Katherine Boyle

you know, the joysticks or the things that are inside, you know, it's like there's so many critical parts that are actually inside of planes, of anything defense-related, where you just need to be able to produce 10x more of all of those things.

Munitions, I mean, there's a lot of talk now about how do we just turbocharge how quickly we can build munitions because we don't have enough.

But it really is, like, all of, I think all of the fears that I have about defense come down to production.

It's all how quickly can you build?

And yes, Seronic is vertically integrated, but there's a lot of companies that would attach one of those software-defined factories to them and say, hey, just build us as many as you can of this one part.

In space, it really is anything to do with offensive space.

SpaceX is the most incredible company in the world.

They've done extraordinary work.

They do extraordinary work with government.

They now have a direct-to-sell platform.

They have Starlink, which I think is completely revolutionizing internet.

But there's still more things that need to be done.

I'm invested in a company that's focused on ground stations, Northwood Space.

They're building modular ground stations for every other company that needs to get data back to the ground.

Our ground station infrastructure, extremely old.

It takes forever to send.

The comms take forever.

And so if you can just have more modular ground stations across the world to get that data back from low Earth orbit, that's game changing.

So they're working with USG.

But I think there's, again, it all comes back to just more.