What podcasts say about Ethan Brady

Every statement, with the speaker, the exact quote and the moment it was said.

What Ethan Brady has said on podcasts

28 statements · 15 positive · 12 negative · 1 neutral

on asymmetric military technologyPositiveOct 7, 2026· How I Invest with David Weisburd
Ukraine demonstrates the effectiveness of asymmetric military technology.
“it proves the asymmetry of military technology”
Listen at 1:11
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Ukrainian military innovationPositiveOct 7, 2026· How I Invest with David Weisburd
Ukraine’s forces maintain an advantage by innovating rapidly.
“the Ukrainians don't do incredibly well is they out innovate”
Listen at 1:45
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on hypersonicsPositiveOct 7, 2026· How I Invest with David Weisburd
Scaled hypersonic weapons will provide a major asymmetric advantage.
“hypersonics when at scale will be incredibly asymmetric”
Listen at 2:07
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on deep strikePositiveOct 7, 2026· How I Invest with David Weisburd
Deep strike is currently the leading asymmetric capability in the conflict.
“right now that is deep strike”
Listen at 2:39
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Pentagon procurementPositiveOct 7, 2026· How I Invest with David Weisburd
The Pentagon is becoming faster, more objective, and more collaborative.
“the Pentagon's, one, they're getting faster. Two, they're getting more objective in terms of what technology will actually help folks succeed. And three, they're getting a lot more collaborative.”
Listen at 8:15
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on defense procurementPositiveOct 7, 2026· How I Invest with David Weisburd
Buying the right defense technology can substantially reduce procurement spending.
“we can actually spend significantly less on procurement if we buy the right thing”
Listen at 8:45
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on cost-plus contractingNegativeOct 7, 2026· How I Invest with David Weisburd
Cost-plus contracting discourages development of excellent new technology.
“cost plus contracting from an incentive structure is runs counter to developing excellent new technology”
Listen at 11:35
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on fixed-price defense contractsPositiveOct 7, 2026· How I Invest with David Weisburd
Fixed-price defense contracts produce cheaper, more capable, and more reliable products.
“for a fixed price, This just works better. Our products will be cheaper. They'll be more capable. They'll be more reliable for the warfighter.”
Listen at 12:07
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on U.S. Taiwan defense war gamesNegativeOct 7, 2026· How I Invest with David Weisburd
U.S. war games indicate poor prospects for defending Taiwan.
“the war games that we run as a country don't look good”
Listen at 14:11
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Taiwan Semiconductor Manufacturing Company Limited (TSMC)NegativeOct 7, 2026· How I Invest with David Weisburd
A Taiwan war would destroy TSMC facilities.
“TSMC is going to be blown up”
Listen at 14:45
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on China-U.S. military capacityNegativeOct 7, 2026· How I Invest with David Weisburd
China has faster procurement, a larger industrial base, and more drones in Ukraine than the U.S.
“China's procurement system moves faster than ours. I'll tell you their industrial base is significantly larger than ours. I'll tell you they have significantly more drones deployed in Ukraine.”
Listen at 15:52
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on China-Taiwan conventional warNegativeOct 7, 2026· How I Invest with David Weisburd
China may be capable of winning a conventional war over Taiwan.
“it would be easy to believe that China would be able to win a conventional war over Taiwan”
Listen at 16:03
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Russia’s invasion of UkraineNegativeOct 7, 2026· How I Invest with David Weisburd
Russia would not have invaded Ukraine knowing the effectiveness of asymmetric unmanned systems.
“if Russia had to do it all over again, knowing what they know now about how asymmetric unmanned systems are, I don't think they would have invaded”
Listen at 17:21
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on U.S. conventional deterrenceNegativeOct 7, 2026· How I Invest with David Weisburd
The United States lacks sufficient conventional deterrence.
“we don't yet have good enough conventional warfare deterrence”
Listen at 18:07
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on U.S.-China relationsNegativeOct 7, 2026· How I Invest with David Weisburd
The United States and China are currently in a cold war.
“we're in a cold war with China right now”
Listen at 18:13
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on U.S.-China relationsNegativeOct 7, 2026· How I Invest with David Weisburd
The United States is in a cold war with China.
“I am confident that we are in a cold war with China”
Listen at 20:52
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on democracy versus totalitarianismPositiveOct 7, 2026· How I Invest with David Weisburd
Democracy should prevail over totalitarianism.
“democracy needs to beat totalitarianism”
Listen at 21:01
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on SpaceXPositiveOct 7, 2026· How I Invest with David Weisburd
SpaceX’s cost reductions enabled it to build an exceptional business.
“he went and he made the technology asymmetrically cheaper. In the act, he's built an incredible, incredible business.”
Listen at 25:00
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Mach DART missilePositiveOct 7, 2026· How I Invest with David Weisburd
Mach’s DART missile will be among the most important future anti-drone weapons.
“DART is our, basically, it's what we deeply believe will be one of, if not the most important, missiles to take out future drones.”
Listen at 28:19
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on unmanned systems in UkrainePositiveOct 7, 2026· How I Invest with David Weisburd
Over 90% of operations rely entirely or primarily on unmanned systems.
“90 plus percent of operations are done either entirely by unmanned systems or primarily by unmanned systems”
Listen at 30:33
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on deep strikes against infrastructurePositiveOct 7, 2026· How I Invest with David Weisburd
Deep strikes will continue disabling critical infrastructure.
“that's a confident bet”
Listen at 32:46
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Russian drone factory infrastructureNegativeOct 7, 2026· How I Invest with David Weisburd
Destroying a critical power transformer can halt a factory producing 100,000 drones annually.
“If you can take that out and you can shut down that line, that drone factory that makes 100,000 drones a year, it doesn't matter”
Listen at 34:20
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Russia-Ukraine infrastructure strikesNegativeOct 7, 2026· How I Invest with David Weisburd
Ukraine is attacking Russian infrastructure, while Russia is beginning reciprocal attacks.
“that's what the Ukrainians are currently doing to Russia. That's what the Russians are starting to do back to Ukraine.”
Listen at 34:54
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Mach employee equityPositiveOct 7, 2026· How I Invest with David Weisburd
Mach employee equity is expected to appreciate substantially.
“we're confident that your equity will be worth asymmetrically more in the future”
Listen at 39:10
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on Mach non-defense activitiesNeutralOct 7, 2026· How I Invest with David Weisburd
Mach plans to make substantial announcements outside defense within two years.
“in the next two years”
Listen at 40:43
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on China’s invasion of TaiwanNegativeOct 7, 2026· How I Invest with David Weisburd
Brady feared being too late if China invaded Taiwan before Mach’s pilot selection.
“China had invaded Taiwan in 26 or 25 or 24”
Listen at 42:27
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on empowered managementPositiveOct 7, 2026· How I Invest with David Weisburd
Empowered employees should retain decision authority while being held accountable.
“when you give people the ability to make their own decisions you hold them accountable”
Listen at 48:31
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
on CEO leadershipPositiveOct 7, 2026· How I Invest with David Weisburd
A CEO’s job is to build a team capable of making excellent decisions.
“your job is to build a team that can make those decisions excellently and well”
Listen at 55:04
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.