Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore | TBPN

This podcast episode, recorded live from the TBPN Ultra Dome, features a co-hosted panel discussing current market trends, including Bitcoin's surge and positive consumer confidence, and previews upcoming guests. The hosts touch on the Midas List, debate NASCAR versus F1, and joke about a pay-to-play Midas list. Brad Gerstner joins to discuss his Invest America initiative, followed by interviews with AJ Piplica and Zach Shore from Hermeus about their hypersonic plane, and Delian Asparouhov about EnduroSat. The episode concludes with a lightning round featuring several Teal Fellows, who discuss their companies and insights, and includes segments on various sponsors and news items.

Outlines

Part 1: Introduction and Invest America

Part 2: Hermeus Hypersonic Aircraft

Part 3: EnduroSat and Space Data

Part 4: Fintech and Robotics

Part 5: Virtual Humans and On-Chain Trading

Part 6: Rare Earth Metals and Rare Disease

Part 7: Human-Robot Interaction and Talent Relocation

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Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore

TBPN

Part 1: Introduction and Invest America

Introduction and Midas List Discussion

Invest America Idea Genesis and Introduction

Invest America: Addressing Debt, Corporate Support, and Philanthropic Involvement

Invest America: Bipartisan Support, Implementation, and AI's Impact

Part 2: Hermeus Hypersonic Aircraft

Hermeus' First Flight and Hypersonic Ambitions

Hermeus' Engineering Milestones, Expansion, and Anthropic's AI

Part 3: EnduroSat and Space Data

EnduroSat Financing and Vision for Accessible Space Data

EnduroSat Customization, Competition, and Future Plans

Part 4: Fintech and Robotics

Fizz: Financial Products for Young Adults

Fizz: Go-to-Market Strategy and the Future of Consumer Fintech

Intempus: Expressive Robots and Neuromodulation

Intempus: Testing, Regulatory Pathways, and the Future of AI

Part 5: Virtual Humans and On-Chain Trading

Canopy Labs: Virtual Humans and the Future of Interaction

Azura: On-Chain Trading and the Future of Memetics

Part 6: Rare Earth Metals and Rare Disease

Solcoa: Domesticating Rare Earth Metals

Solcoa: Market Demand, Regulatory Landscape, and the Future of Regeneration

AUG: Addressing Access Problems in Rare Disease

AUG: Biotech Trends and Business Models

Part 7: Human-Robot Interaction and Talent Relocation

Intempus: Making Robots Expressive

Intempus: Tech Stack and the Future of Human-Robot Interaction

Extraordinary: Talent Discovery and the O-1 Visa

Extraordinary: The Future of Talent and the Power of the Gong

Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore

TBPN

Part 1: Introduction and Invest America

00:00Introduction and Midas List Discussion

Introduction and Midas List Discussion

06:47Invest America Idea Genesis and Introduction

Invest America Idea Genesis and Introduction

15:11Invest America: Addressing Debt, Corporate Support, and Philanthropic Involvement

Invest America: Addressing Debt, Corporate Support, and Philanthropic Involvement

25:29Invest America: Bipartisan Support, Implementation, and AI's Impact

Invest America: Bipartisan Support, Implementation, and AI's Impact

Part 2: Hermeus Hypersonic Aircraft

33:47Hermeus' First Flight and Hypersonic Ambitions

Hermeus' First Flight and Hypersonic Ambitions

42:31Hermeus' Engineering Milestones, Expansion, and Anthropic's AI

Hermeus' Engineering Milestones, Expansion, and Anthropic's AI

Part 3: EnduroSat and Space Data

51:14EnduroSat Financing and Vision for Accessible Space Data

EnduroSat Financing and Vision for Accessible Space Data

1:00:32EnduroSat Customization, Competition, and Future Plans

EnduroSat Customization, Competition, and Future Plans

Part 4: Fintech and Robotics

1:09:51Fizz: Financial Products for Young Adults

Fizz: Financial Products for Young Adults

1:17:50Fizz: Go-to-Market Strategy and the Future of Consumer Fintech

Fizz: Go-to-Market Strategy and the Future of Consumer Fintech

1:26:04Intempus: Expressive Robots and Neuromodulation

Intempus: Expressive Robots and Neuromodulation

1:35:40Intempus: Testing, Regulatory Pathways, and the Future of AI

Intempus: Testing, Regulatory Pathways, and the Future of AI

Part 5: Virtual Humans and On-Chain Trading

1:44:57Canopy Labs: Virtual Humans and the Future of Interaction

Canopy Labs: Virtual Humans and the Future of Interaction

1:57:07Azura: On-Chain Trading and the Future of Memetics

Azura: On-Chain Trading and the Future of Memetics

Part 6: Rare Earth Metals and Rare Disease

2:06:20Solcoa: Domesticating Rare Earth Metals

Solcoa: Domesticating Rare Earth Metals

2:15:31Solcoa: Market Demand, Regulatory Landscape, and the Future of Regeneration

Solcoa: Market Demand, Regulatory Landscape, and the Future of Regeneration

2:24:23AUG: Addressing Access Problems in Rare Disease

AUG: Addressing Access Problems in Rare Disease

2:32:30AUG: Biotech Trends and Business Models

AUG: Biotech Trends and Business Models

Part 7: Human-Robot Interaction and Talent Relocation

2:39:51Intempus: Making Robots Expressive

Intempus: Making Robots Expressive

2:47:10Intempus: Tech Stack and the Future of Human-Robot Interaction

Intempus: Tech Stack and the Future of Human-Robot Interaction

2:55:05Extraordinary: Talent Discovery and the O-1 Visa

Extraordinary: Talent Discovery and the O-1 Visa

3:01:11Extraordinary: The Future of Talent and the Power of the Gong

Extraordinary: The Future of Talent and the Power of the Gong