~/talk

Accelerate USA 2026: Joe Lonsdale and Raj Gokal

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Argues that entering regulated markets with elite engineers wins by fixing obvious, long-broken systems; gives concrete examples: Palantir and SpaceX took a decade to break into defense primes, an EMP project uses AI-accelerated microwave cones frying electronics miles away but lost funding after primes rewrote rules, and early crypto bets included Solana via Sam Lesson and leading a first check into Aerobor. Notes Addepar now reports roughly $10 trillion in assets and that public company counts are half of what they were 20 years ago.

AI-written summary · about

  1. 0:00Building in regulated sectors
  2. 2:20Navigating entrenched systems
  3. 4:26Regulatory strategy lessons
  4. 7:15Geopolitics and innovation
  5. 9:00Crypto and capital markets
  6. 12:13Libertarian views on finance
  7. 13:42Advice for startup builders
  8. 16:06American tech dominance
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