primes

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Aug 16, 2024 by Andy Lowery · across every show →

Everything said about primes, oldest first

Aug 16, 2024 negative
Insight
Lowery: Traditional defense primes invest minimal internal R&D outside DOD programs
“Everything they do is tethered to, kind of, direction from the DOD, and so they do very little, like, internal commercial innovation. There isn't a lot of internal research and development dollars spent on pure innovation that isn't tethered to a DARPA or some…”
Andy Lowery Aug 16, 2024 ▶ 5:54 Electronic Warfare and Real-Life Force Fields! Epirus CEO Andy Lowery · Joe Lonsdale
Aug 16, 2024 negative
Assertion Supported
Lowery: Only single-digit billions of DoD budget are flexibly reprogrammable
“What people don't say that when you boil it down to what actually is reprogrammable, it's a tiny fraction of that. It's like, I think the army has maybe a hundred and fifty million, a billion, I'm sorry, a hundred and fifty billion dollars or less to do anythi…”
Andy Lowery Aug 16, 2024 ▶ 41:05 Electronic Warfare and Real-Life Force Fields! Epirus CEO Andy Lowery · Joe Lonsdale
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