David Mandell & Ari Newman: Flipping the Script & Defining Massive’s Inflection Point Strategy

Massive Signals · Oct 15, 2026 · 1h 16m

Maggie Rodney, Partner at Massive and producer of Massive Signals, turns the tables on co-founders David Mandell and Ari Newman, who have spent every episode asking the questions and now take the hot seat. They define an “inflection point” on air for the first time, explain why they launched Massive in 2020 by investing their own capital through SPVs instead of raising a traditional Fund I, and share the “hacking to scaling” lens that guides every investment. They also unpack why they back “inevitable” industries like space, energy, quantum, and cybersecurity, what it means to build a deep…