no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Traditional aerospace primes are too slow and expensive to produce hypersonic weapons at scale; Castellian applies SpaceX's rapid iteration and vertical integration model to deliver affordable, mass-producible hypersonic missiles for non-nuclear deterrence.
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.