GovCon today: June 29, 2026 — GSA's SEWP Absorption and the Access-Gate Economy

GSA's measured takeover of the $60B SEWP vehicle is less a continuity story than a consolidation with a gentle rollout schedule — and the transition period is the window for current awardees to set the norms. Paired with FedRAMP's innovation-filtering effect and government-gated AI model release regimes, today's episode argues that the competitive moat for small AI contractors is no longer technical capability: it is credential stack depth. The 23% small business prime share headline conceals a 2% drop in absolute dollars — the denominator is being compressed through strategic bundling that is