Katherine Boyle

A lot of the teams that I've invested in, it's like the head of manufacturing was doing something at SpaceX, which makes me know that they know how to do manufacturing.

The CTO was at another company where it's very clear that you can reference them and know what they actually built.

So their reputation sort of precedes them.

They wrote this paper or they built this product at Palantir.

Brian Schimpf, who's the CEO of Anduril, I mean, he's sort of legendary as one of the best engineers, best coders that's ever come out of Palantir.

And so it's like when you hear that about someone and it's like, okay, now they're going to come be CEO of Anduril, you don't worry that much about whether they're going to be able to build just an incredible product.

Yeah, so I'd say the thing that's happened that surprised me the most, you know, it's like everyone kind of knows the Andurals, the Ceronics, the companies that are selling directly to the DoD.

But the thing that surprised me the most is how many companies want to build, you know, the tier one supplier, like basically rebuild the defense industrial base.

and not sell directly to the Department of Defense, but sell to those Raytheons, the Lockheed Martins, and the Andrals, right?

Like they'll work with anyone, but really build out the supply chain.

And that's where I've been investing a lot.

Like we have a company, a great company called Apex Space, that's building modular satellite buses.

And the view in the space industry, and space, I mean, space is, to me, space is gonna be the next theater.

It's gonna be the next, you know, space warfare is something we really have to think a lot about.

But you can't be good at space warfare if you don't have enough stuff.

Like, if you don't have the actual, like, platforms to send payloads up to space on.

Yeah.

Yeah.

Well, and it's like, we have, you know, SpaceX can get things to space.

But the biggest problem that the DoD has, and it's a problem that China's really focused on as well, is...