GovCon today: June 22, 2026 — FAR Rulemaking Drops the Hammer

Seventeen FAR parts just entered formal notice-and-comment rulemaking — the biggest structural acquisition event since 1984. Today's episode argues that the consensus narrative (FAR reform burdens small firms, benefits large primes) is wrong for AI-native shops: if Part 12 commercial-item treatment comes out strengthened, small FFP-oriented AI firms may face lower compliance burden on commercial buys, not higher. The firms most exposed are mid-tier IT services primes living on FAR complexity, and VARs being disintermediated are the canary.