defense supply chain
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 16, 2025 by Brian Schimpf · across every show →
Everything said about defense supply chain, oldest first
Dec 16, 2025 positive
Schimpf: Critical defense supply chains require commercially viable factories
“You have to solve this at a commercially viable level, not at a defense specific level. It will always then be too expensive and unproducible. If you just have a defense exquisite magnet factory, like that doesn't work. You need a commercially viable magnet fa…”
Apr 29, 2026 bullish
Harrison: Investors overlook defense supply chain opportunities chasing the next Anduril
“People are under-appreciating a lot of the, like, second and third order effects from, like, a supply chain perspective around defense, because they're so focused on, well, who's gonna be the next andurl, and it's like, you can make a lot of money investing in…”