Private capital in the U.S. defense industrial base - a new era of public-private collaboration

Описание: In this episode, we unpack how private equity, venture capital, and innovative investment strategies are reshaping national security, streamlining procurement, and accelerating technology breakthroughs for the Department of Defense.

Are you a defense innovator, investor, or policymaker wondering why defense startups struggle to scale—or how new funding models can supercharge military modernization? Get expert insights, real-world case studies, and actionable recommendations in this can't-miss discussion with Sam Moyer (NDIA Emerging Technology Institute) and AJ Bubb.

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What you’ll learn in this episode:
➡️ The critical role of private capital in defense innovation and supply chain resilience
➡️ Where traditional government R&D funding falls short—and how private capital bridges the “valley of death”
➡️ Case studies: How public-private partnerships catalyze factories, onshore strategic supply chains, and support dual-use technology
➡️ Navigating complex acquisition and procurement processes—what’s changing in 2025
➡️ How cultural differences (ROI, timelines, risk) between investors and government shape defense outcomes
➡️ Building a more effective ecosystem: Awareness, demand signals, and new policy levers

Key Timestamps:
00:00 – Introduction: Why private capital matters for defense
03:00 – Challenges and gaps in U.S. defense funding
07:30 – Comparing government R&D spend vs. private funding
11:00 – The “valley of death” and acquisition bottlenecks
16:00 – Cultural differences: How ROI metrics differ (VC vs. DoD)
26:00 – Case studies: Magnets factory & Air Force venture programs
33:24 – Best places to find defense funding and partnership resources
45:00 – Demand signal, commerciality, and fostering resilient supply chains
50:00 – Policy innovation: Office of Strategic Capital and the road ahead
54:00 – Final recommendations & positive outlook

Key Takeaways:
➡️ Private capital is pivotal for scaling defense tech and closing critical supply chain gaps.
➡️ Government R&D is the “patient capital” for early-stage innovation, but commercialization needs private investment.
➡️ The “valley of death” persists—delays, bureaucracy, and unclear demand signals hinder startup growth.
➡️ Success is growing: New hybrid funding models (public+private, demand signals) spur rapid factory construction and tech adoption.
➡️ Demand clarity, policy innovation (e.g., Office of Strategic Capital), and ecosystem awareness are accelerating change.
➡️ Commerciality can make defense supply chains more resilient by leveraging commercial and defense demand together.
➡️ Staying updated on shifting programs, offices, and procurement vehicles is essential for innovators and investors.

Check the links below for resources mentioned in the episode.

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