The SpaceX and Tesla Playbook for Hard Tech Startups

Bullish:

• $TSLA - Former Tesla executives highlight the company's exceptional talent density, technical rigor, and ability to execute complex manufacturing at scale through unique organizational principles.

  • “I spent about a decade at Tesla and got to run around the battery supply chain.”

    Turner·0:03

  • “if you if you're at a company that has, you know, really, really high talent density and you're in a position where you feel like you're constantly learning and every day is kind of like a growth opportunity”

    Turner·44:42
• $DEFENSE - Defense sector transformation opportunity as new entrants apply SpaceX-style manufacturing principles to missile production, addressing critical supply chain bottlenecks.

  • “I realized we don't have enough. They cost too much, and we can't make them fast enough.”

    Chandler·0:26

  • “there's so much talent that's living in SpaceX. There's so much talent living in Rocket Lab, Firefly, and Relativity that need to come work this problem set too.”

    Chandler·19:10
• $MINING - Mining and minerals sector ripe for disruption through software and automation, with major players being 50-100 years old and massively software deficient.

  • “this is an industry that the major players are 50 to a 100 years old.”

    Turner·3:23

  • “what became very apparent is that the industry is massively software deficient.”

    Turner·3:39

  • “you have to go full bore kind of like leveraging the advances in autonomy in automotive and humanoid robots to go and apply that to refineries and to to mining operations.”

    Turner·3:59