Two years ago today we dropped the very first Sourcery interview ever (please do not watch it) The title? Downfall of SaaS & Uprising of Vertically Integrated Monopolies Still true to this day. Maybe even more so??? Since then every single venture fund has taken on this thesis & I'm very happy I've continued to cover it (& all the factories I get to tour!!) - between hardtech, AI, financing these mega-projects, & covering their announcements I couldn't be more happy & excited to go even further down the rabbit hole, while creating cinema 🤩 Big shoutout to @xanderoltmann for being the very first test subject on what was originally a VC side quest during a market lull to something magical that clearly turned into the main thing.. u ROCK We went deep into his thesis, covering portfolio companies like @HadrianInc @VardaSpace @Senra_Systems @armada_ai modeled after @elonmusk @SpaceX @Tesla

P.S. Xander & I laughed at dinner last night about how I thought we needed to be scripted, do it all in one take, no edits, and the result? well, a lot of iterations Needless to say, I think I'm getting the hang of it now lol