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Molly O’Shea (@MollySOShea)
NEW: Cyan Banister's Legendary Track Record
Her first investment ever? SpaceX.
In 2007, she invested every dollar she had into SpaceX & never sold.
Combined, @cyantist & Scott Banister are easily the #1 angel investors in the world.
SpaceX. Anduril. Uber. PayPal. Affirm. Flexport. Postmates. Niantic. Opendoor. Carta. Together AI. Diamond Foundry. Crusoe. Flock Safety. Substrate. Brave. Depop. Calm. TrueMed. Turing. Crusoe
Cyan spent 4 years at Founders Fund, now Co-Founder & General Partner, @LongJourneyVC
Plus Founders Fund's Mafia, beating Phil Hellmuth in poker live, & free speech as her number one cause.
We cover
› The space between your values & your actions
› Human beings as why machines
› Why Marc Andreessen is wrong about introspection
› Peter Thiel University
› Nanotech & biotech
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Cyan Banister, Long Journey Ventures
(01:13) Inside Long Journey HQ
(02:17) The wild story behind the office mural
(05:32) What Cyan's actual house looks like
(07:18) The candle ritual
(08:08) What the Long Journey logo actually means
(10:41) Mafia's breakout stars
(14:45) Cyan's strategy
(16:30) What really happens off-camera at Mafia
(18:58) The blooper reel nobody's seen yet
(23:54) Brian Singerman x $40 /mo board game club
(29:10) Confessions of an accidental poker legend
(33:37) What relentless optimism reveals about people
(35:42) Why so many people are scared to be weird
(37:32) The daily ritual she prescribes to everyone
(43:56) The "why" behind her biggest investments
(50:49) Why sci-fi movies keep predicting the future
(53:37) Should you even go to college right now?
(59:58) Unconventional investing philosophy
(1:01:57) Full list of Cyan's investments
(1:04:28) All-in on SpaceX
(1:08:57) Why she never sold a single SpaceX share
(1:12:53) Top Bets: Becoming Bio + Substrate
(1:15:52) America's reindustrialization moment is now
(1:19:16) Cyan's mentors
(1:22:54) Manifesting Rick Rubin
(1:24:00) Real take on the Peter Thiel events
Video
— https://nitter.net/MollySOShea/status/2075581306159694250#m