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chris power

T2 · manager / operator

CEO of Hadrian, building factories-as-a-service for defense and advanced manufacturing; raised $37M; ex-Palantir; focuses on full-stack automated production for missiles, drones, and humanoid robotics.

3 calls·1 name·100% bull·last heard 2 months ago·TBPN
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
$HADRIANHadrianposition

Hadrian raises $37M for factories-as-a-service: full-stack manufacturing for defense primes, humanoid robotics, and new industrials

Hadrian builds and operates design-agnostic automated factories (factories-as-a-service) for defense primes (Lockheed, RTX) and new industrials; 80% capex reusable across programs; regulatory tailwinds (Chinese component bans) and humanoid robotics revenue ramping fast.

TBPN2026-08episode →

most discussed · click a bar to filter

  • $HADRIAN

recurring themes

  • Defense Tech3
  • Advanced Manufacturing3
3 total
$HADRIAN
Hadrian
HIGHchris power·TBPN·2 months ago·SpaceX SPV Gone Wrong, Intel's Comeback, Meta Releases Coding Agent, Dylan Field Joins
Chris Power: Hadrian raises $37M for factories-as-a-service, secures Navy/Army/Lockheed demand
Hadrian's factories-as-a-service model is a desperately needed category seeing mass adoption across Navy, Army, and Lockheed Martin; regulatory tailwinds (Chinese component bans) and humanoid robotics revenue scaling to billions provide three growth drivers, with full-stack factory operations expanding to Alabama and San Francisco.
"Raw scaling and the proof that factories as a service was a desperately needed category to create and that people are adopting it at mass scale across the Navy the army our custom…"
129:33
$HADRIAN
Hadrian
HIGHchris power·TBPN·2 months ago·SpaceX SPV Gone Wrong, Intel's Comeback, Meta Releases Coding Agent, Dylan Field Joins
Hadrian raises $37M for factories-as-a-service targeting defense primes and humanoid robotics
Full-stack automated factories for defense manufacturing (Lockheed Martin customer) with 80% capex reusability across programs reducing underwriting risk; regulatory tailwinds from Chinese component bans; expanding to commercial robotics.
"the biggest part of our revenue is factories as a service... design agnostic highly automated factories"
129:30
$HADRIAN
Hadrian
HIGHchris power·TBPN·2 months ago·SpaceX SPV Gone Wrong, Intel's Comeback, Meta Releases Coding Agent, Dylan Field Joins· position
Hadrian raises $37M for factories-as-a-service: full-stack manufacturing for defense primes, humanoid robotics, and new industrials
Hadrian builds and operates design-agnostic automated factories (factories-as-a-service) for defense primes (Lockheed, RTX) and new industrials; 80% capex reusable across programs; regulatory tailwinds (Chinese component bans) and humanoid robotics revenue ramping fast.
"The biggest part of our revenue is factories as a service. So you know design agnostic highly automated factories... we have such high flexible utilization rates in our factories…"
129:00
9
Defense Techtailwind
Regulatory bans on Chinese components unlock US defense manufacturing renaissance
New policies banning Chinese missile/drone components create immediate demand for domestic factories-as-a-service; Hadrian's full-stack model with 80% capex reusability solves underwriting for defense primes and new industrials.
8
Advanced Manufacturingtailwind
Software-driven factories enable high-mix low-volume production for complex defense hardware
Traditional automation fails for submarine manufacturing (high mix, low volume, extreme precision). Software-defined flexible manufacturing systems achieve automotive-level productivity with the agility to reconfigure lines on-demand for unique parts, solving sequence-critical material bottlenecks.
8
Defense Techtailwind
Regulatory tailwinds (Chinese component bans) and humanoid robotics drive defense manufacturing reshoring; Hadrian factories-as-a-service model emerging
Missile/drone component bans create immediate demand for domestic production; Hadrian's flexible capex (80% reusable) enables underwriting new industrials; humanoid robotics revenue scaling fast; primes (Lockheed, RTX) anchor tenants.
8
Advanced Manufacturingtailwind
Reshoring via software-defined factories: Hadrian full-stack ops, Atlas Motion Philippines-to-US motor pipeline, Intel packaging advantage finally utilized
Process knowledge concentrated in Asia (Dyson, etc.); software automation strips bloat enabling US cost competition; Hadrian's planning-to-operations model accelerates qualification for defense/aerospace; Intel's New Mexico packaging site rare Tan acceleration.
8
Defense Techtailwind
Regulatory tailwinds (Chinese component bans) and prime contractor demand drive defense manufacturing reshoring
New bans on Chinese missile and drone components, combined with Navy/Army/prime contractor (Lockheed, RTX) demand for domestic production, create structural tailwind for 'factories-as-a-service' models like Hadrian that offer full-stack manufacturing with flexible capex reuse across programs, reducing underwriting risk for startups.
8
Advanced Manufacturingtailwind
Factories-as-a-service model unlocks U.S. hard-tech capacity by absorbing qualification risk for startups
Hadrian's full-stack factory operations (planning, development, bring-up, decade of ops) with 80% capex reusability across programs allows small hard-tech companies to bypass 3-year government qualification cycles for new welding/casting/additive techniques, accelerating domestic industrial base regeneration.