Ethan Thornton

speaker

1,249 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Ethan Thornton’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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And so we really, in like the next two years as a country, we need to get about 100 times better at producing cruise missiles.

And so Pike for us will be a large portion of that.

More importantly, arguably, we make the jet engine for it and we make the solid rocket motor for it.

And there really aren't good suppliers for either of those.

So right now, if we wanted to go and buy those two, it'd take like a year to get delivery.

And so we'll also sell those jet engines and solid rocket motors to other companies to help them win.

Delivering straight.

So we're our own prime.

I hate the word prime.

I never want to be a prime.

But yes, we are our own prime with the government on our programs.

Now, that said, we are a supplier to a number of those companies.

So Mock's model, I view defense is like very much non-zero sum.

Like if we win, other players in the market win.

Two levels.

One level is like we're all on the same team, right?

Like our job is to deliver capability that secures warfighter safety and make sure we win as a country.

And so I think there's like no room for the zero sum thinking of like I'm making Pyke so X player can't make something like Pyke.

Past that though, as a company, they're never going to allow there to be a monopoly, right?

The government has been like very intentional to make sure that there are several players capable of delivering most things that exist.

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