Kody

Early stage venture capitalist | meme enthusiast | Go Hokies | 3x Dad

[Kody @jckody3]

@No1_2_Some1 @antibearthesis @teh_florist You guys are delusional. RKLB will be a big winner and that’s a good thing for the space economy but both things can be true. RKLB can appreciate 100% every year and still be less than 5% of the TAM. Elon and Beck are not the same. That’s an embarrassing statement.

[Kody @jckody3]

@DamiDefi It’s a free market. You’re acting as if people are being forced to buy the stock against their will. Just don’t buy it if you don’t like the valuation. The VCs probably got in at similar revenue multiples at lesser traction and the best VCs got in at pre revenue.

[Kody @jckody3]

@antibearthesis @teh_florist @No1_2_Some1 Stand up for yourself. If the revenue growth continues for both, then SpaceX will own 97% of the entire market within 5 years. Don’t let the RKLB mob bully you. Most high growth markets give ~5 years of credit. This valuation difference is pretty justified. Both are buys imo.

[Kody @jckody3]

@SpaceInvestor_D 🫡

[Kody @jckody3]

@SpaceInvestor_D So much more upside to go. People don’t get it.

[Kody @jckody3]

@SpaceInvestor_D Never a doubt.

[Kody @jckody3]

@SpaceInvestor_D There will always be noise no matter what stock you love. Do your homework. Have faith. Never diversify and stay in the game.

[Kody @jckody3]

@SpaceInvestor_D 100% of portfolio has been $RDW for 4 years now. Patience will pay.

[Kody @jckody3]

@wabi build me an app that founders can use to upload their original pitch deck and receive a realistic "match" score as a probability of funding from my venture fund. Recommend positioning techniques to increase likelihood. I'd like to make this accessible from my VC website.

[Space Investor @SpaceInvestor_D]

REDWIRE MEGA THREAD (2.0) 👇

$RDW is a sleeping giant, quietly building critical infrastructure across space, defense, and biotech.

Here’s everything you need to know about the company and why it’s my top space play for 2026.

🧵(1/8)

[Virginia Tech Men's Basketball @HokiesMBB]

2025 went out with a 𝘽𝘼𝙉𝙂 🎇

#OurState x @SmithfieldBrand

[Space Investor @SpaceInvestor_D]

@redwire @RedCatHoldings @USArmy @FireflySpace 2026 will be a big year for $RDW 🫡

[Kody @jckody3]

@L7Weenie23 @zerohedge Elaborate on “produces nothing related to space”. Make that statement make sense.

[Kody @jckody3]

@VCBrags @iamjasonlevin 20 whole minutes of work in December? Beast mode

[Kody @jckody3]

@SpaceInvestor_D Started my position at $5, rode it up to mid $20s and rode it all the way back down. Thesis has only strengthened.

[Kody @jckody3]

@SpaceInvestor_D Glad to see you back in RDW 🫡

[Naval @naval]

Marketing is a creative and adversarial game. Channels get discovered, exploited, and discarded. New products need new distribution.

It’s hard to hire rule-breakers, so the best marketers tend to be the founders themselves.

[Kody @jckody3]

@omooretweets @a16z Great episode. I really liked the pro-cumer terminology. What tools or amalgamation of tools do you use most for your everyday VC work life for specific tasks?

[Kody @jckody3]

@omooretweets My wife works for an influencer agency. Really curious how this subset of the market evolves - particularly around accepting brand deals and placing high level contracts into prompts and getting the AI to do the right things with different products.