Geopolitical pressure is reshaping how the US buys and builds for defense. Nick Sinai of Insight Partners breaks down the shift from cost-plus to commercial procurement, the rise of venture-backed defense tech, and how to move fast without losing safety.

In this episode of Augmented Ops, host Erik Mirandette, Tulip's Chief Business Officer, is joined by Nick Sinai, Managing Director at Insight Partners and co-author of Hack Your Bureaucracy. Before Insight, Nick spent nearly six years inside the Obama administration as US Deputy CTO, where he led the Open Data Initiative and helped stand up the Presidential Innovation Fellows program.

Nick breaks down what's actually changing in defense procurement under the second Trump administration, the rise of venture-backed defense tech now drawing tens of billions of dollars a year, and the shift from cost-plus to commercial-products buying. He explains why the traditional 15-year acquisition cycle no longer matches the pace of technology, and how companies like Anduril, Shield AI, and Palantir are reshaping what it means to be a defense prime.

The conversation also explores the tradeoff every modern supplier into defense has to navigate: how to move faster on cost and speed without junking the safety and compliance requirements that exist for good reason. Nick offers a grounded view from someone who's lived inside both the bureaucracy and the venture world, including what it actually takes for reform to stick across administrations.

The headlines are full of speeches about speed. Nick lays out what's genuinely different this time, what's likely to regress to the mean, and where operations leaders supplying into the defense base should be paying attention.

Watch the full episode on YouTube: https://youtu.be/Qu7bCfNpraA

Augmented Ops is a podcast for industrial leaders, citizen developers, shop floor operators, and anyone who cares about what the future of frontline operations will look like across industries. This show is presented by Tulip, the Frontline Operations Platform. You can find more from us at Tulip.co/podcast or by following the show on LinkedIn.

Special Guest: Nick Sinai.