new primes
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →
Everything said about new primes, oldest first
Oct 11, 2024 bearish
The capped defense budget will yield only tens of new primes
“I think we probably think it's a little overhyped in general, where we think it's real for sure, but it's not going to be an opportunity the size of software or AI or something like that. The defense budget is naturally limited as a percentage of the economy. …”