Goat Rodeo

This episode: Noah Sheinbaum joins the crew to talk Defense Gameday, trade show fever dreams, and what recent executive orders from the White House could mean for defense tech companies. With Simon out this week, Garrett, Dave, and Noah dig into how policy is shifting —and what founders should be doing right now to take advantage.

They break down the rise of “new primes,” why dual-use still matters, and why now’s the time to re-engage old leads, bid more COTS, and outmaneuver incumbents. The team also zooms out to look at the broader macro picture: venture capital uncertainty, tariffs, and whether free market optimism is enough to compete with authoritarian rivals who move top-down—and at scale.

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://spoti.fi/3XMsXDi

Apple Podcasts: https://lnkd.in/eS7-YHrb

Youtube: https://youtu.be/-60VlZCvr3E

This episode: Markets are bouncing, Bagram is trending (but not really), and defense venture funding is heating up—so what does it all actually mean? Simon was right about Bagram being fake news—but wrong about the tariffs. Classic. Garrett, Simon, and Dave unpack the recent surge in investor interest, why we haven’t seen big exits yet, and whether venture is really the right model for defense startups. They also break down the implications of a trillion-dollar defense budget: from aligning with modernization priorities to whether it finally makes shipbuilding realistic for small players. Plus, a look at DARPA’s shift in posture, bougie barracks, and whether engaging with the innovation community is a survival strategy or just lip service.

This Episode: Ari Schuler drops in to share insights from his years inside DHS and what startups need to understand about entering the CBP and DHS markets. We talk go-to-market strategy, how authority is shifting across agencies, and what happens when O6s start writing their own requirements. There’s a deep dive into how DOD and DHS actually collaborate (or don’t), the risks of interoperability gaps, and what it takes to build a team that can navigate federal acquisition. Plus: international dynamics, dual-use dilemmas, and what VCs are actually interested in.

This Episode: Garrett, Simon, and Dave dive into a whirlwind of leaked war plans, JD Vance’s rise as a meme-worthy main character, and why no one wants to work the southern border. They unpack what Signal leaks mean for national security, whether the innovation economy should treat DHS as a growth market, and how DoD’s slow roll on border support is reshaping interagency dynamics. Plus: DIU goes international, ITAR headaches, and why the GWOT retiree crowd isn’t signing up for Border Patrol.

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.

Spotify: https://spoti.fi/3XMsXDi

Apple Podcasts: https://lnkd.in/eS7-YHrb

Youtube: https://youtu.be/KVC7Zanj-eA

This Episode: Garrett, Simon, and Dave discuss happenings on capital hill, how they effect defense technologists & contractors, techniques for gaining acquisitions priority, the changing nature of warfare, and once again- action movies.

This episode: Black & Tans in the Holler, STRATFI & SBIR's, Shutdown and CR. Some big topics in this one. If you are a young defense tech company, listen up.

Our Pod: 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.

New episodes every week. If you're serious about defense but don’t take yourself too seriously—subscribe now!

This episode: DOGE, NatSec Innovation, Ukraine, Bond V Hunt, and more

Our pod: 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.

New episodes every week. If you're serious about defense but don’t take yourself too seriously—subscribe now!