GM Defense

So we talked about, you know, why.

Like the, the, the impact of global fandom on creating a new community, the impact of using these giant sport leagues to, as tes- literally a test track to develop new technology, to test it, to run, and then how it transfers into the real world, which brings me back to why I talked to GM Defense, and GM Defense saying, "Absolutely," pointing to the, the Cadillac Formula 1 car saying, "What's developed on that car teaches us or directly transfers to what's on the car, you know, you buy at the dealer down the road, or the green vehicles that we sell to the military that helps, you know, w- the war fighter do its, you know, mission behind." Um, it's all to me the same bucket of global competitiveness.

If we want-

Mm

We're different." Um, and they're really leaning into it.

Um, in the end it doesn't matter.

It's still GM Defense, and it's still Henghig Motorsports who's making, you know, parts for their race cars and making parts for the Department of Defense-

Mm

How does that speak to what I like to call manufacturing 2.0, what we are seeing when new technologies come onto factory floors?

You're seeing massive advances in physical AI applied to real production skill and production scale, but also a new way of doing business that was driven by people like Under Secretary Dara Fried and Secretary Hegseth, which is how do we bring all partners together, Hadrian, GM Defense, Lockheed, to really serve the mission of getting massive scale to the war fighter as quickly as possible? And that is a massive new business model.

Hadrian is a fast-growing startup using AI to build out new manufacturing.

CEO Chris Power says Hadrian will stand up two dozen machines just at this facility.

...

Lion- Lionstrike, GM Defense, Chevrolet Silver- Silverado, and they also can offer a Colorado.

Yeah.

Uh, so, um, one's...

Mm

... because it only looks like light duty alongside the Colorado.

Um, but no, it makes complete sense, the GM Defense having Colorado for light duty, Silverado base for heavy duty.

That's, that reflects the, the kind of road vehicle cadence in the States.

... that you talked about, and I think from a, a traditional OEM, we're in a leadership position there with OnStar that's 30, uh, 30, 30 years old and still growing, as well as what we're doing with Super Cruise.

And, uh, then when you look at it, there's adjacencies like GM Defense.

So we have a really strong fundamental business, and we have opportunities to continue to grow.

Well, let's talk about the, these highlights of the third quarter.

Mm-hmm.

You decided to do something about it.

Well, you know, we've been in, had started GM Defense about five years ago because we felt that we could really bring, uh, leverage our parts bin, leverage what we do.

So we started with the Infantry Squad Vehicle, and, uh, now-

All that on top of up to $58.6 billion award to Lockheed Martin for Patriot generally.

They're also making efforts to pull commercial manufacturers like GM Defense into the PAC-3 supply chain.

Has the central air defense problem shifted from inventing better interceptors to producing enough of them at an affordable

cost? So, first of all, don't celebrate just yet.

Yeah, so one of the things that we recognize is that Korea has got a tremendous industrial technological base that we ought to utilize.

There are folks who are here that are responsible for equipment that we have, like GM Defense, for example, right? No product placement or anything, but they make the infantry squad vehicle.

Well, you know, the plan is you ship it back to the state should something go wrong.

Well, we're able to fix that right here in theater now.

It simply is the case that you cannot improvise precision manufacturing overnight once it has disappeared.

Lockheed Martin said Thursday that GM Defense delivered an initial batch of housing components for its PAC-3 MS-3 Patriot interceptors in August, just 22 days after the two companies signed a contract, a turnaround that typically takes months or longer.

The contract was signed August 6th and GM Defense delivered the first batch of components on August 28th, Lockheed said.

That delivery establishes a second supplier for Patriot missile housings alongside General Dynamics.

And here I was told that it was hopeless.

And General Motors was able to do this.

Lockheed Martin said Thursday the GM Defense Initiative delivered an initial batch of housing components for its PAC-3 MSC Patriot Interceptors in August, 22 days after the company signed a contract.

The contract was signed August 6th, and GM Defense delivered the first batch of components August 28th, Lockheed said.

The delivery establishes a second supplier for Patriot Missile housing alongside General Dynamics, which takes forever.

Now, sadly, people like Melissa Chin and others, they're learning the wrong lesson from this.

And General Motors was able to do this.

Lockheed Martin said Thursday the GM Defense Initiative delivered an initial batch of housing components for its PAC-3 MSE Patriot interceptors in August, 22 days after the company signed a contract.

The contract was signed August 6th, and GM Defense delivered the first batch of components August 28th, Lockheed said.

The delivery establishes a second supplier for Patriot missile housing alongside General Dynamics, which takes forever.

Now, sadly, people like Melissa Chin and others, they're learning the wrong lesson from this.