Julia van der Colff
@juliamvdc
Followers
537
Following
358
Media
11
Statuses
323
Investing in deep tech + national security @decisivepointvc 🇺🇸
NYC
Joined September 2016
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Biden
• 2108447 Tweets
XO OUT NOW
• 223885 Tweets
#ซีรีส์หยดฝนกลิ่นสนิม
• 181523 Tweets
Eminem
• 141653 Tweets
Natlan
• 123705 Tweets
Highway 1009
• 112253 Tweets
音楽の日
• 54513 Tweets
キィニチ
• 51137 Tweets
#TheDeathOfSlimShady
• 49633 Tweets
マーヴィカ
• 45348 Tweets
スタフィー
• 41399 Tweets
NuNew With GDH
• 30952 Tweets
Hayırlı Cumalar
• 30718 Tweets
#PuregoldNasaAtinAngPanalo
• 29791 Tweets
オロルン
• 28916 Tweets
シロネン
• 28383 Tweets
シトラリ
• 27417 Tweets
ムアラニ
• 26464 Tweets
キングダム
• 25474 Tweets
イアンサ
• 23202 Tweets
अरविंद केजरीवाल
• 21252 Tweets
PRABOWOpastikan YangTERBAIK
• 18929 Tweets
緊急速報
• 18685 Tweets
SB19 ROCKS ARANETA
• 18326 Tweets
FokusKERJA FokusSIAPKAN
• 18268 Tweets
ナタのキャラ
• 16072 Tweets
LEE MUJIN
• 13717 Tweets
Extremadura
• 13016 Tweets
Pinned Tweet
With depleted stockpiles and an ossified industrial base, the Pentagon is like an investment portfolio in desperate need of a risk management strategy.
The solution? Creating a new 'value arms' industry: (thread)
5
7
22
Regardless of what tech comes out of it, to make El Segundo of all places “cool” is truly an impressive feat in and of itself
3
0
77
A friendly PSA that “move fast and break things” does not apply to ITAR compliance
2
2
68
No one wants to talk about what *actually* ramping up production capacity entails — revamping WW2/Cold War era production lines (which includes machines that are the size of buildings) is not an overnight feat, not to mention finding sufficient skilled labor
Artillery ammunition is easy to make. We should have, but somehow haven't, been able to expand production dramatically in the past two years. It's hard to explain.
19
12
209
7
3
34
Defense. Deep Tech. Donuts. 🚀
Excited to be hosting our second National Security in NYC breakfast + NYC’s first ever defense tech-focused Career Fair.
4
3
12
Back and bigger than ever.
@decisivepointvc
is excited to host another NatSec in NYC breakfast with
@a16z
for NY
#TechWeek
0
0
15
who’s dropping the official gundo hackathon spotify playlist??
3:30 AM AND THE ENERGY IS UP
AMERICA HAS NEVER BEEN SO BACK 🇺🇸
55
39
871
0
0
13
To fix the defense industrial base, there are some fairly simple (and very unpopular) policy changes that need to happen in tandem with private capital inflows, but no one wants to have that conversation….
0
0
11
Lots of attention on Javelins and Stingers lately, but there are some really interesting international market dynamics swirling around ramping up 155mm production.
0
0
11
👀👀👀
What if we launched a separate website with a dedicated Defense Tech/Deep Tech job board. What if we had about 200 companies listed on it representing +4,000 open roles? What if it was live next week?
26
9
172
0
1
10
Invested in the mission.
Kicking off 2024 with our new Decisive Point anthem.
Started in 2018, Decisive Point is an investment firm focused on critical technologies for defense, energy, and infrastructure. Our platform has helped deliver over $450M in direct contract awards to startups across our
4
4
44
0
0
10
The race to the bottom in terms of pricing is one thing, but I don’t understand willingly pushing towards commodification when the EO industry is still so young + before many co’s have even found real product-market fit
One more logo to add to the "platform" layer in Earth observation, but not the platform you are thinking about.
"an online marketplace where multiple customers looking for similar data of regions of Earth share rides on satellites" - why?!🤔
2
0
10
0
1
9
just wait until the Gundo bros find out about the Bunker
1
0
7
peak American couture
**Drop Alert** The perfect attire for your upcoming underground DefenseTech party.
Unrelated — who knows the color code for “Cardinal Red”? Asking for a friend.
Goes Live at 5p EST at
1
2
9
0
0
7
All the spy balloons and UFOs flying in this weekend to catch rihanna’s half time show
0
2
7
“Between 2005 and 2020, the level of Chinese suppliers in the U.S supply chains quadrupled…. Chinese companies are embedded in the supply chains of subcontractors to defense primes across system components such as electronics, software, fuses, and data links.”
0
2
6
IT’S HAPPENING
0
0
6
this is a masterpiece
0
0
6
this but the entirety of VC
0
0
5
On the flip slide, there are
policy levels that would be pulled if *America* is at war to accelerate this— levers that will not be pulled to support Ukraine
0
0
5
i'd like to report a murder
0
0
4
Current replacement times for critical inventories average over 13 YEARS at current rates and production requires input from a shrinking skilled labor force and supply chains composed of rare earth metals, chips, and other mechanical parts that are very difficult to secure.
1
0
3
The team
@decisivepointvc
and
@a16z
are hosting a National Security in NYC breakfast (and optional 5k run!) for
#nytechweek
-- join us on October 18th!
1
0
4
STARTUP FOUNDERS: Start preparing for the government shutdown now. Here’s a guide to navigating the shutdown and a checklist of actions to take today:
1
1
4
i’m sure opec is just absolutely trembling rn
NOW - Climate activists defile Van Gogh's Sunflowers at the National Gallery and glued themselves to the wall.
18K
8K
39K
0
0
3
mmhmm
0
0
3
While Russia draws attention to Eastern Europe, China is beginning a new era of industrial warfare, preparing to raise the cost of US intervention to unacceptable levels. Escalation will not come with a warning; existing mobilization capabilities may be all that is available.
1
0
3
The good news: there are innovative early-stage defense companies waiting in the wings with the right business models to rapidly produce innovative, low-cost, mass-quantity systems.
1
0
3
It's time to build a New American Arsenal. Want to learn more? Follow us here on twitter
@juliamvdc
and
@decisivepointvc
Full article here! 👇
1
0
3
I think an interesting area to focus on is the enrichment bottleneck... there's still plenty of uranium in the ground (granted, CNNC is trying to buy it all up) but delays at Rosatom are an underappreciated price driver and have severe effects on the entire fuel supply chain
Nuclear energy is finally in the Overton Window—a 2nd Atomic Age is amongst us...
...only if we're able to meet the demand for fuel.
Which, unfortunately, we can't right now.
Efforts are being made by the government to strengthen and onshore the nuclear fuel supply chain.
1
1
13
2
0
3
If you’re ready to reimagine the future of national security and defense, we’ve got you covered.
0
0
3
@samhartung_
at starbucks: "can I have a hot chocolate, but iced?" Barista: "so...chocolate milk?"
0
1
3
@DanielleMorrill
@IanRountree
@mhdempsey
@vc
@decisivepointvc
@DanielleMorrill
the
@decisivepointvc
team is happy to talk, shoot us a message!
0
0
3
@KitsonJ1
@JgaltTweets
The “white hats” are basically the QAnon heroes (led by Trump and including various nonsensical political figures) that are going to take down the “black hats” (evil deep state cabal that rules the world)
2
0
3
While Wall St views the defense industry as more stable than tech, contract revenue volatility can actually be much higher than expected, so the primes utilize their balance sheets and respond with acquisitions and consolidation, which further reduces capacity + increases cost.
1
0
2
Industrial strength today is critical for the security of tomorrow — not just for defense, but for health, power, agriculture, and all of our infrastructure:
Whether through COVID, climate, or geopolitical conflict, it may feel like the world is unraveling
But beyond these seemingly grim prospects exists tremendous opportunity. An opportunity to reimagine the world we live in
It’s time to Reshore and Restore
4
16
75
0
0
2
The Department of Defense should support emerging contractors that are already built with the right operating models to support rapid production, advanced and efficient manufacturing techniques, and scalable capacity to design and produce these new systems.
1
0
2
Forget the White House, sounds like the entire federal government could use some basic accounting principles right about now
1
0
2
The challenges of the American defense industrial base are not new, with suggested solutions ranging from streamlining regulatory authorities to selling more expensive weapons systems. However, a seemingly counterintuitive solution is exactly what the US needs: value arms.
1
0
1
Druckenmiller: “I have been doing this 45 years and between the pandemic and the war and crazy policy response in the US and worldwide, this is the hardest environment I have ever encountered in trying to forecast 6-12 months ahead.” Worth the listen.
0
0
2
The establishment of a distinct value arms sector of the U.S. defense industry, positioned as a hedge, could also help to change the “destroy or acquire” culture that persists between the primes and smaller emerging contractors, expanding the market and protecting against failure
1
0
2
@rob_lh
Totally. WWII was interesting in that private industry initially retooled to produce for war and the Army and Air Force + Navy had to fight for that capacity. Vs today, munition production is centralized and a lot is automated, but more complexity = more points of failure.
0
0
2
Value arms include smaller & affordable defense systems and refurbished equipment. While Russia has dominated this market for decades, the United States has actually never participated.
1
0
1
Another great read from
@KitsonJ1
In 2021, Texas's energy grid suffered blackouts and was only 4 minutes away from total failure. It could have taken weeks to fully restore it. In September of this year, it came close to blackout yet again.
2
21
51
1
0
2
would this count as a service animal in NYC?
NEW: Throwflame unveils robot dog Thermonator — with flamethrower attached — The Ohio-based firm have announced the $9,420 bot is available for purchase by the general public and government agencies for the first time.
941
1K
5K
0
0
2
New defense business models generating value from efficiency and scale rather than maintenance and sustainment will make the sector more attractive to venture capital as well, creating a multiplier effect.
1
0
2
why fall out of a window when you can fall out of the sky?
BREAKING: Wagner leader Yevgeny Prigozhin has reportedly been killed in a plane crash in Russia
419
406
3K
0
0
1
Not a comment on USV, but we’re starting to see the snowball effect from a lot of the artificial valuation voodoo that went on in 2020/21 combined with insufficient write-downs last year
NEW: I obtained returns for USV, arguably the most successful VC firm of all time, which has marked down its funds by as much as 34%.
It's a precursor of what is to come for other VCs.
"This will be the new normal for the next 18 months," said one LP.
6
34
200
0
0
1
@JoshuaSteinman
That would be Hawthorne ;) but if
@elonmusk
is giving tours of SpaceX HQ, I’m down
1
0
1
By investing in new manufacturers and companies capable of producing these critical low-cost systems, the DoD can diversify and hedge against the risks of the myriad of problems facing the defense industrial base today — ensuring liquidity, longevity, and returns.
1
0
1
Why? Because major US defense contractors operate with a set of unique cost structures and business models that make efficient and cheap systems, as well as surge production capabilities, impossible to justify.
1
0
1
This is not the first time the industrial base has faced a capacity crisis. However, we have managed to get out of production ruts before. In 2006, the DoD established JIEDDO + a task force to produce Mine Resistant Ambush Protected vehicles.
1
0
1
0
0
1
oh boy
#Brazil
and
#Argentina
to start preparations for a common currency
Other Latin American nations will be invited to join plan which could create world’s second-largest currency union
212
362
1K
0
0
1
The arrows of technological progress point towards an integrated battlefield with autonomous systems, drone swarms, sensors, and hypersonic, but these systems designed to make kill chains shorter will make warfare slower and more expensive than ever before.
1
0
1
Combining existing production lines with new technology from industry, rapid acquisitions processes, and competition, the Mine-Resistant Ambush Protected vehicle program showed that the industrial base, despite its brittleness, can respond quickly to regional threats.
1
0
1
yearly brilliance from
@danwwang
My annual letter (sorry it's a bit late this year):
This year I discuss the mountains; Jesuit dramas; a twisted logic; ideological revelry; rude nicknames; protests; becoming a barbarian; sweetgrass and banana leafs; Shanghai; and the matsutake mushroom.
36
122
481
0
0
1
this is exactly why companies like
@Radiantnuclear
are so important …
small reactors circumvent the current construction troubles AND produce much less waste
0
0
1
0
0
1
@sgourley
True — there’s no shortage of innovation in the private sector, national labs, inside the DoD itself, etc, but most procurement pathways + timelines are aligned with the primes’ operating models + timelines.
0
0
1
0
0
1
@ElbridgeColby
Either the defense industry can decouple its supply chains willingly *now*, or the CCP will do it for them — forcefully and at a decisive moment that will not bode well for the US.
0
1
1
A new value market consisting of smaller and more nimble producers and systems would complement expensive advanced systems already produced by the primes, lower the cost of conflict, bolster deterrence, and create a hedge against supply chain disruptions, and capacity constraints
1
0
1