Venture Roundtable: SpaceX IPO, AI's PR Crisis, and the Defense Tech Bubble | E2270

This Week In Startups is made possible by: PaperOS - https://PaperOS.com/twist Northwest Registered Agent- https://northwestregisteredagent.com/twist Every.io - https://Every.io Plaud - https://Plaud.ai/twist Today’s show: Silicon Valley just lined up its biggest liquidity event in years: SpaceX filed confidentially for an IPO that could target a $1.75 trillion valuation — potentially the largest public offering in history. Meanwhile, a new Quinnipiac poll shows that 62% of Americans aren't excited about AI, and 70% think it will destroy their jobs. The disconnect between Sand Hill Road and Main Street has never been wider, and this panel is here to argue about what to do about it. Jason Calacanis and co-host Alex Wilhelm are joined by Delian Asparouhov, Partner at Founders Fund and co-founder of Varda Space Industries; Salen Churi, General Partner at Trust Ventures, focused on regulated industries and physical infrastructure; and Larsen Jensen, Founder and GP of Harpoon Ventures and former Navy SEAL. They dig into the SpaceX IPO and what it means for LP liquidity, founder formation, and venture capital's comeback story; the gap between Silicon Valley's AI optimism and public hostility; whether defense tech is in a bubble after $49 billion flooded the sector in 2025; the Marc Andreessen "zero introspection" thesis for founders; America's reindustrialization challenge and the rare earths supply chain crisis; and Artemis’s path to putting boots back on the Moon. Guests: Delian Asparouhov on X → https://x.com/zebulgar Delian Asparouhov on LinkedIn → https://www.linkedin.com/in/delian-asparouhov-87447742/ Founders Fund → https://foundersfund.com Salen Churi on LinkedIn → https://www.linkedin.com/in/salenchuri Trust Ventures → https://www.trustventures.com Larsen Jensen on LinkedIn → https://www.linkedin.com/in/larsen-jensen-4a4a30215/ Harpoon Ventures → https://www.harpoon.vc Companies: Varda Space Industries: https://www.varda.com Northwood Space: https://www.northwoodspace.io Saronic Technologies: https://www.saronic.com Base Power: https://www.basepowercompany.com Starcloud: https://www.starcloud.com Timestamps: 0:00 Introduction + Plaud 0:20 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off! 3:34 SpaceX files confidentially for IPO: $1.75T valuation, June target 8:44 Will the SpaceX IPO reinvigorate venture capital? 09:30 Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit https://every.io 17:15 AI's PR crisis: Dario vs. Jensen, and who's communicating well 17:46 Jason's "Invest America" proposal: give workers equity stakes 19:03 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 21:23 Larsen: Silicon Valley is walking into the same trap as China offshoring 28:12 PaperOS - Whether you're raising a round, launching a fund, or managing a venture portfolio, PaperOS can unlock simplicity and scale across your empire of capital, contracts, and companies. Claim your $10,000 credit at https://paperos.com/twist 29:34 Polymarket: 24% chance of a federal AI data center moratorium 46:05 Whoop and Oura: hardware is back, software moats are melting 46:32 Is defense tech in a bubble? 49:34 Northwood Space, Astranis and the satellite connectivity gap 1:01:45 America's reindustrialization: rare earths, pharma, and the right tech tree 1:10:16 Saronic raises $1.75B for autonomous drone boats 1:15:23 The Singapore model: paying elite performers to work in government 1:17:53 Artemis: Humans are heading back to the Moon 1:24:51 Anthropic vs. OpenAI: where would you put your entire net worth? Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

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