hard tech

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 2, 2026 by Eric Romo · across every show →

Everything said about hard tech, oldest first

Jun 2, 2026
Opinion
Romo: Deep tech costs are driven far more by talent than capex
“I think there's this perception, you know, outside of hard tech, deep tech, whatever you want to call the segment we're in, that they're incredibly capital intensive, and you can't imagine how much they're spending on capex, but that's not really the case. I m…”
Eric Romo Jun 2, 2026 ▶ 6:42 Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo · Sourcery with Molly O'Shea
Sep 10, 2026 bullish
Insight
Busch: Hard tech manufacturing is the future moat as AI commoditizes software
“Yeah, Molly, my hottest take is I really do think that we're re-entering kind of the world of the here and the now, and what I mean by that is I think being successful in real space, doing hard tech, building real things, and manufacturing with real tangible i…”
Doug Busch Sep 10, 2026 ▶ 22:12 Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
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