Trae Stephens

speaker
555 appearances 2 recordings 1 series first heard Mar 2025 last heard 31 Jul

Trae Stephens’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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More than we believe is our fair share.
Now, the downside of that for US businesses is that the more made in America we become, the more made in national prosperity the European nations will become.
And I I think due to the nature of Europe, that will end up being pretty fragmented.
And I
The French government's going to want to buy from French companies, the German government's going to want to buy from German companies, and so forth.
And so I think definitely think that.
impacts the way that defense companies should think about expansion into Europe.
Um, because, you know, there there's just going to be this nationalism thread that runs through it um that you just need to be mindful of, either from a partnerships perspective or where you're spending your time trying to grow internationally.
I mean I think they can do that.
This is mostly about storytelling.
Like they need to connect back to
the nationalism and the nationalist agenda in each of these com countries.
And um there are great defense companies in Europe, startups in particular.
Um, you know, you have companies like Quantum Systems and in Germany, uh uh and Stark Industries, which flows out of quantum systems.
You have Helsing, um, and they're each of these companies is going to need to tell a story about why they're German or why they're French or why they're Italian or whatever.
Um I
I don't know exactly how to do that, but that that will be a burden that they're gonna have to carry.
Yeah.
Um back in twenty twenty two, uh Marky Wagner, uh who's a Teal Fellow and I like hung out around a campfire late one night and kind of we're we're complaining about what we see people doing in in the tech industry.
Uh and the the basic conceit of the argument is that
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