Episode
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
- Published
- Aug 31, 2026
- Duration seconds
- 3511
- Processing state
not_requested- Canonical source
- https://howiinvestpodcast.com/episodes/Hc2NFa02LjM
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Summary
David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national security imperative. Bryon explains why decades of consolidation and outsourcing weakened the defense industrial base, why America could struggle against an adversary with significantly greater manufacturing capacity, and why Castelion is betting that deterrence ultimately requires weapons that can be produced affordably by the thousands.