Sourcery

Dino Mavrookas, Co-Founder & CEO of Saronic, is building one of the fastest-growing defense companies in America.
Saronic is now valued at over $9B, has raised $2.6B, and is making a multi-billion-dollar bet on rebuilding America’s maritime industrial base.
In Part II of our three-part series inside Saronic, Dino and I sit down to go deeper into the business, the market, and why America’s shipbuilding gap has become a national security problem.
China now outbuilds the U.S. 230 to 1. The U.S. Navy has roughly 290 ships despite Congress setting a 355-ship minimum in 2018, while the Navy now estimates it needs 381 manned ships alone.
Dino explains why Saronic believes autonomy, private capital, commercial shipbuilding, and a new generation of defense primes can change that equation.

Dino Mavrookas: https://x.com/mavrookasd
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/7bDA_oKBGbk

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Applied Aerospace—As global competition intensifies, strategic leadership demands space and defense technologies that deliver enduring national capabilities. At Applied Aerospace & Defense, we unleash the power of advanced manufacturing with unmatched scale and agility. Visit: http://applied-ad.com   
• Zone—develops next-generation data center campuses, partnering with AI companies, site developers and technology leaders to bring compute online faster and at scale. Visit: https://zonefrontier.com   
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Dino Mavrookas, Co-Founder & CEO at Saronic Technologies 
(01:10) America's shipbuilding crisis
(03:33) Why Defense contracts move so slow
(06:43) Scaling one win at a time
(08:24) Why Defense needs the Private sector now
(09:38) The next wave of defense giants
(10:50) Building for both Military and Commercial
(14:28) Serving the Navy, Army, and beyond
(16:12) How China wins on price, not quality
(18:15) The Hypersonic missile deal
(20:58) From Private equity to founding Saronic
(25:02) The real story behind the name "Saronic"
(26:49) The next decade of American shipbuilding
(27:58) Where is the Maritime Industry headed?
(28:30) It's the people, not the capital

Saronic Co-Founder & CEO Dino Mavrookas takes us on a tour of the company’s 420,000 sqft autonomous boat factory in Austin, Texas.
This is Part I of a 3-Part Saronic dive. Sit-downs with all 4 co-founders to follow.
Founded in 2022, Saronic has raised $2.6B at a last valuation of $9.25B. We walk the Corsair production line, which has capacity for 2,000 autonomous boats per year, and climb aboard Mirage, its new 52-foot vessel with 2,500+ nautical miles of range and 3,500 lbs of payload capacity.
Dino breaks down Saronic’s vertically integrated hardware + software strategy, its 180-foot Marauder autonomous ship, and Port Alpha, the massive new shipyard it’s building in Brownsville, Texas.
Plus: why China outbuilds the U.S. 230:1, lessons from SpaceX manufacturing, the future of autonomous warfare, and how Saronic went from testing its technology on an $800 Amazon raft to building autonomous vessels at scale.

Dino Mavrookas: https://x.com/mavrookasd?s=11
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/Z-hJOibGUo0

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Applied Aerospace—As global competition intensifies, strategic leadership demands space and defense technologies that deliver enduring national capabilities. At Applied Aerospace & Defense, we unleash the power of advanced manufacturing with unmatched scale and agility. Visit: applied-ad.com/
• Zone—develops next-generation data center campuses, partnering with AI companies, site developers and technology leaders to bring compute online faster and at scale. Visit: zonefrontier.com
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Dino Mavrookas, Co-Founder & CEO at Saronic Technologies
(00:55) Saronic's $2.6B raise
(03:14) 7 Buildings, One mission
(06:43) Watching Corsairs get built
(09:04) How Saronic finds and trains talent
(10:48) Why Saronic's boats are different
(14:55) From factory floor to customer
(15:48) Using autonomy in real missions
(17:39) Building ships with zero room for failure
(19:06) The Biggest bottleneck in autonomy testing
(19:57) Saronic's newest boat
(22:57) The $800 raft that started it all
(26:08) From boats to building actual ships
(31:48) The culture behind long hours

Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerators with d-Matrix, quantum computing with PsiQuantum, optics in data center design with Lumentum, and XPU and AI chip co-design with Broadcom.
Tony breaks down the shift from a software-centric world to a compute-centric one, and why roughly $1 trillion of CapEx this year, and $10 trillion over the next 5 years, is being spent to move data centimeters and millimeters. He maps the market cap transformation, roughly $10 trillion in software, services, and internet, $20 trillion in Mag 7, and $30 trillion in non-Mag 7 chips and hardware.
We cover the RAMpocalypse and why memory intensity is skyrocketing as AI models start to mirror the human brain, the 3 to 4 year duration mismatch between fab buildouts and today's demand, and the move from copper to light inside the data center.
Tony also lays out his capital allocation framework, 90% in the 3-year AI vortex and the rest on frontier bets like quantum, orbital data centers, SMRs, and 800-volt power architectures, all converging on 2030. Plus, the coming wave of 30 to 40 Chinese robotics IPOs, mixing Chinese robot bodies with Western brains, his contrarian case for social robots addressing loneliness and aging populations, token flow as the new enterprise framework, and the mentors who shaped his career.
We cover:
› Why AI is forcing a complete rebuild of data centers
› The shift from software to compute
› Why memory becomes the next critical bottleneck
› The future of AI chip co-design
› How investors should think about AI infrastructure
› Quantum, orbital data centers and the road to 2030
› Why robotics could become AI's next trillion-dollar market
› China's robotics advantage
› The enterprise AI stack and "token flow"
› How BlackRock evaluates long-term technology investments

Tony Kim: https://www.linkedin.com/in/tony-kim-3150053/
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube : https://youtu.be/zXB-LI7skL8

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• MongoDB–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai
• AssemblyAI–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio.  Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Tony Kim, Head of BlackRock Fundamental Equities Global Technology
(01:10) Secret Location, Croissants, and the RAISE Summit
(03:52) Why Compute now rules everything
(05:17) Why old data centers can't survive AI
(07:43) Why data centers are ditching Copper for Light
(10:44) The shortage nobody saw coming: RAM
(15:20) Only three companies control memory 
(16:03) Tony's Playbook for Investing in the AI Era
(18:16) The 20-year lie: "Compute is just a Commodity"
(22:38) How Hardware quietly became bigger than Software
(27:49) The Investing Rule: Will you still be cool in 5 years?
(38:16) Chips were never a Commodity
(43:30) Inside the architecture of a Robot's mind
(45:03) Why China Is winning the Robotics race
(53:07) "Token Flow": Tony's Framework for the Future Enterprise
(1:03:51) The mentors who shaped Tony Kim's worldview

Bridgit Mendler, Co-founder & CEO of Northwood Space, gives Sourcery a first look inside the company’s new 185,000 sqft headquarters and factory in Torrance, California.
Northwood has raised over $136M since 2022, including a $100M Series B in January 2026 led by Washington Harbour Partners and co-led by Andreessen Horowitz, with Founders Fund, 137 Ventures, Alpine Space Ventures, Balerion and Fulcrum participating. The company also signed a $49.8M contract with the US Space Force to support the Satellite Control Network.
The new facility will more than 5x Northwood’s manufacturing footprint, support production of hundreds of antennas per year, and add 400 jobs over the next three years as the company works to solve one of the biggest bottlenecks in the space economy: getting data between satellites and Earth.
We tour the future manufacturing floor, antenna production lines, machining and PCB assembly areas, anechoic testing chambers, and a former movie theater that Northwood plans to turn into mission operations. The new facility will include dedicated production for Northwood’s Portal phased-array and Prism parabolic systems, while bringing more critical manufacturing and testing in-house.
Bridgit also breaks down why ground infrastructure has fallen behind the explosion in satellites, Northwood’s Space Force contract, the economics of satellite connectivity, building a global ground network, supply-chain strategy, national security, and her approach to leadership and scaling Northwood.
“If you can improve the networking for the space economy, that is how you translate bits into dollars.”

Bridgit Mendler: https://x.com/bridgitmendler
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/8SGgaMiGv6g

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Applied Aerospace—As global competition intensifies, strategic leadership demands space and defense technologies that deliver enduring national capabilities. At Applied Aerospace & Defense, we unleash the power of advanced manufacturing with unmatched scale and agility. Visit: https://applied-ad.com

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Tour 02: We’re back inside Rocket Lab with Founder & CEO Sir Peter Beck, this time for a behind-the-scenes tour of the company’s Engine Development Center and the technology powering Electron and its next-generation Neutron rocket.
Peter walks us through Rocket Lab’s additive manufacturing operation, where the vast majority of its engines by mass are 3D printed, and breaks down the engineering behind Rutherford and the much larger Archimedes engine being built for Neutron.
We see Archimedes thrust chambers, turbopumps, 12-laser metal 3D printers, the Rutherford engines powering Electron, and an Archimedes production line capable of producing an engine every eight days.
Peter explains why Rocket Lab chose methane for Neutron, how designing for reusability changes almost every engineering decision, why an Archimedes engine must survive 40 starts and one hour of qualification burn time, and Rocket Lab’s goal of building a rocket that can come off the barge, go straight back onto the pad, and launch again.
We also get into how Rocket Lab acquired more than $100 million of Virgin Orbit assets for $16 million, why Peter thinks some “zombie” space companies refuse to die, the difficulty investors have diligencing rocket companies, and why Rocket Lab believes vertical integration has been critical to its success.
And Peter leaves us with his view on where the space industry goes from here: “I think the biggest thing to be done in space hasn't even been thought about, let alone talked about.”

This is Tour 02, the second and final part of our Rocket Lab factory tour.

Catch up on the full series:
Part I: Our full sit-down interview with Sir Peter Beck
Part II / Tour 01: Inside Rocket Lab HQ, Mission Control & Satellite Manufacturing
Part III / Tour 02: Inside Rocket Lab’s Engine Development Center, Rutherford & Archimedes

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊
YouTube: https://youtu.be/g83mTdM5tQA

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 
• Applied Aerospace—As global competition intensifies, strategic leadership demands space and defense technologies that deliver enduring national capabilities. At Applied Aerospace & Defense, we unleash the power of advanced manufacturing with unmatched scale and agility. Visit: https://applied-ad.com
• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 
• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  
• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery
• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery  
Follow Sourcery for the latest updates!
https://www.sourcery.vc
Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.