
Kirk Konert
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Jun 8, 2026
All about AE Industrial’s place in the market's private capital action
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Kirk KonertGUEST
Yeah, I think, I mean, if you take a ride back in history, right, we had an environment 25 years ago, an environment where defense was shifting to focus on a counterterrorism mission.

Kirk KonertGUEST
And what are the technologies needed to address that situation? So we had a lot of, we sort of took our foot off the pedal to some degree around advancing technologies that were important to a near peer and peer adversary.

Kirk KonertGUEST
And that, as we went through that, that allowed other adversaries to advance their technology and in some cases catch up to us.

Kirk KonertGUEST
So I think you've seen people wake up to a current environment where some adversaries have this technology that rivals us.

Kirk KonertGUEST
How do we stay ahead? And how do we invest in those areas that are critically important to ensure economic and national security? That's led to an advent of embracing from the Department of War of more commercial ways of doing business and commercial technologies that are available that they can leverage to advance their national security missions.
6 MINS LATER
