Build to Endure
Los Angeles, CA
Joined November 2012
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"the @SpaceX IPO" - my latest post on the greatest tech mafia to exist, a new era for hardtech, and the end of the "capital-light" myth for SaaS AI.
open.substack.com/pub/genera…
@gen_partners #buildtoendure
Van Espahbodi retweeted
Great founders come to SoCal to build the best hard-tech companies.
Privileged to bring together teams building rockets, nuclear reactors, aircraft, megafactories, and life-saving cures in space for a fantastic sunset dinner. 🌅
Van Espahbodi retweeted
“I’ve met beauty investors who now say they’re defense-tech investors.”
As venture firms pile into defense, aerospace and industrial technology, longtime investor @vdadmahi (Van Espahbodi) and co-founder of Generational Partners warns that many don’t know how to distinguish a strong opportunity from “tourists and FOMO.”
We talked about how AI is changing the economics of hardware, why VCs are chasing SpaceX alumni, and what investors accustomed to software often misunderstand about hard tech.
Read more in the @crunchbasenews article in the link in the comments below
news.crunchbase.com/venture/…
The next SpaceX won’t be built wherever it’s cheapest. It will be built where the best talent is.
SoCal remains the epicenter for building in the physical world. Proud native and proud home for @gen_partners
Thanks @SpaceNews_Inc for the feature.
spacenews.com/satellite-manu…
Wall Street is all-in on space, reinforcing a broader truth: the next wave of iconic companies are being built in the physical world!
Proud to bring together an extraordinary community of founders, LPs & operators at our NYC AGM.
We're just getting started🔥
@gen_partners
It's a new era! Beyond the booming space economy, the talent explosion across all physical industries has begun with venture returning to its roots! Thx @ldarmiento for the shoutout @gen_partners !
latimes.com/business/story/2…
If your feed isn’t already drowning in @SpaceX IPO takes, I’d like to know what algorithm you’re on. My take on the talent explosion captured by Payload cc: @gen_partners - payloadspace.com/vcs-predict…
If your feed isn’t already drowning in SpaceX IPO takes, I’d like to know what algorithm you’re on. My take on the talent explosion captured by Payload - payloadspace.com/vcs-predict…
Van Espahbodi retweeted
Today, Sphere Semi is announcing that our AI-designed chip is deploying into military hardware in partnership with Northrop Grumman.
This is the first AI-designed semiconductor to move from concept to deployment in a defense system.
A new era has begun. Full video below.
Van Espahbodi retweeted
Lots of awesome companies coming out of SpaceX. Excited to see the impact this next generation of founders and builders will have. Thanks @MarketWatch for featuring @VitalLyfe alongside some awesome companies.
marketwatch.com/story/the-sp…
Expecting my partner Asher to bring to our next investment committee “former SpaceXer Milaad is reindustrializing koobideh restaurants” #MIGA
Game on @elonmusk 🇺🇸🔥🦅🚀
Ignition countdown for reindustrialization, space exploration, government deregulation market distributions and more!
My prediction by the end of the next administration:
- SpaceX valuation of $500Bn
- Palantir market cap of $200Bn
- Anduril valuation of $100Bn
- Tesla ?!?!
Crypto will finally see exits and investors will quadruple down on AI, incinerating billions $$$ for scams & fraud…
Highlights of the ‘26 @upfrontvc summit:
👷🏽♂️Excellent hardtech panels on energy, manuf & space defense @nickbkim @jdsisteron
🦄 @AntonioGracias on Valor’s pro-entropic investing=mission attracting the best talent
💰 @Alfred_Lin on ‘AI is still SaaS’
+bonus close out!
Van Espahbodi retweeted
Space x Defense are colliding.
A masterclass on the latest innovations in the sector by @IanCinnamon, @Gundo_OG, and @mike_smayda.
Proud to announce @gen_partners investment into @VitalLyfe as part of their $24M seed round to launch portable water desalination. @axios post here: @SpaceX vets close $24M for modular desal axios.com/pro/climate-deals/…
Fun! I’m sure friends in my network would be up for this!
backgammon nerd sidequest alert: I bought eXtremeGammon the preeminent backgammon engine & looking for right "re-founding" CEO
discrete mathematics, neural nets, game theory, heavy UX, social, gambling, all the good stuff..
ANY TIPS? - bit.ly/4iA61jU
Van Espahbodi retweeted
Couldn't agree more. As my colleague @vdadmahi put in writing 2 years ago:
"Building hard things can test your will to persevere by testing the strength of your partnership. Honest partnerships will achieve more than ideas or markets."
linkedin.com/pulse/power-bui…
“Move Fast and Break Things” vs “Move Slow and Forge Things”
“Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked.
Then, all of Silicon Valley mistakenly confused correlation with causation and adopted this mode for themselves without questioning it.
In a world of AI, those that continue to pray at this altar will be the first to lose their jobs.
Moving fast and breaking things is exactly the low hanging fruit that AI will automate.
Learn to move slow and forge things. Make things that can stand the test of time. Learn discipline and process and you’ll have a job forever.
Van Espahbodi retweeted
14 yrs SpaceX.
14 yrs SpaceX.
9 yrs Neuralink + 3 yrs SpaceX.
12 yrs Palantir.
5 yrs Anduril.
Founders with resumes like this are leaving elite roles to build in defense, energy, manufacturing, and more.
Feels like @gen_partners was built for this moment.
Van Espahbodi retweeted
VC has lost the plot.
Once built on trust & judgment, now it’s theater.
Attention replaced access & hard work.
Trust, transparency, and rigor compound faster than hype.
Wrote about why that matters and how @gen_partners is bringing it back.
tinyurl.com/vclosttheplot
