The Merge

This is the untold origin story of the Fury CollaborativeCombat Aircraft (CCA), as told by those who lived it.Scott Bledsoe and Joe Murray join Mike to talk about Fury’s very beginning—way back to 2016.Now known as Anduril’s YFQ-44, Fury originated as an SBIR project from Blue Force Technologies and may go on to become a poster child of SBIR success stories. But it’s not all good news.The experience—and the decision to sell to Anduril—motivated Scott and Joe to start a new type of investment fund called the DoD Accelerator. DoD Accelerator bridges the gap between venture capital and private equity, addressing the ‘funding valley of death’ they faced and the factors that led to the decision to sell their company—and Fury—to Anduril.This is packed with never-before-revealed details and serves as the backdrop for a broader conversation about the realities of having a company in the defense industry. Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠! • Scott Bledsoe • Joe Murray• WOTR High-Low Mix Part I• WOTR High-Low Mix Part II---- Follow us on...• LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ---- 00:0000:26 intro01:50 Scott and Joe07:21 DoD Accelerator09:51 Fury origin story11:24 SBIR16:28 the high-low mix17:11 writing to understand18:29 F-11719:04 no part 319:41 red air use-case24:29 Bandit and ADAIR-UX25:10 funding and the valley of death28:04 the capital void31:11 programs consolidate32:28 Anduril acquisition33:37 the small business divide34:14 DoD Accelerator fit36:12 Baxter Aerospace example41:19 the cheat code44:26 crystal ball45:17 the prime cartel?46:32 magic wand - IR&D policy change49:10 policy hurts start-ups52:51 DoD Accelerator focus areas

There is a strange set of organizations that live betweenindustry and government called Federally Funded Research and Development Centers (FFRDCs) and University Affiliated Research Centers (UARCs).They play an important—but largely misunderstood role—in national security.What better way to understand it all than with a guest who’sone of the most famous pop-culture examples: Christine Fox.She was the real person who was portrayed as ‘Charlie’,Maverick’s civilian love interest, in Top Gun! She spent 40+ years working as an analyst in UARCs and a civilian leader at the Pentagon, culminating in serving as the acting Deputy Secretary of Defense. Today, she continues to serve as a Fellow at Johns HopkinsUniversity’s Applied Physics Lab (JHU APL), which is the nation’s largest UARC.This interview has a ton of inside baseball that you won’t find anywhere else! Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠!  ----Follow us on...• LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ----00:00 intro00:35 Top Gun01:33 Christine Fox02:53 origin of FFRFC & UARC05:36 access to classified info08:30 tech transfer11:33 independence14:42 threat analysis story16:35 misunderstandings20:29 software and competition24:32 fix the gray27:11 what if they disappear?27:39 Navy Red Sea support28:29 hypersonics30:08 Golden Dome31:01 whole of nation approach38:20 2026 resolutions39:42 closing remarks

Mike sits down with Matt Hawkins and Nick LaRovere,co-founders of Pryzm.Pryzm is building an Operating System for defense innovation—software that uses AI to generate capture intel to make sense of Pentagon budgets, Congressional legislation, program offices, and much more. It’s AI to understand the Pentagon.They help connect the dots between missions, markets, andpeople to power the future of national security. Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠!• Pryzm homepage https://pryzm.io   ---- Follow us on...• LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ---- 00:0001:43 intro02:30 origin story05:57 disclosure07:07 2 PMs08:47 Air Force tanker program21:47 Golden Dome28:12 sales vs business development33:04 proactive vs reactive34:59 intel to flip the script37:56 a bubble?41:18 flat toplines43:05 requested vs executed46:38 fundraise48:27 DIU project50:58 2026 outlook55:29 outro

Sean Blackman, co-founder and CEO of Nooks, shares insights into the world of classified business with the Pentagon. He discusses the innovative concept of Classified-Infrastructure-as-a-Service (CIaaS), which offers subscription access to secure workspaces. Sean delves into the challenges startups face in obtaining security clearances and how Nooks navigates these hurdles. He also explores the impact of COVID on real estate, the advantages of shared SCIFs, and his vision for a streamlined classified network by 2028.

Dan Robinson, CEO of Red 6 and co-founder of the Advanced Tactical Augmented Reality System (ATARS), shares his vision for the future of pilot training. He discusses how AR technology transforms military simulations into immersive outdoor environments. Robinson highlights the challenges of training scarcity and the need for realistic scenarios that enhance safety and readiness. He explores the integration of manned and unmanned teams in training and how data from AR can objectively measure pilot proficiency, ultimately revolutionizing the training landscape.

Mike sits down with Steve “Wingie” Wingfield to discuss the Joint Direct Attack Munition, aka the JDAM—the world’s first operational GPS-aided bomb.Wingie played a big role in the Air Force, doing weaponsflight testing and requirements writing, then went on to have another career at Boeing working on JDAM and other weapons. He’s one of the few people who got to see the entire storyarc, from the pain points in Desert Storm that started the whole thing, to other evolutions like Laser JDAM and extended range JDAM, and how those programscame to be.If you want a rare inside look at how one of the most successful acquisition programs in the past 30 years happened, this episode is for you. Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠! ---- Follow us on...• LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ---- 00:0001:02 intro05:43 JDAM name origin06:56 accuracy spec origin10:43 Desert Storm McPeak Memo11:16 GAM before JDAM12:29 Kosovo combat debut14:39 40k for 40k competition17:44 JDAM adoption22:50 production feast & famine25:19 9/11 demand signal26:33 surging with standards28:43 Iraqi Freedom GPS jamming29:53 Laser JDAM origins33:38 the impact36:01 hitting moving targets37:54 106 mph!39:39 MOP41:33 JDAM-ER41:47 Ukraine42:53 integration and modularity43:41 aerial mining46:22 outro #military #airforce #navy #aviation #tech #technology #JDAM #boeing #GPS #defense #desert storm #iraq #syria #afghanistan #miltech #engineering #USA #security

In this episode, Mike sits down with Dan Jablonsky, CEO ofUrsa Major, to discuss solid rocket motors and how Ursa Major is doing it differently.Once dominated by just two suppliers, America’s SRM propulsion base has been stretched thin—leaving gaps exposed by today’s conflicts. Dan explains how Ursa Major is tackling that challenge withmodular production, 3D printing, Highly Loaded Grain propellants, and advanced manufacturing using what they’ve learned from their liquid motor product lines.We also talk about the big picture: hypersonics, cruisemissiles, and upcoming programs with RTX (Raytheon), the U.S. Navy (SM-2, SM-3, SM-6), the Army, and Stratolaunch.If you want to understand why missile production is one of the biggest defense challenges of our time—and how new entrants like Ursa Major are building solutions—this episode is for you. Links• Sign up for the newsletter⁠! • Support us on ⁠Patreon⁠!• Ursa Major website• Ursa Major LinkedIn• Ursa Major Instagram • Ursa Major X ---- Follow us on... • LinkedIn• Instagram⁠• ⁠X⁠• ⁠Facebook⁠• ⁠Website⁠ ---- 00:0000:42 intro01:04 Ursa Major02:22 company name03:48 getting into the SRM business05:29 SRM industrial base07:15 doing SRMs differently09:14 SRM 10112:07 Highly Loaded Grain13:08 increasing missile range15:34 rapid development16:44 scale with safety22:25 rapidly adapting SRMs to the threat23:03 3D printing everything?24:59 hypersonic motors27:20 missiles in space27:47 affordable mass29:14 outro

In this discussion, Benjamin "Chuck" Angus, Director of Business Development in Naval Power at Raytheon, delves into the realm of electronic warfare and its pivotal role in modern military operations. He highlights how offensive electronic attacks, such as the advanced NextGeneration Jammer, disrupt enemy communications and degrade their technology. Angus emphasizes the importance of integrating electronic warfare with traditional combat strategies and reflects on historical advancements during conflicts like Desert Storm. The conversation sheds light on the future of aerial warfare and the collaboration needed between military and industry.

The discussion kicks off with a dive into defense tech investing trends and the buzz around the Golden Dome initiative. They explore frequency auctioning and the urgency for a U.S. reckoning shaped by Ukraine's conflict. Criticism of the Defense Innovation Unit sparks debate on military innovation and creativity. Historical insights on naval warfare reveal how innovations like the gyroscope transformed strategy. The conversation culminates in reflections on evolving military tactics and the interplay between traditional and modern technology.

Tomorrow’s fight will be fast, complex, and contested. Victory won’t come from a single platform, weapon, or payload—it will depend on how well everything works together. That’s where modeling and simulation (M&S) matters.This week, Raytheon (an RTX company) joins us to discuss how they are leading the way with Rapid Campaign Analysis and Demonstration Environment (RCADE), a campaign-level M&S capability built to help decision-makers think beyond individual systems and enables them to see the entire operational ecosystem.