New Primes
topic on 2 shows · 2 statements across 2 episodes
2 statements about New Primes, every show
Torsten Reil: Extremely few new defense prime contractors will emerge
“A very small number. An extremely small number.”
The capped defense budget will yield only tens of new primes
“I think we probably think it's a little overhyped in general, where we think it's real for sure, but it's not going to be an opportunity the size of software or AI or something like that. The defense budget is naturally limited as a percentage of the economy. …”