defense

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement May 16, 2025 by Eric Crispin · across every show →

Everything said about defense, oldest first

May 16, 2025 neutral

Prediction Not checkable as stated

Only a couple of massive drone companies will emerge despite growing demand

“I don't think there are going to be a hundred massive drone companies. I think there will be a couple. I do think that drones are going to play a major role in, you know you know, future conflicts and defense.”

Eric Crispin May 16, 2025 ▶ 47:02 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea

Jul 22, 2025 bullish

Assertion Supported

Little: $150B Defense Investment Over Last Three Years Matches Prior Decade

“And what's been fascinating to see is like almost of the private capital is a hundred fifty billion dollars has been invested in defense over the last three years. That's as much as the previous 10 years.”

Greg Little Jul 22, 2025 ▶ 9:35 How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea

Dec 16, 2025 neutral

Insight

Schimpf: Defense requires high product diversity at low production volumes

“Defense is a very unique world where you're going to build a lot of different products at relatively low volumes.”

Brian Schimpf Dec 16, 2025 ▶ 7:07 Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea

Apr 23, 2026 positive

Assertion Not checkable as stated

Bry: Skydio's biggest and fastest-growing business is civilian, not defense

“Our biggest, fastest growing businesses are in the civilian sector. They're not in defense.”

Adam Bry Apr 23, 2026 ▶ 8:25 Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry · Sourcery with Molly O'Shea

defense

Everything said about defense, oldest first

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