defense prime

“Defense primes are good at aeronautics. They're good at explosives. You know, I tend to, I always say, like, they're good at boom. Don't compete on boom. What they're bad at generally is software, is AI, is autonomy.”

“The primes play a like really key role in national defense. They have resources, they have capabilities. They can do things frankly, that. You know, and say essentially no other startup can do. And so we need to treat them accordingly in that way.”

“Secretary Aspen at the time brought the 51 primes together to the Pentagon. At this dinner and said, Hey, you'll either consolidate or die. And that led to the five primes we know all in love today.”

“The geopolitics is going to force supply chains to shift. Does Europe really want to buy American defense products? Maybe some countries will, but the biggest ones won't. They want to create resilience. Does India really want to rely on Russia or America for t…”

“There's not going to be 30 new defense primes. There's probably going to be a very small handful of companies that can check all the boxes you need to be able to do that. Obviously, I think Android can be one of them, and there's maybe a few others”

“I do think that obviously Enduro is gonna consolidate a lot of it and become one of the top defense primes over time.”