John Rush

And so for those folks, like the small and medium businesses, the SMBs, they will just go for it because it doesn't matter if their brand gets misconstrued in some AI hallucination because they just need performance. They just need to grow the top line. But for a really established brand, they don't want to take that risk.

So maybe you could wedge in somewhere there, like sell to the CMO of Coca-Cola and say, hey, we know that you're going to be using generative AI tools. If there is some sort of backlash to a generative AI campaign that you run, we will foot the bill to do all the brand correction to get you back on track. That could be interesting because those big brands are going to be like the last ones.

They're going to be the laggards in terms of adopting this. technology.

Yeah, I mean, with this particular idea, obviously you need rock-solid cybersecurity chops in terms of the actual technical skill of your team, and then you also need insane B2B connections to be able to go and sell this. So it's not for everyone. This is not something some college dropout kid's going to build in their free time. Maybe they will. Maybe they'll be able to put it together.

But I would assume that this is going to be something that comes out of the current industry, somebody that... somebody that already has a lot of rapport and and connections and can uh really like know exactly what product to build immediately 100 you've got a few ideas so we've got a lot to talk about yeah let's do number two what was number two oh number two was the moonshot so

I have thought for a long time, I mean, I want to go to the moon. I think most people want to go to the moon. My son certainly wants to go to the moon. Like every kid wants to go to the moon. But there's always a question of like, how do we actually get there? We've been there, 1969. You know, that's a long time ago at this point. And we're going back.

So SpaceX is going to have the capacity to go to the moon and put humans there. But Elon has never been really focused on the moon. He's super focused on getting to Mars. He wants to make humanity interplanetary. And the problem with Mars is that there's only a small window of time when you can actually launch a mission from Earth to Mars.

Because the planets, if they're on the opposite side of the solar system, it would just take forever to get there. So you need to wait for them to kind of line up next to each other. And that only happens every two and a half, maybe three years. And so there's going to be this very slow iteration where when the next transfer window comes up,

spacex is going to definitely try and launch a rocket to get there but it'll probably just be like robots and then the next one they're going to launch like 10 rockets during that window because they're going to have like three years so it's not like going to low earth orbit where they can just launch a new rocket every single day like they're doing now for the starlink satellites um so it's going to be it's going to be a longer process but i really think that just if we're going to get to mars humanity needs to start getting their reps in on the moon and the beauty of the moon is that a it's really close

you can always get to it and you can always get back from it because if you plant an emergency escape pod on the moon, as long as you're on the earth facing side, the moon is locked in orbit so it always faces earth. So it's never the situation that you're like, oh, my escape pod is pointing at the sun and it's not pointing at earth. Like it's always pointing at earth.

So worst case scenario, you know, like this is kind of silly, but like sci-fi scenario, like there's a crack in my spacesuit helmet. You could literally just dive into your escape pod, smash the big red button and it shoots you back to earth and you're back in the Pacific ocean in like, you know, a couple hours or I don't know how long it takes, but like, you know, not long guaranteed to be there.

Now, worst case scenario, like you landed North Korea or something, but for the most part, like at least you're back on earth. Um, and maybe there's a little bit of steering that can try and get you to somewhere that's a little bit friendlier, but it just seems like the bar to colonizing the moon is like orders of magnitude lower than, um, than, than Mars.

And so the question is like, who's going to build this? Like 20-ish, 10, 10 to 20 years ago, there was a guy named Barney Pell who was, made a lot of money in the dot-com boom and started a company called Moon Express that was kind of targeting this idea of like, let's go do stuff on the moon. And I think he was just a little bit too early.

He was really well-funded, really talented guy, obviously, but he couldn't get it done. But now there's this interesting period where SpaceX will have the capacity and we will know the price. And there's been a number of companies that have gotten up and running on the basis of SpaceX's falling launch costs to low Earth orbit. So there's two examples that I think of. One is Varda.

They do drug manufacturing in space. So In low Earth orbit, there's no gravity. And so if you're trying to make a drug and it's crystallizing, if you can turn off the gravity, that can produce higher yields and better drugs, essentially. So it's a pharmaceutical play, but leveraging SpaceX. And it'd be impossible without SpaceX. And the same thing goes for

uh impulse impulse space by tom mueller the first employee at spacex he is building a company that boosts creating a boost vehicle that gets uh gets material from low earth orbit to geosynchronous orbit and so um That is another company that wouldn't exist without SpaceX. And so I think there will be a series of these companies.

And for the really, really big opportunities, it's totally possible that SpaceX takes it for themselves. SpaceX launches a lot of internet satellites. But when the really big opportunity of Starlink came about, which is low Earth orbit satellites in this mesh, it was obviously going to be just way better performance. You can now...

do zoom calls or podcasts like on planes it's crazy uh and really anywhere uh they kind of took that for themselves so i wouldn't i wouldn't want to compete with spacex on that um but if i think about you know moon tourism or some sort of like moon mining operation or even just some you know contracting uh organization that that puts assets on the moon for some other reason getting like

what if your business is like, we're just going to get food assets or air or water to the moon. And we're just going to build that up so that if SpaceX wants to buy some of it, we have it on the moon or NASA wants some of it, we have it on the moon. And that's what our business is. And we're just really good at understanding the economics of, of SpaceX's current cost to get a kilo to the moon.

And we are really good at just taking like, if it costs a hundred thousand dollars a kilo or a million dollars a kilo, or it doesn't matter, we have figured out what the right thing is to do right now. And I don't know the sequence of events. It might be, you want to put a nuclear reactor there first or something, or solar panel, or I don't know, robot, who knows.