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Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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The $500B Opportunity in Europe’s Defense Buildout
Molly O'SheaAistis ŠimaitisGeorge HadjiminasBruno Wejchert
Ukraine has made production scale as important as technology: Europe’s fragmented manufacturing base and years-long component lead times leave a clear opening for Onodrim’s acquisition-led model.Autonomous fleets also reset unit economics, turning $30,000 radios and other exquisite components into products that must become cheaper and available in thousands or millions; execution and procurement remain the watchpoints.
The Anduril Thesis
Anduril challenges defense’s cost-plus, built-to-spec model with fixed-price, built-to-mission products for high-volume, low-cost, attritable conflict, where US munitions could last roughly 11 days.Lattice links Sentry Towers, Fury, Copperhead, and EagleEye’s $22 billion IVAS contract through sensor fusion; the small number of neo-primes makes execution and second-order beneficiaries worth monitoring.
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.