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Podcast: What’s the price of an AI/ML product?

July 6, 2021 Eric Lofgren 0

As firms are finding out, the unit economics of AI/ML is not exactly like software. It requires more manual manipulation of data than one might […]

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What Palantir and Lockheed’s financials say about the GovCon business

August 31, 2020 Eric Lofgren 0

Here’s a good piece from Simply Statistics on Palantir: At first glance it seems their doing pretty well. Their gross profit (Revenue – Cost of […]

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Should the Pentagon look to Detroit-style or Hollywood-style markets?

April 28, 2020 Eric Lofgren 0

With the microphone and with recording devices [for example], you can reach the whole globe. So, that’s a huge improvement in productivity of a singer. […]

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DCMA has about 65,000 backlogged contracts

July 5, 2019 Eric Lofgren 0

DCMA serves as the ACO [administrative contracting officer] with responsibility for more than 20,000 contractors and more than $223 billion in unliquidated obligations.   In […]

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