Powering Intelligence: Investing in the Supercycles Shaping Tomorrow – VistaShares – 7.24.26

Summary:

Join Jon McNeill, Co-Founder of VistaShares, former President of Tesla and COO of Lyft, as he explores how five powerful Supercycles are converging to reshape the global economy.

Jon will be joined by Ian Cinnamon, Co-Founder and CEO of Apex Space, for a conversation about the rapidly evolving space ecosystem, the infrastructure required to support its growth, and the commercial and national-security forces shaping the market (NYSE: GALX), and David Fetherstonhaugh EVP and Investment Strategist at VistaShares.

The discussion will also examine the expanding Defense (NYSE: AMMO) and Robotics Supercycles (NYSE: RTOO) and how they intersect with VistaShares’ existing Artificial Intelligence Supercycle ETF (NYSE: AIS) and Electrification Supercycle ETF (NYSE: POW).

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Jon currently serves as the CEO and Co-Founder of the venture studio, DVx Ventures. With a track record of founding and scaling six companies, Jon has led teams that generated tens of thousands of jobs and delivered multi-billion dollar returns for investors. At DVx, Jon and his team have launched 13 companies that are attacking broad opportunities in large markets.

Previously, Jon served as President at Tesla, where revenue grew from $2B to $20B in just 30 months. Subsequently, Jon joined Lyft as COO, where he played a pivotal role in doubling revenues and helping to take the company public. With a history as a six-time serial entrepreneur creating unicorns, Jon has a wealth of experience in operating and scaling companies during periods of hyper-growth in revenue and operations and has delivered returns of 9x to investors.

Jon currently holds advisory partner positions at Advent International and Goodwater Capital, serves as Vice Chair of the board of directors of Cruise, and is a board member for General Motors, Asurion, CrossFit, Stash, and Lululemon. During his tenure on the board of Lululemon, the company underwent a turnaround, resulting in a quintupling of its stock value.

Jon is a sought-after speaker, and frequently lectures at Harvard Business School and MIT Sloan School of Management. He graduated from Northwestern University before beginning his career at Bain & Company.

Ian Cinnamon is the CEO and Co-Founder of Apex, a high-rate configurable satellite bus platform manufacturer named one of Fast Company’s Most Innovative Companies of 2025. Backed by over $500 million from the world’s best investors, Apex’s first satellite bus set a world record as the fastest cleansheet design to production spacecraft operating in space.

Focused on meeting the needs of the rapidly expanding space industry and advancing critical national security missions like Golden Dome, Apex provides scalable platforms to both the commercial and government sectors. Apex’s Los Angeles production facility can deliver satellite buses to customers in weeks rather than the industry standard of months or years, with the capacity to produce over 200 buses per year at full scale.

Prior to his work with Apex, Ian founded Synapse, a company specializing in artificial intelligence for security and defense. Ian led the company through acquisition by Palantir. Earlier in his career, Ian co-founded Superlabs, which was sold to Zynga, where he served as Director of Product after the acquisition.

Ian is a Forbes “30 Under 30” honoree and an alumnus of Y Combinator. He received his B.S. from MIT and his MBA from the Stanford Graduate School of Business.

David is a Principal at DVx, overseeing diligence on new ventures and external investments. Before joining DVx, David was at Mithril Capital Management, a global technology investment fund. At Mithril, David worked on the investment team, evaluating esoteric investment opportunities and supporting portfolio companies. David is a graduate at McGill University.