The Merge

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69 afleveringen, van nieuw naar oud

  1. E64 – Autonomy Is a Software Problem

    1 november 2026 · 39 min

    Afspelen
    The Pentagon wants thousands of autonomous systems. The question is who builds them and how fast. Lees meer

    Joey Arora sits down with Paul Lwin, Co-Founder and CEO of Havoc, to talk about collaborative autonomy and why the path to mass runs through software, not shipyards.

    Havoc builds autonomy software that turns commercial platforms into autonomous systems across sea, air, and land. Founded in January 2024, the company has integrated on more than 200 vessels without owning a single shipyard.

    Paul's take is direct. Don't reinvent the boat. Partner with the people who already build thousands of them.

    Topics include:

    • Collaborative autonomy and human-on-the-loop control

    • Software-defined hardware and the 90/10 split

    • The CSBC Taiwan partnership and in-country production

    • Operating without persistent comms

    • Two acquisitions before the company's third birthday

    • The Rhode Island maritime innovation cluster

    • Moving from prototype to production contracts

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    • Havoc homepage https://www.havocai.com/

    • Paul LinkedIn https://www.linkedin.com/in/paul-lwin/

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  2. E63 – The Merge Origin Story

    25 oktober 2026 · 18 min

    Afspelen
    It started with an email to 300 fighter pilots. Lees meer

    Joey Arora turns the tables on Mike "Pako" Benitez to get the full origin story of The Merge.

    Mike spent 25 years on active duty between the Marine Corps and Air Force, flew the F-15E Strike Eagle, and graduated from the Air Force Weapons School. During COVID in 2020, he saw the defense world had nothing like the newsletters the startup world lived on. So he built one.

    Six years later, The Merge runs three days a week, with a premium tier and a podcast.

    Topics include:

    • Writing op-eds on active duty

    • Marine Corps enlisted to Air Force weapons systems officer

    • The first newsletter in November 2020

    • How Save Rounds and On the Radar were born

    • The three audiences Mike writes for

    • Merge Premium and the Thursday deep dive

    • From newsletter survey to podcast

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    Links

    Sign up for the newsletter! https://www.themerge.co/

    Support us on Patreon! https://www.patreon.com/the_merge

    Mike LinkedIn https://www.linkedin.com/in/mike-benitez/

    Joey LinkedIn https://www.linkedin.com/in/joeyarora/

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    Website https://www.themerge.co/

    Chapters

    00:39 intro

    01:37 getting into writing

    02:45 a newsletter for defense

    03:26 the first email

    04:12 fun as the driver

    04:48 how "on the radar" started

    05:37 Mike's military career

    06:21 Marine Corps to Strike Eagle

    07:26 why it's called The Merge

    08:35 editorial philosophy

    09:33 the birth of Save Rounds

    10:04 the three audiences

    12:23 Merge Premium

    14:51 the sixth anniversary

    15:27 why the podcast exists

    16:45 what's next

    17:32 outro

    #defensetech #podcast #military #newsletter #originstory #airforce #marinecorps #nationalsecurity #defenseindustry #f15e #strikeeagle #veteranfounders #militaryt…

  3. E62 – Rethinking Aircraft Maintenance with Perfect Point EDM

    4 oktober 2026 · 27 min

    Afspelen
    Buying a fighter jet is the cheap part. Lees meer

    Mike sits down with Jim Becker, President and CEO of Perfect Point EDM, to talk about the biggest line in any defense program: keeping the fleet flying.

    Perfect Point builds the E-Drill, which uses electro discharge machining (EDM) to pull aircraft fasteners. Founded in 2005, it turned a lab curiosity into a fielded tool that removes a rivet in about 30 seconds instead of 10 minutes, with no debris and almost no rework.

    Jim's take is blunt. The aircraft modernized, the maintenance tooling did not, and the industry keeps papering over it by leaning on a shrinking pool of skilled mechanics.

    Topics include:

    Operations and maintenance as the biggest cost in a program

    Electro discharge machining applied to fastener removal

    Cutting a 10 minute rivet job down to 30 seconds

    Eliminating foreign object debris and rework on titanium airframes

    Why maintenance tooling never modernized

    Winning over risk-averse engineers with the material science case

    The shrinking pool of skilled aircraft mechanics

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    Links

    Sign up for the newsletter! https://www.themerge.co/

    Support us on Patreon! https://www.patreon.com/the_merge

    Perfect Point EDM homepage https://www.ppedm.com/

    Perfect Point EDM LinkedIn https://www.linkedin.com/company/perfect-point-edm/

    Jim LinkedIn https://www.linkedin.com/in/jim-becker-48449790/

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    Website https://www.themerge.co/

    Chapters

    00:00

    00:28 intro

    02:06 the MRO space

    02:53 the founding story

    04:38 from the Marine Corps to Boeing

    06:10 framing the rivet problem

    07:01 tooling stuck in the 60s

    07:43 titanium and steel fasteners

    08:54 no FOD, no mess

    09:46 the three step process

    10:27 four to five times faster

    10:49 killing t…

  4. E61 – Rebuilding the Test Playbook with Nominal

    30 augustus 2026 · 37 min

    Afspelen
    Test is where new military hardware goes to wait. Lees meer

    Mike sits down with Jenn Wilson, Head of Federal at Nominal, to talk about test and evaluation, the least glamorous gate between a program and the warfighter.

    Nominal builds test data infrastructure for hardware. Founded in 2022 by Anduril, Palantir, and Lockheed Martin alumni, it reached a $1 billion valuation in March.

    Jenn’s take is that acceleration comes from optimizing what you test for. Cutting test points is the wrong lever.

    Topics include:

    Test and evaluation as a mission enabler

    High rate, multimodal test data

    Real-time telemetry and closing the test loop

    DARPA CIPHER Forge and digital twins

    Closing the sim to real gap

    The F-35 crowdsourced flight data program

    Knowledge parity between primes and government testers

    Links

    Sign up for the newsletter! https://www.themerge.co/

    Support us on Patreon! https://www.patreon.com/the_merge

    Nominal homepage https://nominal.io/

    Nominal careers https://nominal.io/careers

    Nominal LinkedIn https://www.linkedin.com/company/nominal-inc/

    Jenn LinkedIn https://www.linkedin.com/in/jennifer-t-wilson

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    Website https://www.themerge.co/

    Chapters:

    00:00

    00:32 intro

    01:47 why this, why now

    02:32 test is not sexy

    03:47 test as an afterthought

    05:40 more data, less insight

    07:18 where the name comes from

    07:54 the founding story

    10:43 Mike is a user

    11:16 streaming telemetry in real time

    13:14 design of experiments

    15:17 the Fid Labs acquisition

    16:31 DARPA CIPHER Forge

    19:35 closing the sim to real gap

    20:21 the commercial side

    23:31 lessons from Ukraine

    25:00 F-35 crowdsourced flight data

    27:15 fleet bugs found in days

    29:07 combined test force

    31:50 experimental operations unit

    32:34 speeding up test

    33:09 the pilot taking fire

    34:21 knowled…

  5. E60 – GPS-Free Navigation

    12 juli 2026 · 44 min

    Afspelen
    How do systems operate when GPS disappears? Lees meer

    Mike sits down with Kara Kramer, Vice President ofRaptor Sales at Vantor (formerly Maxar Intelligence), to discuss one of the most important challenges facing modern autonomous systems: operating when GPS is jammed, spoofed, or completely unavailable.

    We discuss vision-based navigation (VBN), 3D geospatialintelligence, and why resilient autonomy depends on more than just the drone itself. From electronic warfare to contested operations, this conversation examines how software and spatial intelligence are enabling unmanned operations, and Vantor’s unique approach.

    This isn’t just about navigation—coordinate generation and targeting elements are equally important.

    Topics include:

    • Vision-based navigation

    • 3D geospatial intelligence

    • Targeting without GPS

    BONUS: Kara also shares her professional journey and how she got into the defense industry!

    Whether you're building autonomous systems, working indefense technology, or simply interested in where drone technology is headed, this episode provides an inside look at one of the fastest-moving areas in aerospace.

    TOGETHER WITH VANTOR.

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    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Vantor home page

    • Vantor Raptor product page

    • Raptor inquiries

    • Vantor on LinkedIn

    • Kara Kramer on LinkedIn

    ----

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    00:00

    00:01:11 intro

    00:01:54 Vantor history

    00:03:26 Raptor origins

    00:03:59 Vantor backstory

    00:05:39 The SpaceX of VBN

    00:06:32 Raptor VBN

    00:10:11 issues with GPS

    00:12:44 pre-GPS terrain nav

    00:13:46 the Hub

    00:15:20 no hardware?

    00:17:57 how it all works

    00:20:47 geo-registered coordinates

    00:26:27 Kara's journey in defense

    00:28:24 Vantor in Drone Dominance

    00:35:19 Vantor partnerships

    00:39:02 contrarian takes

    00:40:37 fast cheap good triangle

    00:42:01 final thoug…

  6. E59 – Business Breakdown: Anduril

    4 juni 2026 · 43 min

    Afspelen
    Anduril Industries raised $5 billion at a reported $61billion valuation—putting a nine-year-old defense tech company in the same conversation as legacy primes that have been building weapons for generations. Lees meer

    How did they do it, what is their strategy, and does the math make sense?

    In this episode, Mike and Matthew take a deep dive inside Anduril’s products, revenue, contracts, and business strategy. They break down the Series H raise, the company’s rapid valuation climb, the difference between contract ceilings and booked revenue, and why visible federal obligations onlytell part of the story.

    They also examine Anduril’s expanding product portfolio, anddebate the core question behind the company’s $61B price tag: Is Anduril the future of defense industrial production, or is the market pricing in near-flawless execution?

    Topics include:

    - Anduril’s $5B Series H and $61B valuation

    - The gap between reported revenue and visible federalobligations

    - Why Special Operations and the Border Patrol matter morethan most people realize

    - The $20B Army enterprise vehicle—and why it is a rail, not acheck

    - Barracuda, Fury, Arsenal-1, and hyperscale defensemanufacturing

    - How Anduril compares to Lockheed, Northrop, GeneralDynamics, RTX, and Palantir

    - The bull and bear case for Anduril’s long-term strategy

    - What to watch next: IPO timing, task orders, deliveries, andrevenue growth

    - The real bet: for Anduril to justify today’s valuation, ithas to grow from a $2B revenue company into a $20B+ revenue company very quickly.

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    00:00

    00:34 intro

    01:20 Premium newsletter!

    02:10 Anduril intro

    02:26 Matthrew intro

    04:32 Anduril 101

    06:52 Anduril's fundraising

    07:25 the next 24 months

    07:38 revenue breakdown

    08:23 happenings between the r…

  7. E58 – Dcode the Pentagon Buying Machine

    26 april 2026 · 51 min

    Afspelen
    What does it actually take to get new technology into thehands of warfighters—and why is it still so hard? Lees meer

    In this episode, Mike sits down with the co-founders ofDcode, Meagan Metzger and Meg Vorland, to unpack the reality behind defense innovation, acquisition reform, and the flow of capital into the sector.

    Dcode operates at a unique intersection—working withstartups, investors, and the Pentagon—giving them a rare, inside-out view of how the system really works.

    We break down why most acquisition reform efforts fallshort, whether recent policy changes are hitting the right targets, and what conventional wisdom in defense innovation is simply wrong.

    If you’re trying to understand how defense actually getsbuilt, funded, and fielded—this is the inside baseball.

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Dcode website

    • Dcode Capital portfolio

    • Dcode LinkedIn

    • Meagan Metzger LinkedIn

    • Meg Vorland LinkedIn

    • CTRL + ALT + DEFENSE podcast

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    00:00

    00:44 intro

    01:19 Dcode origin story

    04:55 founders, funders, and fighters

    09:27 acquisition reform

    12:32 risk vs the no-monster

    15:58 buying speed vs rigor

    16:44 contracting officer shortage

    17:55 bigger worse contracts

    21:04 defense catalyst

    21:57 leadership and training

    23:05 the bigger picture

    25:33 budget line-item consolidation

    28:16 pass a budget

    30:41 investing in companies

    36:05 misconceptions

    38:28 colors and fallout

    39:33 conflicts of interest

    41:03 RAIC

    41:30 300

    42:12 pilot programs

    46:42 fielding

    47:29 magic wand

    48:49 crystal ball

    50:19 outro

  8. E57 – The War on Bad Software (Defense Unicorns)

    28 maart 2026 · 42 min

    Afspelen
    All modern hardware depends on good software, but in theU.S. military, most software sucks. Lees meer

    Rob Slaughter, co-founder and CEO of Defense Unicorns, joins the show to unpack why this is happening and what they are doing to fix it.

    We dive into the rise of “software as a weapon system,” therole of open-source software in national security, and how Defense Unicorns is building an air-gapped, platform-agnostic software delivery model designed for real-world military environments.

    This episode is a must for anyone in defense. You’ll learn a ton about software—we guarantee!

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Rob LinkedIn

    • Defense Unicorns website

    • Defense Unicorns LinkedIn

    • Defense Unicorns X

    • Defense Unicorns YouTube

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    00:00

    00:43 intro

    01:09 Defense Unicorns name

    04:28 origin story

    06:38 the 3 I's

    08:46 software sustainment burden

    09:13 wrong incentive structure

    12:31 software as a weapon system

    14:39 rising tech debt

    16:18 open source

    18:46 open is more secure?

    20:43 SBOM

    22:24 solutions

    23:05 fighter jet software updates

    24:43 submarine software

    25:52 UDS

    27:05 disconnected software

    28:34 Chinese software underneath US systems

    30:48 competition

    33:43 crystal ball

    35:15 $136M fundraise

    37:56 magic wand - fixed price contracts

    40:14 McDonald's ice cream

    #AI #Technology #Tech #Innovation #Cybersecurity #youtube #Military #DefenseTech #MilitaryTech #Startup #Software #Business

  9. E56 – The Fury Origin Story

    1 februari 2026 · 54 min

    Afspelen
    This is the untold origin story of the Fury CollaborativeCombat Aircraft (CCA), as told by those who lived it. Lees meer

    Scott Bledsoe and Joe Murray join Mike to talk about Fury’s very beginning—way back to 2016.

    Now known as Anduril’s YFQ-44, Fury originated as an SBIR project from Blue Force Technologies and may go on to become a poster child of SBIR success stories. But it’s not all good news.

    The experience—and the decision to sell to Anduril—motivated Scott and Joe to start a new type of investment fund called the DoD Accelerator.

    DoD Accelerator bridges the gap between venture capital and private equity, addressing the ‘funding valley of death’ they faced and the factors that led to the decision to sell their company—and Fury—to Anduril.

    This is packed with never-before-revealed details and serves as the backdrop for a broader conversation about the realities of having a company in the defense industry.

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Scott Bledsoe

    • Joe Murray

    • WOTR High-Low Mix Part I

    • WOTR High-Low Mix Part II

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    00:00

    00:26 intro

    01:50 Scott and Joe

    07:21 DoD Accelerator

    09:51 Fury origin story

    11:24 SBIR

    16:28 the high-low mix

    17:11 writing to understand

    18:29 F-117

    19:04 no part 3

    19:41 red air use-case

    24:29 Bandit and ADAIR-UX

    25:10 funding and the valley of death

    28:04 the capital void

    31:11 programs consolidate

    32:28 Anduril acquisition

    33:37 the small business divide

    34:14 DoD Accelerator fit

    36:12 Baxter Aerospace example

    41:19 the cheat code

    44:26 crystal ball

    45:17 the prime cartel?

    46:32 magic wand - IR&D policy change

    49:10 policy hurts start-ups

    52:51 DoD Accelerator focus areas

  10. E55 – Christine Fox: the REAL Charlie

    18 januari 2026 · 42 min

    Afspelen
    There is a strange set of organizations that live betweenindustry and government called Federally Funded Research and Development Centers (FFRDCs) and University Affiliated Research Centers (UARCs). Lees meer

    They play an important—but largely misunderstood role—in national security.

    What better way to understand it all than with a guest who’sone of the most famous pop-culture examples: Christine Fox.

    She was the real person who was portrayed as ‘Charlie’,Maverick’s civilian love interest, in Top Gun! She spent 40+ years working as an analyst in UARCs and a civilian leader at the Pentagon, culminating in serving as the acting Deputy Secretary of Defense.

    Today, she continues to serve as a Fellow at Johns HopkinsUniversity’s Applied Physics Lab (JHU APL), which is the nation’s largest UARC.

    This interview has a ton of inside baseball that you won’t find anywhere else!

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    00:00 intro

    00:35 Top Gun

    01:33 Christine Fox

    02:53 origin of FFRFC & UARC

    05:36 access to classified info

    08:30 tech transfer

    11:33 independence

    14:42 threat analysis story

    16:35 misunderstandings

    20:29 software and competition

    24:32 fix the gray

    27:11 what if they disappear?

    27:39 Navy Red Sea support

    28:29 hypersonics

    30:08 Golden Dome

    31:01 whole of nation approach

    38:20 2026 resolutions

    39:42 closing remarks

  11. E54 – Pryzm: AI to understand the Pentagon

    14 december 2025 · 56 min

    Afspelen
    Mike sits down with Matt Hawkins and Nick LaRovere,co-founders of Pryzm. Lees meer

    Pryzm is building an Operating System for defense innovation—software that uses AI to generate capture intel to make sense of Pentagon budgets, Congressional legislation, program offices, and much more.

    It’s AI to understand the Pentagon.

    They help connect the dots between missions, markets, andpeople to power the future of national security.

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Pryzm homepage https://pryzm.io

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    00:00

    01:43 intro

    02:30 origin story

    05:57 disclosure

    07:07 2 PMs

    08:47 Air Force tanker program

    21:47 Golden Dome

    28:12 sales vs business development

    33:04 proactive vs reactive

    34:59 intel to flip the script

    37:56 a bubble?

    41:18 flat toplines

    43:05 requested vs executed

    46:38 fundraise

    48:27 DIU project

    50:58 2026 outlook

    55:29 outro

  12. E53 – The Fighter Pilot Spirit

    10 december 2025 · 58 min

    Afspelen
    Chris "Snooze" Kurek, Rob “Trip” Raymond, and Erik“EZ” Brine chat with Mike “Pako” Benitez on all things fighter pilot culture—toast, roast, and lore. Lees meer

    Better known as Dos Gringos, Snooze, and Trip put out 4albums of fighter pilot songs that are famous (and infamous) in squadrons around the world. EZ joined the duo to form Operation Encore in 2012, a non-profit that helps veterans get their music into the world.

    We dig into a century of fighter pilot history and traditions, from the origins of Dos Gringos, the squadron culture, roll call,Jermiah Weed, the ribbing and roasting, and all the camaraderie associated with military aviation.

    They recently brought all of that into their latest venture, Winglore Spirits, and are doing it in a unique way that brings you into the fold.

    Links

    • Sign up for the ⁠newsletter⁠⁠!

    • Support us on ⁠⁠Patreon⁠⁠!

    • ⁠Winglore Spirits⁠

    • ⁠Winglore Spirits⁠ investing

    • ⁠Dos Gringos⁠ YouTube channel

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    ----

    00:00

    01:47 Dos Gringos

    17:22 Operation Encore

    24:03 AI music

    27:27 The culture and bar origins

    34:27 Jermiah Weed

    38:13 Winglore Spirits

    42:03 Bogey Dope

    43:16 Nickel on the Grass

    45:29 Winglore squadron

    50:42 the Nellis Club

    52:02 Dos Gringos concert?

    54:45 outro

    55:04 Carlos jumps in

    56:23 I wish I had a gun like the A-10

  13. E53 – The Fighter Pilot Spirit

    25 november 2025 · 57 min

    Afspelen
    Chris "Snooze" Kurek, Rob “Trip” Raymond, and Erik“EZ” Brine chat with Mike “Pako” Benitez on all things fighter pilot culture—toast, roast, and lore. Lees meer

    Better known as Dos Gringos, Snooze and Trip put out 4 albums of fighter pilot songs that are famous (and infamous) in squadrons around the world. EZ joined the duo to form Operation Encore in 2012, a non-profit that helps veterans get their music into the world.

    We dig into a century of fighter pilot history and traditions, from the origins of Dos Gringos, the squadron culture, roll call, Jermiah Weed, the ribbing and roasting, and all the camaraderie associated with military aviation.

    They recently brought all of that into their latest venture, Winglore Spirits, and are doing it in a unique way that brings you into the fold.

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Winglore Spirits

    • Winglore Spirits investing

    • Dos Gringos YouTube channel

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    ----

    00:00

    01:47 Dos Gringos

    17:22 Operation Encore

    24:03 AI music

    27:27 The culture and bar origins

    34:27 Jermiah Weed

    38:13 Winglore Spirits

    42:03 Bogey Dope

    43:16 Nickel on the Grass

    45:29 Winglore squadron

    50:42 the Nellis Club

    52:02 Dos Gringos concert?

    54:45 outro

    55:04 Carlos jumps in

    56:23 I wish I had a gun like the A-10

  14. E52 – Top Secret Offices

    25 oktober 2025 · 52 min

    Afspelen
    Nooks co-founder and CEO Sean Blackman spills all thesecrets about what it takes to do classified business with the Pentagon. Lees meer

    Nooks is a venture-backed startup founded in 2021 to solve amassive pain point: access to classified offices and networks to perform sensitive national security work.

    Nooks is attacking the problem in an innovative way called Classified-Infrastructure-as-a-Service (CIaaS), which is a subscription access to a nationwide network of classifiedworkspaces and IT.

    If you are in the defense industry—or even thinking about it—and there is even a sliver of a chance you will touch classified work, this episode is everything you need to know.

    Links

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    • Nooks website

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    00:00

    00:46 intro

    01:49 Nooks

    02:52 origin story

    09:49 name and logo

    12:30 locations and spaces

    13:30 location and the real value unlock

    17:57 COVID

    19:20 fractional labs

    20:06 fundraising for a weird company

    22:01 information disadvantage

    23:33 myth of hiring security clearances

    30:00 SCIF

    34:09 mobile SCIF

    39:23 touchpoints and impact

    42:13 security in shared spaces

    46:48 the real impact

    47:36 magic wand - crystal ball

    49:50 make the problem go away

    secrets, top secret, military, technology, tech, defense, national security, air force, navy, army, marine corps, usmc

  15. E51 – Red 6 and the Military Metaverse

    5 oktober 2025 · 58 min

    Afspelen
    Red 6 CEO and co-founder Dan Robinson discusses augmented reality for pilots, the military metaverse, and the future of high-end training and tactics development. Lees meer

    Red 6 was founded in 2018 around a revolutionary approach to military flight training called ATARS—the Advanced Tactical Augmented Reality System—that creates virtual outdoor worlds to deliver threat-relevant,near-peer-level training scenarios.

    It’s much more than an augmented reality helmet—it's rethinking the entire pilot training and readiness experience.

    Links

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    • Red 6 homepage

    • Red 6 LinkedIn

    • Red 6 IG

    • Red6CEO IG

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    00:00

    00:42 intro

    01:41 origin story

    05:22 thesis of Red 6

    06:17 co-founder meeting

    10:43 lack of adversaries to train against

    16:03 realism that gets missed

    17:58 surface threats

    21:03 progress and iteration

    25:25 all of the technical challenges

    27:20 suspension of disbelief

    30:37 replacing helmet-mounted cueing

    32:09 Enders Game

    34:18 the Red 6 name

    35:59 UK Royal Air Force

    38:33 manned + unmanned

    45:08 validating tactics and training

    51:34 quality vs quantity training

    54:30 the technology is coming

    55:21 flying

    56:43 the chief morale officer

  16. E50 – JDAM: the GPS-Guided Bomb

    14 september 2025 · 47 min

    Afspelen
    Mike sits down with Steve “Wingie” Wingfield to discuss the Joint Direct Attack Munition, aka the JDAM—the world’s first operational GPS-aided bomb. Lees meer

    Wingie played a big role in the Air Force, doing weaponsflight testing and requirements writing, then went on to have another career at Boeing working on JDAM and other weapons.

    He’s one of the few people who got to see the entire storyarc, from the pain points in Desert Storm that started the whole thing, to other evolutions like Laser JDAM and extended range JDAM, and how those programscame to be.

    If you want a rare inside look at how one of the most successful acquisition programs in the past 30 years happened, this episode is for you.

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    ----

    00:00

    01:02 intro

    05:43 JDAM name origin

    06:56 accuracy spec origin

    10:43 Desert Storm McPeak Memo

    11:16 GAM before JDAM

    12:29 Kosovo combat debut

    14:39 40k for 40k competition

    17:44 JDAM adoption

    22:50 production feast & famine

    25:19 9/11 demand signal

    26:33 surging with standards

    28:43 Iraqi Freedom GPS jamming

    29:53 Laser JDAM origins

    33:38 the impact

    36:01 hitting moving targets

    37:54 106 mph!

    39:39 MOP

    41:33 JDAM-ER

    41:47 Ukraine

    42:53 integration and modularity

    43:41 aerial mining

    46:22 outro

    #military #airforce #navy #aviation #tech #technology #JDAM #boeing #GPS #defense #desert storm #iraq #syria #afghanistan #miltech #engineering #USA #security

  17. E49 – Ursa Major Solid Rocket Motors

    31 augustus 2025 · 31 min

    Afspelen
    In this episode, Mike sits down with Dan Jablonsky, CEO ofUrsa Major, to discuss solid rocket motors and how Ursa Major is doing it differently. Lees meer

    Once dominated by just two suppliers, America’s SRM propulsion base has been stretched thin—leaving gaps exposed by today’s conflicts.

    Dan explains how Ursa Major is tackling that challenge withmodular production, 3D printing, Highly Loaded Grain propellants, and advanced manufacturing using what they’ve learned from their liquid motor product lines.

    We also talk about the big picture: hypersonics, cruisemissiles, and upcoming programs with RTX (Raytheon), the U.S. Navy (SM-2, SM-3, SM-6), the Army, and Stratolaunch.

    If you want to understand why missile production is one of the biggest defense challenges of our time—and how new entrants like Ursa Major are building solutions—this episode is for you.

    Links

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    • Ursa Major website

    • Ursa Major LinkedIn

    • Ursa Major Instagram

    • Ursa Major X

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    00:00

    00:42 intro

    01:04 Ursa Major

    02:22 company name

    03:48 getting into the SRM business

    05:29 SRM industrial base

    07:15 doing SRMs differently

    09:14 SRM 101

    12:07 Highly Loaded Grain

    13:08 increasing missile range

    15:34 rapid development

    16:44 scale with safety

    22:25 rapidly adapting SRMs to the threat

    23:03 3D printing everything?

    24:59 hypersonic motors

    27:20 missiles in space

    27:47 affordable mass

    29:14 outro

  18. The Future of Air Warfare: Offensive Electronic Attack (Sponsored)

    13 juli 2025 · 26 min

    Afspelen
    Electronic warfare is a crucial element of armed conflict involving controlling and protecting the electromagnetic spectrum, which is vital for communication, navigation, and target identification. Lees meer

    EW also permits the disruption and denial of adversaries' use of the spectrum, hindering their ability to operate effectively.

    Benjamin “Chuck” Angus, Director of Business Development in Naval Power at Raytheon, a business of RTX, joins us this week to discuss Raytheon's involvement in EW, specifically offensive electronic attack, with its NextGeneration Jammer—an advanced electronic attack system that denies, disrupts, and degrades enemy technology, including communication tools and air-defense systems.

  19. E48 – Golden Dome, DIU, and the Innovation Reckoning

    22 juni 2025 · 54 min

    Afspelen
    In this episode, Mike and Jake catch up on defense techhappenings. Lees meer

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    ----

    00:36 intro

    03:31 defense tech investing

    17:25 Anduril & Golden Dome

    18:13 Golden Dome

    25:51 frequency auctioning

    28:12 Ukraine forcing a US reckoning

    34:27 DIU criticism

    42:24 the 4th offset?

    46:39 Sun Tzu terrain

    47:45 the torpedo

    50:05 Ukraine drones and Israeli pagers

  20. The Future of Air Warfare: Modeling & Simulation (Sponsored)

    5 juni 2025 · 30 min

    Afspelen
    Tomorrow’s fight will be fast, complex, and contested. Victory won’t come from a single platform, weapon, or payload—it will depend on how well everything works together. Lees meer

    That’s where modeling and simulation (M&S) matters.

    This week, Raytheon (an RTX company) joins us to discuss how they are leading the way with Rapid Campaign Analysis and Demonstration Environment (RCADE), a campaign-level M&S capability built to help decision-makers think beyond individual systems and enables them to see the entire operational ecosystem.

  21. E47 – Cumming's Hellhound

    27 april 2025 · 38 min

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    In this episode, Mike sits down with Sheila Cummings,founder, president, and CEO of Cummings Aerospace.

    Cummings Aero started in 2009 supporting the Huntsville,Alabama missile market, but recently decided to launch their own product—the Hellhound.

    The Hellhound S3 is a man-portable, 3D-printe,d jet-powered kamikaze drone...and we have the FIRST-PUBLIC views of the actual drone—audio and video!

    BREAKING NEWS: Sheila also announced a new variant—theHellhound S4. It’s tube-launched, bigger, better, and even faster than the S3!

    If you're into military drones, cutting-edge tech, and thestart-up culture of finding ways to help the warfighter—this episode is for you.

    Links

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    • Support us on ⁠Patreon⁠!

    • Mike Benitez on LinkedIn

    • Cummings Aerospace

    • Sheila’s op-ed

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    ----

    00:00 start

    01:18 intro

    01:56 origin story

    05:03 high speed background

    06:34 Hellhound origin story

    10:54 introducing the Hellhound

    11:27 3D-printed

    12:31 finding an engine

    13:34 See the Hellhound

    21:20 naming the Hellhound

    22:39 family of drones

    24:38 supersonic variant

    29:22 China & Industrialization

    32:32 Industrial Mobilization Board

    35:47 outro

  22. The Future of Air Warfare: Radars (Sponsored)

    3 maart 2025 · 38 min

    Afspelen

    Joe “Grip” Beissner, Director of Requirements and Capabilities for Radio Frequency Solutions at Raytheon, a business of RTX, joins us to discuss the cutting-edge AESA radars Raytheon delivers for our warfighters.

  23. The Future of Air Warfare: Weapons (Sponsored)

    23 februari 2025 · 22 min

    Afspelen

    Jon "Stormin" Norman, Vice President of Requirements & Capabilities at Raytheon, a business of RTX, joins us to discuss the cutting-edge air-to-air and -surface weapons and effectors Raytheon delivers for our warfighters.

  24. E46 – Expendable Tech for F-35 Threat Training

    16 februari 2025 · 53 min

    Afspelen
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    In this episode, Mike sits down with Brett “Snappy”Abbamonte, a former Marine Corps F-35 pilot now at Advanced Strategic Insight (ASI) Inc.

    Snappy is the program manager for ELITE (ExpendableLower-cost Integrated Training Emitter), a compact, cost-effective system designed to mimic high-end surface-to-air missile (SAM) threats.

    Dive into how this innovative tech is reshaping training,enhancing readiness, and solving a critical warfighter problem—offering a firsthand look at how operators are using ELITE in the field to sharpen their edge.

    If you're into military training, cutting-edge technology,and boosting warfighter readiness—this episode is a must-listen.

    Links

    • Sign up for the newsletter⁠!

    • Support us on ⁠Patreon⁠!

    • Mike Benitez on LinkedIn

    • Brett “Snappy” Abbamonte on LinkedIn

    • ASI company

    • ELITE product

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    ----

    00:00 start

    01:11 intro

    03:08 Snappy

    04:49 F-35 magnifies a growing problem

    07:21 the 3-solution problem

    10:31 good-enough solution space

    12:12 ELITE

    13:51 size and power

    15:35 as a target

    17:45 customers

    20:27 remote controlled

    22:00 how to keep it low cost

    23:34 creative training

    25:09 how the training looks

    26:47 RAF Lakenheath

    31:19 SBIR experience

    38:02 valley of death

    38:34 end of year money

    40:27 squadron innovation funds

    42:14 expendable concept validated

    42:50 Marine Corps weapons school example

    44:40 expendable allocation

    46:14 tools for innovative training

    49:30 memory lane

    49:45 callsign story

    51:40 outro

    #military #nationaldefense #warfare #nationalsecurity#defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #usmc#innovation #war #strategy #aerospace #china #airpower #f35 #training #readiness #electronicwarfare

  25. E45 – Operational War w/ John Warden

    17 januari 2025 · 1 uur 20 min

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    That's where we drop weekly knowledge bombs to help you make sense of defense!

    In this episode, Mike interviews retired Air Force Colonel John Warden.

    John is an Air Force pioneer who shaped how the modern world thinks about warfare—specifically the concepts of the operational level of war, parallel attack, and centers of gravity. He is most noted as the creator of Warden’s Five Rings and the architect of the Gulf War air campaign—but there’s much more than that.

    We talked about how his thoughts were shaped in Vietnam and the 1980s, how he ended up in the Pentagon, and what series of events led to his framework being used to create Operation Desert Storm.

    We applied the real lessons from Desert Storm to discuss China, why it’s a strategic threat, and the blind spot in US national security.

    If you’re into history, strategy, warfare, military tactics,
    and national security—this episode is for you.

    Links

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    • Mike Benitez (LinkedIn)

    • Winning Peer Wars

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    ----

    Show Notes

    01:31 intro

    03:31 Vietnam experience

    05:56 Vietnam reshaped the Air Force

    10:36 post-Vietnam thinking about the Middle East

    13:56 command structure in the 1980s

    16:14 Bitburg to Georgia to Italy

    17:38 the 5 Rings - War College origins

    18:13 missing the operational level of war

    26:17 Warden's 5 rings

    29:36 the other usefulness of the 5 rings

    32:13 Checkmate

    34:25 Checkmate, 5 Rings, and the Soviet Union

    35:20 Fuel and the Fulda Gap

    39:37 context for Desert Storm

    42:44 Checkmate and Desert Storm

    45:34 Checkmate gets into Desert Storm

    48:26 the original 3-week plan

    54:01 Not learning from Desert Storm?

    57:24 today's challenges

    58:29 China revelation #1

    1:00:44 The Gulf War...on US soil

    1:02:41 The US cyber vulnerability

    1:06:52 China 2027 2035 2049

    1:08:36 homeland defense blindspot

    1:09:49 coastal defense

    …

  26. E44 – Silent Arrow

    22 december 2024 · 43 min

    Afspelen
    Check out our ⁠newsletter, where we drop weekly knowledge bombs to help you make sense of defense! Lees meer

    In this episode, Mike interviews Chip Yates, founder of
    Yates Electrospace Corporation.

    With a background in racing, Chip has made a name for
    himself by setting numerous world records as a pioneer in electric-powered motorcycles and airplanes. His journey took a strategic turn when he encountered a complex military challenge, leading to the inception of his
    company.

    Chip pivoted to defense, launching Silent Arrow—disposable
    cargo drones deployed from planes like the C-130. These drones must fly dozens—even hundreds—of miles yet be cost-effective enough to be discarded after just a
    single use.

    Chip shares his decade-long journey in defense tech,
    offering insights into affordable, executable innovation in an industry full of giant companies and complex technology.

    Links

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    • Mike Benitez (LinkedIn)

    • Silent Arrow

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    Show Notes

    00:50 intro

    01:47 Chip's racing background

    03:03 company origins

    03:41 getting involved in defense tech

    04:11 the idea and 1st concept vehicle

    06:53 the Smithsonian

    08:34 2,000 glider drone

    08:48 how Silent Arrow works

    10:14 the need for more standoff

    12:10 operational evals of prototypes

    13:50 crawl walk run

    15:03 the Pacific Pivot?

    15:52 Airbus partnership

    17:26 powered cargo drones

    19:29 interesting payloads

    20:42 the C-130 of drones

    20:59 design and looks

    23:10 raising money in defense tech

    24:27 more requirement creep

    25:37 using a Tesla?!

    28:34 timeline for Tesla-launch

    29:28 advertising in defense

    30:46 2025 expectations

    31:26 a super size version

    33:50 adaption vs invention

    35:36 keeping the cargo intact

    38:46 powered version

    39:50 advice

    40:37 raising money

    42:21 outro

    For those interested in #military #nationaldefense #warfare
    #nationalsecurity #defense #nati…

  27. E43 – The Laser-Guided Bomb

    26 november 2024 · 38 min

    Afspelen
    Sign up for our ⁠newsletter, where we drop weekly knowledge bombs to help you make sense of defense! Lees meer

    Speaking of knowledge bombs, Mike hosts Ed Cobleigh to talk about Paveway: the laser-guided bomb.

    Ed flew 375 combat missions during the Vietnam War in the F-4 Phantom and was one of the first people to drop the Paveway laser-guided bomb in combat. He earned two Distinguished Flying Crosses and went on to attend
    Fighter Weapons School, where he remained in order to stand up the guided weapons division and teach Paveway LGB employment.

    Ed’s had a wild life beyond the Air Force and is now an
    author with 5 books (and counting).

    This episode covers not just the tech and tactics but also a
    first-person account of dropping LGBs in combat 56 years ago!

    ----

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    • Support us on ⁠⁠Patreon⁠⁠!

    • ⁠Mike Benitez (LinkedIn)⁠

    • ⁠Ed’s website⁠

    • ⁠Ed’s books on Amazon⁠

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    ----

    Show Notes

    00:34 intro

    01:58 How Ed got to Vietnam

    02:31 background of guided bombs

    03:35 Paveway history

    07:19 Project White Lightning

    09:03 the first laser designator

    10:19 Dropping the LGBs

    12:15 results from the first tests

    14:00 training for the first LGB drop

    15:04 Zot nickname

    17:49 Ed's 2nd tour

    20:17 Navy gets Paveway

    22:21 teaching LGBs at Nellis

    23:45 Red Flag

    25:16 Targeting Pods

    26:57 Linebacker 1972

    27:56 Dragons Jaw Bridge

    29:51 Paveway’s legacy

    30:46 F-117 and Paveway

    32:37 Paveway III

    34:29 Paveway lawsuit

    35:26 Ed's books

    37:45 outro

    For those interested in #military #nationaldefense #warfare
    #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation #F4 #vietnam #aviation #airplanes #aerospace

  28. E42 – B-52 BUFF modernization

    20 oktober 2024 · 54 min

    Afspelen
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    Mike hosts Col. Joseph Little, callsign “Little Joe,” to discuss how the US Air Force is modernizing the legendary B-52 BUFF to keep it flying into the 2050s—100 years after its first flight.

    Col Little is a B-52 Weapons Systems Officer, a US Air Force Weapons School graduate, a former test squadron commander, and currently serving as the Detachment 5 Commander of the Air Force Operational Test and
    Evaluation Center (AFOTEC), where he oversees the B-52J program.

    The B-52J modernization program is a $48 Billion
    transformation designed to extend the bomber's life into the 2060s. It includes new engines, advanced cockpits, upgraded radar, and more, making it the most
    significant overhaul in the aircraft's history.

    This episode covers not just the tech but also tactics,
    weapons, historical milestones, and untold war stories. Whether you're a fan of military aviation or interested in strategic operations, this insider’s look at the B-52 is a must-listen!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation #b52 #BUFF #bomber #aviation #airplanes #aerospace

    Links

    • Sign up for our ⁠amazing newsletter⁠!

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    • Mike Benitez (LinkedIn)

    • Joseph Little (LinkedIn)

    • AFOTEC, Det 5 (LinkedIn)

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    Show Notes

    00:49 intro

    03:24 yesterday vs today

    04:57 B-52 in 2024

    05:17 changing the crew roles

    05:53 bombardier wings

    06:12 The youngest oldest B-52s

    08:04 BUFF origins

    08:39 Orange BUFF

    10:14 test units

    11:13 test lessons from Vietnam

    13:32 B-52 modernization

    14:40 the B-52J

    16:18 radar upgrade

    21:15 quad crew concept

    23:29 Fox-4 kill

    24:30 new engines - why 8?

    28:22 fixing the tanker bill

    28:46 Iraqi Freedom tankers

    30:10 eng…

  29. E41 – Firestorm

    15 september 2024 · 42 min

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    Mike and Jake host Dan Magy, co-founder and CEO of Firestorm.

    Firestorm’s mission is to democratize the air by re-imaging the way drones are built.

    They developed a method to 3D-print modular drones at the point of need, using a combination of shipping-container-based factories and localized supply chains. Best of all, the drones themselves are modular—from props to jets, AI to sensors, etc.

    The conversation went deep into “the why”: how Ukraine led to Firestorm, the real-time changing of the guard on how the Air Force thinks about building a credible force in light of all this, the exciting concept of attritable mass, rapidly innovating via crash-and-learn, and some history to boot.

    This is an episode you don’t want to miss!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation #ukraine #drone #drones #battlefield #warfare

    Links

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    • Mike Benitez (LinkedIn)

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    • Dan Magy (LinkedIn)

    • Firestorm website

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    Show Notes

    01:00 intro

    01:28 counter-UAS startup

    01:59 Ukraine starts Firestorm

    03:43 the future is RF-denied

    04:43:05 Firestorm name origin

    05:22 competing in a crowded drone market

    06:39 air superiority in the future

    06:49 rapid iteration

    07:09 Dan’s LinkedIn

    08:16 adversaries are sharing tech and tactics

    08:51 battle lab of the world

    09:36 the pace of evolution - on LinkedIn

    10:22 2-week evolution cycles

    12:35 drones as physical decoys

    13:28 cardboard drones must be honored

    14:02 thermite dropping drones

    14:32 keeping pace with battlefield innovation

    16:00 Investors growing weary?

    17:44 high-low mix

    19:43 jet-powered drone

    20:17 modular pro…

  30. E40 – Air Force Weapons Czar

    25 augustus 2024 · 42 min

    Afspelen
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    Mike and Jake host Andrew Hunter, the US Air Force’s chief weapons buyer.

    As the Assistant Secretary of the Air Force for Acquisition,
    Technology and Logistics (ATL), he oversees Air Force research, development and acquisition activities totaling an annual budget in excess of $60 billion for more than 550 acquisition programs.

    He is the principal adviser to the Secretary of the Air Force and the Air Force Chief of Staff for research and
    development, test, production and modernization efforts within the Air Force.

    We talked about how he’s driving acquisition innovation and shaping the Air Force for great power competition. The discussion ranged from the good and bad on specific weapons programs—the B-21 bomber and Sentinel
    ICBM—negotiating the E-7 Wedgetail deal, workforce development, industry incentive alignment on price vs value, and a ton more.

    He even shared some new Collaborative Combat Aircraft
    insights that have not been made public before.

    This is an episode you don’t want to miss!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #innovation

    Links

    • Sign up for our ⁠amazing newsletter⁠!

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    • Mike Benitez (LinkedIn)

    • Jake Chapman X (@vc)

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    ----

    Show Notes

    00:34 intro

    01:07 why a civilian weapons buyer?

    02:07 how to keep track of 500+ programs

    02:42 PEOs

    03:48 the aquisitions perfect storm

    06:02 cost plus vs fixed price contracts

    08:01 E-7 Wedgetail negotiations

    09:46 phone-a-friend negotiator

    12:23 B-21 bomber

    14:13 B-21 active management

    15:47 B-21's unique hybrid contract

    19:41 commercial vs defense markets

    20:18 maintaining competition in industry

    21:15 competition and investing signals

    22:32 structuring the m…

  31. E39 – Anduril & General Atomics CCAs

    29 juni 2024 · 43 min

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    Mike hosts an exclusive episode to discuss the Air Force’s
    Collaborative Combat Aircraft (CCA) program with the 2 companies selected to build the first platforms: Anduril and General Atomics.

    We discuss what the companies have in common and how they both view that as one of their superpowers. We also explore the origins of the CCA program, the origins of the winning vehicle design, how the program
    structure is a model for innovation and more.

    Though they won the hardware contracts, both companies have unique software and autonomy insights, so we also discussed software as the enabler and the integration challenges of bringing these ‘loyal wingmen’ into the force.

    While there was a ton to agree on, they also shared unique and varying perspectives—something that you can only get when you have them in a discussion together. This is an episode you don’t want to miss!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #sofware #startup #innovation #drones #ai #autonomy #anduril #ga-asi #airplanes #airpower #airsuperority

    Links

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    • Mike Benitez (LinkedIn)

    • Anduril

    • General Atomics

    • Diem Salmon - Vice President, Air Dominance and Strike at Anduril

    • Mike Atwood - Vice President, Advanced Programs at General Atomics

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    Show Notes

    00:48 CCA intro

    02:00 company intros

    06:01 why the push for CCAs?

    07:26 exploring the CCA space

    09:09 origins of the winning designs

    10:16 2 for 1 - win win

    11:55 software

    12:43 the software part is the hardest

    14:33 the shift in trust in kill chains

    15:01 Skyborg

    15:40 trust and blending

    16:25 delegation via trust or necessity

    17:53 the need to get it into o…

  32. E38 – Palantir CTO Shyam Sankar: REAL defense innovation

    16 juni 2024 · 54 min

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    Mike and Jake host Palantir CTO Shyam Sankar to talk about software-defined warfare, defense modernization, and all the things we’d change to drive innovation to help the warfighter.

    Shyam started as employee #13 at 23 and slowly climbed the ranks of the largest and fastest-growing US defense software company.

    No topic is off limits—including how and why Palantir sued the Army…and won.

    For a conversation with a software tech executive, we spent most of the time talking about culture, leadership mentalities, history, and structure changes that are as relevant in the Pentagon as they are in any other industry.

    Of course, no episode would be complete without some lively banter and spicy takes!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #sofware #startup #leadership #innovation #palantir

    Links

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    • Shyam Sankar (LinkedIn)

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    • Palantir

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    Show Notes

    (00:58) intro

    (2:07) Shyam early years

    (02:59) Palantir early days

    (04:56) security clearance moat

    (06:43) Palantir's software thesis

    (07:51) outspoken CTO

    (09:12) urgency without panic

    (10:16) WWII ramp to production

    (11:06) best at software

    (12:24) suing the Army

    (18:14) focus on winning

    (19:14) hard-headed leadership

    (20:16) the real tragedy of the last supper

    (21:36) consolidation of opportunities

    (23:55) F-35 Joint Program Office

    (24:25) flourishing ideas to deal with uncertainty

    (25:04) process creates mediocracy

    (25:24) the power of options

    (27:01) software-defined warfare

    (27:16) deductive vs inductive reasoning

    (27:48) hardware vs software company st…

  33. E37 – High Power Microwave Weapons

    2 juni 2024 · 1 uur 10 min

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    Mike hosts Andy Lowery to dig deep into directed energy weapons—specifically high-power microwave (HPM) systems.

    Andy is the CEO of Epirus, a venture-backed defense tech startup inverting the cost equation of drone defense and swarm protection.

    We talk about the tech, how it affects electronics, and how Epirus’ flagship product—Leonidas—is designed with adaptability and scale in mind. Turns out that HPM systems share more in common with an F-35 radar and an EA-18 jammer than a kitchen appliance!

    The Army is currently in a rapid buy-and-try phase of these counter-UAS (CUAS) systems and is sending them to the Middle East. The systems have a host of other applications, though—the Navy is experimenting with them to disable boat motors, and the Air Force is also interested.

    This episode is a defense tech episode you don’t want to miss!

    For those interested in #military #nationaldefense #warfare #nationalsecurity #defense #nationaldefense #tech #technology #defensetech #army #navy #airforce #drone #drones #swarm #HPM #DEW #microwave #directedenergy

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    • ⁠Andy Lowery (LinkedIn)⁠

    • Epirus

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    Show Notes

    (00:47) Intro

    (01:36) Epirus

    (02:11) the “prime problem”

    (02:43) 3 disruptions in modern warfare

    (07:07) asymmetric advantage and cost imposition

    (09:57) inverting the equation

    (11:40) $1 billion in weapons

    (11:59) Congressional hearing

    (12:32) microwaves

    (14:53) name origins

    (17:04) serial killer vs mass murderer

    (17:46) Star Trek

    (18:26) Leonidas

    (18:46) wicked fast tech development

    (19:42) speed of technology

    (20:19) inventory investment

    (20:29) needs vs requirements

    (22:02) Andy’s 3 careers

    (29:19) product vs services

    (24:32) 80/20 business model

    (25:08) Thor HPM

    (25:25) old school HPM

    (26:03) new…

  34. E36 – Revolutionizing Ukraine's Defense Tech Industry

    26 mei 2024 · 44 min

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    Mike hosts Perry Boyle to dive into Ukraine’s rapidly
    developing defense industry.

    Perry co-founded MITS Capital (Military Innovation
    Technology Solutions), a US venture that just established the first defense tech accelerator in Ukraine. MITS’ vision is to revolutionize Ukraine’s defense industry by investing in Ukrainian defense tech startups, nurturing and
    developing the ecosystem, and rapidly maturing and scaling military tech solutions to the front lines.

    They are raising a $50M fund and just selected the first
    cohorts for the accelerator.

    We talk about the industry's ins and outs, compliance and
    regulatory blockers, the promising upside, Ukraine’s insanely fast innovation cycle, key investing insights, “winning” vs. “losing” the war, investing in
    peace, and much more.

    This episode is PACKED with insights, but we still had some fun along the way. You should expect nothing less!

    For those interested in #military #ukraine #warfare
    #nationalsecurity #defense #nationaldefense #investing #venture #vc

    ----

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    • MITS Capital

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    Show Notes

    (01:40) Intro

    (02:27) Y Combinator for Ukraine defense tech

    (03:10) what is an accelerator?

    (04:01) what problem is MITS trying to solve

    (05:28) MITS origin story

    (09:11) we do read the emails

    (10:43) MITS first investment

    (11:32) US companies in Ukraine

    (11:57) investing in Ukraine

    (12:54) buy when the cannons are firing

    (13:40) International support

    (14:19) the US role

    (14:31) Defense Innovation Unit

    (15:58) US defense budget pie

    (16:23) tech cycle vs. budget cycle

    (17:21) adaption and iteration in Ukraine

    (17:52) key investing insight

    (18:15) tanks

    (19:30) winning and losing

    (22:35) relevancy through proximity

    (23:26) grain and Kevin Bacon

    (24:22) 1000…

  35. E35 – US Merchant Marine

    19 mei 2024 · 43 min

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    Mike and Jake host Captain John Konrad to talk all things
    Merchant Marine.

    We talked about the Merchant Marine Academy, being a
    merchant mariner, and how they fit into national security.

    What is the Military Sealift Command thing, and why does it keep confusing the counting of Navy ships? What is the Jones Act, and why is it so political?

    The US has a ghost fleet of ships staged on both US coasts in case WWIII kicks off—but where are the people? Who were the most famous merchant mariners?

    What went wrong with the USS Bonhomme Richard fire response? Why is Baltimore’s Francis Scott Key Bridge still not cleaned up?

    Which US military branch is the biggest merchant mariner
    customer? Hint….its NOT the Navy.

    Tune in for answers to all of the above—and more!

    John is the founder and CEO of gCaptain and author of
    Fire on The Horizon. He is licensed to captain the world's largest ships, has sailed from ports worldwide, and managed billion-dollar offshore construction projects in some of the world's harshest marine environments.

    This episode is PACKED with intel, but we still had some fun along the way. You should expect nothing less!

    For those interested in #military #navy #mariner #sealift
    #warfare #shipping #nationalsecurity #defense #nationaldefense

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    • Fourth Arm of Defense (free book!)

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    Show Notes

    (01:21) Intro

    (03:01) larger than aircraft carriers

    (04:15) Military Sealift Command

    (05:30) peacetime vs wartime

    (06:18) WWII merchant mariners

    (09:54) counting ships

    (10:58) US-flagged ships

    (11:25) Captain Phillips

    (11:48) the shift away from US flags

    (12:17) 85 of 50,000 ships

    (13:10) The Jones Act

    (14:57) railway to nowhere

    (18:02) where ar…

  36. E34 – Drones in Ukraine

    28 april 2024 · 47 min

    Afspelen
    Don’t miss our newsletter!
    Mike hosts Dr. Stacie Pettyjohn to discuss her new report:
    Lees meer

    Evolution Not Revolution, Drone Warfare in Russia’s 2022
    Invasion of Ukraine

    Stacie is a Senior Fellow and Director of the Defense
    Program at the Center for a New American Security (CNAS). Her expertise includes defense strategy, posture, force planning, the defense budget, airpower, and wargaming. Her current projects focus on the effect of drones on warfare, munitions stockpiles, and nuclear deterrence in a multipolar world.

    We talked about drone tech, adaption since the 2022 invasion, innovation on both sides of the conflict, and despite all of that—what critical drone technology is still notably absent on the battlefield.

    This isn’t just about air drones…we chat drone boats too!

    For those interested in #military #technology #drones
    #warfare #russia #ukraine #war #nationalsecurity #defense #nationaldefense

    ----

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    • Mike Benitez (LinkedIn)

    • Dr. Stacy Pettyjohn (LinkedIn)

    • CNAS

    • Drone report

    • Girl Security

    • AI report

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    Show Notes

    (00:41) Intro

    (03:28) drone report

    (06:59) 4 bins of drones

    (08:25) drone changes during the war

    (10:28) Turkish TB-2 drones

    (12:02) drones for air superiority?

    (13:51) drone dogfighting

    (14:46) the “air littoral”

    (16:25) coordination altitudes

    (18:57) evolution in the war

    (21:16) 50,000 drones per month?

    (23:37) drones vs. artillery

    (26:32) wargaming

    (27:26) battlefield innovations

    (29:26) why not a revolution?

    (31:18) where’s the AI?

    (35:27) drone boats

    (39:10) new largest air drones

    (41:48) buying drones for war

    (44:36) drones as cruise missiles

    (45:41) outro

  37. E33 – Keeping up Foreign Relations

    7 april 2024 · 1 uur 1 min

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    Former Australian diplomat John Fowler joins Mike Benitez to discuss what’s happening around the world through the lens of international relations.

    John is a repeat guest—check out episode 16 to get caught up. In this episode, we discuss China, the South China Sea, the Taiwan elections, Russia in Ukraine, and even cautiously venture a bit into how US domestic
    politics is muddying the waters with Ukraine aid.

    Should we even be involved? Why or why not? We look at both sides from a few perspectives you won’t hear
    anywhere else. We also make a detour into AUKUS, Japan’s rebuilding of its military, and discuss what the real superpower of the US is.

    John Fowler runs International Intrigue, a daily newsletter
    written by a team of former diplomats (link below!). It’s packed with great, easy-to-consume content and helps you keep a pulse on what’s happening in the world—and why it matters.

    For those interested in #military #technology #strategy
    #diplomacy #china #asia #security #government #nationalsecurity #defense #nationaldefense #russia #ukraine

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    • International Intrigue newsletter

    • Dickerpicss (IG)

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    Show Notes

    (01:04) Intro

    (05:06) China’s economic shifts

    (08:14) China’s real estate crisis

    (11:48) Taiwan elections

    (18:22) South China Sea

    (19:40) the “9-dash line”

    (21:30) the Second Thomas Shoal

    (31:08) coalitions and consensus

    (34:37) Russia in Ukraine

    (36:55) Ukraine aid in Congress

    (41:02) the real superpower of the US

    (45:06) the risk of hedging

    (46:21) AUKUS, Japan, and China

    (53:54) good for Russia, good for China

    (55:11) China using history as a weapon

    (58:02) outro

  38. E32 – Lowdown 3.26.24

    26 maart 2024 · 12 min

    Afspelen
    Our lowdown of the week's military tech happenings. We release these in between our more in-depth discussions to keep our audience up to speed. Lees meer

    Don’t miss our ⁠⁠⁠⁠⁠⁠newsletter!⁠⁠⁠⁠⁠⁠

    Support us on ⁠⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠⁠!

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  39. E31 – The plan to fix the US military's industrial base

    3 maart 2024 · 1 uur 1 min

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    Mike and Jake host Dr. Christine (Chris) Michienzi, supply
    chain expert and former senior Pentagon executive, on the US government’s recently released National Defense Industrial Strategy—plan to revive its fragile defense industrial base.

    With 30 years of experience in this sector, she was recently
    the Chief Technology Officer for the Assistant Secretary of Defense for Industrial Base Policy and the Undersecretary of Defense for Acquisition & Sustainment. Chris knows all the ins and outs of the woes of the industrial base—she saw the issues first-hand when she led the Pentagon’s efforts to surge munition production lines to support Ukraine after Russia’s 2022 invasion.

    Hear just how big the problem is—and how it’s WAY harder to
    fix than it may sound.

    For those interested in #defense #military #business #technology #nationalsecurity #industry #supplychains #logistics

    ----

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    • Chris Michienzi (LinkedIn)

    • 2023 National Defense Industrial Strategy

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    Show Notes

    (01:27) Intro

    (02:36) investing supply chains

    (6:26) CTO of the supply chain office

    (8:11) what is the Defense Industrial Base?

    (9:52) the 2023 NDIS

    (17:16) efficiency vs resiliency

    (23:40) don’t compare this to WWII

    (26:52) multi-year buy authorities

    (30:28) reverse engineering obsolete parts

    (31:40) ball bearings

    (33:28) incentivize companies?

    (35:05) the investor side of the equation

    (37:10) solid rocket motors

    (40:15) what does success look like?

    (42:10) the F-35 magnet story

    (44:03) how supply chain visibility doesn’t work

    (45:58) Chinse brushless motors

    (48:31) COVID-19 raised supply chain awareness

    (49:31) crystal ball of badness

    (51:33) isolation the solution?

    (54:11) magic wand for Chris

    (56:21) metrics for success

    (59:30) …

  40. E30 – Lowdown 2.20.24

    20 februari 2024 · 12 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our ⁠⁠⁠⁠⁠newsletter!⁠⁠⁠⁠⁠

    Support us on ⁠⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠⁠!

    mandatoryfunday IG post we refer to at the end

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  41. E29 – Inside Look on Selling Tech to the Pentagon

    11 februari 2024 · 1 uur 2 min

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    Mike and Jake host John Ferry to discuss the ins & outs
    and the highs & lows of trying to sell tech to the Pentagon, and the US government—how it really works.

    Warning: We had a ton of fun—maybe a bit too much. This episode is full of spicy takes and unvarnished thoughts and opinions based on 15+ years of experience and scar tissue. Hang on for a ride deep down the rabbit hole of govcon and fedtech nerdiness, but we make it out ok at the end—discussing the
    next AI vs. AI front.

    For those interested in #defense #military #business #technology #nationalsecurity

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    • John Ferry (LinkedIn)

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    Show Notes

    (01:10) John Ferry

    (08:30) coming out of the shell

    (10:52) selected not funded (wtf!)

    (11:22) confessions of a SBIR scorer

    (14:06) GovCon Merit Badges

    (17:57) SBIR “consultants”

    (19:50) SBIR mills

    (21:56) founder horror story

    (26:05) John’s creative process

    (29:48) PowerPoint Ranger

    (32:43) change the industry vs change yourself

    (34:17) the same, but also never easier

    (43:38) play the game, roll the dice

    (44:50) pump those numbers up! (cost plus)

    (46:06) recent fixed-price pushback

    (50:42) using AI to write government proposals

    (54:57) AI vs AI proposal writing/scoring

    (1:00:10) outro

  42. E28 – Lowdown 2.8.24

    8 februari 2024 · 12 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our ⁠⁠⁠⁠newsletter!⁠⁠⁠⁠

    Support us on ⁠⁠⁠⁠⁠Patreon⁠⁠⁠⁠⁠!

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  43. E27 – Lowdown 1.30.24

    30 januari 2024 · 13 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our ⁠⁠⁠newsletter!⁠⁠⁠

    Support us on ⁠⁠⁠⁠Patreon⁠⁠⁠⁠!

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  44. E26 – Lowdown 1.23.24

    23 januari 2024 · 12 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our ⁠⁠newsletter!⁠⁠

    Support us on ⁠⁠⁠Patreon⁠⁠⁠!

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  45. E25 – Ground-Launched AIM-120s!

    22 januari 2024 · 1 uur 12 min

    Afspelen
    In the latest episode of The Merge Podcast, Mike sat down with Joe DeAntona, Raytheon vice president, Requirements & Capabilities, Land & Air Defense Systems, to discuss the NASAMS (National Advanced Surface-to-Air Missile System) a product that re-purposes AIM-120 and AIM-9X missiles for air defense. Lees meer

    They cover various topics, including the system's capabilities, its deployment in different countries, its success in combat situations (including Ukraine), and its potential applications. They also talk about system flexibility, collaboration with partners like Kongsberg, recent developments, and a demo conducted to enhance the system's capabilities, especially in countering cruise missiles.

    Show notes:

    ● Introducing Mike [01:05]

    ● Joe’s background [03:30]

    ● Overview of NASAMS and its capabilities [04:29]

    ● The key part of NASAMS [06:39]

    ● Different generations of NASAMS, and where it is in the U.S. military [11:13]

    ● The key elements of NASAMS [19:45]

    ● Discussion on ground-based air missiles [23:20]

    ● Raytheon’s history, and the IRAD project [33:13]

    ● NASAMS’ successful demonstration supported by the U.S. Air Force [38:00]

    ● Discussion on radars [41:57]

    ● NASAMS involvement in the IFPC [48:00]

    ● NASAMS' combat success and its deployment in Ukraine [54:53]

    ● On developing a counter cruise missile solution [01:05:18]

    Links:

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  46. E24 – Lowdown 1.16.24

    16 januari 2024 · 7 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our ⁠newsletter!⁠

    Support us on ⁠⁠Patreon⁠⁠!

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  47. E23 – Lowdown 1.9.24

    9 januari 2024 · 10 min

    Afspelen
    Our lowdown of the week's military tech happenings. Lees meer

    Don’t miss our newsletter!

    Support us on ⁠Patreon⁠!

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  48. E22 – The legend that reshaped the 1990s military tech industry

    7 januari 2024 · 1 uur 38 min

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    Mike and Jake host defense industry legend Norm Augustine in
    a rare interview!

    He started as an aeronautical engineer in the 1950s and rose
    to become the first CEO of Lockheed Martin, before leaving it all.

    He lived through the 1980s defense industry heyday, wrote a
    hilarious book called ‘Augustine’s Laws ’ and led the industry through a massive consolidation in the early 1990s after the infamous ‘Last Supper.’ This is a first-hand account of how it all went down—he was in the room when it happened.

    Norm shares his professional experiences and some amazing personal stories—like how he almost bought Northrop Grumman. This is an interview you don’t want to miss.

    If you need any more reasons to listen, his resume and achievements are so incredible they sound made up:

    - Co-founded In-Q-Tel, the venture capital arm of the CIA
    - Chairman of the Red Cross
    - President of the American Institute of Aeronautics and Astronautics
    - President of the Boy Scouts of America
    - Chairman of the Aerospace Industries Association
    - President and Chairman of the Association of the United States Army
    - Chairman of the National Academy of Engineering
    - Served 16 years on the President's Council of Advisors on Science and Technology
    - traveled to 130 countries
    - holds 34 honorary degrees
    - received dozens of accolades, including the Pentagon’s highest civilian decoration, the Distinguished Civilian Service Award---FIVE TIMES.

    For those interested in #defense #military #business leadership

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    Show Notes

    (01:06) intro

    (03:48) 1950’s at Boeing & Douglas

    (04:59) Sputnik

    (05:45) becoming Under Secretary of the Army

    (08:59) working for Robert McNamara

    (14:24) Martin Marietta

    (15:47) Space shuttle story

    (22:23) 1980’s defense i…

  49. E21 – Leading the Blue Angels & Thunderbirds (replay)

    17 december 2023 · 1 uur 16 min

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    As the year comes to a close, enjoy (or re-enjoy) one of our favorite episodes of 2023.

    Mike "Pako" Benitez joins forces with John “Rain” Waters to co-host a first-of-its-kind interview with the Commander of the Air Force Thunderbirds AND the Executive Officer of the Navy Blue Angels.

    We go behind the scenes with both teams to learn about leadership, flying, teamwork in a way you’ve never heard before. It’s an epic discussion not to be missed!

    For those interested in #military #leadership #teamwork #flying

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    Show Notes

    (01:20) intro

    (2:45) icebreaker

    (10:06) sitting in the same room

    (12:53) learning from each other

    (13:55) T-birds rough period

    (14:47) sometimes you can see culture

    (15:40) cultural waves in the two teams

    (16:36) the T-birds T-38 cultural era

    (19:02) President Carter’s Crisis of Confidence

    (26:02) Blue’s “glad to be here” culture

    (27:59) how tough is the flying?

    (29:44) there is no off-season

    (33:37) team dynamics of an exemplar squadron

    (35:08) The T-birds’ hangar

    (36:27) contagious culture of excellence

    (36:42) Agile Combat Employment

    (37:27) Blue Angels' hangar

    (39:57) how they travel

    (43:28) authority and trust are key

    (45:19) Fat Albert

    (46:12) Van Halen M&Ms

    (47:15) they’ve never canceled due to maintenance

    (48:47) Angels on arrival

    (50:01) debrief culture

    (50:52) Fat Albert JATO

    (52:18) Top Gun Maverick

    (54:10) new Super Hornets

    (57:30) T-Birds’ tricks to flying that good

    (1:03:00) Angels’ tricks to flying that good

    (1:04:43) counting feathers

    (1:06:17) aiming to crash

    (1:07:57) most memorable experience on the teams

    (1:08:59) Chris Darnell

    (1:14:12) outro

  50. E20 – Canada’s Air Force Crisis

    26 november 2023 · 59 min

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    Mike hosts Billy Flynn to discuss everything you need to
    hear about the Royal Canadian Air Force.

    All is not right in Canada; their Air Force has atrophied in several key areas. What happened? Why are the fighter pilots quitting? Can they still contribute to NATO? Is it too late to fix it? Tune in for answers!

    For those interested in #military #technology #strategy #airforce #NATO

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    Links

    • Sign up for our ⁠amazing newsletter⁠!

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    Billy Flynn

    •• website

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    • ⁠Website⁠

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    Show Notes

    (01:29) intro

    (07:48) the Royal Canadian Air Force

    (08:45) how Canada got F-18s

    (17:54) NORAD and Canada

    (21:40) why Canada matters to US defense

    (24:27) the RCAF’s key maritime mission

    (32:50) Canada’s F-35 debacle

    (44:33) losing the fighter pilot

    (52:25) how to fix the RCAF?

    (56:48) outro