Wiz 👨🚀
@WizLikeWizard
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VC @Spacecadet ✦ Investing in Spacecadets & marketing their moonshots. 2x Founder. Techno-Optimist. Sometimes Chef. Son of immigrants. 🇨🇦
Silicon Valley
Joined April 2009
For Fund II, we didn’t pitch investors— We sent their future selves from 2050 to do it for us. See how below 🧵
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Expect USG to return to Cold War era spending levels in space… 👀
Probably nothing: China has launched eighteen classified satellites into geostationary orbit, named TJS-1, -2, -3, -4, -5, -6, -7, -9, -10, -11, -12, -13, -14, -15, -16, -17, -19, and -20. There is no TJS-8 or TJS-18.
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Tesla AGM right now is all about the robots 🤖 A few quotes from @elonmusk: On scale: “Optimus is going to be the biggest product of all time. Bigger than cell phones. Bigger than anything else.” On use cases: “There will be 3–5 industrial robots for every personal robot.” On
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When the mystery winks at you, do you promise not to look away?
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4K space cam by @Trl11_Inc (@BoostVC co) 📷🚀
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“The beauty contest is a mirage” 🎯 We only invest in non-consensus moonshots (receipts on our portfolio page). ~2/3s of our entry valuations are $15M Post or less. And we already have two “fund returners” 🤷♂️ Invest in Spacecadets, market their moonshots 👨🚀
Incumbent VCs and LPs who talk about VC in terms of "access" are optimising for a zero-sum, finite game. The drop in activity is a direct result of this becoming the dominant strategy (in terms of dollar volume and prevalence in discourse). In the incumbent's view, brand and
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HVAC has beaten out semiconductors, computers/servers, and data centers as the biggest winner of net-new hardware spending since 2022.
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Thank you @wolfejosh for the long pick. Thankfully I was too lazy to trade the shorts 😅
14/ The team @go_thematic made a WOLFE index on my L/S picks long SK Hynix short SMR, NNE, OKLO What is cool about this tracking + visualization is you can see how contrarian it looked over past few months....and how it is trending up since pitched https://t.co/34hffJLnxI
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People don’t just buy function, they buy status. They buy the story it tells about them. Alienware, Dyson, Apple, Peloton, and Sonos turn price and design into a social signal. The logo is a badge, the purchase is a membership. Sell the story people want to be.
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You should always send a deck ahead. Investor having context and smart (hopefully) questions coming into the call is always a better use of time. Pitching an investor who knows next to nothing about what you’re up to and having to start from zero is a waste of time.
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