03:00:04 · John Tennant, John Coogan, Healey Cypher, Luca Ferrari
[03:00:04] S4: So I'd say different delivery packages. [03:00:05] S0: Yeah. Yeah. [03:00:06] S4: I would say, like, completely different form factors, different technology [03:00:09] S0: Oh, everything. [03:00:10] S4: Types of sensing technology. So we're we've kind of, like, rewritten the book on how it's done. Sure. And I think a big credit to, obviously, Beau. Yeah. Oh, he he knows more about, you know, weapon systems, radars Mhmm. Than than, you know, most people. He's forgotten more than most people will be able to learn in a lifetime. [03:00:27] S0: He's Yeah. [03:00:28] S4: Probably the most brilliant technical mind, I've ever seen. And so [03:00:31] S0: Why is the old radar not good enough? Is that because the drones are getting smaller [03:00:35] S3: these days? [03:00:35] S4: Drones. Right? These are legacy monolithic systems. Right? So one, manufacturing times are way too long. [03:00:40] S0: Sure. [03:00:41] S4: Two, the form factors are enormous. So I think if you look at at Patriot, right, like, the things size of a tractor trailer, you'll be lucky to get those within two and a half years of of or in in three. And, like, look. They do some things really, really well. [03:00:53] S5: Like, don't
03:00:53 · Luca Ferrari, John Tennant, John Coogan
[03:00:53] S5: Like, don't [03:00:54] S4: get me wrong. But these are sort of, like, monolithic legacy Cold War era built systems, and and the the reality is the battlefield's changed very dramatically, and and you need more tradable systems as well as sort of, like, more expeditionary systems. I think, like, you guys have my buddy Scott Sanders on this week. Right? Yeah. Forterra. So shout out, Scottie. Love you. But, you know, we partnered with Forterra. Right? Because, like, the ability to have these systems be mobile and move around the battlefield [03:01:23] S0: Mhmm. [03:01:24] S4: And not have your transmit and your receive in the same location, I think, is you know, buys our warfighters so much more time than they would already have. And I think if you talk to our chief mission officer, Chris Musselman, you know, Musselman was yeah. Well, he's an ape field named Chris Musselman, by the way. [03:01:41] S0: Oh, let's go. Half the [03:01:43] S4: reason I started by the way, half the reason I started trying to get my PRs in the weight room again is because Musk comes and talks shit to me every day [03:01:48] S5: in the office. [03:01:49] S4: Excuse my language. I don't if can curse on here. But I think Musk will tell you Yeah. But I think Musk would tell you that, you know, thirty seconds is in a a in in a gunfight. Like, we're buying exponentially more time. [03:02:03] S5: Yeah. [03:02:03] S4: Yeah. So that that's really the goal here.
03:02:03 · John Tennant, John Coogan
[03:02:03] S4: Yeah. So that that's really the goal here. [03:02:05] S0: Is the US Department of War happy to buy systems that are maybe influenced by the war in Ukraine? Like like, are the learnings there translating? Or or or do the Ukrainians want something that is maybe fundamentally different from the way The US is set up? [03:02:25] S4: No. I mean, I think I think Ukraine is one of the best test beds out there. I mean, we've had our systems over there Yeah. For for a long time. Mhmm. I think as we we sort of look at this as two pronged, right, because there's a big international component to what we do. So our international partners, all they care about is, hey. Has this been tested on the front lines in Ukraine? Right? And then I think, you know, if you look at some of the work we've been able to do overseas, you know, in The Middle East and in Ukraine, it is a it is a real key discriminator when we go in. It's like, we don't have a PowerPoint. Like, we've got data. The thing works. You know? Mhmm. Take a look at it. Right? And so I think it it's it's been a big big help. [03:03:01] S0: Yeah. Are you optimistic about the the Ukraine war winding down? It feels like it's it's gone on much longer than I expected it to. Yeah. It's been this war of attrition. I've been very hopeful that there'll be just some sort of conclusion.
03:03:01 · John Coogan, John Tennant, Jordi Hays
[03:03:01] S0: Yeah. Are you optimistic about the the Ukraine war winding down? It feels like it's it's gone on much longer than I expected it to. Yeah. It's been this war of attrition. I've been very hopeful that there'll be just some sort of conclusion. [03:03:18] S4: You'd you'd hope so. You'd hope so. I mean, I think, obviously, it's just terrible what's been happening over there, and so this is why, you know, we wanna do our part to help. Yeah. But, you know, it doesn't seem like it's ending anytime soon. But, again, you know, I'm not a policymaker, so I don't have an asymmetric view into it. [03:03:33] S0: Yeah. Putin needs to pivot to AI. He's falling behind in the race for artificial intelligence. Should be focused on building data centers instead of [03:03:42] S1: We're transitioning the, you know, building tanks into building gongs. [03:03:47] S0: Yes. Yes. Do something productive, Putin. Stop fighting. [03:03:50] S4: I still wouldn't buy gongs if he made them, though. I'm only buying from you guys. Guys. Thank you. You. Merry gongs. [03:03:56] S0: Well well, thank you so much for coming on the show. [03:03:58] S1: Do do you have another question? Great to meet. Yeah. And congrats. Congrats on [03:04:02] S0: the massive round. Congrats on all the progress. And thank you for everything that you're doing to support. [03:04:06] S4: Appreciate it. Thank thank you guys. Hope to, hope to see you guys in person soon. [03:04:10] S0: Yeah. That'd be [03:04:10] S1: great. Come on the show for for the next round. Whatever whatever letter that is.
03:04:10 · Jordi Hays, John Tennant, John Coogan, Reed Duchscher
[03:04:10] S1: great. Come on the show for for the next round. Whatever whatever letter that is. [03:04:14] S4: Will do. Absolutely. Cheers. Thanks, guys. [03:04:15] S0: See you soon. Bye. Let me tell you about 8sleep.com. Get a pod five five year warranty with thirty hours free free shipping. And also, let me tell you about adquick.com. Out of home advertising made easy and measurable. Say goodbye to the headaches of out of home advertising. Only ad quick combines expertise, data to enable efficiency and technology out of home expertise Dramatic to enable [03:04:41] S1: Dramatic pause. [03:04:42] S0: Seamless ad buying across the globe. Was checking my eight sleep score. I got a 93. Let's go. Let's hear it for me. Hey, we got Reid. Welcome to the show. How you doing? Here. Have a seat. Have a seat. The yellow guys. Yeah. While he's sitting down, I'll also tell you about [03:04:59] S1: I love that. [03:05:00] S0: Bezel. Get bezel.com. Love the yellow. Bezel concierge available now source you any watch on the planet. Seriously, Quick any [03:05:07] S1: wrist check. [03:05:07] S4: Yeah. [03:05:07] S9: Sorry. You know, I missed the yellow jacket and pants. [03:05:10] S0: Yes. Yes. The memo. Was it was a it so our our lead sponsor, Ramp, raised a big fundraising round today. We have the CEO on the show. Fourth fund [03:05:20] S1: Fourth round of the year. We knew they were gonna be raising a lot, so we decided to get these suits.
03:05:20 · Jordi Hays, John Coogan, Stacy Rasgon, Reed Duchscher
[03:05:20] S1: Fourth round of the year. We knew they were gonna be raising a lot, so we decided to get these suits. [03:05:24] S0: And when we initially yeah. When we initially thought of the bid, oh, let's get some yellow suits, I sort of assumed that we'd just go and buy, like, a yellow suit from Target. Jordy called our tailor and and got a very nice tailored yellow suit. And I was like, that's that's hilarious. It was very funny, but we wound up using it a lot. [03:05:43] S1: Looked great for us. [03:05:43] S6: It looked [03:05:44] S0: really great. Anyway, please introduce yourself for those who might not [03:05:46] S9: Yeah. My name's Reed. Founded a company called Knight. Yeah. You and I have known each other Yeah. Now going on probably like three years. Yeah. But we represent the biggest creators on Twitch, YouTube. It's it's kinda taken on a life of its own now. I'd say we're like, the the idea at the beginning was like be the Internet's management company. Sure. That's kinda transitioned to like be the Internet's media company. And so we bought a podcast network from Warner Brothers called The Roost. Okay. We have a venture studio. A few things that have come out of that like Feastables [03:06:12] S0: Mhmm. [03:06:12] S9: With Mr. Beast, Tone with Kai Sinat Mhmm. Outtake Yeah. Which is a company that you guys are probably familiar with. So that that's a little bit of the company. And then, you know, I represented MrBeast for seven years. So it was a crazy seven years.