Goat Rodeo

This Episode:

For the first time ever, all three hosts are together in person at Reveal HQ in Bozeman, Montana. This week, they brought some heat. The team digs into the latest headlines including the rumored Trump / Putin meeting in Alaska, growing tensions around U.S. strategic posturing, and a wild new NVIDIA deal that gives the U.S. g...

This Episode:

Defense investing is taking off, literally and figuratively. This week, the crew is joined by Garrett Asta from Houlihan Lokey to break down the current boom in venture, private equity, and public markets across the defense and space sectors. With more VC-backed companies showing up than ever before, it's clear: the market is ho...

This Episode: China’s racing to put 30,000 satellites in orbit. The White House just dropped a sweeping AI action plan. And OpenAI and its partners are reportedly putting $500B toward next-gen data centers. The question is: can the U.S. keep up?

We break down the global battle for tech dominance—across space, compute, and policy. From the energy demands of AI infrastructure to whether a single company should control the commercial...

This Week:

We’re joined by Alex Martin, CEO of Clearspeed—a voice-based risk screening company that’s been quietly making waves in national security, intelligence, and defense. A fellow Marine and GWOT-era vet, Alex has seen firsthand how hard it is to stay on mission when DoD priorities shift and contracting obstacles pile up. 

We talk with Alex about the limitations of legacy tools like the polygraph, why trust and deterrence sti...

This episode: Are we witnessing a Middle East cooldown—or just a pause between strikes? A new Western-friendly president in Syria sparks debate (plus, Garrett’s tinfoil theory you don’t want to miss).

Meanwhile, Firestorm Labs closes a $47M Series A and earns big love from the team for what could be a breakthrough in distributed, mobile drone manufacturing—giving warfighters the tools to innovate in the field.

We also break down t...

This episode: Congress wants to slash requirement validation timelines from years to months. With the SPEED Act and a proposed RAPID directorate on the table, the DoD is eyeing an overhaul of its acquisition system, aiming to reduce the average 800-day process down to 90 days. The crew breaks down what these reforms could realistically change, where optimism collides with bureaucracy, and why even with RAPID’s proposed mandate, buy...

This episode: As the kids take over at home, Congress is (maybe) passing one of the biggest defense budget bills in history. The crew unpacks the latest on the “Big Beautiful Bill,” the parliamentarian gutting it, and why reconciliation has never failed (until maybe now).

Dave breaks down a hidden gem in the bill: $690M for Budget Activity #9, aimed at counter-drone, drone effects, and electronic warfare. We dig into why this targe...

This episode: U.S. struck Iran with B-2’s, and the ceasefire seems very fragile. Garrett, Simon, and Dave unpack the latest strikes, Iranian posturing, and what it means for deterrence.

Meanwhile, NATO makes waves with a new 5% defense spending pledge (sort of), and defense innovation dollars keep flowing. The team digs into Obviant’s $7M raise, the challenge of scaling neo-primes, and why so much of the RDT&E system—especially...

This episode: Israel’s latest strikes on Iranian nuclear and missile sites show just how deep their long game goes—decades of tradecraft, infiltration, and information warfare. Garrett, Simon, and Dave unpack what makes Israel’s influence operations so effective, and whether Iran’s regime is finally starting to crack.

Meanwhile, OpenAI just landed a $200M Pentagon contract, signaling a new chapter in how the DoD engages with commer...

This episode: Garrett’s got a fancy espresso in hand and a new 6.5 Creedmoor rifle in the safe. Simon lays out why he expects the DoD budget to tighten. And Dave breaks down why the House Armed Services Committee thinks acquisition needs a reboot—with the SPEED Act leading the charge.

The crew covers where the defense budget is actually changing (hint: it’s not shrinking overall, but it is shifting), and what startups should know a...

This episode: Chris Naganuma joins the crew fresh off a trip to Ukraine, where he’s been working directly with frontline units, advising on drone tactics and strike operations against Russian targets. With a background spanning foreign military sales, pro shooting, OSINT analysis, and ground-level battlefield advising, Chris brings firsthand insight from a warzone most people only follow online. We break down one of the most deva...

This episode: We open with Memorial Day and the heavy reality that veteran suicide remains a crisis—one that’s still not widely understood or acknowledged by the broader public. The crew reflects on service, loss, and what it means to carry that forward.

We also dig into new legislative movement in Texas, where lawmakers have funded ibogaine treatment trials for veterans—a major moment for the “Right to Try” movement and an opening...

This episode: Dave survived a cross-country move, Simon’s channeling ugly punk energy, and the crew gets real about one of the most critical parts of defense tech: systems integration. Who should actually own it? Legacy primes? New primes? The govvies? It’s complex, exhausting work. We dig into where smaller companies fit, and why integration and compliance remain two of the biggest hurdles in the space. Also on deck: virtue signal...

This episode: Les Craig, General Partner at Next Frontier Capital, joins the crew to talk defense venture trends, budget dysfunction, and whether innovation theater is masking a system in need of real change. From AI hype to institutional inertia, Les offers a candid look at how the funding landscape is shifting—and what startups (and policymakers) keep getting wrong. The crew also digs into defense budget priorities, including the...

This episode: Rip-It still isn’t sponsoring us, Garrett’s got a new tattoo, and we’re talking punk shows, MARPAT pants, and startup knife fights.

This week’s guest is Brian MacCarthy, Senior Vice President of Ventures in the Chief Technology Office at Booz Allen Hamilton—a venture investor with TS/SCI clearance and a front-row seat to the shifting landscape of defense tech. Brian joins the crew to share sharp insight on how the mom...

This episode: It’s office-warming week, Garrett’s officially a Lieutenant Colonel, and Simon’s haircut is getting more attention than the President’s budget—which, by the way, still hasn’t shown up.

The team dives into the latest budget signals from Congress and the White House, including $100B in drone-related spending and a $2B boost to DIU’s budget. But will that money actually move the needle?

Garrett, Simon, and Dave unpack ...

This episode: Noah Sheinbaum joins the crew to talk Defense Gameday, trade show fever dreams, and what recent executive orders from the White House could mean for defense tech companies. With Simon out this week, Garrett, Dave, and Noah dig into how policy is shifting —and what founders should be doing right now to take advantage.

They break down the rise of “new primes,” why dual-use still matters, and why now’s the time to re-eng...