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![MollySOShea Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::954060455831580672.png) Molly O’Shea [@MollySOShea](/creator/twitter/MollySOShea) on x 17.4K followers
Created: 2025-07-18 19:00:04 UTC

"The problem for the country is so large that we need about XX Hadrians"

CapEx heavy or complicated businesses have a unique property. I don't think there's gonna be more SpaceXs, I don't think there's gonna be more Andurils.. new Defense Primes or Neo Primes. 

And I don't think there's gonna be more than a handful of large industrials companies. 

It's very hard to get over the scale of CapEx, the operating scale, enough equity dollars to fund ludicrous amounts of software, engineering, and the capability to go do that. 

But we think, the founders (@austinbishop @aphysicist)  & I (@2112Power), of @reindsummit, think about that as not just defense, advanced manufacturing, like us, we think about it as pharmaceuticals, consumer electronics, drones, even biotech..

![](https://pbs.twimg.com/amplify_video_thumb/1946283342380302338/img/LPQsD2TXz0KcngxJ.jpg)

XXXXXX engagements

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[gonna](/topic/gonna)

[Post Link](https://x.com/MollySOShea/status/1946283849056456726)