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Enduro

topic on 2 shows · 2 statements across 2 episodes

Sourcery Capital Allocators

2 statements about Enduro, every show

SOURCERY Prediction Open · timeframe Jul 2031
Banister: Anduril will consolidate market share and become a top defense prime
“I do think that obviously Enduro is gonna consolidate a lot of it and become one of the top defense primes over time.”
Cyan Banister Jul 10, 2026 ▶ 1:17:31 "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
CAPITAL ALLOCATORS Prediction Not checkable as stated
Anduril will not be the only major winner in defense tech
“We have a nice exposure to Enduro, and we have a couple of others that we're really excited about, and Enduro's not going to be the only winner in that space.”
Ed Grefenstette Mar 24, 2025 ▶ 1:12:51 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)

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