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The Defense Tech Podcast with Fexingo: Government Contracting, Aerospace, and Military Tech

The Defense Tech Podcast with Fexingo: Government Contracting, Aerospace, and Military Tech

By: Fexingo
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Defense contracting isn't just F-35s and carrier groups. Lucas and Luna break down the actual economics of military tech: how aerospace primes like Lockheed, RTX, and Northrop Grumman manage multi-year fixed-price development contracts, what the DoD’s new CMMC cybersecurity rules mean for small subcontractors, and why the Navy’s Columbia-class submarine program is a case study in industrial-base risk. Each episode starts with a real number — a contract award value, a quarterly P&L line from a defense prime, a Pentagon budget line item — and builds a conversation around it. Lucas, a former defense correspondent, brings the policy and accounting; Luna, a tech-market analyst, connects the programs to publicly traded supply chains and venture-backed startups trying to break into classified markets. No classified information, no defense-blog speculation — just the business logic behind the weapons systems you read about in the news. Why does a missile cost $4 million? How does a shipbuilder hedge against steel tariffs? And what happens when a startup wins a Small Business Innovation Research grant for a prototype that the Air Force actually wants to buy? This is the business of national security, one budget line at a time. #DefenseTech #GovernmentContracting #AerospaceIndustry #MilitaryTech #LockheedMartin #NorthropGrumman #Raytheon #PentagonBudget #CMMC #SBIR #NavalShipbuilding #Hypersonics #SpaceForce #DefenseStartups #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How the Pentagon Is Buying Satellite Internet From Starlink

    How the Pentagon Is Buying Satellite Internet From Starlink
    Jun 21 2026
    The Pentagon's commercial satellite internet procurement has quietly shifted from emergency contracts to a structured, multi-vendor buying model. Lucas and Luna break down the new 'Proliferated Low-Earth Orbit' acquisition framework, how Starlink became the de facto backbone for Ukraine and now for deployed US forces, and what it means for legacy contractors like L3Harris and Northrop Grumman. They look at the actual contract values, the competitive landscape with Amazon's Project Kuiper, and why the Space Force is now writing requirements around commercial off-the-shelf terminals. If you're tracking defense spending or the business of space, this episode gives you the numbers and the strategy behind the biggest shift in military satellite procurement since GPS. #Pentagon #Starlink #SpaceForce #SatelliteInternet #CommercialSpace #DefenseTech #MilitaryProcurement #ProjectKuiper #L3Harris #NorthropGrumman #SpaceX #Amazon #LEO #Broadband #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • How the Pentagon Is Buying Satellites Like Smartphones

    How the Pentagon Is Buying Satellites Like Smartphones
    Jun 21 2026
    Episode 64 of The Defense Tech Podcast dives into the Pentagon's shift to 'proliferated architecture' for low-Earth orbit satellites. Lucas and Luna break down how the Space Development Agency is buying hundreds of small, cheaper satellites in two-year tranches, mimicking commercial electronics procurement. They examine Lockheed Martin's 5.4% drop over five days despite winning a key tranche, and Northrop Grumman's 5.2% slide amid the transition. The hosts discuss the implications for traditional prime contractors like LMT and NOC versus new entrants, and how the buy-in-bulk approach could reduce per-satellite costs from hundreds of millions to tens of millions. A must-listen for defense investors and tech operators. #SpaceDevelopmentAgency #ProliferatedArchitecture #LowEarthOrbit #SatelliteProcurement #LockheedMartin #NorthropGrumman #LMT #NOC #DefenseTech #Pentagon #SatelliteConstellation #Tranche0 #Tranche1 #Business #Technology #FexingoBusiness #DefensePodcast #MilitaryTech Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • How the Pentagon Is Buying Drone Swarms Like Software

    How the Pentagon Is Buying Drone Swarms Like Software
    Jun 20 2026
    In this episode, Lucas and Luna explore the Pentagon's shift toward acquiring drone swarms through software-like contracts, focusing on the Replicator initiative and the new 'swarm-as-a-service' model. They discuss how this approach contrasts with traditional hardware procurement, using real data from Lockheed Martin and Northrop Grumman stock dips to underscore market skepticism about legacy primes. The hosts explain why the Defense Department is betting on commercial agility, rapid iteration, and open architecture for autonomous systems, and what it means for contractors like Shield AI and Anduril. Lucas breaks down the Pentagon's new 'software acquisition pathway' and how it applies to hardware, while Luna questions whether the military can truly escape its own bureaucracy. A must-listen for anyone following defense tech, autonomous systems, and government contracting innovation. #DroneSwarms #PentagonProcurement #ReplicatorInitiative #SwarmAsAService #DefenseTech #AutonomousSystems #SoftwareAcquisition #LockheedMartin #NorthropGrumman #Anduril #ShieldAI #MilitaryInnovation #GovernmentContracting #Business #Technology #FexingoBusiness #BusinessPodcast #DefenseStrategy Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
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