Mission Matters Podcast

Spotify: open.spotify.com/episode/67mEf1… Apple Podcasts: podcasts.apple.com/us/podcast/tec… YouTube: youtu.be/IJXQzDUeudA Shield Capital: shieldcap.com/episodes/potus… Subscribe to Matt's Substack: defenseacquisition.substack.com

$53B for AI in the FY27 defense budget. $46B of it labeled "sovereign AI arsenal." $29.5B for next-gen compute infrastructure. $2.3B for Maven Maggie Gray of @ShieldCapVC walks through the AI line items on this episode of the Mission Matters Podcast (link in comments)

Spotify: open.spotify.com/episode/67mEf1… Apple Podcasts: podcasts.apple.com/us/podcast/tec… YouTube: youtu.be/IJXQzDUeudA Shield Capital: shieldcap.com/episodes/potus… Subscribe to Matt's Substack: defenseacquisition.substack.com

The Air Force is spending more on B-52 engine upgrades ($1.4B) than on its flagship autonomy program, CCA ($1.3B). The F-47 jumped from $2.3B → $5B. David Rothzeid on what FY27 actually says about the Pentagon's priorities. (links in comment)

Spotify: open.spotify.com/episode/67mEf1… Apple Podcasts: podcasts.apple.com/us/podcast/tec… YouTube: youtu.be/IJXQzDUeudA Shield Capital: shieldcap.com/episodes/potus… Subscribe to Matt's Substack: defenseacquisition.substack.com

Procurement up 82%. RDT&E up 62%. Matt McGregor on why the FY27 defense budget is finally tilting toward fielding, not just prototyping, and why that matters for future conflicts. New episode of @ShieldCapVC Mission Matters. Check the comments for links to full episode!

Spotify: open.spotify.com/episode/67mEf1… Apple Podcasts: podcasts.apple.com/us/podcast/tec… YouTube: youtu.be/IJXQzDUeudA Shield Capital: shieldcap.com/episodes/potus… Subscribe to Matt's Substack: defenseacquisition.substack.com

"We used to live in a simpler world where there was one budget." The FY27 defense budget is really three: $1.1T base, $350B reconciliation, and an Iran supplemental. Matt McGregor of Creative Defense breaks it down on this episode of @ShieldCapVC Mission Matters podcast.

Spotify: open.spotify.com/episode/67mEf1… Apple Podcasts: podcasts.apple.com/us/podcast/tec… YouTube: youtu.be/IJXQzDUeudA Shield Capital: shieldcap.com/episodes/potus… Subscribe to Matt's Substack: defenseacquisition.substack.com

The FY27 defense budget is $1.5T spread across 3 buckets — and the J-Books just dropped. @ShieldCapVC sat down with Matt MacGregor of Defense Tech & Acquisition News to decode what it actually means for defense tech founders. See comment for links!

Spotify: open.spotify.com/episode/42ujRg… Apple: podcasts.apple.com/us/podcast/arm… Youtube: youtu.be/vhdlEEARI5g

The biggest blocker to US AI dominance is energy. There are 6 gigawatts of stranded power sitting unused across the US. @armada_ai has the solution: don't move the energy to the data. Move the data to the energy. Listen to the Mission Matters episode on YT, Spotify, and Apple.

Nobody builds the infrastructure first. They find the AI application, then realize their infrastructure can't support it. As @danwrightSF likes to say "AI drags infrastructure." Find the full @ShieldCapVC Mission Matters episode with @armada_ai on YT, Spotify, and Apple

In 2006, Huawei offered free telecom infrastructure across Africa. Seems generous, but whoever owns the infrastructure owns the data. Pradeep sees the same pattern emerging in AI today. Find the full @ShieldCapVC Mission Matters episode with @armada_ai on YT, Spotify, and Apple

When disaster strikes in remote Alaska, you can't wait 24 hours for the cloud to respond. @armada_ai cut emergency response times to near real time. Listen to the full Mission Matters episode from @ShieldCapVC on YouTube, Spotify, and Apple Podcasts

Spotify: open.spotify.com/episode/42ujRg… Apple Podcasts: podcasts.apple.com/us/podcast/arm… YouTube: youtu.be/vhdlEEARI5g Shield Capital: shieldcap.com/podcast

New episode of the @ShieldCapVC Mission Matters Podcast ↓ We spoke with @armada_ai co-founders @danwrightSF & Pradeep Nair to discuss how Armada is solving the infrastructural bottlenecks in AI deployment. (See comment for links)

Proud to announce our 3rd Annual National Security Hackathon, May 2-3 in San Francisco, officially in collaboration with @USARMYPIT / @USArmy 🇺🇸 Join us to work on pressing problems in command & control, sensors, edge compute, cybersecurity, drones, and more, with direct mentorship from military & industry stakeholders 🤝 Thank you to our amazing partners at @ShieldCapVC, @PalantirTech, @DCVC, and IQT, with support from @OpenAI, @armada_ai, @scale_AI, @TENEXai, @Deloitte Special guests announced soon 👀 Apply below 👇