Raytheon

other on 5 shows · 0 statements across 0 episodes

20VC 3 Catalyst 2 All-In 1 the a16z Podcast TBPN

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20VC 3Catalyst 2All-In 1

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10 statements about Raytheon, every show

TBPN Insight
Continuing Resolutions Protect Defense Incumbents While Freezing Out New Startups
“Incumbents have their programs continuing to be funded, right? And so the, you know, Lockheed, Raytheon, et cetera, Northrop's, you know, might not be experiencing as much growth as usual, but, you know, they're, you know, they're generally, you know, continui…”
Delian Asparouhov Mar 24, 2025 ▶ 9:10 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
ALL-IN Assertion Not checkable as stated
Lonsdale: Epirus shot down drones 9.5 times farther than legacy contractors
“When we went head to head with them, we didn't just like beat them by a little bit. We shot down the hardened drones nine and a half times farther away. Same size, same power, nine and a half times, completely wiped the floor.”
Joe Lonsdale Mar 8, 2025 ▶ 34:33 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
ALL-IN Prediction Not checkable as stated
Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”
David Friedberg Jan 4, 2025 ▶ 41:29 2025 Predictions: Tech, Business, Media, Politics!
TBPN Assertion Supported
Coogan: Palantir flipped Raytheon to become world's biggest defense company
“Palantir's now the biggest defense company in the world. They flipped Raytheon finally. Crazy, a hundred and fifty billion dollar company.”
John Coogan Dec 6, 2024 ▶ 1:19:16 Inside Facebooks Secret "Red Book" (ep18)
20VC Prediction Open · timeframe Nov 2029
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…”
Matt Grimm Nov 11, 2024 ▶ 34:46 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
ALL-IN Assertion Contradicted
Raytheon makes admitted 40% to 50% profit margins on Patriot missiles
“Raytheon in the Patriot Defense missile is making 40% profits, 50% profits that they admit.”
Ro Khanna Sep 12, 2023 ▶ 31:53 All-In Summit: Ro Khanna on China, political reform, major challenges facing the US and more
CATALYST Assertion Supported
JPL and Raytheon beamed 30 kilowatts over one kilometer in the 1970s
“The Jet Propulsion Laboratory and Raytheon company in the 19 seventies in California, they did an experiment where they sent 30 kilowatts of power across a distance of over a kilometer and collected a lot of that power.”
Sanjay Vijendran Aug 10, 2023 ▶ 19:46 Beaming 24/7 solar… from space
ALL-IN Assertion Supported
Sacks: Defense stocks gained up to 40% in 2022 despite market downturn
“Lockheed Martin, which makes Javelins and High Mars is up 40% in the past year when most of the market's been way down. Northrop Grumman's also up almost 40%. And even some of the lesser performers like Raytheon and General Dynamics are up about almost 20% in …”
David Sacks Dec 24, 2022 ▶ 23:46 E109: 2022 Bestie Awards Live from Twitter HQ
20VC Assertion Supported
Boyle: In 2017, No Silicon Valley Startup Competed With Defense Incumbents
“There are very few companies, and particularly in 2017, when Andrew was founded, there wasn't anyone in Silicon Valley building a new defense contractor that wanted to compete with Raytheon and Lockheed Martin.”
Katherine Boyle Oct 1, 2020 ▶ 17:06 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
a16z Assertion Not checkable as stated
Colford: Pentagon officials favor legacy defense contractors like Raytheon over startups
“You know, if you live in Washington and you work in defense, your vision for private sector engagement with the defense, with defense is Raytheon, Boeing, you know, it's not some of these smaller cyber companies out here.”
Matthew Colford Jan 2, 2019 ▶ 21:38 a16z Podcast | Of Presidents, Policies, and Tech

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