to them in the chat) - Read files from inbound emails (pdf, spreadsheets, etc…)

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Ylan Richard
Ylan Richard@ylanrich·
Hey @ivanhzhao @NotionHQ. Expand Notion agents’s capabilities with files in emails. They should be able to - Send any file stored on Notion in a email (not just pdfs given to them in the chat) - Read files from inbound emails (pdf, spreadsheets, etc…)
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Ylan Richard
Ylan Richard@ylanrich·
@austin_rief I love that most of the comments are from people implying this would never be worth $1b
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Ylan Richard
Ylan Richard@ylanrich·
I just watched the last cheeky pint episode with @sundarpichai. He actually mentions Claude Mythos without naming it a few days before it was announced. "These models are definitely going to break pretty much all software out there. Maybe already we don't know, as we sit here and speak. [...] I'm talking about opensource software, large platforms..."
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Ylan Richard
Ylan Richard@ylanrich·
@zebulgar What’s incredible is that it’s shot on a f’ing iPhone!
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Ylan Richard
Ylan Richard@ylanrich·
@jimbelosic Please wear gloves! Also a welding mask to protect your face from potential laser reflections! (Not dangerous just for your eyes)
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Ylan Richard
Ylan Richard@ylanrich·
These proposals don't aim at improving anyone's life. They aim at punishing people for their wealth. Their key mistake is to think that dropping some sand in the gears won't make the whole engine stop.
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Ylan Richard
Ylan Richard@ylanrich·
France, Sweden, Germany, and Austria all tried wealth taxes. All repealed them. France ran theirs from 1982 to 2017: 10,000 millionaires left, roughly €200 billion in capital relocated to Belgium, Switzerland, and the UK. Sweden killed theirs in 2007 after IKEA's founder moved to Switzerland. Germany dropped theirs in 1997, Austria in 1994. None of these countries repealed wealth taxes because they love billionaires. They repealed them because the taxes failed.
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