Starting a Solid Rocket Motor Factory from Scratch | Ethan Thornton, Mach Industries
Sep 2, 2026 · 1:49:34
Ethan Thornton, founder and CEO of defense startup Mach Industries, argues that product iteration speed—not raw performance—is what wins for the West against China's manufacturing scale. He walks through scaling a solid rocket motor factory toward hundreds of thousands of units a year, the 'baking not plumbing' curing process, and vertically integrating jet engines, radars, and warheads to secure surge capacity. He explains block redesigns every three months, Capex-light/Opex-heavy economics, and function-based orgs that keep small teams moving fast. He also details killing hydrogen despite it being 100% of revenue, moving the company from Austin to LA, and lessons on leadership failure and bouncing back from mistakes.
