EPISODE · May 28, 2026 · 43 MIN
Goat Rodeo #55 - Anduril Hits $61B, Palantir Vs DoW, Trump AI Executive Order
from Goat Rodeo · host Goat Rodeo
This Episode:This week on Goat Rodeo, Garrett Smith, Dave Caudle, and Simon Coon break down a massive week in defense tech.Anduril just raised $5 billion at a $61 billion valuation — and with 94% of all defense VC flowing into Series B and later rounds, the crew breaks down what it means now that the winners have been chosen. From there, Dave walks through Palantir's latest fight with the Defense Intelligence Agency and the commercial-first debate. The episode closes on Trump's draft AI executive order and a sharp debate on whether regulation actually makes innovation better or kills it.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: https://linktr.ee/GoatRodeoPodcast
What this episode covers
This Episode:This week on Goat Rodeo, Garrett Smith, Dave Caudle, and Simon Coon break down a massive week in defense tech.Anduril just raised $5 billion at a $61 billion valuation — and with 94% of all defense VC flowing into Series B and later rounds, the crew breaks down what it means now that the winners have been chosen. From there, Dave walks through Palantir's latest fight with the Defense Intelligence Agency and the commercial-first debate. The episode closes on Trump's draft AI executive order and a sharp debate on whether regulation actually makes innovation better or kills it.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: https://linktr.ee/GoatRodeoPodcast
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Goat Rodeo #55 - Anduril Hits $61B, Palantir Vs DoW, Trump AI Executive Order
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