PERSON DIRECTORY
Molly O'Shea
Host of Sourcery. Molly O'Shea appears in 33 indexed conversations across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
33 EPISODES1 SHOW
Language
How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space
Anduril is Erik Kriessmann’s largest Altimeter position, based on a software-linked modern defense prime whose acquisitions brought capabilities to government and warfighters.K2 Space’s 20 kW buses stack ten on Falcon 9 at roughly a 10X price reduction, potentially reopening MEO and GEO after SpaceX changed launch economics.Concentration amplifies exposure, while certification, range testing, and private-market exit bifurcation remain risks.