defense startups
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Apr 1, 2025 by Chris Power · across every show →
Everything said about defense startups, oldest first
Apr 1, 2025 neutral
Power: Single-program defense startups face existential risk from continuing resolution delays
“For larger companies like Andrel, you know, they're working on 10 programs at once, so if a couple of them get delayed, it's not a huge issue. I think Dellian's out Absolutely right about like, if you're a startup and you're bidding on one and that revenue cyc…”
May 4, 2025 neutral
Sep 27, 2025 positive
Boyle: Ending past performance requirements levels the playing field for defense startups
“Removing the past performance requirement from these larger contracts is going to level the playing field where then you're going to have companies that have been around for a long time. If they have the best product, they can prove they have the best product.…”