Timestamps: 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trends
Timestamps: 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trendsHow to Dominate Manufacturing in the US | Chris Power, HadrianRelentless2026-09-21 | Chris is the Founder and CEO of Hadrian, one of the fastest growing manufacturing startups in the United States. Hadrian has opened six factories since it was founded in 2020 with the latest being 2.2 million square feet.
Hadrian: hadrian.co Chris on X: https://x.com/2112Power Ti on X: https://x.com/ti_morse
Timestamps: 0:10 How to scale manufacturing in the US 1:42 Building ahead of contracts 4:21 Burn rate & execution risk 6:40 Bets that aren’t risky to you but are risky to everyone else 8:34 Scaling capacity 10:45 Operating with an 80% risk of death 13:10 Sprinting through 1-way doors 16:51 “Sometimes you gotta roll a hard 6” 18:37 Constructing a new factory 21:45 Learning how to build factories 28:14 Surviving company killing events 32:12 Radically pulling forward timelines 37:13 How financing changes as you scale from $1M revenue to $1B revenue 38:53 Growing from 725 to 1,325 employees in 4 months 43:00 Deciding which contracts to go after 45:33 What’s stopping you from growing faster? 50:02 “Just f*cking do it” 53:23 Designing the finance side of the business 56:51 Educating investors on manufacturing and capex heavy businesses 59:08 Deciding which competitive advantages to optimize for 1:02:08 Building trust with government partners 1:04:54 False doors 1:09:12 Figuring out the highest leverage activities 1:11:04 Investing in velocity 1:13:59 Energy managementManufacturing 50,000 Humanoid Robots Next Year | Bernt Børnich, 1XRelentless2026-09-18 | Bernt Børnich is the founder and CEO of 1X, a California-based humanoid robotics company. After years of developing NEO, its first home robot, 1X is preparing to manufacture and ship 50,000 units in 2027.
1X: https://1x.tech Bernt on X: https://x.com/BerntBornich Ti on X: https://x.com/ti_morse
Timestamps: 0:03 Shipping 50k humanoids in 2027 1:45 Cars vs humanoid robots 3:51 Living with a Neo 5:48 Automating tasks 9:14 Manufacturing ramp 11:54 Incorporating feedback 13:27 Sufficiently advanced engineering is art 14:58 Simplification 17:07 Keeping teams small 18:18 Understanding the machine 20:15 Designing for warmth 23:04 Creating delightful products 25:51 Creativity 28:50 Collecting real world data 31:14 World models 35:00 Teleoperation 36:23 Data is diversity bound 41:31 Chewing glass1 Million Drone Deliveries a Day by 2028 | Keller Cliffton, ZiplineRelentless2026-09-14 | Keller is Co-Founder and CEO of Zipline — the biggest drone delivery startup in the world. A few weeks ago, Uber Eats partnered with Zipline to deliver 1 million packages a day within the next 2.5 years.
This was significantly more demand than Zipline was planning for, so now they’re trying to rapidly open new factories and scale drone production.
Zipline: zipline.com Keller on x: https://x.com/Keller Ti on x: https://x.com/ti_morse
Timestamps: 0:11 Scaling to 1 million deliveries a day 4:08 Creating a magical customer experience 7:20 The Fermi Paradox for hardware companies 12:39 Staying ahead of the company 14:31 What won’t change as Zipline scales 17:37 Finding people who will tolerate a bad customer experience 20:51 Strangest challenges: nesting, hail, solar weather 24:12 Selling drones vs selling delivery 28:10 Limiting customer growth 31:46 Attacking the biggest constraint 37:07 Giving the Earth back to humansStarting a Solid Rocket Motor Factory from Scratch | Ethan Thornton, Mach IndustriesRelentless2026-09-02 | Ethan Thornton is the founder and CEO of Mach Industries. Mach is an LA based defense tech startup working on solid rocket motors, high-altitude balloons, missiles, long-range precision strike drones, low-cost kinetic interceptors and multiple other programs which are not currently announced.
Ethan on X: https://x.com/ethanrthornton Ti on X: https://x.com/ti_morse
Timestamps: 0:09 Starting a solid rocket motor factory 11:00 Smoothing out the boom bust cycle in defense 15:53 Creating tight iteration loops 19:58 Block redesigns 23:39 Product iteration is more important than performance 27:22 Opex vs Capex 30:17 Building a flexible organization 33:22 Investing in programs before there’s a contract 36:27 Asymmetric warfare 41:06 From R&D to scaling manufacturing 46:10 Starting a new project from scratch 48:31 Designing high output teams 53:13 Build more vehicles than you think you’ll need 58:11 Being a multi product company from day 1 1:00:26 Vertical integration 1:07:49 Acquisitions 1:11:24 Parallel pathing and sequencing 1:18:15 Why hydrogen was a bad bet 1:26:32 Making painful decisions 1:33:07 Refounding Mach in LA 1:35:25 Designing the company to scale 10x a year 1:39:03 Leadership failings 1:46:29 Bouncing back from failureManufacturing 1 million drones a year | Olaf Hichwa, NerosRelentless2026-08-11 | Olaf is Co-Founder & CTO of Neros.
They just moved into a new 250,000 sq ft factory, expect to hit a 130,000-drone annual run rate by the end of the year, and plan to scale to 1 million drones a year by 2028.
Neros: https://neros.tech Olaf on X: https://x.com/OHichwa Ti on X: https://x.com/ti_morse
Timestamps: 0:38 Redesigning a production line from scratch 1:15 Building 1,200 drones per week 1:43 Drones cause 70% of casualties in Ukraine 3:10 China sells millions of drones to Russia 6:40 Focusing on operators 9:12 Archer AI 11:18 Building for users, not the government 14:13 Creating multiple products in parallel 16:24 Bandit — drone interceptor 20:46 Why it’s important to build weapons systems 23:30 Russia is targeting civilian infrastructure 29:23 Manually shooting down drones 31:43 Learning from operator footage 34:21 Consumer photography drones 36:51 Choosing what to vertically integrate 39:33 Reality forces the Elon algorithm 41:32 The different levels of scale 45:31 Learning from Starlink 46:33 Engineering faster 48:00 Mass production vs prototyping 50:58 Working with the US Government 54:59 Manufacturing 1 million drones a year 56:56 Learning from Chinese drone companies 1:02:58 TaiwanManufacturing 1,000s of Nuclear Reactors | Isaiah Taylor, Valar AtomicsRelentless2026-07-01 | Isaiah Taylor is the Founder of Valar Atomics.
Valar just became the first startup in history to power an NVIDIA Blackwell with a nuclear reactor.
Isaiah on X: https://x.com/isaiah_p_taylor Ti on X: https://x.com/ti_morse
Timestamps: 0:32 Manufacturing nuclear reactors is a SpaceX style problem 2:58 Scaling from 1 reactor to 10 4:31 Why it’s so tempting to iterate on paper instead of actually building reactors 7:37 Having contact with reality - modular shielding 10:09 Steel is cheaper than software engineers 11:09 Why the idiot index is so high in nuclear 16:02 Becoming a nuclear company 18:57 It's important not to lie to yourself 21:55 Obsessing over critical path 24:54 Nuclear reactors are relatively simple 30:35 Safety is a function of iteration speed 30:55 Why Valar had to vertically integrate 35:01 Designing a Toyota Camry vs a Ferrari 38:07 Running through 1-way doors 41:13 Pulling rabbits out of a hat 46:13 Wartime mode 48:49 Being willing to do unreasonable things 51:20 How Elon injects urgency into his companies 56:56 Relentlessly chasing the goal of making energy 10x cheaper 58:32 What’s changed over the last 3yrs 1:00:51 Designing safe nuclear reactors 1:13:05 Learning from SpaceX - optimizing for scale 1:18:07 Having a high tolerance for looking dumb 1:19:50 How Palmer Luckey handles hit pieces 1:20:55 Inevitable time 1:25:26 Predicting unknown bottlenecks 1:28:08 Scaling 1:29:45 July 4th will be a rebirth for nuclear in the United StatesPablo Escobar was a logistics guy — Ryan PetersenRelentless2026-05-26 | Ryan Petersen is the Founder and CEO of Flexport.
Timestamps: 0:03 Pablo Escobar was a logistics guy 2:29 The explosion in tariff fraud 8:58 The Dutch East India Company 11:20 History of global trade 14:39 1,000x spice markup 17:53 The British East India Company 24:02 How the British got 20% of China addicted to opium 27:44 The Forbes family & opium trade 30:40 Jewish trading networks 37:33 It’s illegal to criticize the King of Thailand 38:58 Strait of Hormuz 45:58 Maritime chokepointsHow were going to power the AI data center buildout | Energy Sec. Chris Wright & Scott NolanRelentless2026-05-23 | This conversation on how we're going to power the AI data center buildout is between US Secretary of Energy Chris Wright and Scott Nolan, Founder and CEO of General Matter.
Links to X: Energy Sec. Chris Wright: https://x.com/SecretaryWright Scott Nolan: https://x.com/ScottNolan Ti Morse: https://x.com/ti_morse
Timestamps: 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”The Manufacturing Startup Thats Outcompeting China | Jim Belosic, SendCutSend | Round IIRelentless2026-05-19 | Jim Belosic is the founder and CEO of SendCutSend.
Ti on X: https://x.com/ti_morse Jim on X: https://x.com/JimBelosic
Timestamps: 0:15 Beating China in manufacturing requires scale 1:10 Automation is not a magic bullet 2:12 Scaling profitably 4:31 Delivering a great customer experience 8:44 Why SCS raised $110M 11:20 Expectations are promises 15:33 Increasing speed and capacity 18:46 Focusing on customers 22:20 Frugality and generosity 25:06 Creating The Anything Factory 26:33 3pm is the new midnight 27:49 Figuring out the next bottleneck 30:37 Finding buildings with enough power 35:21 Lowering prices 37:36 Gambling to turn on factories faster 39:03 Aim for perfection and you’ll end up at excellence 40:04 Maintaining a maniacal sense of urgency through impatience 41:30 Seeding SCS DNA at new factories 43:08 Solving challenges 45:32 Finding great capital partners 48:40 Focus on customer pain 51:59 Learning from Home Depot 54:16 Bringing manufacturing back to America 55:11 Building capacity creates demand 57:01 Handling demand surges 58:21 Being default skeptical and sensing bullsh*t 1:00:27 Getting back to buildingHow to Start a Cult | Lulu Cheng MeserveyRelentless2026-05-05 | Lulu is a PR & Comms expert who works with some of the best startup founders in the world.
Lulu on X: https://x.com/lulumeservey Ti on X: https://x.com/ti_morse
Timestamps: 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of AuctoritasWhy Elon Outcompetes Everyone | Eric JorgensonRelentless2026-04-16 | Eric Jorgenson is the author of The Book of Elon.
This is not sponsored.
If you would like you read Eric's book you can find a free version here: elonmuskbook.org
Eric on X: https://x.com/EricJorgenson Ti on X: https://x.com/ti_morse
Timestamps: 0:12 Why Elon outcompetes everyone 1:53 Not wanting to be CEO 6:15 Why there was a 1 in 100 chance of Tesla and SpaceX both succeeding 10:03 Thinking in lost future revenue 11:58 Living with a gun next to his bed 15:02 How Elon starts companies 19:23 Giving Larry Page an early demo of the Roadster 21:27 Why Elon calls people into the factory at 2am 25:01 The 20 people who execute Elon’s will autonomously - MrBeast clones 28:52 Working with Elon is doing a tour of duty 31:18 Creating a grand vision that people can believe in 36:42 How to thrive under Elon 37:30 The Algorithm - question every requirement, delete part or process, simplify and optimize, accelerate, automate 41:38 Setting up a tent factory in the Tesla Fremont parking lot 43:28 How Elon would play the game if he was born 300 years ago 45:10 Empathy for the individual vs empathy for the mission 46:57 Being feared vs being loved 48:38 The endless churn at Elon companies 50:49 Ruthlessness and having a willingness to be disliked 56:08 Creating enemies and chaos 58:37 Shifting SpaceX’s focus from Mars to building a base on the Moon 1:00:07 Justifying Tesla’s valuation by reseting the vision 1:02:21 The S-Curve of ambition - colonizing planets, Starlink, Terafab 1:04:44 Throwing billions of dollars behind new companies 1:06:22 A great team is just the sum of the individual vectors 1:11:09 The idiot index at an industry-scale 1:13:53 Why it’s critical for space companies to control launch 1:15:44 Thinking in limits 1:18:47 Expanding the vision until no one can measure it 1:23:41 Internalizing pain and dealing with setbacks 1:26:03 The evolution of Elon’s operating philosophy over the last 30 years 1:27:37 EffectivenessHow Brian Armstrong Built CoinbaseRelentless2026-03-23 | Brian Armstrong, Co-Founder and CEO of Coinbase.
Coinbase: coinbase.com Brian on X: https://x.com/brian_armstrong Ti on X: https://x.com/ti_morse
Timestamps: 0:25 Crafting narratives 2:28 Bias towards action 4:06 Biggest calls in Coinbase’s history 5:53 Developing intuition for making big bets 7:30 Getting truth out of people 10:04 Being anti-authority 12:30 The 3 levels of communication 14:39 Practicing to pitch w Paul Graham in 2012 16:55 Working w Fred Ehrsam 20:33 Hashing out bad decisions in the early days 22:23 Having a scarcity mentality around people 23:31 Action produces information 27:34 “If you wait for perfect clarity, you’re never going to get anything done” 31:45 Uber vs Lyft in crypto 34:23 Building trust 36:30 Advancing the mission of Coinbase 38:33 Skillsets: fundraising, storytelling, recruiting, sales 40:10 Prediction markets and AI generated content 43:58 How he operates differently than other big startup CEOs 45:18 Solving his greatest fear 48:09 Burnout and running at a marathon pace 51:20 Experiencing pain 54:32 Hiking and getting out in nature 56:54 It’s always wartime 58:58 Defining moments of crisis 1:05:35 Finding the next marching post 1:07:18 Installing ideas in people’s minds 1:10:25 The power of bringing people together over dinner 1:13:00 Action produces action 1:14:10 Backing founders outside of Coinbase 1:15:45 Scheduling 4 week long-long vacations a year 1:18:35 Finding people who raise your energy 1:20:18 Leaving a trail of proof of work 1:23:03 Touching people emotionally 1:25:19 Why we built the Iron Bank of Braavos 1:26:38 Playing an infinite game 1:31:47 Selling brownies on The Silk Road 1:35:36 My philosophy for Relentless 1:38:35 Business is like playing Civilization 1:44:59 Bonding w Fred Ehrsam over video games 1:45:47 Never leave a meeting without next steps 1:49:06 How Coinbase makes acquisitions 1:50:30 Why Coinbase’s best acquisitions were people 1:52:00 Bitcoin is the new gold standardPeter Beck — Were scaling Electron faster than SpaceX scaled Falcon 9Relentless2026-03-16 | Peter Beck, Founder and CEO of Rocket Lab.
Rocket Lab: rocketlabcorp.com Peter on X: https://x.com/Peter_J_Beck Ti on X: https://x.com/ti_morse
Timestamps: 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimismManufacturing 1 million drones a year | Soren Monroe-Anderson, NerosRelentless2026-03-12 | Neros just acquired a new 250k square foot factory which will allow them to ramp production to 1M drones a year.
This is my second interview with Soren Monroe-Anderson, Co-Founder and CEO of Neros.
Neros: https://neros.tech Soren on X: https://x.com/soren_ma Ti on X: https://x.com/ti_morse
Timestamps: 0:50 New 250k square foot factory 5:13 How the Russia Ukraine war has evolved 8:51 Learning from the Starlink production ramp 12:37 Building a military spec drone 15:25 Prototypes vs production product 17:27 Creating a fully China-free drone 20:27 Scaling production capacity 25:53 Production hell vs supply chain hell 29:11 Timelines and urgency 34:08 Flyoff mode and PBAS 37:40 How Soren operates during a sprint 40:54 Shifting from building drones to company building 42:37 Leadership hiring 49:05 Focusing on execution 50:30 Defeating drone jammers 57:55 Oh sh*t moments 1:00:09 Refocusing on health and taking care of yourself 1:05:21 Measuring effectiveness by battle field results 1:13:04 Evolution of their testing process 1:16:05 Archer Fiber 1:17:55 Lifting up the entire drone industrial base 1:21:12 Building region-specific supply chains 1:23:49 How America can win over the coming decades 1:26:55 Are we going fast enough? 1:29:12 Choosing to work on lethal systems 1:32:35 Being pro-America 1:35:37 Future of warfare and autonomous systemsThe American Uranium Enrichment Startup | Scott Nolan, General MatterRelentless2026-03-09 | My first interview with Scott Nolan, Co-Founder and CEO of General Matter.
General Matter: generalmatter.com Scott on X: https://x.com/scottnolan Ti on X: https://x.com/ti_morse
Timestamps: 0:48 What if Russia stopped selling uranium to the US 4:47 The history of uranium enrichment 10:44 What if he was given $25 billion to turn on reactors as fast as possible 13:37 The US doesn’t have the capability to make fuel for Small Modular Reactors today 14:43 How Founders Fund decides to start companies 19:28 Why you shouldn’t start a company 26:02 Working at SpaceX in 2003 28:10 How Elon drove urgency in the early days of SpaceX 30:28 How it felt when the first three Falcon 1 launches failed 32:41 Figuring out what to work on after leaving SpaceX 34:26 How Peter Thiel convinced him to join Founders Fund 38:53 The most unintuitive thing he learned from Peter Thiel 44:03 Lowering the cost of uranium enrichment 47:32 The idiot index for enrichment 50:18 Vertically integrating vs using existing supply chains 53:44 The idiot index for timelines 59:13 Taking risk to pull in schedule: current burn vs future revenue 1:02:44 Choosing where to put their first enrichment facility 1:05:42 Maintaining maniacal urgency with multi-decade timelines 1:09:10 How a war with China will impact our ability to produce energy 1:14:06 What conventional wisdom gets wrong about building this type of company 1:17:48 The AI data center boom requires nuclear 1:21:02 Why SpaceX switched from an ablative engine to a regeneratively cooled all metal engine 1:25:08 How Elon makes nonobvious decisions 1:29:59 Don’t focus on problems that are already getting solvedThe US vs. China Manufacturing DebateRelentless2026-02-27 | My first debate on manufacturing between Sam D'Amico, founder of Impulse, and Aaron Slodov, founder of Atomic Industries.
Sam D'Amico on X: https://x.com/sdamico Aaron Slodov on X: https://x.com/aphysicist Ti Morse on X: https://x.com/ti_morse
Timestamps: 0:39 Introductions 11:34 Is it possible to reverse America’s manufacturing decline? 16:37 Where would Sam invest $100M in a factory today? 21:28 How California made it illegal to do chemistry w metals 25:43 Elon on Tesla's Shanghai Gigafactory 32:01 Using the data center boom to pull advanced capabilities onshore 36:51 Building Chinese level capacity in America 38:33 The US Gov hasn't incentivized companies to build base level capacity 42:54 Why space companies have to vertically integrate their supply chains 45:06 The advantage of building a Chinese supply chain 49:10 Why Apple manufactures all their products in China 59:42 Apple exports engineering expertise 1:02:19 Consumer electronics 1:07:55 How the advent of humanoid robots will shift the balance of power 1:12:29 Why Apple spent hundreds of billions building their supply chains in ChinaSpace Datacenters | Baiju Bhatt, AetherfluxRelentless2026-02-22 | My first interview with Baiju Bhatt, Co-Founder of Robinhood and Founder of Aetherflux.
Aetherflux: aetherflux.com Baiju on X: https://x.com/BaijuBhatt Ti on X: https://x.com/ti_morse
0:05 Rock climbing w Jared Leto 5:46 Culture at Robinhood vs Aetherflux 15:57 Building a Shelby Daytona over Covid 23:44 The hair patterns of founders at different stages 28:16 Orbital datacenters 38:22 Failures before Robinhood 45:57 Hitting dead ends 51:39 Seeding Aetherflux with $10M 58:08 Willingness to be scrappy again 1:01:18 Starting from scratch in a new industry 1:08:26 The second company is just as hard as the first 1:12:16 Playing Magic the Gathering as a kid 1:17:32 Goblin mode vs Monk modeThe Quest to Cure Alzheimers | Sacha Schermerhorn, Babylon BioRelentless2026-02-14 | My first interview with Sacha Schermerhorn, Founder & CEO of Babylon Bio.
Babylon is on a quest to cure Alzheimer's. https://babylon.bio/
Timestamps: 1:00 History of Alzheimer’s research 8:09 Why tackle this problem 12:22 Axon degeneration 13:57 Structuring Babylon to survive many failures 15:24 Self-financing Alzheimer’s moonshots 19:01 Viagra 19:59 Swanson linking and Raynaud syndrome 24:16 Most efficacious drugs for Alzheimer’s 27:29 Experience starting Babylon 31:34 Attracting mission aligned people 36:24 Filtering for missionaries vs mercenaries 41:07 Lack of agency causes burnout 46:02 Living without a phone to reduce distraction 49:31 Why the information to cure Alzheimer’s might already be out there 54:19 How AI changes things 55:36 Controversial science 1:03:11 Volunteering at memory clinics 1:04:28 Impact-per-dollar and being scrappy 1:07:55 Internalizing pain when you make a bad decision 1:09:26 Time to last embarrassment 1:10:51 Risk taking 1:12:57 What causes cognitive impairment 1:22:11 What keeps him up at nightHow micro1 grew from $4M to $200M revenue in a year | Ali AnsariRelentless2026-02-10 | My first interview with Ali Ansari, Founder & CEO of micro1.
Ali Ansari on X: https://x.com/aliansarinik micro1: micro1.ai
Timestamps: 1:10 Continuous model improvement 2:42 Starting with an AI recruiting tool 5:42 Moving into the human data space 7:19 The Human Happiness Index 13:32 Creating a real world robotics dataset 17:03 Hiring hundreds of doctors & lawyers in a week 20:15 Providing a world class white glove service 22:15 Hiring for agency & risk taking 26:03 High velocity on two way decisions 27:35 Going all-in on data 28:52 Structuring incentives 38:18 Leadership & staying in the details 40:10 Losing their biggest customer right before an investor pitch 43:24 Becoming risk averse after an existential crisis 50:45 Taking action as fast as possible when you feel the urge to act 56:12 What it felt like growing revenue 30x in a year 1:00:48 Staying focused & limiting new projects 1:02:30 Predicting what the big AI labs will want 1:06:50 Creating a model to predict timelines 1:12:23 Hiring as a last resort 1:18:25 Taking big bold bets 1:28:49 Long-horizon tasksThe Future of Metal Manufacturing | Machina LabsRelentless2026-02-05 | My first conversation with Ed Mehr, Co-Founder & CEO of Machina Labs.
Machina: machinalabs.ai Ed Mehr on X: https://x.com/EdwardMehr
Timestamps: 0:46 Creating a sculpture of Tesla’s Chief Designer 3:28 What went wrong with early prototypes 5:56 How the metal forming process works 9:01 Rapid design iteration 13:48 The limiting factor in creating more Elons 16:18 Building the first prototype on $300k 22:22 The importance of naiveté & having fun 24:17 What it was like working at SpaceX in 2012 29:57 Celebrating customers 40:36 Focusing on the biggest risks 45:35 Designing the system to fit inside a shipping container 47:25 Early mistakes 52:22 Finding 10 champions 1:06:42 Selling systems, parts, vs finished assemblies 1:10:39 Hardware companies require complex capital structuresMy Conversation with Mehul Nariyawala, co-founder of MaticRelentless2026-01-29 | Production hell, why simplicity is important, pain as a moat.
My first interview with Mehul Nariyawala, Co-Founder of Matic.
Timestamps: 0:43 Why Artists Are Never Satisfied w Their Work 3:46 Creating A Minimum Lovable Product 6:35 No One Wants R2-D2, They Want A Solution To Their Problem 10:35 Selling His First Startup To Google 13:30 What YC Was Like In 2012 15:50 Acquisitions Are Like Organ Transplants 19:57 Building The Apple Of Home Robotics 25:00 Creating A Problem Deck 29:05 Why Most Vacuums Suck 35:58 First 250 Iterations 46:13 The Wife Test 51:46 Surviving 2020 56:35 Why Roomba Priced At $199 1:02:35 AI Products: Overpromise, Underdeliver 1:06:13 The Magic Of In-N-Out 1:09:06 Simplicity Is The Goal, Not Perfection 1:15:08 Designing A Company You Enjoy Working On For Decades 1:21:01 Taking Inspiration From Pixar & Harry Potter 1:23:24 Products That Give People Their Time Back 1:32:44 The Day Tobi Lutke Tweeted About Matic 1:39:34 Tesla Optimus 1:48:25 Going Through Production Hell 1:56:15 Designing Their Reliability & Testing Process 2:01:17 Pain As A MoatWTF is happening at xAI | Sulaiman GhoriRelentless2026-01-15 | My first interview w Sulaiman Ghori, Member of Technical Staff at xAI. https://x.ai
Sulaiman on X: https://x.com/sulaimanghori
Timestamps: 0:41 WTF is happening at xAI 1:46 Predicting future bottlenecks 3:05 Shredding conventional timelines 4:23 Experience joining xAI 9:23 Bootstrapping off the Tesla network 11:59 What is Macrohard 13:14 How Elon deals w fires 16:30 What it’s like working at xAI 20:33 Cybertruck bet with Elon 21:12 Using 80 mobile generators + battery packs to balance load at their data centers 22:45 How they built Colossus in 122 days 23:35 Work backwards & figure out the highest leverage thing you can be doing 25:51 How xAI hires 30:27 Challenging requirements 32:46 Experimentation 34:55 How Elon recalibrated his timeline estimates 39:15 AI engineers vs AI researchers 40:36 No one tells me ‘no’ 42:09 Everyone’s an engineer 44:06 Why fuzziness between teams is an advantage 48:25 Testing human emulators as employees 50:00 Biggest blunders 53:23 What a meeting w Elon is like 54:22 How Elon gives feedback 56:44 Figuring out ‘what is truth’ for Grokipedia 59:21 What happens when Elon sees wrong Grok outputs on X 1:00:08 What a surge feels like & operating in xAI’s war room 1:02:53 Making fidget spinners & 3D printers in his bedroom 1:08:48 Creating a liquid fuel rocket engineMy Conversation with Shuo Wang, co-founder of deelRelentless2026-01-08 | Shuo Wang, Co-Founder & Chief Revenue Officer at Deel. deel.com
Timestamps: 1:08 Designing Deel To Scale Quickly 3:28 Why Companies Should Go Global Early 7:30 Building Deel’s Sales Team 10:33 Why Shuo Loves Sales 14:44 Pivoting 3 Times During YC & Being Shameless 19:06 Dreaming About Intercom 22:04 Solving Payment Delays In The Early Days 25:11 Joining YC As A Crypto Payment Platform For Content Creators 32:37 How To Make Decisions Before You Have Data 36:30 Why It Was So Painful To Open Corporate Entities During Covid 39:57 Thinking Outside The Box 44:15 Why Covid Was “A Lifetime Opportunity” For Deel 46:11 Deel Speed 47:55 Argentina & Brazil 50:07 Interviewing Deel’s First 400 Employees 51:33 Screening For Happiness 52:59 Creating Ghost Busters (Special Projects Team) 59:16 Having A Co-Founder You Can Rely On 1:03:31 Why Offsites Are Important 1:06:07 Torturing Yourself Into Greatness 1:07:20 Learning How To Run A Business From Her Mom 1:11:26 Growing Up In China With Her Grandparents 1:15:51 Moving To The United States At 16 1:24:13 Building An Air Purifier Company In China 1:30:18 Being An Outsider In Silicon Valley 1:31:08 Focusing On One Product vs. Building Multiple Products 1:32:46 What PMF Was Like At Deel 1:34:46 How Shuo Thinks About Risk 1:37:18 Understand The Problem, Not The Solution 1:42:08 Creating An 11-Star Customer Experience 1:43:44 What Makes Alex Special 1:46:00 Poker 1:46:43 Always Look At The Positives Even In Tough SituationsHow Zipline Scaled to 2 Million Drone Deliveries | Keller ClifftonRelentless2025-12-29 | My first interview with Keller Cliffton, co-founder & CEO of Zipline. zipline.com
Timestamps: 0:51 Building An Automated Logistics System For Earth 2:22 Starting In A Trailer Park 6:09 Scrappiness In The Early Days 9:08 We Do This Not Because It Is Easy, But Because We Thought It Would Be Easy 10:47 Shut Up. Just Do Blood 18:08 Flying To Rwanda 19:46 Scaling Up Is Always A Sh*tshow 23:22 Dropping A Blood Bag On A Hospital Roof 26:38 Falling In Love With The Process & Valor 8:30am Meeting 32:06 WFIO Moments: We’re F*cked It’s Over 38:34 Building A New Industry From Scratch 42:29 Launching In Rwanda Without Looking At The Weather 43:39 Building A Relationship With The FAA 47:49 Creating Customer Love 54:35 4 Traits Of Great Hires: Practical Problem Solver, Fast Learner, Low Ego, Mission Driven 58:34 Scaling Zipline 1:02:01 Growing 15% Week Over WeekBringing Back Supersonic Planes | Ian Brooke, Astro MechanicaRelentless2025-12-22 | My first interview w Ian Brooke, founder & CEO of Astro Mechanica. astromecha.co
Timestamps: 0:31 Creating Long-Range Supersonic Planes 3:07 Private Jets vs Airliners 8:26 Why Private Jets Are Insanely Expensive 11:30 Building Great Products That Last Forever 20:39 Front Loading Work To Design Things Well 30:42 Making Contact With Reality 43:32 Following Your Intuition 48:38 Thinking In Shapes 53:54 Expressing Yourself Through Building Things 58:56 Starting With A Vague Idea & Sharpening The Vision Over Time 1:03:16 Trying To Tell A Story vs Just Building Something 1:17:44 Seed & Soil - Emmett Shear 1:27:57 Doing Things That Bring You Joy & Energy 1:32:35 Keeping Product Vision In Your HeadHow Land Raising Works | Laurence Allen, TerranovaRelentless2025-12-11 | Laurence Allen is Co-Founder & CEO of Terranova. https://terranova.inc
Chapters: 0:37 How land raising works 4:15 Being reactive vs proactive to wildfires & floods 10:26 How Terranova started 12:03 Using a hacked concrete pump 14:58 The sinking city problem 16:45 Why use wood chips 18:55 The history of land raising 24:32 Working w partners vs vertically integrating 27:46 Scaling to larger projects 34:19 Working at SpaceX 45:10 Creating a high intensity environment 53:57 SF vs El Segundo 57:04 Biggest manufacturing & sourcing challenges 1:01:31 Hiring tinkerers 1:04:47 Setting the right expectationsCompeting to Build the Fastest-Growing Energy Startup Ever | Base Power, Zach Dell & Justin LopasRelentless2025-12-05 | My first interview with Zach Dell & Justin Lopas, the Co-Founders of Base Power Company. basepowercompany.com
Timestamps: 0:38 Violent Execution & Base Pace 1:45 Focusing on actionable metrics 4:27 Scaling from 40 to 240 employees in 12 months 7:31 Executing against the original vision 10:58 Entering production hell 12:15 Operating in a heavily regulated space 13:51 Being intentional about seeking feedback 16:16 Frank Slootman: balancing intensity and focus 18:42 Gemba walks 20:14 Putting on the Winning Hat 22:02 Pulling in timelines by deleting parts and processes 24:07 Northstar goals 25:37 Building a competitive advantage 27:11 Vertical integration 29:29 Talking with customers 34:02 Staying in the details 38:22 Being direct with people 40:37 How their Co-Founder relationship has evolvedChina, Robotics, & Open-Source AI | Clem DelangueRelentless2025-12-01 | My first interview with Clem Delangue, cofounder & CEO of Hugging Face. huggingface.co
Timestamps: 0:52 Creating an affordable robot 11:24 Incentives 14:20 Hiring generalists 20:24 Designing a robot for builders 25:13 Focus is saying no 31:08 Slowly compounding for years 36:30 Optimizing for trust 39:12 Sisyphus 45:13 Great companies are just living embodiments of their founders 48:46 Two-way doors 54:17 Figuring out what you love to do 1:01:12 Living with uncertainty 1:04:36 Setting the right expectations with AI products 1:09:15 Why open-source matters 1:21:07 Real trends vs fake trends 1:30:30 Pavel Durov & France 1:33:59 Why China is leading open-source AI 1:38:32 XAI open-sourcing Grok 3 1:43:17 Trends in roboticsThe Greatest World Conquerors In History | Ben WilsonRelentless2025-11-23 | My first interview with Ben Wilson, creator of How To Take Over The World. takeoverpod.com
Timestamps: 0:37 Where are the Napoleons of today? 5:22 There are no peace time CEOs 6:29 MrBeast 7:58 Creating chaos 14:05 Never debase yourself by having an enemy that’s below you 17:32 Who will be remembered 500 years from now? 20:13 The Lindy Effect 23:03 Why Julius Caesar made the ultimate sacrifice 25:25 How The Rothschilds built reputation 31:29 Scale economies shared & selective irrationality 39:00 Timelessness 42:11 Why great stories last 45:48 Studying the greats 48:26 World conquerors live with uncertainty 50:59 How Caesar borrowed $500M & became too big to fail 54:22 Why great leaders repeat the same mantra 1:03:21 Operating in a gray area 1:07:00 Why there’s a lack of vision 1:10:19 Elon’s biggest bluff 1:13:38 Eliminating optionality & going all in 1:17:13 Ernest Shackleton 1:21:25 Designing a life you actually enjoy 1:26:25 Being willing to look wrong for a very long time 1:32:20 Every great person is fundamentally an addictCuring Age-Related Diseases w Epigenetic Medicines | Lada Nuzhna, General ControlRelentless2025-11-20 | My first interview with Lada Nuzhna, Founder & CEO of General Control. https://generalcontrol.inc
General Control engineers epigenetic medicines for age-related diseases.
Timestamps: 0:56 FOMO about the future 4:47 Epigenetic reprogramming 7:47 Starting Impetus Grants 13:29 Founding General Control 16:39 Targeting disease vs aging 22:19 Why there’s a graveyard of biotech startups 27:07 Growing up in Ukraine 34:15 Bob Swanson & Genentech 37:49 Executing quickly with long feedback loops 43:16 Why using mice in efficacy studies doesn’t make sense 47:36 Arguing with vendors 51:13 Longevity escape velocity 53:07 Being self-taught in bio 56:22 Living for 200-300 years 1:01:17 Journey of getting to the United StatesWhy Elon Outcompetes Everyone | Shaun Maguire, SequoiaRelentless2025-11-17 | My first interview with Shaun Maguire, Partner at Sequoia Capital. sequoiacap.com/people/shaun-maguire
Timestamps: 0:30 How Elon works 8:11 Execution speed 15:40 15 levels of mathematicians 25:52 How he assesses founders 29:31 Starting the next Bell Labs 32:43 Why it was so hard to invest in SpaceX in 2019 36:26 Working at Neros 42:36 What Elon looks for in capital partners 44:43 Why people underestimate Boring Company 51:37 Stepping into the fire 56:00 Playing CS:GO competitively 1:03:56 Dropping out of high school 1:07:20 Getting renamed in 7th grade 1:14:02 Lord of the flies 1:21:23 How people like Gwynne Shotwell work with Elon 1:25:07 Why Elon is one of the greatest capital allocators of all time 1:30:59 Underestimating Jensen HuangFireside Chat w Joshua BrowderRelentless2025-11-14 | Sat down with Joshua Browder, founder & CEO of DoNotPay, for the first ever Relentless shoot at night overlooking San Francisco. donotpay.com
Timestamps: 0:52 Being anti-authority 2:41 Creating The Pret App in 2010 6:04 Freezing Putin’s assets 13:20 Evidence of exceptionalism during childhood 16:47 Getting the AWS $100k credit 5 times 17:39 Suing robocall companies 28:31 Living in the original Facebook house 32:26 Almost throwing in the towel on DoNotPay 39:18 Building a profitable business 40:47 Paying it forward 43:26 Having breakfast with Marc Andreessen 47:15 Mansa Musa 49:50 Blending cities together 51:22 Growing up with DyspraxiaMold Toxicity & How To Treat It | Ariana Thacker, MoldcoRelentless2025-11-11 | My first interview with Ariana Thacker, cofounder & CEO of Moldco. moldco.com
Timestamps: 0:04 Sparking the American revolution 0:39 How Moldco started 3:54 Symptoms of mold exposure 10:27 Treating mold related issues 16:17 Ariana’s experience with mold illness 21:25 The different types of mold 25:19 Raising a VC fund 31:05 Shoemaker Protocol 35:12 Mold toxicity awareness 40:01 How to avoid mold when traveling 49:27 Why mold exposure can compound with other illnesses 57:10 What’s been the most surprising thingCompeting With China In 3D Printing | Max Lobovsky, FormlabsRelentless2025-11-08 | My first interview with Max Lobovsky, cofounder & CEO of Formlabs. formlabs.com
Timestamps: 0:07 Why there’s a graveyard of 3D printing companies 0:59 Starting Formlabs 4:31 Being sued by the largest 3D printer company in the world 8:08 Forging a great company culture 11:38 Creating the Form 1 23:41 The first fundraising round 28:00 Having a superpower 30:07 Identifying undiscovered talent 33:50 Positioning the company to win 37:59 Raising too much money 45:43 How to deal with problems 48:47 What’s going on in Ukraine 51:08 China becoming a global leader 55:08 Bell LabsBuilding Unmanned Cargo Planes | David Zagaynov, PoseidonRelentless2025-11-05 | My first interview with David Zagaynov, co-founder & CEO of Poseidon. poseidonaero.com
Timestamps: 0:05 Cargo and logistics 2:28 Starting with a ground effect vehicle 3:48 Why certification is so difficult 6:52 Flying a plane by mid 2026 10:07 Crashing into a lake 16:15 Working on planes during WWI 21:26 Drone regulation 24:19 Heron & Egret 25:34 Decreasing cost per flight ton-mile 30:59 Finding warehouse space 39:57 What won’t change over the next 10 years 47:50 Building airportsHow Shinkei Is Reshoring Americas Seafood Supply Chain | Saif KhawajaRelentless2025-10-30 | My first interview with Saif Khawaja, Cofounder & CEO at Shinkei. https://shinkei.systems
Shinkei is building fish harvesting robots with the goal of radically improving the quality & shelf life of the fish we consume.
Their Poseidon robot uses the traditional Japanese ike-jime method for killing fish which is humane and preserves texture, flavor, and freshness.
Timestamps: 0:42 Fish processing vs harvesting 4:51 Creating Seremoni 8:30 Expanding through word of mouth 9:19 Starting Shinkei 12:47 First few iterations of Poseidon 16:49 Celebrating fisherman 21:59 Helping fisherman make more money 25:47 Why he started Shinkei 27:09 First deployment 29:56 Following your intuition 32:01 Finding the right cofounderInversion CEO on Building the Future of Space Delivery | Justin FiaschettiRelentless2025-10-24 | First interview with Justin Fiaschetti, cofounder & CEO at Inversion. inversionspace.com
Timestamps: 0:46 Delivering cargo from space 3:14 Inversion’s first mission 8:14 Engine malfunction 11:58 Testing process & product iteration 16:51 Focus on what’s not going to change 23:02 Why mass to orbit matters 26:15 Behavior shift over time 39:37 What the last 20 years would look like if we didn’t have aircraft 44:23 Why they’re vertically integrating everything 50:55 Early days at Inversion 1:01:17 Find great people then unblock them 1:04:06 Making things happen faster 1:08:04 Figuring out the right leadership style 1:10:59 What he loves about being a CEOHow To Build A Self-Sustaining City On Mars | Saurav Shroff, StarpathRelentless2025-10-21 | First interview with Saurav Shroff, co-founder & CEO of Starpath. https://starpath.space
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.
Timestamps: 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 industryThe Creator of Onewheel | Kyle DoerksenRelentless2025-10-16 | First interview with Kyle Doerksen, founder & CEO of Future Motion, the creator of Onewheel. onewheel.com
Timestamps: 0:15 What is a Onewheel 4:14 Launching on Kickstarter 9:02 Finding the right suppliers 11:20 Applying to YC 13:40 Juicero 15:24 Figuring out how to not lose money & domestic manufacturing 24:48 Testing the board 27:09 Creating Onewheel racing 31:37 Designing an intuitive experience 33:38 Early prototypes 36:45 Scaling challenges 40:51 Building a product that’s designed to take abuse 43:54 Repairability 52:30 Incorporating customer feedback 56:03 Expansion over the coming years 1:00:05 Production hell 1:02:38 0 to 1The Tesla of Boats | Mitch Lee, ArcRelentless2025-10-13 | First interview with Mitch Lee, cofounder & CEO of Arc Boats. arcboats.com
Timestamps: 0:30 Building an electric boat 3:34 From v0 to first shippable product 6:20 Why he started an electric boat company 7:57 Advantages of not using diesel engines 13:30 Showing customers around the factory 15:57 Scaling to three boats a week 20:24 Production hell 23:16 Actively trying not to vertically integrate 28:55 Why cargo ships & cruise ships should be hybrid-electric 36:30 Iterating on the product while improving the build process 41:59 Having a great cofounderBuilding Long-Range Hypersonic Missiles | Bryon Hargis, CastelionRelentless2025-10-10 | First interview with Bryon Hargis, cofounder & CEO of Castelion. castelion.com
Castelion builds hypersonic missiles. "Deterrence in a can."
Timestamps: 0:26 Hypersonic missiles 3:21 Sunday morning drive in the mountains 4:24 Why being relentless is so important 6:12 Getting kicked continuously 12:41 Passion for the mission of the company 18:19 Traditional aerospace vs SpaceX 26:53 How SpaceX tests & iterates 32:12 Starting Castelion - why reputation matters 38:58 Missile field testing 45:35 Showing employees company’s financial position 52:21 Having cofounders that will let you know when you’re screwing up 55:55 Finding the right cofounders 1:04:13 Paying it forward 1:07:30 Using comedy to cope with adversity 1:10:30 Luck 1:12:37 Operating in a resource constrained environment 1:17:26 Doing business with the government 1:33:47 Focusing on one product vs branching off into multiple products 1:36:36 Production hell 1:41:49 Expect something WILL go wrong 1:43:54 Forgetting to celebrate the wins 1:45:03 Working through unknown unknowns 1:52:27 Getting stopped by endangered desert shrimpWhy Theres A Housing Crisis In The US | Alexis Rivas, CoverRelentless2025-10-08 | First interview with Alexis Rivas, cofounder & CEO of Cover. buildcover.com
Timestamps: 0:30 Why there’s housing shortage in the US 5:07 Housing developers vs custom homes 7:21 From starting Cover to building the first home 10:10 Learn by building 13:16 Beginning with ADU’s (Accessory Dwelling Units) 15:48 Focusing on the biggest fire 18:25 Why onsite assembly is the bottleneck 21:15 Why so many housing startups have failed 24:38 Cover’s building process 26:22 Why the permitting process takes longer than the actual home building process 35:47 Building codes: subjective vs objective 41:32 Biggest unexpected problems 49:28 How Cover will scale to 10,000+ homes a yearHow US Hardware Startups Will Outcompete China | Pari Singh, FlowRelentless2025-10-06 | First interview with Pari Singh, founder & CEO of Flow. flowengineering.com
X: https://x.com/ti_morse
Timestamps: 0:00 Pivoting from rocket engines to software 4:44 SpaceX's design process 12:22 How hardware teams will work in the future 14:51 What happens if China and the US go to war 20:57 Regulation 23:05 Future of war: networked autonomous systems 31:40 Agile vs iterative 34:47 Starting Flow 44:31 Figuring out the right path to build the company 49:09 Increasing scope until your underestimated 1:01:14 Building a special forces cultureThe Manufacturing Startup Thats Outcompeting China | Jim Belosic, SendCutSendRelentless2025-10-02 | First interview with Jim Belosic, founder & CEO of SendCutSend. https://SendCutSend.com
Timestamps: 0:44 Manufacturing in the United States 3:48 Building trust with suppliers - beer test 5:47 Fun coupons 9:54 Don't save money - be frugal not cheap 14:39 Marketing by creating a magical customer experience 16:02 How SendCutSend started 18:28 Starting out with no money 21:05 Negotiating on terms instead of price 24:04 Creating a delightful customer experience from day 1 27:51 Building a moat while competing with China 32:58 Seeing how your business is evolving by walking the floor 36:55 Dealing with chaotic customers 40:35 Hiring your customers 47:03 Winning lifetime customers 52:05 The gaslight launch & SendCutSend’s secret menu 56:08 Learning from other industries 58:35 Sam Walton & Les Schwab 1:01:24 Focusing on things you can control 1:05:52 Never run out of inventory 1:12:32 “What can Jim do?” 1:17:29 How Jim thinks about risk 1:26:09 Self-funding the business 1:29:06 Hiring problem solvers & experimentalists 1:37:18 Creating a company where people actually want to workHardtech Roundtable: China vs USA, Manufacturing, AI Cults, Silicon Valley, RegulationRelentless2025-09-30 | This is a *mostly* hard tech roundtable that we shot on a ferry in San Francisco with Sam D'Amico, Jason Carman, Will O'Brien, Michael LaFramboise, and Laurence Allen.
Sam D'Amico - Impulse: impulselabs.com Jason Carman - Story: https://www.story.inc/ Will O'Brien - Ulysses: https://www.ulysses.eco/ Michael LaFramboise - Aurelius: aureliussystems.com Laurence Allen - Terranova: https://www.terranova.inc/
Timestamps: 0:37 Introductions 2:49 Why they started their companies 15:40 Building a future you actually want to live in 23:38 Storytelling & narrative aircover 26:43 Future of appliances 32:37 Building in China vs America 37:04 Overpaying software & AI talent 44:16 AI cult houses 46:35 Silicon Valley’s cultural shifts over the last 60 years 54:07 What’s wrong with SF 58:34 Turning Presidio Golf Course into the next Kowloon Walled City 1:04:37 Resetting regulations so we can actually build thingsWell Build 1 Million Humanoid Robots by 2028 — Bernt Børnich, 1XRelentless2025-09-28 | First interview with Bernt Børnich, founder and CEO at 1X.
1X is building humanoid robots that live with you in your home.
Timestamps: 0:25 Designing a humanoid robot that’s pleasant to live with 3:30 Living with Neo 5:31 How people form attachments with robots 8:41 The quantum serial number 10:23 What’s gone wrong during testing 12:19 When the robot actually became useful 15:39 Inefficiency in society 19:02 How Bernt got interested in robots 21:22 Starting 1X 26:28 Biggest scaling challenges 28:40 Managing expectations with early adopters 30:03 Getting Neo’s into homes#50 - Jason Carman, Founder of Story CompanyRelentless2025-09-26 | Second interview with Jason Carman, founder & CEO of Story. https://www.story.inc/
Timestamps: 0:37 Creating Planet - Story’s first short film 7:18 Story inspires science, science makes story real 11:50 Building the Nike for technology 14:51 The full production story for Planet 30:45 Collaborating with legendary directors 33:31 Hiring great people to do great work 37:15 Production mode 38:28 Deep tech company vs art company 40:18 Transitioning from s3 to making movies 44:57 Starting work on the trilogy#49 - Ian Laffey, Cofounder & CEO of TheseusRelentless2025-09-23 | First interview with Ian Laffey, CEO & Cofounder of Theseus. theseus.us
Timestamps: 0:26 Flying in GPS-denied environments 4:19 GPS in missiles and weapons 8:40 Strapping an Android phone to a drone 16:55 Why delays are so painful 20:51 Making decisions on intuition 32:54 Building trust in Ukraine 39:05 Being earnest 41:02 “What is f*ing me the most?” 48:47 The danger of unknown unknowns 58:53 Understanding a problem before bringing people in 1:05:57 Building a team of people who give a sh*t 1:12:34 First time going to Ukraine 1:19:49 Creating a checklist 1:23:49 Hiking the Appalachian trail 1:37:34 From first prototype to nine nines of reliability#48 - Police Chases, Ride Alongs, Bureaucracy | Daniel Francis, CEO Abel PoliceRelentless2025-09-15 | First interview with Daniel Francis, Founder & CEO of Abel Police.
"We do this not because it is easy, but because we thought it would be easy."
Ride alongs, police chases, alcoholism in China. abelpolice.com
*At 20:22 the math is wrong 1,600 * $50,000 is $80M not $1B
0:19 What Daniel says about the allegations 0:25 Thoughts on backpacks and merino wool 1:58 Police chases 3:58 How to ask a cop to do a ride along 6:03 Seeing a guy get hit by a train 7:50 Alcoholism in China 11:09 Why police conferences are great 12:36 What Abel does 17:19 Body cam footage 22:30 Spending 3 months in China 26:50 Being alone in Japan 30:02 Expanding to all 18,000 police departments 33:10 How body cams have changed policing 40:37 Trying to sign on SFPD 48:04 Making American cities safe 50:18 Why crime data is extremely misreported 54:43 Going on ride alongs to understand police problems 1:09:43 Impact of the marginal officer on violent crime 1:12:13 Future products 1:17:19 Being paralyzed at 15