Molly O’Shea (@MollySOShea)
@MollySOShea
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" If SpaceX didn't work, Founders Fund would not exist."
" We bet our careers on SpaceX."
" At Founders Fund, we weren't trying to do portfolio management. We were trying to put the most money into the best companies possible."
— Brian Singerman (@briansin) on @elonmusk
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CEO & CTO of Impulse Space @GoToImpulse Tom Mueller @lrocket says the Moon is "more important than Mars" in the near term:
"@rookisaacman said we're going to build a base on the Moon and stay there."
"People are predicting we'll run out of copper in the next few years. Data centers require so much copper."
"We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years."
"We just gotta get ready to go get it."
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BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee)
FULL TOUR
The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse)
ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings
Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber
Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond
We cover:
→ Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life)
→ Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO)
→ Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F
→ Why 3D printing is "almost a cheat code" for rocket engines
→ In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25
→ 3 spacecraft in orbit + a 1,200-meter rendezvous
→ Starlink, iterating Merlin & Raptor, & working with @elonmusk
→ Nuclear propulsion, the Moon, & why compute needs to move to space
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space
(00:49) Inside Impulse Space
(02:32) Avionics Bay floor
(02:59) Building rockets at home
(03:50) Mira and Helios
(08:00) Why Tom left SpaceX
(09:33) The Deneb Engine walkthrough
(11:42) Testing in Mojave
(12:23) Favorite part of the Engine
(13:30) How it's 3D Printed
(14:21) Why 3D Printing changes everything
(16:54) Finding Talent for COPVs
(17:28) No Modern hardware without software
(19:52) The Mill Turn explained
(22:42) Payload Deck Design
(25:28) Entering the Secret Area
(30:48) Thrust, Flow Rate, & 100 Sensors
(32:13) Collision avoidance in Orbit
(32:57) The Electric Propulsion Chamber
(34:28) Nuclear Electric is the future
(38:49) Data Centers in Space
(40:28) SpaceX & Starlink's Growth
(41:10) Working with Elon
(42:07) If not CEO, then what?
(42:32) Moon matters more than Mars
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Data centers in space are a "no brainer."
SpaceX's 1st employee Tom Mueller (@lrocket) on @elonmusk's plan to move compute into space:
"It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data."
"You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."
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BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee)
FULL TOUR
The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse)
ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings
Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber
Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond
We cover:
→ Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life)
→ Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO)
→ Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F
→ Why 3D printing is "almost a cheat code" for rocket engines
→ In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25
→ 3 spacecraft in orbit + a 1,200-meter rendezvous
→ Starlink, iterating Merlin & Raptor, & working with @elonmusk
→ Nuclear propulsion, the Moon, & why compute needs to move to space
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space
(00:49) Inside Impulse Space
(02:32) Avionics Bay floor
(02:59) Building rockets at home
(03:50) Mira and Helios
(08:00) Why Tom left SpaceX
(09:33) The Deneb Engine walkthrough
(11:42) Testing in Mojave
(12:23) Favorite part of the Engine
(13:30) How it's 3D Printed
(14:21) Why 3D Printing changes everything
(16:54) Finding Talent for COPVs
(17:28) No Modern hardware without software
(19:52) The Mill Turn explained
(22:42) Payload Deck Design
(25:28) Entering the Secret Area
(30:48) Thrust, Flow Rate, & 100 Sensors
(32:13) Collision avoidance in Orbit
(32:57) The Electric Propulsion Chamber
(34:28) Nuclear Electric is the future
(38:49) Data Centers in Space
(40:28) SpaceX & Starlink's Growth
(41:10) Working with Elon
(42:07) If not CEO, then what?
(42:32) Moon matters more than Mars
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SpaceX's 1st employee Tom Mueller (@lrocket) on Starlink & SpaceX's "hockey stick" growth:
"All the naysayers said, 'There's no way they'll be profitable. They're going to crash.'"
"We're looking at it the other way saying, 'This will hockey stick the stock.'"
"Which it did."
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GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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Tom Mueller (@lrocket) says his "proudest development" as the 1st Employee at SpaceX was creating the Merlin engine:
"Currently flying on Falcon 9, it is the most reliable rocket engine ever developed, and also the highest thrust to weight of any rocket engine ever developed."
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BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee)
FULL TOUR
The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse)
ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings
Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber
Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond
We cover:
→ Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life)
→ Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO)
→ Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F
→ Why 3D printing is "almost a cheat code" for rocket engines
→ In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25
→ 3 spacecraft in orbit + a 1,200-meter rendezvous
→ Starlink, iterating Merlin & Raptor, & working with @elonmusk
→ Nuclear propulsion, the Moon, & why compute needs to move to space
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space
(00:49) Inside Impulse Space
(02:32) Avionics Bay floor
(02:59) Building rockets at home
(03:50) Mira and Helios
(08:00) Why Tom left SpaceX
(09:33) The Deneb Engine walkthrough
(11:42) Testing in Mojave
(12:23) Favorite part of the Engine
(13:30) How it's 3D Printed
(14:21) Why 3D Printing changes everything
(16:54) Finding Talent for COPVs
(17:28) No Modern hardware without software
(19:52) The Mill Turn explained
(22:42) Payload Deck Design
(25:28) Entering the Secret Area
(30:48) Thrust, Flow Rate, & 100 Sensors
(32:13) Collision avoidance in Orbit
(32:57) The Electric Propulsion Chamber
(34:28) Nuclear Electric is the future
(38:49) Data Centers in Space
(40:28) SpaceX & Starlink's Growth
(41:10) Working with Elon
(42:07) If not CEO, then what?
(42:32) Moon matters more than Mars
显示更多
BREAKING: Inside Impulse Space with Tom Mueller (@lrocket) (SpaceX's 1st Employee)
FULL TOUR
The famous engineer behind the Merlin engine, now Founder, CEO & CTO of Impulse Space (@GoToImpulse)
ICYMI: Merlin still powers Falcon 9 today, the most reliable rocket engine ever flown & the highest thrust-to-weight ever developed. It's the workhorse behind nearly every SpaceX mission: Starlink launches, Dragon crew & cargo flights to the ISS, & booster landings
Tom walks us through the factory floor, from the avionics clean room to a live rocket engine firing in the vacuum chamber
Impulse is building the in-space mobility layer: the vehicles & engines that move spacecraft after launch, from LEO to GEO, the Moon, infinity & beyond
We cover:
→ Mira: precision maneuvering spacecraft & its saiph thrusters (8 thrusters, ~50 lbs thrust, 5-yr orbit life)
→ Helios: long haul same-day delivery vehicle (12 tons of LOX/methane, LEO to GEO)
→ Deneb Engine: 15,000 lbs thrust engine that powers Helios, ox-rich staged combustion, carbon skirt running over 3,000°F
→ Why 3D printing is "almost a cheat code" for rocket engines
→ In-house composite tanks, Novaloy, & copper liners machined from 700 lbs down to 25
→ 3 spacecraft in orbit + a 1,200-meter rendezvous
→ Starlink, iterating Merlin & Raptor, & working with @elonmusk
→ Nuclear propulsion, the Moon, & why compute needs to move to space
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space
(00:49) Inside Impulse Space
(02:32) Avionics Bay floor
(02:59) Building rockets at home
(03:50) Mira and Helios
(08:00) Why Tom left SpaceX
(09:33) The Deneb Engine walkthrough
(11:42) Testing in Mojave
(12:23) Favorite part of the Engine
(13:30) How it's 3D Printed
(14:21) Why 3D Printing changes everything
(16:54) Finding Talent for COPVs
(17:28) No Modern hardware without software
(19:52) The Mill Turn explained
(22:42) Payload Deck Design
(25:28) Entering the Secret Area
(30:48) Thrust, Flow Rate, & 100 Sensors
(32:13) Collision avoidance in Orbit
(32:57) The Electric Propulsion Chamber
(34:28) Nuclear Electric is the future
(38:49) Data Centers in Space
(40:28) SpaceX & Starlink's Growth
(41:10) Working with Elon
(42:07) If not CEO, then what?
(42:32) Moon matters more than Mars
显示更多
SpaceX's 13th employee Eric Romo (@_Eric_Romo) says the biggest lesson he learned at SpaceX was how to iterate quickly.
In the early days, engineers would have to fly from LA to McGregor, Texas to test new hardware, only to occasionally discover they had brought the wrong part:
" We'd get on a jet and fly back there."
"At the time, the team in McGregor was one full-time employee. The rest of us would fly in, spend 10 days there, work for 10 days, come back to LA for 4 days, and we'd do that over and over and over again."
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BREAKING: Impulse Space Raises $500M Series D
Reaching $1+ Billion in Total Funding to Build In-Space Mobility Infrastructure
aka "Move Things in Space"
Full interview w/ President & COO Eric Romo (@_Eric_Romo) (SpaceX Employee #13#)
Founder & CEO Tom Mueller (@lrocket) (SpaceX Employee #1#):
"We're building more than spacecraft: we're building the economic & technical engine that will power humanity's expansion into space. From Earth orbit to the Moon & beyond, the ability to move quickly, precisely, & affordably on orbit is the fundamental capability that will unlock a true space age."
We cover:
→ The $500M raise
→ Mira: precision maneuvering
→ Helios: same-day delivery
→ Caravan: GEO rideshare
→ Commercial vs defense
→ Space Force demand
→ SpaceX origins
→ Hiring 200+ roles
The Series D was co-led by @137ventures & BANNER VC. Additional participating investors include Founder’s Fund, Lux Capital, & Linse Capital.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Eric Romo, President & COO at Impulse Space
(00:58) Fueling the next phase with a $500M Series D
(04:30) Crossing the $1B funding mark
(06:00) The freedom to execute
(07:09) Why startups d*e from indigestion
(08:30) Building beyond SpaceX
(13:32) How defense became the real opportunity
(16:19) Impulse’s product stack: Mira, Helios & Caravan
(23:43) The economics of urgency
(26:23) "Closer to a fighter jet than a tugboat"
(30:40) The new era of space defense
(37:33) The SpaceX DNA at Impulse
(38:27) The biggest lesson from SpaceX
(44:23) Hiring world class engineers
(45:38) If not COO, then what?
(46:43) The road to first Helios launch
显示更多
BREAKING: Impulse Space Raises $500M Series D
Reaching $1+ Billion in Total Funding to Build In-Space Mobility Infrastructure
aka "Move Things in Space"
Full interview w/ President & COO Eric Romo (@_Eric_Romo) (SpaceX Employee #13#)
Founder & CEO Tom Mueller (@lrocket) (SpaceX Employee #1#):
"We're building more than spacecraft: we're building the economic & technical engine that will power humanity's expansion into space. From Earth orbit to the Moon & beyond, the ability to move quickly, precisely, & affordably on orbit is the fundamental capability that will unlock a true space age."
We cover:
→ The $500M raise
→ Mira: precision maneuvering
→ Helios: same-day delivery
→ Caravan: GEO rideshare
→ Commercial vs defense
→ Space Force demand
→ SpaceX origins
→ Hiring 200+ roles
The Series D was co-led by @137ventures & BANNER VC. Additional participating investors include Founder’s Fund, Lux Capital, & Linse Capital.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Eric Romo, President & COO at Impulse Space
(00:58) Fueling the next phase with a $500M Series D
(04:30) Crossing the $1B funding mark
(06:00) The freedom to execute
(07:09) Why startups d*e from indigestion
(08:30) Building beyond SpaceX
(13:32) How defense became the real opportunity
(16:19) Impulse’s product stack: Mira, Helios & Caravan
(23:43) The economics of urgency
(26:23) "Closer to a fighter jet than a tugboat"
(30:40) The new era of space defense
(37:33) The SpaceX DNA at Impulse
(38:27) The biggest lesson from SpaceX
(44:23) Hiring world class engineers
(45:38) If not COO, then what?
(46:43) The road to first Helios launch
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BREAKING: Merge Launches ‘Agent Handler’
Control AI Access, Tokenmaxxed $$$ Bills, & Stop Mass Data Leaks
"We don't trust agents"
"The second you connect it to tools, that's where everything goes wrong."
OpenAI. Perplexity. Netflix. Uber. Mistral. Dropbox. JPMorgan.. all quietly run on @merge_api
Co-Founders CEO @Shensi Ding & CTO @GilFeig dive into it all
We cover:
- MASSIVE AI Security scares are just starting
- Tokenmaxxing bills
- Agent Handler
- Gateway routing
- Winning enterprise logos
- The SaaSpocalypse
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Shensi Ding & Gil Feig, Co-Founders at Merge
(01:04) Three products. One big bet
(03:20) How Merge made the AI pivot
(04:42) The Classic Innovator’s Dilemma
(05:58) Building culture around AI
(07:10) The leverage nobody’s talking about
(08:52) Codex vs Claude Code
(09:15) The scale nobody knew about
(09:47) SaaS, Finance, and the Biggest AI Labs
(10:46) Why AI companies buy differently
(12:04) What AI sales actually looks like
(13:04) The Fastest sales cycles in the market
(14:35) Why is Cybersecurity broken
(15:59) Merge's solution to agent security
(19:16) Mythos, Wiz, and the GitHub Hack
(22:34) 1,000 Bot signups in one hour
(23:23) Real reason companies pay ransom to hackers
(25:43) The State of AI Infrastructure Costs
(26:41) Internal AI Governance is the next big problem
(29:28) Most Popular Integrations on Merge
(30:54) Big Giants are planning big moves
(31:54) What does Salesforce going headless exactly mean
(33:41) Agents don’t need a UI anymore
(36:59) Can this AI generation actually adapt
(38:25) What Merge looks for in talent
(41:25) The SaaSpocalypse is real
(45:03) Are AI valuations actually insane?
(47:11) How Merge landed OpenAI, Perplexity, Netflix & Uber
(49:02) The Metrics that actually drive the business
(49:58) Biggest misconceptions in tech right now
(51:55) The market is finally catching up to Merge
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AI agents turn every employee into a security risk.
Introducing Agent Handler for Employees: secure AI access for every employee.
We’ll give you $10K if you get sensitive info from @JeanelleAgent.
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