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

Appearances

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They actually acquire a lot of the companies that build their hardware, end up buying most of their components.
So those are actually like complementary in the long term is kind of the goal.
And then Shield sits somewhere in the middle of that stack.
They're very specific about which aircraft they build.
Really, they've built two aircraft to date, which is obviously different than the other two players.
And they're really good on the single drone pilot side.
So if that makes sense, like the actual drone that's been flown is a different software than the thing that flies thousands of drones.
It's definitely more of the latter.
And I think we will compete with each other.
So, like, Anduril has a competitive product called Barracuda, and we will compete.
Now, I think that's a very good thing, and I don't think it's zero-sum competition.
So, one, like, it is actually important that you still have at least two players in each of these categories that are competing to make sure the US always has the ability to buy what is best and that you don't get a monopoly.
And then, yeah, really, I think the businesses are built around the competencies of the early team that founded them.
I'm, like, pretty obsessed with manufacturing and hardware engineering.
I think in certain ways, yes.
In certain ways, no.
So I think on the like we need multiple companies perspective, no.
So like the Secretary of Defense walked up in the 90s and basically said we need consolidation.
We have hundreds of companies.
We need consolidation.
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