National Defense Authorization Act

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 11, 2025 by John Maslin · said 2 times in 1 episodes since 2025 · across every show →

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brought up most by John Maslin (2)

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Everything said about National Defense Authorization Act, oldest first

Aug 11, 2025 neutral
Assertion Supported
DOD rules ban Chinese magnets in defense hardware by 2027
“If you look at section eight, 44 of the fiscal year, 21, NDAA, they actually banned the use of Chinese magnets and there have been follow on addendums that say by January first of 20, 27, you need any company that sells to the DOD. If there's a magnet, which i…”
John Maslin Aug 11, 2025 ▶ 37:19 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Nov 24, 2025 positive
Assertion Contradicted
Clark: Anduril won a defense program of record within two years
“They, I think, won a program of record, which are the very big budget line item contracts in the National Defense Authorization Act within two years. Fastest timeline since the Korean War.”
Philip Clark Nov 24, 2025 ▶ 25:57 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
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