Darren Farber

And that branch of thinking seems to be gaining more popularity. It may not even be a shot fired. It may be Hong Kong-esque. They've agreed we're a separate system. It's no problem. And then it's a slow degradation of whatever system that was previously there. And so it ultimately comports with Beijing.

And that branch of thinking seems to be gaining more popularity. It may not even be a shot fired. It may be Hong Kong-esque. They've agreed we're a separate system. It's no problem. And then it's a slow degradation of whatever system that was previously there. And so it ultimately comports with Beijing.

Well, that war is always a combination of old and new. John's clearly right in that token, in that I think the Ukrainian contingency is a love letter to the American defense industrial base for all of its faults. When we make something, it works well. I mentioned to you some of those. I'm going to be in the Baltics in about two weeks, and I know what those meetings are going to be.

Well, that war is always a combination of old and new. John's clearly right in that token, in that I think the Ukrainian contingency is a love letter to the American defense industrial base for all of its faults. When we make something, it works well. I mentioned to you some of those. I'm going to be in the Baltics in about two weeks, and I know what those meetings are going to be.

Get me more Javelins. Can you get me more Javelins? And every time I sit down, how come I can't get more Javelins? So Javelin's an anti-tank missile at the end of the fire. Forget anti-tank missile. And why do the Baltics want it so badly? Because they have this vision of Russian TU tanks storming across their border and taking positive control.

Get me more Javelins. Can you get me more Javelins? And every time I sit down, how come I can't get more Javelins? So Javelin's an anti-tank missile at the end of the fire. Forget anti-tank missile. And why do the Baltics want it so badly? Because they have this vision of Russian TU tanks storming across their border and taking positive control.

And places like Lithuania and Latvia and Estonia in particular really feel that sensation. And so for them, it's give me javelins. The transcripts that have been captured in signal intelligence of the Russians talking to each other on the battlefield is they have American stuff down there. Be careful. They have the American stuff.

And places like Lithuania and Latvia and Estonia in particular really feel that sensation. And so for them, it's give me javelins. The transcripts that have been captured in signal intelligence of the Russians talking to each other on the battlefield is they have American stuff down there. Be careful. They have the American stuff.

And the Taiwanese just got a delivery of HIMARS, which is our mobile rocket launching system. And so ATACOMS goes inside of it. Gimler's goes inside of it. And these are medium and long range ground to air or surface to surface missiles.

And the Taiwanese just got a delivery of HIMARS, which is our mobile rocket launching system. And so ATACOMS goes inside of it. Gimler's goes inside of it. And these are medium and long range ground to air or surface to surface missiles.

medium range missile systems these things work man i get it they're expensive let's get some more mass into it so we can drive the cost down let's sell a whole bunch more to everyone that wants them run out the production let's create a series of incentives for these primes with these industrial bases to blow up production they'll respond to the incentives you just change the incentives

medium range missile systems these things work man i get it they're expensive let's get some more mass into it so we can drive the cost down let's sell a whole bunch more to everyone that wants them run out the production let's create a series of incentives for these primes with these industrial bases to blow up production they'll respond to the incentives you just change the incentives

I think that's part of it. I think, too, I see this parallel to a deep seek and what's happened there in the Ukrainian contingency. There's a lot of new fangled drones that we introduced into those theaters that were completely unsuccessful. And they were coming from next generation companies. But they didn't work because the nature of that theater was evolving so fast.

I think that's part of it. I think, too, I see this parallel to a deep seek and what's happened there in the Ukrainian contingency. There's a lot of new fangled drones that we introduced into those theaters that were completely unsuccessful. And they were coming from next generation companies. But they didn't work because the nature of that theater was evolving so fast.

And of course, now the fact that Ukrainian drones, this little printed thing that they do themselves and they're running the software and they just need to shape charge and they're printing it. I think what it shows is that when you're on the leading or bleeding edge, the franchise isn't that secure, even if you're the first there, or even if you've done something new and novel.

And of course, now the fact that Ukrainian drones, this little printed thing that they do themselves and they're running the software and they just need to shape charge and they're printing it. I think what it shows is that when you're on the leading or bleeding edge, the franchise isn't that secure, even if you're the first there, or even if you've done something new and novel.

And that's the analog to DeepSeek is that I think that was a shot across the bow. Hey, maybe there's a different way to do this. Thing is that new technologies, the phase shift or the sigmoid curve can be really, really quick in a war. It can be much faster than a commercial environment. And so we're seeing that too. I also think that It's a love letter to some of the old stuff.

And that's the analog to DeepSeek is that I think that was a shot across the bow. Hey, maybe there's a different way to do this. Thing is that new technologies, the phase shift or the sigmoid curve can be really, really quick in a war. It can be much faster than a commercial environment. And so we're seeing that too. I also think that It's a love letter to some of the old stuff.

And these missile systems get cooperatively upgraded. It's not like the Patriot missile from 91 is not the Patriot missile of today. And we've cooperatively upgraded it with the manufacturers a hundred times. So I think there's lots of technological capability. You have to remember, before the wall fell, two thirds of the world's scientists worked in defense.

And these missile systems get cooperatively upgraded. It's not like the Patriot missile from 91 is not the Patriot missile of today. And we've cooperatively upgraded it with the manufacturers a hundred times. So I think there's lots of technological capability. You have to remember, before the wall fell, two thirds of the world's scientists worked in defense.