TBPN
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
Friday · 1 hr 58 min · Season 1 · Episode 624 · 113.4 MB
0:00-1:58:07
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- (00:27) - Leopold is Back!
- (29:21) - Big Tech Earnings
- (32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship.
- (01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy.
- (01:34:39) - Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain.
- (01:53:47) - 𝕏 Timeline Reactions
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- 0:27Leopold is Back!
- 29:21Big Tech Earnings
- 32:45Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship.
- 1:00:15Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil service, and Founders Fund’s investment strategy.
- 1:34:39Blake Resnick, founder and CEO of public-safety drone company BRINC, discusses the company’s $125 million capital raise and tours its drones, recharging pods, R&D facilities, and factory. He explains BRINC’s plans to deploy autonomous emergency-response drones nationwide, its strategic partnership with Motorola Solutions, and opportunities for innovation across the domestic drone supply chain.
- 1:53:47𝕏 Timeline Reactions