defense prime contractors
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 22, 2025 by Greg Little · across every show →
Everything said about defense prime contractors, oldest first
Jul 22, 2025 negative
Dec 18, 2025 neutral
Stephens: Defense primes ignore startups until market share is threatened
“I think like broadly across the defense industry this is a pattern that you saw happen with both Palantir and SpaceX as well, is that the big players, the primes, they don't really pay attention at all until their lunch is being eaten. And then the moment they…”
Sep 8, 2026 positive
Mavrookas: The US must fund legacy defense primes alongside new builders
“There certainly is a role for the traditional fleet, and there should be investment into the legacy industrial defense industrial base as it stands, because we need the primes that exist today. We just need other companies to be built alongside of them to supp…”
Sep 8, 2026 bullish
Mavrookas: Five to ten new defense primes will scale within a decade
“I think over the next five to 10 years, I'll answer, I won't dodge the question completely. I think there will be somewhere, but around five to 10. I think you'll see five to 10 really, like, big impactful companies scale over the next five to 10 years, and ho…”