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Rex Woodbury
Founder and managing partner of Daybreak Ventures and author of the Digital Native newsletter who invests in early-stage companies and writes about startup talent and storytelling.
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Apr 6, 2026
• 31min
OpenAI’s Internal IPO Rift, SpaceX’s Uphill Starlink Mobile Battle, Silicon Valley’s Storytelling Boom
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Anissa Gardizy, The Information reporter on OpenAI and cloud-spend, Theo Waite, SpaceX and Starlink reporter, and Rex Woodbury, VC and startup talent specialist. They unpack internal tensions at OpenAI over IPO timing and massive compute costs. They reveal Starlink’s surprisingly small T-Mobile deal and the scale challenge for mobile. They also explore why storytelling and brand are winning strategies for early-stage startups.
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