Goat Rodeo #23 – NVIDIA Chips, DoD Moats, and American Mines

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. government a 15% revenue share on chip sales to China.They also break down the “moat” surrounding defense contracting. Outsiders hate it, insiders love it, and it’s what makes the DoD both an irresistible and maddening customer. Simon offers a Capitol Hill update, and the group gets into a discussion about America’s mineral strategy and how critical the mining industry is to defense.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: https://open.spotify.com/show/2mTJ1oJEgB3rCbQouCL7XD?si=9b2647b843144469Apple Podcasts: https://podcasts.apple.com/us/podcast/goat-rodeo/id1801310605 YouTube: youtube.com/@GoatRodeoPodcast