Trae Stephens
speaker
555 appearances
2 recordings
1 series
first heard Mar 2025
last heard 31 Jul
Trae Stephens’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
it much easier for them to penetrate uh, you know, breadth as well as depth.
Um and
I think it's that sales, the sales part of it is the one that's hard to figure out.
Now, what that means for Founders Fund, practically speaking in GovTech, is that we tend to want to write more concentrated checks once you see production usage of a technology working because it demonstrates that the founder has figured out how to get that those sales done and the products into usage in the field.
There's just so many companies that are great idea factories.
and maybe cool technology, but they they can't quite crack the business development nut.
I won't say publicly on the Technology Bureau's podcast that we want cool technology companies to fail because they're bad at business development.
Okay.
But
Uh those do present interesting opportunities for us from an MA perspective for sure.
Got it.
Yeah.
Yeah, I mean the long history on the uh Android side of things is that obviously when we when Palmer and I started ruminating on this company back in twenty seventeen, uh the obvious question that everyone asked us is are you going to build head-mounted displays for soldiers?
That I mean it's just so obvious.
Palmer's the greatest uh VR designer inventor in world history.
Uh obviously that's the thing that we would probably be focused on, right?
Yep.
Um, but Palmer actually had an interesting answer to this.
He he would tell people, you know, the basic science, the research that needs to happen from a physics perspective, uh is not there yet.
And of course I could build something, but it it wouldn't be quite right.
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