E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
How I Invest with David Weisburd
How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
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E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense

E423 • Aug 31, 2026 • 59 mins

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.

Highlights:

  • Why America’s defense problem is increasingly a manufacturing problem.
  • How the defense industry’s “Last Supper” reshaped the industrial base.
  • What Bryon learned about speed and iteration at SpaceX.
  • Why “the best part is no part” is more than an Elon Musk catchphrase.
  • Why Castelion combines product and sales instead of separating them.
  • How mission-driven hiring helps protect culture as a startup scales.
  • Why Bryon left SpaceX even when defense hardware was considered nearly uninvestable.
  • How Castelion survived almost 100 VC rejections.
  • Why one major investor can completely change a startup’s access to capital.
  • Inside Castelion’s plan to manufacture hypersonic weapons at massive scale.

Guest Bio:

Bryon Hargis is the co-founder of Castelion, a defense technology company focused on developing and manufacturing advanced hypersonic weapon systems in the United States. Before founding Castelion, Bryon worked at SpaceX, including on the Starshield program and in government satellite sales. His work focused on applying SpaceX capabilities to national security problems, an experience that helped shape Castelion’s hardware-first and customer-driven approach.

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Sponsor:

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