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Jp Keating

Sep 29, 2026

3:31
So what is, I mean, is that the big misunderstanding or what is the big misunderstand that both investors in the public sector don't know?
3:39
Yeah.
3:39
So I'll give you a little bit more detail behind the technology.
3:42
So think of it this way, AI, autonomy, energy, robotics, communications.
3:50
You could even say aerospace, which aerospace is too broad anyway.
3:55
Those are technologies, advanced materials, that kind of stuff as well.
3:59
But when you look at it from a product standpoint and how that customer is going to use it, then businesses start, your business models change because the consumer side or the commercial side of things, you can build products fairly quickly.

21 MINS LATER

25:45
Where else do you see in this whole supply chain in the defense and technology industry where there's risk or choke points? Or what is the biggest risk overall, other than the government saying no to funding stuff?
10:22
Do you encounter that skepticism and what's the counter argument here?
10:26
Yeah, we do.
10:28
There's always skepticism.
10:29
But again, this is where we benefit from living and they've been living in this for so long.
10:36
You quickly realize, yes, oh my God, there's got these massive companies doing these unbelievably huge things.
10:42
It's so complicated.
10:44
But then from an insider standpoint, you realize that there's, you know, let's talk about some of the largest retailers in the world that kind of give you more of a consumer end of things.

8 MINS LATER

19:00
Probably the one

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