Raytheon

0 statements across 0 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Dec 24, 2022 by David Sacks · said 1 times in 1 episodes since 2025 · across every show →

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brought up most by Jason Calacanis (1)

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Everything said about Raytheon, oldest first

Dec 24, 2022 positive
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
Sep 12, 2023 negative
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
Jan 4, 2025 bearish
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!
Mar 8, 2025 positive
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
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