Delian Asparouhov

speaker
4,545 appearances 25 recordings 1 series first heard Feb 2025 last heard 13 May

Delian Asparouhov’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 4.

Appearances

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They're making they're good at like
Making the ground vehicle and the frame around that and the wheels, et cetera.
They just like have a whole manufacturing line, et cetera.
They're not as good at like the avionics, the software, the automation, et cetera.
And so like they're leaning in on startups.
There's clearly primes like that that I think are like really leaning in and varied forward.
And then you have ones that like clearly seem to think like, oh, this is just like a total fad.
Like, you know, the like, you know, Trump administration isn't gonna really push on this.
And so yeah, I think it's like a huge opportunity for both the primes that are leaning in and appreciating that they need to like actually be much more aggressive, you know, invest more in R and D, partner more with startups.
I think it's great for like obviously like the neo primes.
And it's just there's a huge opportunity where it's like I think if you add up basically like SpaceX, Andro, everybody, all the neoprongs basically found in the last you know basically like you know fifteen you know sort of years, they still represent basically like less than like one percent of the total, you know, basically DOW budget.
And so there's still a ton of upside from some of the big guys basically stumbling.
Um so yeah, yeah, I think uh yeah, the Raytheons of the world are definitely not reacting as well, but it's not to say that like every prime is getting taught caught totally flat footed.
Like some are definitely, you know, reacting to this new environment.
Happy to play boys.
See you.
Uh, you know, there's uh you know, so sunshine in California as well. matched
Okay. matched
Okay sometimes sometimes does feel like it. matched
It's true, true. matched
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