This week on Goat Rodeo, Garrett and Simon break down the SpaceX IPO, which debuted at $1.7 trillion and briefly cleared $2.1 trillion in market cap, and what it means for the next generation of capital-intensive defense tech companies.
From there, Garrett walks through four defense VC trend lines: the shift from software toward hardware and heavy industrial capacity, the winner-takes-all dynamic concentrating 90% of capital into the top ten growth-stage plays, VCs now demanding production contracts over Phase 1 SBIRs, and the surge of European defense venture capital building sovereign AI and counter-UAS capabilities on the continent.
The episode closes on the congressional funding landscape. The war supplemental math doesn't add up, the House has left town, and Simon's prognosis is short-term CRs all the way to December.
Our Podcast:
National security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare.
Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo.
Listen on other platforms: https://linktr.ee/GoatRodeoPodcast
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