The Ledger, every show

“We need to stop funding a single Sibber in, in our DoD and in our federal government.”

“Like, to be clear, I'm not pounding the drum that, like, there's gonna be a hundred andurils. Like, I hate to break it to you. There's not. There's gonna be a lot of investors who are gonna lose their shirts. There's gonna be a lot of entrepreneurs who are gon…”

“I just think there's so much in your money up for grabs that I think by the end of the year, and hold me to this you're gonna see one, two, three companies that will get, I mean, high hundreds of millions of dollars of in-year revenue grabbed for real producti…”

“The acquisition machine that they are with like APP and Grimm and Babak and the team there's like, they're taking things that are cool pieces of technology and they're 10, a hundred X in that. And it's like, nobody else can do that. That is such a unique kind …”

“I think how this entire ecosystem, both from an entrepreneurial and a VC perspective, like defense tech, how this goes wrong is we actually cannot deliver on the systems that we are selling the government. I actually think the snowball of, like, accepting new …”

“On the other end of the spectrum, you're not going to have big enough outcomes if you're just making another CRM to, or a software tool to apply to the government.”

“The mom and pop shops are dying. I visited them, you know, like, you know, from Southern California initially, you go out into the kind of desert there. And, you know, it's like one guy after one guy, after one, he's built like a seven million dollar business …”

“Working with Andrew as opposed to working against Andrew is, is, is the answer here.”

“The second you start to raise above five hundred million both early, you know, maybe early investors will get a good outcome, but near-term investors and you as a company, like you're either going to be a public company or you're going to be bought for a priva…”

“Nine times out of 10, you get this really small, like cyber revenue. Like I don't have a system yet. I got to develop the thing. I got to go get someone to pay me for some small, like two, three, four, five million dollar R and D money. And as an investor in t…”

“More importantly, like, you know, the crazy thing about defense tech that I think not a lot of people realize is there's really not the concept of product-led growth. Like, you can't just dog food something with a customer, and then all of a sudden the colonel…”

“The sweet spot in my opinion is what I define as these like systems companies. And again, like, you know, and I'll use Andrew as an example here because everybody knows them, but it's like, you know, there's a clear software kind of component to what they do. …”

“What I lead a lot of is all our national security, all of our defense stuff. And it comes out of the same core funds. So it's not a separate thing where, We have to deploy five hundred million dollars a year in this.”