defense industrial base
5 statements across 5 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Nov 18, 2022 by Chris Power · across every show →
Everything said about defense industrial base, oldest first
Nov 18, 2022 neutral
Feb 6, 2023 negative
Mar 5, 2024 positive
Apr 11, 2025 bullish
Tseng: Shield AI Will License AI Pilots to Defense Hardware Makers
“When we thought about the next 10 years, the question was, like, is the future really about Shield AI building the world's best AI pilot, or is it about making a contribution to the industrial base so that, you know, everybody that's building these systems You…”
May 1, 2025
Most skilled US defense manufacturing workers are 62 years old
“The thesis of the company is basically, if people don't know this, most of the skilled labor in the defense industrial base is 62 years old. That makes the components or Widgets that end up getting assembled into drones, fighter jets, missiles any hardware tha…”