How Varda Solved Manufacturing in Space
Ғылым және технология
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I’m a big fan of what Delian is building at Varda. Really cool to see someone go from VC into deep tech like this. You can follow me and Delian on Twitter here:
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KEY SOURCES:
Pomp Podcast Interview: kzread.info/dash/bejne/n5t2qpKCfqnXpbQ.html
Kunal Mehta Interview: kzread.info/dash/bejne/pWSsmI-hd6bflNo.html
Ivan Kirigin Interview: kzread.info/dash/bejne/gZdtpdGghsq-fps.html
ABOUT JOHN COOGAN:
I am the co-founder of soylent.com and lucy.co, both of which were funded by Y Combinator (Summer 2012 and Winter 2018).
I've been an entrepreneur for nearly a decade across multiple companies. I've done a lot of work in Silicon Valley, so that's mostly what I talk about. I've raised over 10 rounds of venture capital totaling over $100m in total funding.
I work mostly in tech-enabled consumer packaged goods, meaning I use software to make the best products possible and then deliver them to the widest possible audience. I'm a big fan of machine learning, python programming, and motion graphics.
OTHER VIDEOS:
Palmer Luckey (Founder of Oculus & Anduril) - kzread.info/dash/bejne/rIqAxdGDg5fMc8o.html
Gwynne Shotwell (President of SpaceX) - kzread.info/dash/bejne/fWWsucOukZDUfKw.html
CONTACT:
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Disclaimer: This video is purely my opinion and should not be regarded as a primary source. I am not a financial advisor and this is not a recommendation to buy or sell securities. Always do your own due diligence.
Пікірлер: 292
If this didn't get you fired up check your pulse! The production on this video was fantastic. If you keep this up this channel is going to the moon. Felt like I was watching an intro to a college football game. I asked you a couple months back to do more videos on Peter Thiel and you have definitely delivered. May I request a video on Balaji Srinivasan's startup city/ country concept? Also, start tweeting these videos out, the world needs to see this. Keep up the great work John!
@JohnCooganPlus
2 жыл бұрын
I love the framing of an intro to a college football game. That’s exactly what I’m going for. Unabashedly trying to pump people up for the future. Definitely have more Thiel and Balaji stuff coming. Lots of interesting topics there.
@mac94312
2 жыл бұрын
@@JohnCooganPlus same energy haha kzread.info/dash/bejne/f5Op3Nd7XdbYqdo.html&ab_channel=VTPhil
@pudzians132
Жыл бұрын
A
Great video. Because of the this "space race" I think that the 20's is going to be a awesome decade.
@JohnCooganPlus
2 жыл бұрын
Could agree more. I think we’re going to see some amazing developments from all this activity in space.
@lgriffee932
2 жыл бұрын
Yo that’s crazy to think when you say 20’s my mind automatically jumps to thinking the 1920’s but crazy to think we are living through the modern 20’s. Will there be more advancement than the 1920’s?
@Withnail1969
2 жыл бұрын
the 20s is going to be far from awesome.
@savage22bolt32
2 жыл бұрын
@@lgriffee932 Excellent observation, & interesting question.
@harmonyspaceagency1743
2 жыл бұрын
Too true. Stay optimistic and watch what crazy stuff they send up there next
Their base idea is good, but the implementation seems terrible to me as they rely on single-use factories, with their own reentry module. They should completely rely on Starship for transport and the return of products. That would vastly simplify the design and reduce the price, with much larger factories, serviced by starships to bring materials and return products. I understand the reason why they did that, not wanting to rely on something that is not yet on the market, but by the time they have a working prototype, they will have spent billions on obsolete technologies, and will still have to redo the whole thing.
@treestandsafety3996
2 жыл бұрын
Yup! If I was an investor in such an enterprise, I'd hold off until Starship was ready..but yer know..a fool and his money...!
@treestandsafety3996
2 жыл бұрын
@Darth Asper I can't watch normal rocket launches, not without thinking that they remind me of fancy handsome cabs, before the ice car took over...
@user-mc2gm6fz9i
2 жыл бұрын
VARDA will use Starship for sure
@treestandsafety3996
2 жыл бұрын
@Darth Asper Not so random..Rockets, the way they are, are fancy vehicles, hopelessly expensive. Musks new rocket is a game changer. Another comparison might be, the diff betwwen fancy passenger planes of the 30s and 747s...
@harmonyspaceagency1743
2 жыл бұрын
I'd imagine this is step 1, you wanna know the stuff works before you build a gigawarehouse 250 miles up, though I like to think about next 3 steps, they're always more interesting
What's stopping this channel from reaching 1 million subs? I really can't believe this. He deserves more
That subscriber count can not be real, what an underrated channel
@JohnCooganPlus
2 жыл бұрын
Big things have small beginnings
@yuvrajsingh-gm6zk
4 ай бұрын
@@JohnCooganPlus that's a great attitude to have. haha...
What a great informative well produced video! You're going places Mr Coogan. Look forward to more!
John great video, I think Peter a true visionary like many of PayPal mafia and there is much to learn from him Thanks for this🙏👍
Fascinating Report! Very informative! Top notch job!
Industrial-scale re-entry....I think that is being tackled by Space X via its Starship architecture. Starship can go to LEO and take any "output" of orbital factory and land back. Ultimately, Varda is currently waiting for Space X to solve to Starship.
Just found your channel - wish the algorithm recommended it sooner! These videos are absolutely fantastic.
So impressive!! This gives me renewed hope! We CAN save our earth! Great work , John Coogan! Terrific and informative video!!
Really enjoying your channel! Keep up the great work!
@JohnCooganPlus
2 жыл бұрын
Thanks a lot! Good to have you on board!
Awesome vid man keep up the good work!
Great video. The future is bright.
Thank you so much love you all god bless
Banger after banger, John!
@JohnCooganPlus
2 жыл бұрын
Appreciate that!
best one yet, nice video love the sneaky halt and catch fire clip
@JohnCooganPlus
2 жыл бұрын
Glad you noticed! I always try and mix in a few fun easter eggs.
Fiber optic manufacturing is a massive opportunity where the money is and my development in quantum mechanics and materials sciences. My focus is processors and fibers integrating a protein.
What a great show. Crazy how many people come out of the Peter Thiel world to start new companies like this. Space manufacturing should have started in the 90's but it's finally happening.
Awesome video as always. 👌
lol Peter Thiel tutored my mom for calculus at Stanford back in the 90s
@universeofopulence
2 жыл бұрын
...is he that old.. 😲
@AJ-he8ki
2 жыл бұрын
@David Emblow woah :O
great channel john, keep it up
@JohnCooganPlus
2 жыл бұрын
Thanks!
Your channel gonna skyrocket within no time
Good stuff. Thanks.
John you've picked another interesting and lowkey topic. A lot of people are sleeping on Varda because building the rocket seems to be the coolest thing and even within the design of the entire launch vehicle, propulsion is subjectively the coolest and the most visually appealing. The new engineers who want to join the space industry and create that multi-planetary species should invest their talent and attention to more than just rockets. Understanding scale and production is more challenging than the design work itself. Elon in Everyday Astronaut's Starbase Tour Part 2 admits it himself and I am inclined to believe him. Production is where you create an affordable and reliable design whereas simply focusing on design often creates one time or limited/short-term success. Anyways, I know you're really busy but I sent you a DM on twitter if you'd like to nerd out more. If not, no worries.
@JohnCooganPlus
2 жыл бұрын
For sure! Looking forward to chatting, so many questions to dive into here.
I am amazed this channel only has a few thousand subs. Keep up the great work! Subbed
Great content John!! You’re gonna blow up soon.
They would have to make items which have great value in very small amounts. Like space mining, their scale is greatly limited by re-entry.
Amazingly made video!
Now that's a video! Holy shit....... Keep these coming!
@JohnCooganPlus
2 жыл бұрын
Love hearing that!
@chrisn7847
2 жыл бұрын
@@JohnCooganPlus not sure if it’ll go viral (mostly based on the title. I kind of like “manufacturing human hearts in space?” - but we’ll see) this video is crazy and in some ways shows why it’s not a waste for billionaires to invest and spend on space! Literally changed my perspective 100% by highlighting Varda. Well done, John.
Excellent content!
Great video
Great video I see big things in your future
Awesome video 👍
Amazing episode. You have earned a sub 🙂
This is so cool!
@JohnCooganPlus
2 жыл бұрын
It's going to be really fun to watch Varda over the next few years.
If my approach to such things is anything to go by when people elect to consume an unfamiliar presentation their expectations are conservative if not wary. When I watched this however, you set a standard I profoundly hope can be maintained. This was among the most enjoyably informative and influential experiences I have encountered on KZread to date. 👍👍 Well done and thank you from a new subscriber.
@JohnCooganPlus
2 жыл бұрын
Great to hear that! Welcome aboard!
There's a plenty of space between earth and Mars. That's something we've never thought about!
'Made in Space only makes products for use in space', well other than their ZBLAN printer (with several batches already printed on the ISS without risks for the astronauts), their tissue printer, their ceramics printer, their metal printer,... all for making products in microgravity for use on earth.
Woh it blew up my mind
@JohnCooganPlus
2 жыл бұрын
Mission Accomplished
what a time to be alive
Friendly reminder everyone: don't forget to 👍 the video to support John!
@JohnCooganPlus
2 жыл бұрын
GOAT
Your videos are giving me a high blood pressure, but I love them 😂
Interesting preview of a cool looking company. I would love for you to keep an eye on Varda and see how they do in 6 months or 1 year. You earned a subscribe from me.
@JohnCooganPlus
2 жыл бұрын
Definitely want to do a follow-up eventually. Delian really liked the video and it would be cool to get an interview with him in the next one.
They announced that they purchased 3 photon systems from Rocket Lab today. With Rocket Lab behind them, this company could be pretty successful.
@trimeta
2 жыл бұрын
Yup, with Rocket Lab covering the satellite portion of the platform, and SpaceX covering launch, Varda can focus exclusively on the manufacturing and reentry portions.
Great video.
@JohnCooganPlus
2 жыл бұрын
Thanks!
Awesome vid. Liked. Subscribed.
@JohnCooganPlus
2 жыл бұрын
I love it when a plan comes together.
Pretty sure Made in Space does plan on retrieving their optic fiber from space.
Awesome vid, love the depth. Sub'd
Astrophysicists have figured out years ago it will be cheaper to manufacture technology and mine precious metals (from asteroids) in outer space when they solve the problems of reentry and other issues. Jeff Bezos, Peter Thiel, Elon Musk and other big thinkers understand we need to think beyond the limited technology we have today and what’s possible for future.
Good video.
ZBLAN will still have its uses but the advent of Mega-constellations like Starlink will seriously reduce its market capacity. People say it'll be used to overhaul the entire global undersea cable network but the entire global cable network will be made obsolete by starlink and the other proposed constellations because light travels faster through a vacuum than any cable and 80% of starlink's signal is through a vacuum vs ZBLAN which is 100% through a cable medium, even if it has seriously low attenuation a vacuum has basically 0 attenuation.
@JohnCooganPlus
2 жыл бұрын
That's a really good point! I hadn't thought about that. Either way, space is going to be really important for the future of the internet!
@ericlasker9026
2 жыл бұрын
Satellites are one part of the bandwidth solution, but there isn't a cost, or bandwidth reasonable path to replace ground based fiber with satellite constellations
@Pooua
2 жыл бұрын
Satellites don't have nearly the bandwidth that cable does. You might get lower latency, but fiber has much, much bigger pipes. That's why 90% of all Internet traffic currently goes through cable. No satellite network could carry that much data.
@gedw99
2 жыл бұрын
Then put the servers in space running off forever sun . Manufacture the silicon and CPU in space and leave the cpu, storage there. Cold storage back here
@harmonyspaceagency1743
2 жыл бұрын
I think ZBLAN would have its place in densely populated areas where the satellites don't have enough capacity, or in the few places starlink won't reach
Mate, this is a mad channel!
@JohnCooganPlus
2 жыл бұрын
hahah thanks!
So interresting
Great video. Why not buy space on a starship on its return trip. Re-entry problem solved.
Nice video
@JohnCooganPlus
2 жыл бұрын
Thanks!
So I understand the need to move industry off this planet. Humans are not that intelligent when it comes to survival and yet I see a small number of aware and motivated people that see the need to start the process of change. AWESOME. I was born in 1960 and I have always felt out of place with all the antiquated thinking of the current politicians. We are capable of so much more. Happy to be involved in the conversation.
A common mistake with predicting the future especially what will happen in space We still have not launched a manned mission to Mars, then a civilian space company took up the challenge. That is what we took for granted bit us big time. Just like Covid the environment is an unpredictable dynamic that we have taken for granted. What else are we not taking into consideration?
nice video
Don’t understand why you’re channel doesn’t have more views
Why you have only 20k subs? Great content!
Space manufacturing is on the cusp of a boom IMO. I believe the starship should fulfil Varda's requirements re volume of cargo returned to earth at rapid pace. I'm sure some form of packaging will be designed to protect delicate manufactured items during re entry. I see an even greater potential for a growing off world economy where rocket fuel and oxygen is sourced in a low or micro grav environment making transport cost in space negligible.
@TiaguinhouGFX
2 жыл бұрын
Yes, in fact, we're on the verge of the birth of a colossal economy, the space economy.
@savage22bolt32
2 жыл бұрын
@@TiaguinhouGFX won't all these rockets pollute the atmosphere? Or are they going to electric powered rockets?
@harmonyspaceagency1743
2 жыл бұрын
True, I see limitless potential in the long term, though in the short term I don't think every endeavour will be successful. Stay optimistic
Great video, but have you heard of redwire? They are currently the leaders of in space manufacturing, they own made in space as you mentioned, they also own techshot who aim on 3d printing Human organ's in space, seems like this sector is definitely heating up
This is just the time I agree with Jeff Bozo.. We need to bring manufacturing factories to space to mitigate the damages here below...
Is there a way to invest in Varda?
I'd love to talk with him about an interoperable blockchain data warehousing solution that could support a consumer-grade ML/AI platform. One of the objectives is to provide data concurrency for automated manufacturing systems in space in order to boost performance and lower the barrier to entry
What is the list of microgravity products?
I immediately started wondering what SpaceX's next rocket engine will look like. 5 engines to orbit a payload 10X the size of starship. ?
Peter has an idea that is as potentially beneficial as what’s already been done only he has chosen to relocate to space which can make manufacturing easier for machines designed to work on earth, for example a liquid piece of steel will be a total sphere if there are no external influences,certain other materials and mechanisms would benefit from being manufactured or manipulated in space, reducing gravity or a vacuum is expensive or can be difficult to control. All he has to do is transport said materials to orbit, SpaceX has this figured and handled along at this time with China.
Peter Thiel should invest in TerraGalactic!
How big is a trillion? A million seconds is 11 days A billion seconds is 30 years A trillion seconds is 30,000 years
This is awesome, I want to be a part of the space industry, how to get in?
Imgine if the customer said hey my pizza too cold , go backed to space station to get a hot pizza
Solar sails used in higher orbit would let them slow down to such speed they could just fall to Earth at 300 ft per second aka terminal velocity and use a parafoil chute to fly to the landing zone.
@Hairy.Whodini
2 жыл бұрын
It's too easy, right?
can you detail your comment about Walmart ? thanks and great work !
They still can't insulate from tiny dust particles in semiconductor production?
Eventually all the materials including the factories and rentry vehicles should be manufactured off world on gravitationally less costly to LEO locations. All that should come back is the rentry capsule with the manufactured goods.
lol his big bet on blackmailing tech worked out well.
Another holy grail for space, past fully reusable orbital rockets, would be to produce glass, steel, and aluminum on the Moon! It's possible under known physics. The bootstrapping for the energy resources required will be huge, however. Potential solution for the re-entry problem: Put return cargo aboard a returning Starship tanker. If there are many cargo flights to the moon, there would be many Starship takers returning.
@colincampbell767
2 жыл бұрын
Or just rent an entire starship for the mission. The starship carries the factory inside it and orbits while the factory operates. Then the whole thing comes back, and the factory module is removed and refurbished for the next mission.
Space manufacturing is important, and both the moon and asteroids are a way to do it. It's crucial not only to have industries and manufacturing in space, but, additionally, it's also crucial that the productions possible to be done in space doesn't have to break and disturb the ozone layer, which, while poisonous to us, also protects the earth from even more toxic damage from sun rays and related energies from the cosmos coming our way. Furthermore, it's possible to save a lot of the energy required to escape our gravity, which keeps us on earth, by doing that work in space and designing that production to be used and repaired from there instead of having to come back and forth on earth. Suppose we mine asteroid or moon ore, and, instead of having to spend billion to send it to Earth for processing, or trillion, we can use it directly in space, also cutting our launch costs, which is an important part of the costs of space program, if not the most. As it was the most important costs to start, once those costs were paid, it is up to us to make good use of those costs and knowledge and learn to adapt the benefit of being in space to do the work from there, and to do more work from there. I can also DM you on your twitter.
Great content - amazing your subscribers base is still so low!
I've never been so excited for the future of earth, jeff has a point. bbut what happens to CO2 in space?
can you please provide the exact paper or source stating the 7 trillion dollars? Or did you just take the current evaluation of the manufacturing sector on earth?
Hi John, I don't know if you are going to see this, I want to get involoved and wanted to know if there are any international clubs or groups that focus on the areas of Space? Great video by the way.
@JohnCooganPlus
2 жыл бұрын
Hey, yeah, happy to chat. Can you DM me on Twitter? @johncoogan
SpaceX can also bring stuff back with starship
@JohnCooganPlus
2 жыл бұрын
Good point! I don’t think that’s in Delian’s short term plan, but it could totally make sense long term!
I think space R&D will probably be a close second to manufacturing. Also think the concept and functionality of "industrial park" will be even more effective and lucrative in space than those on land.
@zuutlmna
2 жыл бұрын
Would like to think that a distant future with a robust and growing space industry would revitalize economic doldrums, stagnation on Earth, and possibly revitalize our middle income earner economy. That's my vision, anyway.
cool
Great video but Made In Space is building loads of stuff for Earth, like the fibre you mention😌
@JohnCooganPlus
2 жыл бұрын
Yeah, it looks like they’ve branched out from the original article I read. I don’t think they are launching their own stuff yet. Mostly ISS work at the moment.
finally space shipyards.
Besos is getting a lot of shit nowadays... but as his achievement of going up in his rocket gave him an eyeopening insight when he looked down on Earth, and realised that idea about manufacturing in space to keep Earth cleaner, might get him back in a good mood ; i hope ;-) !
So, Varda is trying to yet again reinvent the wheel, minds stuck on yesterday's tech. (Just like Besos, he wants to industrialize space, so he is trying to do everything Musk has already done.) What a profound waste of resources. Launch your factory to attach to a space station. Invest your research and resources into that station and factories that work there, NOT one-shot disposable factories and your own re-entry vehicles. Have SpaceX launch the station, the (reusable) factories and the materials with Starship. Have Starship return with the processed materials. THAT is your re-entry vehicle. How this is not F#@king obvious is mindboggling to me.
@gedw99
2 жыл бұрын
Make the CPU’s and memory as a single SOC and leave them in space hanging off the factory and add space x Starlink laser connections.
@danielkerber8667
2 жыл бұрын
@@gedw99 They literally can't makee CPU's memory and other Soc's in space. The require resources that just are not going to be economical for production. What they are talking about is 1 particular aspect that might be done but it isn't building a full silicon.
@gedw99
2 жыл бұрын
@@danielkerber8667 I agree ☝️ It’s a shame though . Imagine if all data computation and storage clouds were in space . Free continuous sun Multi master data replication between all space baae data centres over lasers. Client requests are only hitting space server and response goes straight back .
Space mining and manufacturing is the first step to space economy. Elon musk's dream of mars colonies and bezos' idea of space habitats similar to the one in Elysium movie are just that: dreams
I want to do acid that was made in space
Any recommended books on this topic
@finalbox4416
2 жыл бұрын
I really enjoyed Liftoff by Eric Berger (he is Ars Technica's space editor). It talks about the early days of SpaceX and how they almost failed to get Falcon 1 to orbit. Definitely would recommend that book 🚀
@sholaabe7286
2 жыл бұрын
@@finalbox4416 thanks
@finalbox4416
2 жыл бұрын
@@sholaabe7286 You're welcome!
You neglected Varda is also working with Rocket Lab!
@JohnCooganPlus
2 жыл бұрын
They announced the partnership the day after I uploaded this! Will need to do a follow up at some point.
Solved! What!? Where, in what part!? Shallow Smoke and Propa ..
Just two words (sort of): O'Neill Cylinders. And then... Sieg Zeon!
Already out of date (not surprising considering how fast Delian moves): They are now using Rocket Lab's Electron rockets, at least initially.
@trimeta
2 жыл бұрын
No, they're not launching on Rocket Lab launch vehicles. What they *are* doing is using Rocket Lab's Photon satellite bus. At 9:32 in the video it's mentioned that Varda's space factories will need satellites to support them: that's the part Rocket Lab is covering.
Great presentation. The only error - there is a lot of dust in space ... where did you get there is none? The point is you can reduce dust in a space environment to a negligible level.
@JohnCooganPlus
2 жыл бұрын
Yeah, good point. Probably shouldn't have said zero dust... The key takeaway is that it's easier to maintain a cleaner environment though.
How do I make physical contribution