Katherine Boyle

Bridgit Mendler of @NorthwoodSpace says the builders of the early internet bet on a direction without knowing exactly what it would become, and the space industry is in that same moment now: "For folks that were early with the internet, there's no way they would've foreseen what the internet is today. But they were betting on a direction... and look what we have today." "I think we're in a similar moment with the space industry where we don't know what is going to be built. A year ago today, would we think that everybody would be talking about orbital data centers? No way." "But it's captivated the public imagination and who knows what's gonna come next... The whole thing that we're about is taking companies further faster. Taking space missions further faster." "If you analogize to the internet, you have a couple of kind of platform infrastructure plays that really wind up becoming enmeshed across the internet... There are a few that wind up becoming really influential and fundamental." "Cloud is one that we analogize to a lot and we are inspired by. And we wanna be one of those companies." @BridgitMendler

Chris Power of @HadrianInc says in wartime simulations, the US runs out of munitions in about a week, and it takes 2-3 years to restock: "Out of every war game we run, we run out of munitions and missiles, whatever, in like six to seven days. And then it takes about two to three years to refill that battery of, 'Hey, you now have more missiles to shoot.'" "Every single war basically, if it goes hot, both sides throw everything they've got at each other over a time period. And it's basically then if it gets protracted, how fast can you reconstitute?" "We shoot all our missiles in one week and then we have none for two years. That is how kind of terrible the situation is." "The only thing we can do is focus on, honestly, attritable systems, because if you kill a carrier and they've got that range, there's nothing we can do about it." "A lot of attritable mass... We basically blow everything in the seven days. We got to have the manufacturing battery to be able to refill the clip extremely fast." @2112Power (September 2025)

Brian Schimpf of @AndurilTech on why industrial production is a deterrent in itself, and why technological superiority alone won't win a war: "These wars are protracted, they are industrial in scale, and if you were to bring it down to one variable, the amount of kilograms that you can throw at each other turns out to probably be the single most important factor." "I think the technical superiority is a huge advantage. We're not gonna just outproduce China on like dumb ammunition, right? Like that clearly we have to have an edge around our space capabilities, how we can sense, how we can confuse them, how sophisticated our weapons are." "But I think the part that got so clear outta Ukraine was that industrial production has a deterrence factor... it is critical for winning a conflict." "When most of the war games with China show that we'd be out of munitions in... like eight days, that's not a deterrence factor really anymore." "I think the belief for a long time was that [technological superiority] was sufficient, but a low number of really exquisite weapons is not gonna win a conflict." @SchimpfBrian (September 2025)