EPISODE · Jun 26, 2025 · 51 MIN
Goat Rodeo #16 – Ceasefire Games, NATO’s 5%, and the RDT&E Black Hole
from Goat Rodeo · host Goat Rodeo
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 FFRDCs and UARCs—feels like a black hole for tax dollars. Also: a $1.5B contract for Carnegie Mellon SEI IDIQ, why Congress still hasn’t dropped a draft budget, and Simon’s unofficial new job as the DoD’s interagency matchmaker. 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/@GoatRodeoPodcast
What this episode covers
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 FFRDCs and UARCs—feels like a black hole for tax dollars. Also: a $1.5B contract for Carnegie Mellon SEI IDIQ, why Congress still hasn’t dropped a draft budget, and Simon’s unofficial new job as the DoD’s interagency matchmaker. 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/@GoatRodeoPodcast
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Goat Rodeo #16 – Ceasefire Games, NATO’s 5%, and the RDT&E Black Hole
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