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defense prime contractors

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2024 by Matt Grimm · across every show →

Everything said about defense prime contractors, oldest first

Nov 11, 2024 negative
Disclosure
Grimm: Defense incumbents currently outperform Anduril at hardware logistics and fielding
“There's like a real kind of logistics and fielding piece there that to be honest as of today, they're better at than we are since we have a lot to learn there.”
Matt Grimm Nov 11, 2024 ▶ 41:02 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
Nov 11, 2024
Assertion Supported
Grimm: Defense primes are abandoning firm-fixed-price contracts
“And in fact, a few of them have come out in their recent annual reports and quarterly calls and whatnot and said that they're walking away from cost plus, or from firm fixed contracts. They won't do firm fixed contracts anymore. It's too risky for them.”
Matt Grimm Nov 11, 2024 ▶ 37:00 Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
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