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castelion co-founder

T3 · host / generalist

Former SpaceX cost engineer who founded Castelion to build hypersonic missile systems with manufacturing-scale economics; raised $1B Series C at $13B valuation.

6 calls·3 names·100% bull·last heard last month·Bloomberg Tech
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 raises $1B at $13B valuation to scale hypersonic missile production

Defense tech startup Castelion closed a $1B Series C ($800M equity + $250M credit) at a $13B valuation to accelerate production of its Black Beard hypersonic missile system, leveraging SpaceX-style vertical manufacturing to achieve low-cost mass production for U.S. and allied militaries.

Bloomberg Tech2026-08episode →
2ndmedium conviction
$JPMJPMorgan

JPMorgan joins Castelion Series C signaling defense tech maturity to public markets

JPMorgan's participation in Castelion's $1B Series C provides capital markets expertise and signals the company's maturity and path to cash flow generation for eventual public markets.

Bloomberg Tech2026-08episode →
3rdmedium conviction
$CARLISLECarlisle

Carlisle Group joins Castelion Series C as gold standard aerospace/defense PE investor

Carlisle, described as the gold standard in aerospace and defense private equity, invested in Castelion's Series C, bringing deep sector networks and validation of the company's manufacturing-scale approach.

Bloomberg Tech2026-08episode →

most discussed · click a bar to filter

  • $CASTELION
  • $JPM
  • $CARLISLE

recurring themes

  • Defense Tech2
6 total
$CASTELION
Castelion
HIGHcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026· position
Castelion raises $1B at $13B valuation to scale hypersonic missile production
Defense tech startup Castelion closed a $1B Series C ($800M equity + $250M credit) at a $13B valuation to accelerate production of its Black Beard hypersonic missile system, leveraging SpaceX-style vertical manufacturing to achieve low-cost mass production for U.S. and allied militaries.
"WE RAN A COMPETITIVE PROCESS, THERE WAS A TREMENDOUS AMOUNT OF INTEREST IN THIS ROUND... OUR FIRST PRODUCT IS BLACK BEARD. BLACK BEARD IS VERY, VERY WELL INTO DEVELOPMENT AND WHAT…"
26:39
$JPM
···
JPMorgan
MEDcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
JPMorgan joins Castelion Series C signaling defense tech maturity to public markets
JPMorgan's participation in Castelion's $1B Series C provides capital markets expertise and signals the company's maturity and path to cash flow generation for eventual public markets.
"WHAT'S EXCITING ABOUT BRINGING IN JPMORGAN, CARLISLE, THOSE ARE TWO FIRMS WHICH HAVE TRACK RECORDS THAT SPEAK FOR THEMSELVES... I THINK THAT THEY PROVIDE A REALLY STRONG SIGNAL OF…"
27:45
$CARLISLE
Carlisle
MEDcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Carlisle Group joins Castelion Series C as gold standard aerospace/defense PE investor
Carlisle, described as the gold standard in aerospace and defense private equity, invested in Castelion's Series C, bringing deep sector networks and validation of the company's manufacturing-scale approach.
"CARLISLE ESPECIALLY OF COURSE SORT OF THE GOLD STANDARD IN AEROSPACE AND DEFENSE PRIVATE EQUITY... DEPTH OF EXPERIENCE IN NETWORKING AND DIFFERENT PLACES ACROSS CAPITAL MARKETS. A…"
27:45
$CASTELION
Castelion
HIGHcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Castelion raises $1B at $13B to scale hypersonic missile production
Defense tech startup Castelion raised $1B at a $13B valuation to accelerate production of its Black Beard hypersonic missile, emphasizing manufacturing scale and low cost as the core engineering challenge, with a global TAM across U.S. allies.
"WHAT WE ALWAYS SAY AND SAID SINCE THE COMPANY STARTED IS NOTHING MATTERS UNTIL WE'RE MANUFACTURING AT SCALE. THIS IS, SURE, PART OF IT IS A TECHNOLOGY PROBLEM. BUT THE REAL ENGINE…"
26:41
$CASTELION
Castelion
HIGHcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Castelion raises $1B at $13B to scale hypersonic missile manufacturing
By applying SpaceX-style vertical integration and cost-focused manufacturing to hypersonic weapons, Castelion aims to meet enormous demand from US allies for affordable, scalable missile production, backed by a16z, JPMorgan, and Carlisle.
"WHAT WE ALWAYS SAY AND SAID SINCE THE COMPANY STARTED IS NOTHING MATTERS UNTIL WE'RE MANUFACTURING AT SCALE. THIS IS, SURE, PART OF IT IS A TECHNOLOGY PROBLEM. BUT THE REAL ENGINE…"
26:41
$CASTELION
Castelion
HIGHcastelion co-founder·Bloomberg Tech·last month·Alibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026
Castelion raises $1B at $13B valuation to scale hypersonic missile production for US and allies
Castelion's manufacturing-first approach — vertical integration and cost-focused scaling — positions it to meet massive global demand for low-cost, high-volume hypersonic and defensive weapons systems.
"NOTHING MATTERS UNTIL WE'RE MANUFACTURING AT SCALE... THE REAL ENGINEERING CHALLENGE HERE, THE REAL DIFFICULTY IS NOT HOW YOU MAKE ONE UNIT, IT'S HOW YOU MAKE THOUSANDS AND THOUSA…"
26:41
9
Defense Techtailwind
Castelion raises $1B at $13B to mass-produce hypersonics with SpaceX-style manufacturing
Defense tech is shifting from exquisite low-volume platforms to high-volume, low-cost manufacturing at scale; Castelion's $13B valuation reflects investor conviction that SpaceX-style vertical integration can disrupt traditional defense primes, with enormous TAM across U.S. allies in Europe and Indo-Pacific.
8
Defense Techtailwind
Hypersonic missile startup bets on manufacturing scale over exquisite capability
Castelion's strategy prioritizes producing thousands of hypersonic missiles at low cost rather than exquisite single-unit performance, aligning with a shift in defense incentives toward mass scale and affordability for the U.S. and allies.