Katherine Boyle
speaker
5,126 appearances
13 recordings
1 series
first heard Mar 2025
last heard 17 Feb
Katherine Boyle’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Oct 2025 with 4.
Appearances
They had to compete against the legacy incumbents.
They had to try to get their own contracts and working with the Department of War.
And it was a uphill battle for them as they were the first.
But what we're seeing.
Now from our our companies, which uh, you know, I always I always refer to them as sort of defense 2.0 or the ones that really started around 2021, 2022.
These companies are happy to work with the existing legacy primes.
I'd also say that a lot of the industrial base is kind of waking up and recognizing that they need to bring software, they need to bring uh the best and brightest engineers from Silicon Valley into what they're offering government and they're already on contracts.
So one of the things that we've seen, at least in and in the kind of second cohort that's come through American Dynamism Fund One, is that these companies can grow so much faster.
And they have s a a much richer customer set that they're supporting because of that.
Um so I think that's something that's sometimes lost on people is just how how is it how is it possible that these companies can can really be working with the government this quickly?
One, it's because you have a a a government now that understands why they need to bring these companies in
from, you know, from from Silicon Valley or other places that really understand next gen engineering.
But like the real reason is everyone's sort of woken up to to the opportunity.
Um and there's a lot of partnerships that are happening among the legacy and the new new players.
And and they're they're reaching, I would say, extraordinary heights much earlier in their trajectory than than the previous generation of of space and defense companies in one point oh.
Well, it's like, you know, what what's what we've always pointed to is that these companies are built across America.
So Saronic is based in Austin, Flock is based in Atlanta.
And if you look at the the founders, it it's not your typical, again, to go back to the the Bob Noyce uh Harvard dorm room comparison, it's not your typical, you know, software engineer coming out of a a college dorm.
Like these are people, you know, in the case of uh Dino at Saronic, you know, he served in the Navy SEALs, enlisted for eleven years.
Before going back to school and then and then founding companies and learning private equity, right?
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