Скачать или смотреть From Palantir to Space Defense: Building a $100 Billion Company

Reusable rockets, new economics, and surging investment are quickly making space one of the most promising areas for growth and innovation. Like other areas of defense, we're in a transition from billion-dollar, exquisite satellites to the proliferation of attritable platforms. What are the new markets and opportunities this creates? How will the Golden Dome impact the space race and competition with China? And what exciting possibilities, like asteroid mining, are in our future?

This week we talk all things space with Ian Cinnamon, co-founder and CEO of Apex Space, a satellite platform company. A graduate of MIT and Stanford Business School, Ian first launched a startup incubator, Superlabs, with Mark Pincus before founding Synapse, a computer vision company later acquired by Palantir. There, Ian worked on key initiatives like Project Maven before leaving to build Apex, and bring speed and efficiency to satellite platform manufacturing.

We begin with Ian's entrepreneurial journey and how his research at MIT informed the creation of Synapse. A top talent at Palantir, he reveals what it was like working on Project Maven — and the protesters that inspired him — plus the "light bulb moment" that led him to launch Apex. Next, we dive into the space boom and how SpaceX upended the entire way we think about, and build, for space. Learn about the unique challenges of engineering for space, why Apex is moving toward full vertical integration, and how it plans to meet skyrocketing demand for more launches. We also discuss President Trump's ambitious Golden Dome project, new possibilities for space-based interceptors, and China's plans to overtake U.S. supremacy in space. Finally, we conclude with Ian's most exciting innovations beyond Earth, and why asteroid mining isn't as far-fetched as you might think.

Joe Lonsdale is an American entrepreneur, investor & philanthropist. He has been a part of founding more than a dozen mission-driven companies, including Palantir, Addepar, OpenGov, Affinity, Epirus, Resilience Bio, and 8VC.

Follow Joe on Twitter: https://x.com/jtlonsdale
You can find his writings here: https://blog.joelonsdale.com/

00:00 Episode intro
02:09 MIT, cognitive science & building Synapse
06:17 Palantir, Project Maven, and protestors
8:53 Ian's "light bulb moment" for building Apex
15:23 The space boom & new possibilities
21:30 Engineering for space and lessons from SpaceX
27:50 China's ambitious space plans
30:19 Golden Dome & space-based interceptors
36:00 Understanding orbit altitudes for satellites
40:00 Is China trying to steal your IP?
44:13 Asteroid mining and new possibilities beyond Earth