Justin Fishner-Wolfson
speaker
289 appearances
1 recordings
1 series
first heard Jun 2026
last heard 14 Jun
Justin Fishner-Wolfson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And if you can keep building your positions in those companies, then everything works out.
And whether or not it's a primary investment, a secondary investment, it honestly doesn't matter that much.
I mean, the team's great.
I mean, the team has been together really for a long time.
I think if you look at the leadership, I mean, Brett is probably the most recent addition.
It's been 15 or 16 years or something that he's been at the company.
So the team is absolutely fantastic.
Glenn's been there for like 22 years.
So like, it's just...
It's a good team.
I mean, they also really built something that worked, right?
They flipped the business model in the industry because historically it had been cost plus and they had transitioned to a firm fixed price model.
And so a combination of a business model shift and then making the Falcon 9 partially usable fundamentally changed the economics of the business.
And so they've just built things on top of that over the years like Starlink, which has been amazing.
Well, I mean, they were strong.
I mean, they were profitable for a very long time and the launch business was was I mean, they were doing things that no one in the industry had accomplished.
Right.
They were launching not just cheaper, but way more frequently.
Right.
They're going to launch, I don't know, to me this year, but like something close to 200 times, like no one else in the world is launching
Showing 61–80 of 289 · page 4 of 15
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