Consulting

Robotic welder

We Don’t Need an Industrial Base

America keeps trying to rebuild the industrial capacity of the past. What we actually need is the capacity to produce the outcomes the future demands. Years ago, I escorted a congressional staff delegation to Connecticut. Congressman John Larson joined us in his district and proudly reminded the group that Connecticut was the birthplace of Colt […]

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Breakfast, Eggs, bacon, laptop, work documents

The Pig Has More at Stake

Some of the most interesting companies in the defense market today have an intensity about them that’s difficult to miss. It isn’t necessarily that their people work longer hours. They don’t have more hours in the day, and many don’t have more people, money, customer access or institutional knowledge than the established companies they’re challenging.

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Jim Carrey Typing Quickly GIF

The Most Valuable Employee Isn’t the Fastest Anymore

Years ago, while commanding one of the Navy’s newest warships, I hosted an admiral aboard for a visit. At the time, the ship represented the cutting edge of naval technology. Information from our own sensors, aircraft, satellites, intelligence sources, and other ships was fused together and displayed across a wall of tactical displays. Compared to

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Values Sign in Office

You can’t recruit an admiral from Amazon

For years, I’ve shared one simple observation with business leaders: You can’t recruit an admiral from Amazon. If the Navy loses a senior flag officer, it can’t simply replace decades of operational experience with an outside hire. Those leaders are developed over years through increasingly demanding assignments, careful evaluations, growing responsibility, and the confidence of

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The Quantum Conversation Most Miss

The Quantum Conversation Most Miss

What Do You Know About Quantum? Imagine waking up tomorrow to discover GPS no longer works. Not because the satellites disappeared. Because they’re being jammed, spoofed, or denied by an adversary. Suddenly, military formations, autonomous systems, precision weapons, commercial aircraft, financial networks, and even your smartphone are all trying to answer the same question: Where

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Statue of Liberty

America at 250: Imagining the Next Fifty Years

“We don’t inherit history to preserve it. We inherit to extend it.” I was thirteen during America’s Bicentennial in 1976. Like many Americans, I remember the tall ships filling New York Harbor, the International Naval Review, fireworks that seemed larger than life, and the patriotic keepsakes that found their way into nearly every home. To

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unnamed

The Budget Isn’t The Story Anymore

Signals From the FY26/FY27 Defense Market Over the past several months, I’ve run a series of LinkedIn polls focused on the FY26/FY27 defense environment, congressional engagement, execution risk, and contractor strategy. Individually, they looked like quick pulse checks from the GovCon community. Taken together, they tell a more important story. What I see is not

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Ringmasters group photo 2026

The Decision You Already Know You Need to Make

At my recent Meet the Ringmasters gathering, we spent two days in a room with CEOs, founders, and operators comparing notes. Not just on strategy, but on what actually moves a business forward. It wasn’t a room lacking ideas or experience. If anything, there was an overabundance of both. What became clear, however, was that

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Navy Ship doc

Backlog: Signal of Failure—or Symptom of a Broken System?

At Sea-Air-Space 2026, something unusual happened. For the first time, the Director of the Office of Management and Budget, Russell Vought, took the stage. That alone is worth noting. OMB doesn’t typically show up in industry forums like this unless there’s intent behind it. Credit likely goes, at least in part, to Jerry Hendrix, who

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Cleared Hot: The Flight Path To Sustained Federal Funding

Want to unlock funding secrets and close (and keep) federal contracts?

Cleared Hot Book