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brian hargus

T3 · host / generalist
2 calls·2 names·100% bull·last heard 10 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CASTELIONCastelionposition

Castelion founder argues SpaceX-style approach can fix broken hypersonic missile production

Traditional aerospace primes are too slow and expensive to produce hypersonic weapons at scale; Castelion applies SpaceX's rapid iteration and vertical integration model to deliver affordable, mass-producible hypersonic missiles for non-nuclear deterrence.

a16z2025-12episode →
2ndhigh conviction
$SPCXSpaceX

SpaceX cited as proof that aerospace cost/speed paradigm can be broken

SpaceX demonstrated that the traditional aerospace model of slow, expensive development can be disrupted through first-principles engineering, rapid iteration, and vertical integration — a playbook now being applied to missile production.

a16z2025-12episode →

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2 total
$SPCX
···
SpaceX
HIGHbrian hargus·a16z·10 months ago·How This Hypersonic Missile Startup Will Transform National Security
SpaceX cited as proof that aerospace cost/speed paradigm can be broken
SpaceX demonstrated that the traditional aerospace model of slow, expensive development can be disrupted through first-principles engineering, rapid iteration, and vertical integration — a playbook now being applied to missile production.
"Exactly. So, it's like SpaceX was like the the like proof point in my career to say, "Hey, you can actually fix the problem cuz like for for the entire time I've been aerospace de…"
5:32
$CASTELION
Castelion
HIGHbrian hargus·a16z·10 months ago·How This Hypersonic Missile Startup Will Transform National Security· position
Castelion founder argues SpaceX-style approach can fix broken hypersonic missile production
Traditional aerospace primes are too slow and expensive to produce hypersonic weapons at scale; Castelion applies SpaceX's rapid iteration and vertical integration model to deliver affordable, mass-producible hypersonic missiles for non-nuclear deterrence.
"So the like SpaceX approach of how you accomplish those complex tasks but do it within a meaningful time frame and within a reasonable cost that's affordable, that's something tha…"
6:32
8
Defense Techtailwind
Hypersonic missiles fill critical non-nuclear deterrent gap against peer adversaries
US lacks mass-produced, affordable hypersonic weapons while China has fielded multiple systems; hypersonics provide range, speed, and survivability that create credible conventional deterrence without nuclear escalation.
8
Defense Techtailwind
Pentagon acquisition reform accelerating to match threat velocity
Current DoD planning cycles (2-4 years) are incompatible with modern threat evolution seen in Ukraine; leadership is now moving money and rewriting rules to enable faster procurement and production scaling.
8
Defense Techtailwind
Ukraine war exposed inability to scale munitions production — now a top priority
Both US and Russian industrial bases failed to surge production when needed; strong production capacity itself is a deterrent, driving investment in domestic manufacturing of critical materials (rare earths, magnets) and components.
6
Defense Techtailwind
Hypersonic materials R&D will spawn commercial high-temperature ceramic applications
Extreme environment materials developed for hypersonic vehicles (composite ceramics) have downstream commercial uses, mirroring how space exploration yielded Tang and Velcro — defense R&D as innovation catalyst.