The University of Austin (UATX) plans to open in fall 2024, with its first class initially sized comparable to Caltech's student body.
“when do you plan on opening it fall of 2024 is our goal for the first class to be about the size of caltech at first is the hope”
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Explanation
UATX did open in fall 2024 as predicted, but the class size claim doesn't hold up well: the inaugural cohort was 92 students, well under half of Caltech's roughly 235-student freshman class (and a small fraction of Caltech's ~900-student total undergraduate body), so 'comparable to Caltech's student body' overstates the actual size even though both are small, elite institutions.
Within approximately three years of the time of this conversation (by around early 2028), Epirus will win the relevant U.S. defense contract it previously lost to legacy contractors, due to its superior technical performance being recognized in a subsequent competition.
“So you'll probably win again in three years because everyone knows you're the best, but it's too it's too frustrating. It's too stressful to give it to you right now like that.”
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Explanation
The roughly three-year window (to around early 2028) for Epirus to win back a specific defense contract has not yet elapsed.
Over the coming years/decades, the U.S. defense-industrial base will add roughly 7 to 10 new major prime contractors ("new primes"), with Anduril almost certainly being one of them and Saronic and Epirus likely candidates.
“there's going to be it's going to be like 7 to 10 new primes. One of them's obviously anduril. I think one is probably Saronic and Epirus, but we'll see. But like there's going to be 7 to 10 new primes and that's what's going to be.”
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Explanation
Newer defense-tech companies like Anduril, Saronic, and Epirus grew substantially and won larger contracts through 2025-2026, but it remains unclear whether a full cohort of 7-10 has been formally recognized as new 'primes.'