private capital

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 22, 2025 by Greg Little · across every show →

Everything said about private capital, oldest first

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
Jul 22, 2025 bullish
Prediction Not checkable as stated
Little: Outcome-focused executive orders will boost defense tech startups and VC returns
“We're seeing really impactful executive orders to be able to focus on outcomes, to focus on firm fixed price, to focus on use of commercial capabilities, which I think is fundamentally changing how we do business, which is going to make it more successful For …”
Greg Little Jul 22, 2025 ▶ 19:32 How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
Jul 22, 2025 neutral
Prediction Not checkable as stated
Little: Private Capital Will Flee Defense Tech if Anduril and Saronic Fail
“The part that worries me the most is, I want the Andrel, Ceronics, and Sail Drones, though, to do well. Because if they don't do well, private capital will recognize, like they did previously, that this isn't a good market to be in.”
Greg Little Jul 22, 2025 ▶ 21:40 How Palantir Is Modernizing the Military With AI · Sourcery with Molly O'Shea
Mar 27, 2026 neutral
Insight
Del Buono: Startups will only IPO once private capital dries up
“If there's like a slowdown in the economy and less excitement About these companies, that's when they're going to be maybe more forced to IPO because the private capital then won't be available.”
Michel Del Buono Mar 27, 2026 ▶ 57:39 Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea
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