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Joe Lonsdale
United States
เข้าร่วมเมื่อ 16 เม.ย. 2021
The world is broken. Let's fix it.
Learn from the world's leading innovators and investors who are solving our nation's most pressing challenges -- and doing it in a way that will lift everyone up.
Learn from the world's leading innovators and investors who are solving our nation's most pressing challenges -- and doing it in a way that will lift everyone up.
How Elon Musk’s SpaceX Is Embarrassing The U.S. Government
In World War II, the U.S. government embraced a radical idea: putting scientists and technologists in charge of building advanced weapons. The rest, as we say, is history. What are the radical ideas we need today? And what can we learn from the history of Silicon Valley?
This week, we sit down with Steve Blank - serial entrepreneur, Stanford professor, and influential author who created concepts that define today's innovation ecosystem. After serving in the Air Force during the Vietnam War, Steve landed his first job at William Perry's now-famous Electromagnetic Systems Laboratory. He went on to launch several companies, from taking on Intel in microprocessor manufacturing to building early versions of CRM. His book, "Four Steps to the Epiphany," is credited as the intellectual backbone of the lean startup movement. He has also studied the Pentagon for decades, served on the Defense Business Board, and co-founded Stanford's Gordian Knot Center.
We start with Steve's entrepreneurial journey and the evolution of Silicon Valley over the past 50 years, from helping end the Cold War to pioneering the computer and internet age. We also examine the devolution of government and its decline from the engine of technology and research in the 20th century to today's slow, bloated bureaucracy. Steve outlines his bold ideas for reforming the Pentagon and outpacing China in the technology race; he also breaks down the difference between execution and innovation and how the best organizations, like SpaceX, can manage both simultaneously. Finally, we discuss why Steve had called for a pause in AI research and, given his concerns over China, if we can afford to pause.
Follow Joe on Twitter: x.com/jtlonsdale
You can find his writings here: blog.joelonsdale.com/
00:00 Episode Intro
01:40 "Bill Perry was my first boss"
7:43 The Secret History of Silicon Valley
12:14 How US govt fell behind SV
17:05 SpaceX vs NASA
22:00 Radical ideas for Pentagon
26:28 Execution vs Innovation
31:13 Lean startup vs fat startup
40:11 Does industrial policy work?
43:40 Why did Steve call for AI pause?
This week, we sit down with Steve Blank - serial entrepreneur, Stanford professor, and influential author who created concepts that define today's innovation ecosystem. After serving in the Air Force during the Vietnam War, Steve landed his first job at William Perry's now-famous Electromagnetic Systems Laboratory. He went on to launch several companies, from taking on Intel in microprocessor manufacturing to building early versions of CRM. His book, "Four Steps to the Epiphany," is credited as the intellectual backbone of the lean startup movement. He has also studied the Pentagon for decades, served on the Defense Business Board, and co-founded Stanford's Gordian Knot Center.
We start with Steve's entrepreneurial journey and the evolution of Silicon Valley over the past 50 years, from helping end the Cold War to pioneering the computer and internet age. We also examine the devolution of government and its decline from the engine of technology and research in the 20th century to today's slow, bloated bureaucracy. Steve outlines his bold ideas for reforming the Pentagon and outpacing China in the technology race; he also breaks down the difference between execution and innovation and how the best organizations, like SpaceX, can manage both simultaneously. Finally, we discuss why Steve had called for a pause in AI research and, given his concerns over China, if we can afford to pause.
Follow Joe on Twitter: x.com/jtlonsdale
You can find his writings here: blog.joelonsdale.com/
00:00 Episode Intro
01:40 "Bill Perry was my first boss"
7:43 The Secret History of Silicon Valley
12:14 How US govt fell behind SV
17:05 SpaceX vs NASA
22:00 Radical ideas for Pentagon
26:28 Execution vs Innovation
31:13 Lean startup vs fat startup
40:11 Does industrial policy work?
43:40 Why did Steve call for AI pause?
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What SpaceX is doing is truly impressive. But while the Starship tower catches are spectacular, the most impressive thing about SpaceX is that they are the world leader both in number of launches and tons to orbit, while managing to recover the first stages and payload fairings in over 90% of launches where recovery was planned. These days SpaceX regularly launches multiple times per week, which would have been unthinkable even as recently as 5 years ago. I do agree though that when Starship comes fully online it will truly be a game changer for the launch industry, both in terms of cost per pound to low orbit as well as tons launched annually. Starship's payload volume alone will make some fairly wild things possible, such as launching a James Webb telescope analog fully assembled instead of it having to perform orbital origami in metal.
X86 gained RISC's 1 instruction per cycle.
Gosh!!!
The biggest problem I think is wrong with agencies like NASA is their marriage to defense contractors like Boeing and Lockheed Martin. These contractors continuously bill the government outlandish costs to build things and support them. And then you see SpaceX absolutely curb stomping these clowns for penny's on the dollar. NASA and even the defense department have been turned into cash funnels. It's not wasteful spending anymore. It's purposely being over charged to line the pockets of those in power.
17:07 ‘..watching SpaceX.. versus watching SLS slowly trundle out..’ this was a great description of what is wrong with government processes weighed down by regulations that Elon’s been beating the drum loudly recently! Every free, or purportedly free, country around the world must learn from what could soon be happening in the United States under the incoming administration team.
Ha, not crazy. Brilliant!
I saw an interview with Steve Blank so I watched after reading his first book I try to learn from him when ever possible) This is my first time watching The American Optimist, it was great. I subscribed. You have the ability with presenting the facts , good bad and ugly while maintaining ok how do we fix it optimism, thank you.
Who dis man
How smart does it have to get when it all boils down to who has enough rocks with which to pound heads into sand ?? ¯\_(ツ)_/¯
Gotta be propaganda, no way she thinks America was good when she posted that
What about Boeing and the SLS, do you call that an embarassment?
So what's the alternative to 'wokeness' Stephen? Allowing patently false and misleading history to stand unopposed? Insisting on the truth being told, spoken and celebrated is not authoritarian. I get that universities have become bastions of bullying political-correctness. Moral outrage is the nature of youth. The far-left is not anti-democratic. In fact that charge could be fairly levied at your side of the aisle.And conservatism is the answer to nothing, except more of the same. More financial polarization, more enriching the few while ignoring the many. The ideas you embrace have produced an egregiously flawed paradigm that does not deserve to exist any longer. No one is suggesting that marxism or any other form of authoritarianism replace it. It IS possible to toss the bath water out the window without including the baby.
It would be nice if some politicians in Canada would watch this. It seems like maybe they might actually start to take our military defense seriously but my concern is they will just blow a lot of money on expensive stuff instead of focusing on being effective. If we are basically going to rebuild we should take advantage of that to change the way we do things so we dont just get stuck in a trap.
Hilarious asking Bari to pontificate on critical thinking...She made an absolute fool of herself on Rogan when displaying a complete inability do so due to her ideological capture.
Great video Joe, thanks for sharing! Subbed.
Thanks 🙏
You have no idea what the United States government has reverse engineered. If you did, what SpaceX just did would look like tricycle practice for 3 year olds. Immaculate Constellation.
1 pod with Alex every week.
What! How is it embarrassing??????
The military comments are arguments for world military to eliminate the need for the competing country militaries. A world military with the responsibility to maintain current boarders and freedom of navigation for countries. Operate to world military under a UN mandate.
Tell that to the people on the other side of US foreign policy. Maybe he could do something about the fact that the violent crime rate in the US is ~20x higher than China. Or the fact that the "land of the free" incarcerates it's citizens at 3x the rate of Iran.
Steve Blank is a real one. Back in 2013 I was working in IT security, doing incident response aka "blue team" for Secure Works. A ton of interaction with national security types. One of the things that was on my mind at the time was CPU microcode. Literally the only person I've ever seen talk about this concept outside of geeks deep inside the industry itself was an article published by Blank. I was like, who is this guy? The fact that he even had any familiarity with such obscure subject matter and had the courage to publish an article like that was fascinating and indicated that he probably knows what he's talking about.
Reza Shah II ❤️❤️❤️❤️
Government embarrassed itself, it's the easiest institution to corrupt and take advantage of.
SpaceX can fake it just as good NASA, at half the price.
Steve Blank is a "genius"... let's run him spaceX.
We can’t get forced into feeling shame about the war in israel - the other side doesn’t feel any shame about their actions. People look to us to know what to feel about Israel’s actions- if people get bullied into saying israel is wrong, just because people are getting k**led, rather than being logical about it, then the whole world will think israel is bad. If we stand up and say no, this is BS, they haven’t don’t anything different than any other country in history - the right people will listen.
We should not pay attention to the people who try scare us with antiS tropes like “see, you are using money and power to shut down anyone who criticizes J’s or Israel”…anyone that could would do the same, and if they understood the history and fear of the Jewish people they would understand. It’s survival, we have to have leverage to survive…you do what you have to do. I hate when J’s get scared of doing what the tropes accuse us of. Who cares! Use all the power you have and don’t let them try to weaken us with the fear that we are falling into the stereotypes of why we are hated. That’s what they want. Instead of admiration (which they should have) they are jealous they can’t do the same - but also they should be glad they aren’t in a position to have to.
anduril. Thats what they were saying needs to exist. one company, called anduril. They spent 50 minutes saying there is a need for anduril
9:30 Germany wasn't outsourcing advanced technology to professors?
Americans yarn to be like China has been growing throughout the years. I wonder how it will end?
It amazes me how incredibly complicated it is to pay Taxes. At least we all know corrupt bureaucracy is about to face the hammer of Justice with Elon, Vivek DOGE! 🔨 -Great Stuff Guys.
From the outside looking in: I see the major security problem to be over classification. Our government is hiding its embarrassments from its citizens, which silos information from different departments of government and contractors. I am not suggesting that recipes for secret sauces be made public. If spaceX hid its failures, the company couldn’t learn from those failures.
Informative interview, highlighting the complexity of government and the AI revolution. The dogma and the status quo needs to be replaced with visionary/proactive policies. Palantir > Foundry/AIP platforms will dovetail perfectly with the Trump administration objectives (DOGE), in addition to shifting DOD to DOO. As a stockholder and forward thinking citizen, I hope this will materialize for the betterment of the country, assist in global stability and continue expansion of Palantir. On a side note, I look forward to the release of Alex Karp’s book “The Technological Republic: Hard Power, Soft Belief & the Future of the West”…
That’s not a bad thing about China not having fought a war.., the US has fought in many wars.., but lost them all. A wise man knows when to fight and when not to fight.
Next podcast on Energy
All my favorite college professors have held private sector jobs before teaching and all the ones I disliked were permanently academic. No surprise here, that John worked before teaching. I beleive that this is the fundamental problem with the beaucratic state. They hire pure academics/ have never worked private sector
Mr Lonsdale is a very good interviewer. Very successful in his own right, but ego-less enough to give his guests most of the airtime.
I somehow don't get why, during such a revealing discussion about innovation on Universities and its interconnection with DoD and comparing it to the speed of Chinese innovation, you fail to mention the fact that due to some law from eighties, every development project has to have a Chinese student involved? How can you be saying that we should be developing faster, yet having these Chinese spies involved in every step? Maybe I'm 100% wrong and I don't want to spread misinformation and there might be some exception that they cannot be involved in advanced technologies connected to DoD. But I heard about this before the end of Trump's 1st term, he specifically talked about it, wanted to stop it, but couldn't in time and of course Biden is paid by China so this surely didn't happen. I believe this has to do with China having all advantages because they are still rated as a developing country - but if they are our top adversary, this is completely bonkers and if you know about it, shouldn't you at least say that China is involved in every R&D project on US universities?
What did and has Steve Blank to do with Eric Ries or Elon Musk? To my knowledge nothing. It will be Elon Musk who will oversee his lean government administration Initiative!
It's time for america to have rods from god with spacex starship and space force
❤❤❤❤❤ content boss
Hello from Ukraine!
Excellent discussion. Reversing the contractor consolidation map as a starting point and add new companies. Get everybody in the room to work the framework. We have the talent, I'm certain. Cutting the Gordian knot of procurement will happen as these products and companies build on success. So much God stuff here. I'm Optimistic it can be done.
Appreciate it, well said!
He's such a legend. Joe great job! be well all!
Excellent interview and even a little pushback. Hopefully that inspires you Joe
favourite pod to share with the left
Wow. We were told in the 70s and 80s that Breeder Reactors that recycled the fuel were too dangerous. So we built these gigantic regulated plants that sent many into bankruptcy and left nuclear "waste" behind. Oklo is truly exciting. What a new day!
SHAH 👑❤️
Another great conversation! Thank you Joe, for taking the time to do this podcast with all the other things you have going on. I always learn something new and interesting!
Thanks! Appreciate it 🙏
Really enjoyed this podcast. Thanks Joe for putting this together and getting it out to all of us. Looking forward to more.
Glad you enjoyed it!