Replying to @reformedlitbro
"Everyone knows that NYC is the ethnic room of requirement"
Noah Sheinbaum
381 posts
Noah Sheinbaum
@NSheinbaum
I write defensetechjobs.com to get more good folks into nat sec + tell def tech success stories at valleycrossers.com
Joined February 2024
- 𧡠1/10 Here we go! I interviewed @ulalaunch CEO @torybruno at HQ on launch day π I had NO IDEA that this legacy player had survived at least 3 separate "death sentences" to make it out the other side. The lessons are incredible. Thread π
00:00 - Replying to @NSheinbaum6/10 ON REUSABILITY Tory's take: "You won't believe me, but reusability isn't that much cheaper." ULA's plan is to use a new breakthrough technology to produce inflatable heat shields that allows them to recover expensive engines while burning all propellant for maximum
- Replying to @sentdefenderBrother i love your stuff, you do great reporting, but respectfully, how many times do we need to learn the same lesson? "AQ will never recover / ISIS will never recover / Hezbollah will never recover" -- they promote new leaders, and the ideology will live on.
- 1/ β‘ NEW EPISODE: I sat down with Joshua Steinman (@joshsteinman), CEO of @GalvanickCo, at to discuss one of the most critical yet overlooked threats facing America - the cybersecurity of our industrial control systems.
00:00 - Replying to @Amazonleo and @ulalaunch
00:00 - Replying to @NSheinbaum10/10 TAKEAWAYβ‘ @ulalaunch built a strategy from constraints, not freedom. @torybruno has been a visionary leader, and has the company back in the fight. Subscribe for more:
- Replying to @NSheinbaum3/10 DIAGNOSIS Bruno identified the problem: "There are two monopolies - conquest vs service. Conquest monopolies destroy competitors, stay agile. Service monopolies focus on customers, go blind to threats. ULA was service. We didn't even believe SpaceX was real competition."
- Replying to @NSheinbaum2/10 CRISIS #1π₯ 2014: Bruno joins ULA as CEO Same year: Senator McCain passes law OUTLAWING their main product (Atlas rocket) by 2017 "Rough first week on the job - my only viable product has been outlawed by Congress and the company has to close"
- Replying to @NSheinbaum9/10 THE VISION "A week away from this room in space is an imagination-defying level of abundance of natural resources. It will change the destiny of our species. Nuclear power is the key to unlocking practical transportation to reach it."
- Replying to @NSheinbaum4/10 CRSIS #2: FINANCING Can't raise external equity (50-50 Boeing/Lockheed ownership means 1% investor controls everything) Bruno's solution: "I went to suppliers and said 'pay for your own component development, get 2x the work'" Creative constraints = creative solutions
- Replying to @NSheinbaum5/10 STRATEGIC BET While competitors chase LEO commercial market, Bruno went contrarian: "I couldn't compete on price with equity investors buying market share below cost. So we bet on VALUE in exotic government missions where we had advantages."
- Replying to @NSheinbaum7/10 TRANSFORMATION PLAYBOOK β Flattened org (fired half the executives) β Simplified products (50+ configurations β 4 flavors) β Fixed-price contracts (shed cost-plus) β Strategic workforce reduction to fund development Results: Vulcan certified, multi-billion contracts
- Replying to @NSheinbaum8/10 LEADERSHIP LESSON π¨βπΌ "In national security space, technology is center stage. But the secret is - none of that's worth a damn if you don't have skilled, dedicated people who know how to use it. It's really only about people." - @torybruno