Apex

5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 13, 2025 by Ian Cinnamon · said 8 times in 1 episodes since 2025 · across every show →

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brought up most by Joe Lonsdale (6), Ian Cinnamon (2)

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Everything said about Apex, oldest first

Aug 13, 2025
Disclosure
Cinnamon: Apex Identifies as a Defense Company Focused on Space
“When we look at where we're targeting our company, we don't even consider ourselves a space company. We think of ourselves as a defense company who happens to be focused on space.”
Ian Cinnamon Aug 13, 2025 ▶ 24:47 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 13, 2025 negative
Disclosure
Cinnamon: Apex reports suspicious applicants and fake machine shops to FBI
“We've had some very interesting job applicants come by that we haven't interviewed. We due to the nature of our work, we can only hire US persons, but that doesn't mean people still don't try to sneak in, or we catch some things that are not quite adding up. A…”
Ian Cinnamon Aug 13, 2025 ▶ 40:33 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 13, 2025
Disclosure
Cinnamon: Apex plans to vertically integrate nearly all major satellite components
“If you look at all the parts on the satellite, there's something like a hundred plus different kind of true components that are not just a nut or a bolt, but something that's meaningful on the satellite. We are vertically integrating pretty much all of them ov…”
Ian Cinnamon Aug 13, 2025 ▶ 22:27 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 13, 2025
Insight
Cinnamon: Successful government contracting requires aligning five distinct factors
“So the way that I think about it is like any government contracting, you requires money. It requires a contract vehicle. It requires the right person at the top to be advocating for it, the right users of it, who are the actual end users of it wanting it, and …”
Ian Cinnamon Aug 13, 2025 ▶ 10:45 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
Aug 13, 2025 bullish
Disclosure
Cinnamon: Building anything less than a $100B company is a failure
“So for me, success is I want to go build a hundred billion dollar company. Anything smaller than that in my mind is a failure.”
Ian Cinnamon Aug 13, 2025 ▶ 12:15 From Palantir to Space Defense: Building a $100 Billion Company · Joe Lonsdale
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