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Lockheed Martin

also referred to as: lockheed

includes Lockheed SR 71 Blackbird

6 statements across 6 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Oct 24, 2024 by Jordi Hays · said 30 times in 21 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (9), Jordi Hays (6), Shyam Sankar (2), Ethan Thornton (1), Delian Asparouhov (1), Connor Love (1)

tap a year for its mentions
001082015202420252026episodesmentions
0815202420252026episodes it came up in
000.87.51.515202420252026episodesmentions per episode
2026 6 mentions in 4 episodes 2 per episode
2025 17 mentions in 12 episodes 1 per episode
2024 7 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Lockheed Martin, oldest first

Oct 24, 2024 neutral
Insight
Hays: Back young dropouts but give them experienced industry chaperones
“Find the balance of it, right? So, but, so bet on the kid, bet on the dropout, but go get them somebody from Lockheed Martin to be their chaperone.”
Jordi Hays Oct 24, 2024 ▶ 59:58 Crypto is Back Baby (ep5)
Nov 14, 2024 bullish
Assertion Supported
Hays: Palantir's market cap has officially surpassed Lockheed Martin
“They just flipped Lockheed Martin, which is crazy.”
Jordi Hays Nov 14, 2024 ▶ 2:07:38 Low T levels at Y-Combinator (ep9)
Mar 24, 2025 negative
Insight
Continuing Resolutions Protect Defense Incumbents While Freezing Out New Startups
“Incumbents have their programs continuing to be funded, right? And so the, you know, Lockheed, Raytheon, et cetera, Northrop's, you know, might not be experiencing as much growth as usual, but, you know, they're, you know, they're generally, you know, continui…”
Delian Asparouhov Mar 24, 2025 ▶ 9:10 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Jun 27, 2025 neutral
Assertion Not checkable as stated
Hindle: Top Gun cockpit contained $3 million Skunk Works prototype buttons
“There's buttons in there that are two, three million dollars that are from prototypes that only 10 people know what they are.”
Jeremy Hindle Jun 27, 2025 ▶ 20:50 The Genius Behind Severance’s Surreal World – Jeremy Hindle
Dec 3, 2025 positive
Assertion Contradicted
Coogan: Rheinmetall is now roughly the size of Lockheed and General Dynamics
“Ryan Mittal's been on an absolute tear. They're now basically the same size as Lockheed Martin and General Dynamics.”
John Coogan Dec 3, 2025 ▶ 0:34 The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
Feb 11, 2026 negative
Insight
Thornton: Cost-plus contracts incentivized the defense industrial base to rot out
“The way I think about it, the defense industrial base has rotted out so bad. I mean, you think about the incentive structures for the last three decades. If you're Lockheed, and I'm your supplier, and you're out in cost plus, you're incentivized to have me cha…”
Ethan Thornton Feb 11, 2026 ▶ 16:30 FULL INTERVIEW: Ethan Thornton: War With China Will Be Over in DAYS
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