Epirus
3 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Oct 5, 2025 by Andy Lowery · said 18 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (11), Andy Lowery (7)
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2025 17 mentions in 4 episodes 4 per episode
- CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
- Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW · Sourcery with Molly O'Shea
- Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Epirus, oldest first
Oct 5, 2025 negative
Lowery: Anduril is pursuing a 'me too' strategy against China's manufacturing
“There's an element, one, of folks doing me too, like Andrew's very me too to China. They said, we're going to go toe to toe. We're going to manufacturing in volume. We're going to build computers. We're going to build drones. We're going to build everything th…”
Oct 5, 2025 negative
Lowery: Traditional one-to-one air defense cannot scale against mass drone swarms
“Until they overwhelm your defenses, overwhelm your ability to protect, and the traditional way of protecting, one effector, one threat, OODA loop, that isn't going to work.
It does not scale with this sort of six-domain threat.”
Oct 5, 2025 negative
Lowery: The US military is forced to buy foreign-made computers
“The microprocessors, the computers, you cannot buy an American made computer. You have to go overseas. You have to go to China and military doesn't want to buy A foreign made computer, but there isn't any option, so they have to do by exception”