Paul Casinelli

I wrote a review of Boom and New Lunar Society for @AmericanAffairs called "It's so Over. We're so back." It covers the Great Stagnation discourse kicked off by @tylercowen and @peterthiel and its evolution into a flavor of "doomer techno-optimism." Some highlights:

In a historic first for Indiana, Riley Children’s Health has performed the state’s first successful fetal repair of myelomeningocele — a severe form of spina bifida. fox59.com/indiana-news/i…

1) Microsoft discovers SharePoint vulnerability at a hacking competition in May 2) Patch meant to fix the issue doesn’t work 3) US Nuclear Weapons program compromised in July Nice

Standard j curve, but with huuuuge numbers. They are playing a different game than what the average person expects. If you think you are playing for the future, what’s a few billion?

J curve and NPV are incredibly useful tools when you see someone paying an “insane” amount of money for something. Like Zuck, Elon, and sama buying AI talent in this ongoing AI talent war. This is just the initial dip of the j curve, and they believe future cash flows will…

ftr there was way more than 30% of the audience raising their hands. The spotlights on the speakers made it very hard for them to see the full audience (many people said this). The actually % was closer to 75% or higher. cc: @PalmerLuckey (please make this)

6/ Why Solano? An hour north of SV, startups can easily scale factories for drones, robotics, defense, ships, energy. Co-located with Travis Air Force Base and the proposed Solano Shipyard, so whatever we build can go from factory to sea to sky 🏭 ➡️🚢 ➡️🛫

Excited to co-lead Hadrian's $260m Series C & join the board We originally led Chris' seed round in early '21 when no one was talking about the need for automated factories Now in 2025, defense re-industrialization is the consensus topic & Hadrian is THE manufacturing platform!

Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.…

Excited about this one. Great work.