Jai Malik is the founder and CEO of Amca (Advanced Manufacturing Company of America), an aerospace and defense manufacturer that launched in April 2025 with $76.5M from Caffeinated Capital, Founders Fund, Lux Capital, and Andreessen Horowitz. A serial entrepreneur and self-described 'industrial capitalist,' Malik previously founded Countdown Capital (2020-2024), an early-stage hard tech venture fund, after stints as an early team member at AI defense startups Accrete and Forge.AI. He also serves as Venture Partner at Redbud VC in Columbia, MO. Amca's thesis: acquire legacy aerospace suppliers and rebuild them from the inside out, starting with a 60-year-old avionics supplier in El Monte, California.
Peter Andreas Thiel (born October 11, 1967 in Frankfurt, West Germany) is one of the most consequential and controversial figures in the history of technology and venture capital. A Stanford philosophy graduate and law school alumnus, Thiel co-founded PayPal in 1998, pioneering online digital payments before selling it to eBay for $1.5 billion in 2002. He then made what became arguably the greatest angel investment in tech history — a $500,000 bet on a 19-year-old Mark Zuckerberg's Facebook in 2004 that ultimately returned over $1 billion. In 2003 he co-founded Palantir Technologies (now valued at over $400 billion), and in 2005 he launched Founders Fund, a venture capital firm managing approximately $17 billion that was among the first institutional investors in SpaceX, Palantir, Stripe, Airbnb, and Spotify. Thiel's 2014 book Zero to One became a defining text on startup theory, articulating his core belief that genuine innovation is far more valuable than incremental improvement. A self-described libertarian, Thiel surprised Silicon Valley when he endorsed Donald Trump at the 2016 Republican National Convention. He is also known for secretly funding Hulk Hogan's lawsuit that bankrupted Gawker Media after the outlet outed him as gay. Through the Thiel Fellowship, which awards $250,000 to young people who skip or defer college, he has championed entrepreneurship over credentialism — producing billionaire alumni including Ethereum's Vitalik Buterin and Figma's Dylan Field. As of December 2025, Thiel's net worth is estimated at $27.5 billion.
Jared Friedman is Managing Director of Software at Y Combinator, one of the world's most influential startup accelerators. A Harvard dropout, he co-founded Scribd - one of YC's earliest bets - and grew it to 80M+ users as CTO before joining YC as a partner in 2015. He has read over 12,000 startup applications, advised 20+ YC unicorns, and championed hard tech, biotech, and AI at YC. In 2024 he became one of the loudest voices on vertical AI agents being '10X bigger than SaaS.' He spends roughly 4% of his waking hours in Waymo robotaxis, which he uses as a mobile office.