Eric Crispin

person on 1 show · 5 statements across 1 episodes

Sourcery

On the record as a speaker too: Eric Crispin across every show, appearances and statements → this page counts the times other people say the name.

5 statements about Eric Crispin, every show

SOURCERY Prediction Held up
SpaceX will complete more than 160 rocket launches in 2025
“I think it will for sure be above one 50, but given those options, above one 60, maybe even one 70.”
Eric Crispin May 16, 2025 ▶ 54:09 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
SOURCERY Insight
Biannual tender offers allow elite companies like SpaceX to stay private longer
“As we've seen with SpaceX you know, they do biannual tenders where if you're an early stage investor or an employee there's opportunities for liquidity, and they've done that very successfully, and you're gonna continue to see that. Now you're seeing that more…”
Eric Crispin May 16, 2025 ▶ 43:12 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
SOURCERY Insight
Falling launch costs make larger, high-power satellite designs strictly superior
“Bigger is better in space. You can have, you know, more power, more aperture, more mass. All of that leads to being more effective. The more power you have, Like, it's directly tied to, for instance, if it's a communications use case, like, it's directly tied …”
Eric Crispin May 16, 2025 ▶ 27:47 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
SOURCERY Insight
Hardtech startups gain an advantage by monopolizing talent against fewer competitors
“You kind of can attract, like, exceptional talent into your company at an early stage because there's kind of, like, nobody else doing this thing, and so if someone is passionate or wants to come work on something that's meaningful, that's difficult, that's ch…”
Eric Crispin May 16, 2025 ▶ 11:18 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
SOURCERY Disclosure
Anduril is Altimeter Capital's biggest bet by position size
“Biggest bet right now in terms of position size is Andrel.”
Eric Crispin May 16, 2025 ▶ 1:02 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea

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