Fexingo
The Defense Tech Podcast with Fexingo: Government Contracting, Aerospace, and Military Tech
Defense contracting isn't just F-35s and carrier groups. Lucas and Luna break down the actual economics of military tech: how aerospace primes like Lockheed, RTX, and Northrop Grumman manage multi-year fixed-price development contracts, what the DoD’s new CMMC cybersecurity rules mean for small subcontractors, and why the Navy’s Columbia-class submarine program is a case study in industrial-base risk. Each episode starts with a real number — a contract award value, a quarterly P&L line from a defense prime, a Pentagon budget line item — and builds a conversation around it. Lucas, a former defe...
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Episodes
How the Pentagon Is Buying Microelectronics Like a Chip Startup 11.07.2026 9:39
Episode 104 of The Defense Tech Podcast with Fexingo. Lucas and Luna drill into the Defense Department's new approach to microelectronics procurement — specifically the Rapid Assured Microelectronics Prototypes (RAMP) program, which funds trusted domestic fabrication runs in a model similar to how startups buy wafer space from foundries. They break down the per-wafer cost comparison to commercial...
How the Pentagon Is Buying Subscription-Based Logistics 10.07.2026 8:34
In episode 103 of The Defense Tech Podcast, Lucas and Luna explore how the Pentagon is shifting from owning its logistics fleet to buying transportation as a service. They examine the Joint Logistics Enterprise (LOGEN) concept, using the examples of Amazon's commercial delivery network and the Defense Logistics Agency's pilot to contract cargo capacity on a subscription model. Lucas explains that...
How the Pentagon Is Buying Runway Time Like an Airline 10.07.2026 8:19
The U.S. military used to own or lease test ranges for everything from fighter jets to drone swarms, paying for entire facilities year-round even when they sat idle. Now the Pentagon is shifting to a 'test-as-a-service' model, buying runway time, airspace access, and range instrumentation by the hour—like an airline buying gate slots or a cloud customer buying compute. Lucas and Luna break down th...
How the Pentagon Is Buying Batteries Like a Utility 09.07.2026 8:19
The Pentagon spends over $2 billion a year on batteries — for everything from night-vision goggles to electric vehicles to missile silos. But the old procurement model, buying custom chemistries for each platform, has led to skyrocketing costs and long lead times. Now the Defense Logistics Agency is testing a new approach: treat batteries like a commodity, buy them through a centralized catalog, a...
How Ukraine Is Rewriting the Drone Warfare Playbook 09.07.2026 8:37
Episode 100 of The Defense Tech Podcast: Lucas and Luna dive into how Ukraine's drone tactics in 2026 are forcing NATO to rethink its investment priorities. They break down the shift from high-cost, high-tech platforms to attritable, software-defined swarms. Lucas brings data on recent Pentagon contract trends and how companies like AeroVironment and Anduril are positioning for the new procurement...
How the Pentagon Is Buying Space Data Like a Commodity 08.07.2026 10:49
Episode 99 of The Defense Tech Podcast: Lucas and Luna dive into the Pentagon's recent shift toward buying space-based data as a commodity, rather than building proprietary satellites. They examine the DoD's new 'data-as-a-service' contracts for satellite imagery and signals intelligence, using the recent headlines about SpaceX's orbital data centers as a springboard. Lucas breaks down how compani...
How the Pentagon Is Buying Hypersonic Wind Tunnel Time Like a Lab 08.07.2026 8:19
Episode 98 of The Defense Tech Podcast: Lucas and Luna break down the Pentagon's shift to purchasing hypersonic wind tunnel access as a commercial service — like buying lab time from a university or contractor. They discuss the $100 million test facility market, the rise of private hypersonic test startups like Mach5 Labs and HyperTest, and how this new procurement model aims to slash testing time...
How the Pentagon Is Buying Fuselages Like Auto Bodies 07.07.2026 7:54
Episode 97 of The Defense Tech Podcast explores a radical shift in how the U.S. military procures aircraft fuselages, moving from custom fabrication to high-volume stamping methods borrowed from the auto industry. Lucas and Luna break down the $2.7 billion 'Fuselage as a Platform' program, how it could slash build times by 40%, and what it means for primes like Northrop Grumman and Lockheed Martin...
How the Pentagon Is Buying Logistics Data Like a Supply Chain Startup 07.07.2026 10:51
Episode 96 of The Defense Tech Podcast looks at how the Defense Logistics Agency is buying real-time logistics data from commercial providers like Project44 and FourKites. Lucas and Luna break down the $3.6 billion-dollar JOLTS contract, explain why supply chain visibility is suddenly a national security priority after the Red Sea disruptions, and discuss what this means for defense contractors an...
How the Pentagon Is Buying Satellite Launch Services Like a Space Freight Company 06.07.2026 8:05
In this episode, Lucas and Luna explore the Pentagon's shift from owning rockets to buying launch services as cargo. With SpaceX joining the Nasdaq-100 and defense primes up 4-10% in a week, they break down the 'Launch Services Agreement' model that treats satellite delivery like a FedEx shipment. Using the Space Force's recent $2.4 billion contract for 30 launches across multiple providers, they...
How the Pentagon Is Buying Helicopter Engines Like a Fleet Manager 06.07.2026 9:51
The Pentagon spends over $2 billion annually maintaining helicopter engines, but its procurement system treats each overhaul as a one-off repair order. Contractors charge per component; supply chains stall; readiness drops. Now the Army is piloting a 'power-by-the-hour' model with General Electric's T700 engine program, paying for flight hours instead of spare parts. Lucas walks through how Honeyw...
How the Pentagon Is Buying Cybersecurity Like Insurance 05.07.2026 11:20
The Pentagon is shifting from auditing cybersecurity compliance to buying cyber resilience like an insurance policy — paying for outcomes, not checklists. Lucas and Luna break down the new 'Cyber Maturity Model Certification 2.0' framework, how it ties vendor payouts to real incident data rather than self-reported scores, and why defense primes like Lockheed Martin and Northrop Grumman are suddenl...
How the Pentagon Is Buying Rare Earth Magnets Like a Miner 05.07.2026 11:30
The Pentagon is using a Cold War-era law, the Defense Production Act Title III, to buy rare earth magnets for the F-35 and missile guidance systems. In this episode, Lucas and Luna break down how the US military is using the National Defense Stockpile and multi-year purchase agreements to break China's stranglehold on permanent magnets, which are essential for everything from precision-guided muni...
How the Pentagon Is Buying Ammo Like a Bulk Retailer 04.07.2026 8:43
The U.S. military is overhauling how it buys ammunition, moving from decades-old cost-plus contracts to a new model that resembles how Walmart or Costco source their inventory. In this episode, Lucas and Luna break down the Pentagon's 'multi-year, multi-vendor' procurement strategy for small-caliber rounds, artillery shells, and precision munitions. They discuss a recent $2.1 billion contract for...
How the Pentagon Is Buying Cloud Services Like a Startup 04.07.2026 9:10
Episode 90 of The Defense Tech Podcast explores a quiet but massive shift in how the Pentagon procures cloud computing. Lucas and Luna break down the Joint Warfighting Cloud Capability (JWCC) program, which is moving away from single-vendor megadeals toward a multi-cloud, consumption-based model similar to how a tech startup buys AWS or Azure credits. They reference recent defense stock moves — No...
How the Pentagon Is Buying Warships Like a Ship Leasing Company 03.07.2026 8:37
The Pentagon is spending $1.2 trillion on warships over the next 30 years, but it's trying a new approach: leasing hulls from commercial yards instead of buying them outright. Lucas and Luna break down the Navy's new 'ship-as-a-service' pilot, why Northrop Grumman and Huntington Ingalls are watching closely, and how this mirrors the Pentagon's broader shift from procurement to subscription models....
How the Pentagon Is Buying Drone Swarms Like Software Subscriptions 03.07.2026 7:52
The Pentagon is shifting from buying individual drones to procuring entire swarms as a service, modeled on software-as-a-subscription contracts. Lucas and Luna break down a new acquisition experiment called 'Swan Song' that pays contractors per operational swarm-hour rather than per airframe. They connect the strategy to the broader move toward attritable systems and commercial off-the-shelf logic...
How the Pentagon Is Buying Satellite Data Like a Netflix Subscription 02.07.2026 10:22
Episode 87 of The Defense Tech Podcast digs into the Pentagon's new approach to procuring satellite imagery and signals intelligence: instead of multi-year, multi-billion-dollar contracts for bespoke satellites, the Space Force and National Reconnaissance Office are now buying data off the shelf from commercial providers on a subscription basis. Lucas and Luna break down the specific numbers behin...
How the Pentagon Is Buying Satellite Bandwidth Like a Telecom 02.07.2026 8:19
The Pentagon spends over a billion dollars a year on commercial satellite communications, but it's changing how it buys that capacity. Instead of long-term leases on dedicated military satellites, the Space Force is moving to a model that looks a lot like how a telecom company buys wholesale bandwidth: short-term contracts, spot-market purchases, and 'bandwidth as a service.' Lucas breaks down the...
How the Pentagon Is Buying Submarine Propellers Like Auto Parts 01.07.2026 5:12
Episode 85 of The Defense Tech Podcast digs into a quiet revolution in submarine manufacturing: the Pentagon is now buying submarine propellers from commercial shipbuilders using automotive-style supply contracts. Lucas explains how the Navy's new 'open architecture' procurement for propeller systems cut lead times from 18 months to 6 months and saved 12% per unit. They reference a recent $2.1 bil...
How the Pentagon Is Buying Submarine Batteries Like Tesla Batteries 01.07.2026 6:17
The Pentagon wants submarines that can stay submerged longer and move quieter. Their solution? Buying lithium-ion battery packs from commercial manufacturers like they're electrifying a car fleet. We look at the Navy's $2.2 billion sub battery modernization program, the gap between legacy lead-acid systems and off-the-shelf cells, and why defense primes like General Dynamics and HII are suddenly c...
How the Pentagon Is Buying Chip Design Like a Venture Firm 30.06.2026 11:30
Episode 83 of The Defense Tech Podcast with Fexingo: How the Pentagon Is Buying Chip Design Like a Venture Firm. Lucas and Luna dig into the Defense Department's new Trusted Silicon initiative, which is funding custom chip designs for military systems the same way a venture capital firm funds startups. The Pentagon has committed $500 million over five years to a pool that matches private investmen...
How the Pentagon Is Buying Protective Gear Like a Retailer 30.06.2026 9:13
The Pentagon spends over $2 billion annually on personal protective equipment — helmets, body armor, ballistic eyewear. But the procurement system was built for Cold War-scale orders of identical gear. Now, as threats diversify and unit sizes shrink, the DoD is adopting commercial retail practices: smaller, more frequent orders, commercial off-the-shelf products, and even a 'buy now, pay later' pi...
How the Pentagon Is Buying Repair Parts Like Amazon Prime 29.06.2026 11:01
The Defense Logistics Agency manages $40 billion in inventory across 25,000 military parts. But a new initiative called 'Retail Resupply' is trying to cut delivery times from weeks to days by contracting with commercial logistics giants like FedEx and UPS. Lucas and Luna break down how the Pentagon is applying just-in-time inventory principles to tank treads and turbine blades, why Northrop Grumma...
Inside the Pentagon's Bet on Quantum Radar 29.06.2026 7:44
Episode 80 of The Defense Tech Podcast dives into the Pentagon's latest frontier: quantum radar. Unlike classical radar, which struggles with stealth aircraft and electronic warfare, quantum radar uses entangled photons to detect objects that are virtually invisible to conventional systems. Lucas and Luna break down the physics in plain English, examine a recent $45 million DARPA contract awarded...
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