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.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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Like there's a ton of good stuff going on.
I mean, obviously, we've known them for a long time, and I think we got excited about what they were doing and kind of the unique capabilities that they had and how that was specifically relevant for commercial but also for government as well.
And so it just seemed like a logical investment.
Yeah.
I mean, the market has expanded by a couple orders of magnitude since when we started the business.
I think...
as companies stay private, like all sorts of different people end up being in liquidity, right?
It starts with the employees, but eventually you end up with the investors.
And, you know, we're sort of, you know, at the point where like companies from a life cycle perspective are starting to go public again.
SpaceX is the big one to kind of start this.
But I mean, as you mentioned, like OpenAI and Anthropic are both filed their S1s confidentially.
So it's going to be a pretty interesting, you know, few quarters in the public markets.
There's a lot of capital that people are raising.
Yeah, I mean, I think a lot of people, they think about categories.
We think about companies.
And so if you looked at, just going back to the SpaceX example, it's like if you looked at SpaceX, you would think, oh, gosh, there are all these great space investments.
There were not, right?
We looked at probably every SpaceX or every space investment for, I don't know, 15, 20 years.
And the good investment was SpaceX.
And I think a lot of people thought, well, we should go invest in all these other things.
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