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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The Way I Heard It with Mike Rowe · 497: Ethan Thornton—I Like a Lotta Problems · 4 Aug 2026 podcast

For those two reasons, we spend a lot of effort actually building components to help other people win.

So we sell jet engines, we sell solid rocket motors, we sell testing services.

And so like actually about half of our revenue as a company comes from selling components to these primes.

And to startups.

It does.

It absolutely does.

So, I mean, to answer your first question for us, they're the primes and we're a very, very, very different business than the primes.

And so the primes have architected their companies to be excellent at shipping large platforms on multi-decade schedules.

That is not what we look to be excellent at, right?

We look to be excellent at making the unmanned systems that are asymmetric in warfare and designing those in a matter of months and getting them into production in hundreds of thousands of units, also within a matter of months.

Now, companies looking to do a similar thing, it's really us.

Andrel is certainly a player there.

Shield AI is a player there.

And like the multi-domain, specifically in the air context, it's kind of those three.

You have Castellan on the hypersonic side, you have Ceronic on the naval boat side, you have Apex on the satellite side.

As it relates to what we do, it's kind of our three, which I think is really important.

I think you want several players in the space.

And then we each take a very different slice of the problem.

So like Mach is much more manufacturing centric, and we tend to start at a component and hardware level.

Anduril is a lot more kind of battlefield OS centric around Lattice.

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