Rob Desborough
General Partner @Seraphim Space
5 Mar 2026Claude Vs Gov, OpenAI Backs Down, Framer CEO Joins Live
Seraphim Space's Rob Desborough on Space VC
Rob Desborough, General Partner at Seraphim Space, discusses their $100M fundraise for early-stage space investing. He explains the Seraphim Space Index research, the growth of space investment from $1B to $12.4B annually, tailwinds from defense and sustainability, and the impact of the anticipated SpaceX IPO on the industry. He covers Europe's later-stage funding gap, NATO defence stimulus, ex-SpaceX founders launching startups, and the future of data centers in space.
Town Square: Browserbase Tweet & Intercom's Fin Pivot
The hosts browse tweets including a take from Jay at Browserbase arguing GTM is now an engineering problem, and a viral clip of someone driving a classic car. They then dive deep into Intercom co-owner Owen McCabe's article about the company's bet-the-company pivot: shutting down $60M in revenue lines to launch Fin, the AI customer service agent, which drove Intercom to $400M ARR. They discuss the emotional difficulty of pivoting at 15 years old with product-market fit and the lesson that you must be prepared to destroy everything you love.
Thread's Andrea on Ads in LLMs & Book Launch
Andrea, co-founder and CEO of Thread, explains his company's paid advertising infrastructure for LLMs, which injects sponsor responses into chat interfaces. He discusses the tailwind from OpenAI's ads announcement, Thread's open-source safety efforts, his self-described obsession with advertising, and his book 'Mark Loves Marketing' launching that day. He also shares advice on underpriced attention arbitrage and creative go-to-market strategies.
Conor McNamara (Stripe) Begins Annual Letter Talk
Conor McNamara, EMEA CRO at Stripe, joins the show after brief weather chat about Dublin sunshine. The hosts begin discussing Stripe's annual letter, starting with the standout stat of $1.9 trillion in total volume, roughly 1.6% of global GDP, flowing through Stripe. The segment is cut off at the end of Part 1.