Trae (Trey) Stephens

You can't rely on GPS.

You can't rely on remote piloting.

You need to actually be able to dead reckon or navigate optically by landmarks on the ground and things like that.

So that is a big challenge that everyone's working to figure out with high fidelity.

Yeah, I mean, we have stuff in country.

It's a great kind of place for us to learn.

And we obviously believe it's really important to supply equipment via the allies and partners that are doing work there with the Ukrainians.

I mean, this is why we started the company.

The purpose is to be relevant and to be active.

And I think part of that is building the engine for the United States, which is the vast majority of our business is building that engine for them.

The US government makes policy level decisions about where we send our equipment to be helpful to our partners abroad.

And we're really honored to be part of that.

What's your biggest concern in the world right now?

I mean, China is a huge risk, not only militarily, but also economically.

And I don't think we're taking that quite seriously enough.

I think there's a political understanding of that.

But it's not clear to me that there's a level of seriousness to actually do the things that are required to reduce that risk across both of those two dimensions.

Well, I mean, there's like the kind of impacts of Belt and Road where you have natural resources, production, all of the things that are kind of economic drivers for growth in China that have been stripped out of the United States that we have to figure out some way to bring back.

Like, do we actually have the ability to

you know, acquire the raw materials that are needed, even for the things that we want to build without going through China-controlled assets.