Goat Rodeo #14 – Coffee, Cartridges, and Reconciliation

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 about competing in a world of smaller slices and faster timelines. Also on deck: Palmer Luckey eyes an Anduril IPO, the civil liberties questions raised by Palantir’s proposed government database, and how American capitalism still gives defense innovation a fighting chance—if the policy keeps up. Our Podcast: National security, defense tech, and geopolitics—serious topics, but that doesn’t mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take—because let’s be honest, this space can be a total goat rodeo. Listen on other platforms: Spotify: spoti.fi/3J1kGcO Apple Podcasts: apple.co/3IdB9gA YouTube: youtube.com/@GoatRodeoPodcastc