Consortia-based OTAs larger, but slower growing than stand-alone OTA
The same day I dropped the podcast on Stephanie Halcrow and Moshe Schwartz’s event on industry consortia, the GAO released its own report Other Transaction […]
Palantir
How the geometry of investing in defense startups is different
Here’s a few slices from a great Venture Stories podcast with Alex Moore, an investor at 8VC and before that he was one of the […]
Podcast: Injecting tech in today’s weapons with Maj. Gen. John Ferrari (ret.)
I was pleased to have John Ferrari join me on the Acquisition Talk podcast to discuss a wide range of issues facing DoD’s ability to […]
The future of DoD’s Future Years Defense Program
Here’s Jeff Jordan on the a16z podcast: Back when I was at Disney I started in the strategic planning group, and one of the tasks […]
Markets rewarded defense industry consolidation and exit well before the “last supper”
Of course defense companies start consolidating after World War II, and then again in the 1970s after the Vietnam War. Many observers see industrial consolidation […]
Analysis: How DoD supports the COVID-19 response using Other Transactions
The DoD’s extensive contracting workforce is closely supporting Health and Human Services in executing Other Transactions (OT) contracts for COVID-19 under the joint Operation Warp […]
Defense companies lose sight of product due to rules and regulations
Working with government requires understanding the ins and outs of the literally thousands of pages of regulations: intellectual property rules that are unique to government, […]
What Palantir and Lockheed’s financials say about the GovCon business
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 […]
Palantir’s Stephen Cohen on AI and big data in the 21st century
Potentially in quantum computing there are some answers to why classical computational algorithms might not be able to get certain human reasoning tasks done. Nonetheless, […]
Palantir DCGS-A update
Looks like good news for Palantir trying to break into the defense industry. Silicon Valley-based Palantir, who sued the U.S. Army several years ago over the service’s […]
Palantir proves high barriers to entry in defense
“What I figured out soon after I started,” recalls Philippone, “was that when it comes to procurement, there are two sovereigns at the Pentagon: the […]