Lockheed Martin
also referred to as: lockheed · lockheeds
9 statements across 6 episodes · 4 bullish · 3 bearish · 6 people on the record · first statement Dec 6, 2017 by Jake Flomenberg · said 34 times in 15 episodes since 2017 · across every show →
Mentions by year
brought up most by Harry Stebbings (11), Matt Grimm (5), Trae Stephens (4), Jake Flomenberg (4), Brian Singerman (2), Vinod Khosla (1), Shyam Sankar (1), Palmer Luckey (1)
tap a year for its mentions
2026 3 mentions in 1 episode
2025 5 mentions in 3 episodes 2 per episode
- Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2024 16 mentions in 4 episodes 4 per episode
- Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
- Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2020 3 mentions in 3 episodes 1 per episode
- 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
- 20VC: Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company", How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach
- 20VC: Vinod Khosla on What Venture Assistance Really Means, Why Many VCs Are Not Qualified To Advise Founders & Why Startups Can Innovate So Much Faster Than Incumbents
- every mention in 2020, scene by scene →
Everything said about Lockheed Martin, oldest first
Dec 6, 2017 negative
Flomenberg: Large organizations suffer from inherent inefficiencies of scale
“There's an inherent inefficiency of scale at any company, and it's no disrespect to Lockheed Martin. Once an organization reaches a certain size, the amount of overhead and planning makes it very, very hard to move nimbly, and quite frankly, the incumbent natu…”
Oct 1, 2020
Nov 11, 2021
Defense startups must be orders of magnitude better than incumbents
“You have to actually be orders of magnitude better than the incumbents in order to win contracts legitimately, in order to really build a company in the space. It takes top-tier technologists to be able to do this, to be able to compete with the Lockheeds and …”
Apr 3, 2024 bullish
Apr 3, 2024 bullish
Nov 11, 2024 positive
Grimm: Northrop Grumman stock returned over 20% annually for 15 years
“Northrop Grumman over the last 15 years has had a total compounded annual shareholder return of just over 20%. Lockheed and Boeing are just behind them at about 15%. The S&P 500 over the exact same time period has an 11.6% total compounded annual return.”
Nov 11, 2024 negative
Grimm: Lockheed Martin spent 4x more on buybacks than R&D in 2023
“Like last year alone, Lockheed Martin, the twenty-twenty-three numbers, Lockheed Martin spent six billion dollars on stock buybacks. They only spent 1.5 billion dollars on IRAD, which is called internal R&D. Their own at risk funding of research and developmen…”
Nov 11, 2024 bullish
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”