Goat Rodeo

Goat Rodeo

National security, defense tech, and geopolitics—serious topics, but that doesn’t mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take—because let’s be honest, this space can be a total goat rodeo. New episodes every week. If you’re serious about defense but don’t take yourself too seriously—subscribe now!

  1. 4d ago

    Tech Is Getting Smarter. War Is Still Messy.

    The kill chain is getting faster. The battlefield is getting harder to stay connected to. This week on the Goat Rodeo Podcast, Garrett Smith, Simon Coon and Dave Caudle are joined by friend of the pod and fourth-wheel co-host Ben Rosen, Reveal Technology’s VP of Geospatial, for a conversation that starts at the tactical edge and somehow ends up in space. Ben brings experience from both sides of the defense-tech equation. Before joining Reveal, he served as an Army officer and later worked at DEVCOM C5ISR, where he was the sensor-to-shooter SME on the early Project Kill Web effort that eventually grew into Project Convergence. He also worked on advanced sensors and tactical AI before making the jump to Reveal.  The crew starts with the future of targeting. \ As drones, sensors and strike capabilities move down to smaller units, targeting workflows may have to move with them. But accelerating the kill chain creates its own tension: how do you decentralize decisions without decentralizing the mission itself? Ben argues that technology and authority can move down the chain, but intent still has to remain coherent. Garrett takes it a step further: on a battlefield saturated with electronic warfare and jamming, highly networked systems can't be the only answer. Units at the tactical edge need the ability to operate when the network doesn't.  From there, the conversation moves rapidly up the kill chain. The crew debates Anduril's Fury and the Air Force's Collaborative Combat Aircraft program, where the promise of venture-backed defense manufacturing ends and government procurement has to begin, and whether maintaining multiple vendors actually survives contact with defense budgets.  Then comes Golden Dome. Simon makes the case that the full vision may collide with political and fiscal reality, while Garrett and Dave explore what pieces could survive—including ground- and space-based sensing, interceptors and the increasingly public reality of military capabilities in orbit.  And finally: who controls the AI? A recent court fight involving Anthropic and the Pentagon kicks off a larger argument about whether technology companies should retain control over how their products are used after selling them to the military—and what responsibility defense-tech companies have to anticipate how warfighters will actually use the tools they build.  Plus: Resident Evil, zombie survival strategy, D-Day, space weapons, Skynet, AI-induced psychosis and the future of drone-delivered e-bikes. It's a Goat Rodeo. Chapters00:00 Who controls defense technology after it's sold? 00:27 Welcome to Goat Rodeo: Ben Rosen joins the crew 00:59 Simon's zombie apocalypse survival strategy 02:19 Meet Ben Rosen 03:23 From the Army to Project Kill Web 05:08 Joining Reveal and leading Geospatial 05:42 How targeting is changing 08:04 Technology, effects and the actual objective 11:07 The connected kill chain vs. the tactical edge 12:33 Decentralizing decisions without losing intent 13:52 Fighting when the network goes down 14:59 D-Day and decentralized warfare 16:16 From Band of Brothers to autonomous aircraft 17:20 Anduril, Fury and the CCA program 21:55 Should defense tech rally Congress? 22:59 Where venture capital ends and procurement begins 27:35 Will CCA funding actually arrive? 28:19 Competition, vendor lock and defense acquisition 31:45 Is Golden Dome in trouble? 34:14 The problem with space-based interceptors 36:10 Who actually wins from Golden Dome? 37:08 America acknowledges weapons in space 38:06 What could space weapons actually look like? 41:35 Space as the highest echelon of targeting 44:04 A new space race 45:14 Anthropic vs. the Pentagon 46:06 Should tech companies control how the military uses their products? 48:10 Can defense technology really be “defensive only”? 50:01 The product-builder's dilemma 52:42 What happens when warfighters use technology in unintended ways 53:41 AI isn't always the right tool 54:41 From Skynet back to the infantry 54:51 Ukraine's drone-delivered e-bike 57:07 Ben signs off from Belfast Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in defense technology, national security, geopolitics, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in defense technology, national security, geopolitics, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  2. Sep 24

    Why Robots Won't Replace the American Warfighter, with Ethan Nagel | Goat Rodeo Ep. 65

    Drones are changing warfare. They aren't replacing the warfighter. This week on the Goat Rodeo Podcast, Garrett Smith sits down with Ethan Nagel, host of Into the Breach, filmmaker, Marine veteran and former Scout Sniper, for a conversation about the warrior ethos, lessons from Ukraine and what actually happens when emerging defense technology collides with infantry. Ethan traces his path from a kid obsessed with Saving Private Ryan and Die Hard to joining the Marine Corps during the height of the wars in Iraq and Afghanistan. What began as a desire to test himself became something much harder to leave behind: a lifelong connection to the warfighter community that eventually took him from the Marine Corps to contracting, filmmaking and documenting the evolution of modern warfare. That includes his work directing Reveal's Battle Lab series with Vet TV, where experienced operators and soldiers test drones, robotics and other emerging technologies in force-on-force scenarios. The takeaway isn't that technology wins. In fact, the opposite can happen. A drone that won't connect, launch or survive the environment can become dead weight—and aggressive infantry tactics can quickly erase a technological advantage. Ukraine has made the stakes much clearer. Drones have transformed surveillance, strike and battlefield awareness, but electronic warfare, contested airspace and brutal logistics are also forcing soldiers back toward some very old fundamentals. Garrett and Ethan argue that the future battlefield won't eliminate infantry, tanks or human decision-making. It will demand that warfighters learn to integrate new technology without becoming dependent on it. That leads to the larger question: Can America adopt a wartime mindset without actually going to war? Garrett argues that deterrence requires something closer to a new Cold War mentality—developing, testing and deploying capabilities with the urgency of a country that may someday have to use them. Ethan sees enormous potential in the next generation of warfighters, who can buy drones, use 3D printers, write code with AI and experiment with capabilities that would have been unimaginable at the squad level twenty years ago. The technology will change. The tribe won't. It's Goat Rodeo. Chapters00:00 Cold open: The warrior class & preparing for war 00:22 Welcome to Goat Rodeo: Ethan Nagel 01:55 A family history in the Marine Corps 03:18 Filmmaking, war movies & the road to enlistment 07:27 The call to adventure 10:25 Choosing the Marines during the Iraq War 13:07 When military service becomes part of your identity 14:41 Iraq, Scout Snipers & unfinished business 18:30 Contracting, Afghanistan & staying in the tribe 20:46 The man in the arena 22:00 Inside Reveal's Battle Lab with Vet TV 24:22 Putting emerging battlefield technology on screen 25:12 What Ukraine is teaching about conventional warfare 28:00 When better technology doesn't win the fight 30:23 Bringing combat experience into the Battle Lab 31:22 Drones versus speed, reliability & infantry tactics 34:27 Why drones still haven't solved the squad-level fight 35:50 Does America need a new Cold War mindset? 37:35 Cheap drones, expensive interceptors & lessons from Iran 41:35 Why robots won't replace the warfighter 43:34 Electronic warfare & getting back to basics 45:36 Fiber-optic drones: old technology becomes new again 46:56 America's NCO corps as a battlefield advantage 48:35 Is the next generation ready for the next war? 50:31 AI, 3D printers & drones in the barracks 56:03 Empowering junior warfighters to solve problems 58:48 Decentralized leadership & the future fight 59:47 What's next for Ethan and Into the Breach 1:04:24 Be useful, burn the boats & get in the arena Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in defense technology, national security, geopolitics, or the future of warfare. Ethan Nagel, “Host of Into the Breach”https://www.youtube.com/@INTOTHEBREACHSHOW https://ethannagelfilms.com/ Our Podcast Listen on other platforms: https://linktr.ee/GoatRodeoPodcast Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  3. Sep 10

    Goat Rodeo #64: Iran Captured an Anduril Drone. Now What?

    What happens when America spends billions building the next generation of weapons—but soldiers can build some of them themselves? This week, Garrett Smith and Dave Caudle are joined by Vince “Osh” Olshove, an Air Force and Space Force veteran whose career has taken him from JSOC and intelligence operations to defense venture capital and now the operator side of defense tech at Reveal. The conversation starts with reports that Iran captured an Anduril Dive-LD autonomous underwater vehicle in the Strait of Hormuz. What does it mean to accept that America's latest defense tech can always fall into enemy hands—and potentially be reverse engineered?  From there, Osh brings an investor's perspective to the defense-tech boom and the enormous amount of capital flowing into advanced manufacturing, autonomous systems and battlefield software. The crew digs into Hadrian's push to rebuild American manufacturing, Neros Technologies' $250 million raise and its Archer drone platform, and SMAC Technologies' work in decentralized mission command and battle management. They also get into the investors fueling the defense-tech boom, including Sequoia, Founders Fund, Lux Capital, Andreessen Horowitz and Shield Capital.  But behind all that money is a harder question: can these companies actually scale fast enough to matter? Plus: Space Force culture, rose-gold weapons, Rip Its, military retention and the enduring value of shared suffering. It's Goat Rodeo. Chapters00:00 Cold open 00:09 Rip Its are back 01:45 5,000 sailors and Marines hit Thailand 04:38 Welcome to Goat Rodeo & meet Osh 05:33 Iran captures an American autonomous underwater vehicle 08:00 What does “attritable” really mean? 10:36 Vince “Osh” Olshove joins the Rodeo 11:09 20 years in the Air Force & Space Force 13:34 From uniform to defense venture capital 14:17 What defense investors actually look for 17:23 Inside the defense VC ecosystem 18:35 Advanced manufacturing & the next industrial opportunity 19:14 Is defense tech really venture-backable? 22:23 Hadrian's billion-dollar manufacturing bet 23:17 Neros & the race to mass-produce drones 26:03 Is investing in drone startups “insane”? 27:23 Soldiers are already building their own drones 28:19 Will drone building become a soldier-level task? 28:44 Software cores, modular hardware & expeditionary manufacturing 30:29 SMAC Technologies & battlefield software 32:56 Can special operations technology scale across the force? 33:50 Revisiting America's magazine depth 36:52 America needs cheaper missiles—and thousands of them 37:55 Does crisis create the innovation America needs? 40:18 A warning or an actual munitions crisis? 41:05 The hidden human cost of prolonged conflict 42:35 The “silver lining” of getting real-world reps 45:19 Logistics when the supply chain breaks 46:37 Iran, deterrence & lessons from the current conflict 48:09 Bullfrog: AI-powered counter-UAS at scale 49:27 Turning an M240 into a drone killer 50:14 The rose-gold counter-UAS system 51:28 Inside Space Force culture 54:41 Space Force's Battlestar Galactica uniforms 55:28 Why Space Force has to compete for talent 57:03 The enduring military value of shared suffering 57:54 Closing the Rodeo Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in defense technology, national security, geopolitics, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  4. Aug 27

    Goat Rodeo #63 - Is America Building the Wrong Weapons? Hypersonics, Magazine Depth and the Next War

    Can America still outproduce its adversaries—and are we even building for the right war? This week, Garrett Smith, Dave Caudle, and Simon Coon are back in the saddle covering the latest in defense technology, geopolitics, and the defense industrial base. It kicks off with a candid conversation about “vibe patriotism” and a growing tendency to equate working in defense tech with military service. The crew makes the distinction between contributing to national defense and accepting the obligations and risks that come with putting on the uniform—and why collapsing the two does a disservice to both. From there, they turn to Iran and what the ongoing conflict is revealing about American technology, munitions stockpiles, and the limits of “maximum pressure.” New capabilities are showing up on the battlefield, from autonomous systems to advanced sensing, even as the conflict raises a much older problem: how quickly can America replace the weapons it uses? That sets up a debate over magazine depth and the Pentagon's push toward cheaper, scalable munitions. The old industrial warfare analogy says a Tiger tank could beat a Sherman—but it couldn't beat Detroit. The question is whether America can still be Detroit, or whether decades of increasingly exquisite weapons have turned the U.S. into the Tiger instead. The crew also digs into hypersonics, the latest wave of defense venture investment, China's enormous gray-zone capacity, and a larger question hanging over the defense-tech renaissance: are we developing the capabilities needed for the next war, or getting better at solving tactical problems without answering the strategic ones? Plus, Dolly Parton, Cher, robot boats, quantum sensors, and the eternal promise that Dave's appointment as Secretary of Defense is only days away. It's Goat Rodeo. In this episodeRemembering Dolly Parton and her legacy of service“Vibe patriotism” and whether working in defense tech counts as national serviceWhy contributing to national defense isn't the same as serving in uniformIran and the limits of “maximum pressure”Emerging technology on the battlefield, from autonomous systems to quantum sensingAmerica's magazine depth problemThe Pentagon's push for cheaper, scalable munitionsWhy a Tiger tank could beat a Sherman—but couldn't beat DetroitThe counterargument: What if America is the Tiger now?Supply chains, industrial capacity, and rebuilding the American arsenalWhether tactical innovation can solve strategic problemsChina, Taiwan, and the challenge of gray-zone warfareCan America deter a war China may never intend to fight?The growing relationship between defense startups and legacy primesThe latest defense venture investment in space and hypersonicsWhy hypersonics still matterLong-range precision fires and the “last hundred miles” of modern warfareWhether Cher will be the first human to live forever in a robot bodyChapters00:00 Cold open: Detroit, China & vibe patriotism 00:22 Remembering Dolly Parton 04:41 Welcome to Goat Rodeo 05:39 “Vibe patriotism” and defense tech 08:02 Military service, sacrifice & the civilian “exit option” 12:03 When industry really does become national service 14:40 Iran and “even more maximum pressure” 18:13 Robot boats, quantum sensors & emerging battlefield technology 20:01 America's magazine depth problem 22:40 A Tiger can beat a Sherman—but it can't beat Detroit 23:43 Are tactical solutions masking strategic problems? 25:45 What weapons will America need in the next war? 27:26 Can Uncle Sam still outproduce its adversaries? 27:32 “We are the Tiger” 29:07 What are we actually trying to deter? 30:41 Is the Pentagon investing at the scale required? 31:43 Defense startups, legacy primes & the future of the industry 33:18 China, volume & the Seventh Fleet 34:16 China's gray-zone strategy 35:01 What if China never invades Taiwan? 36:29 Building a credible magazine depth 36:59 Defense venture news: space & hypersonics 39:29 Does America really need hypersonics? 41:48 Long-range precision fires and the last hundred miles 43:30 Castelion's Blackbeard & the future of hypersonics 44:29 Cher, immortality & robot bodies Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in defense technology, national security, geopolitics, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  5. Aug 20

    Goat Rodeo #62 - The Dark Humor of War | Vet Tv CEO John Acevedo

    Why is military humor so dark—and why might that actually be a good thing? This week, Garrett Smith, Dave Caudle, and Simon Coon sit down with John Acevedo—Marine infantry veteran and CEO of Veteran Entertainment Television (Vet Tv)—for a conversation about military culture, dark comedy, veteran community, and what happens when the people who lived the experience get to tell the story themselves. John traces his path from Vanderbilt ROTC and the Marine Corps infantry to joining Vet Tv in its earliest days, when a Facebook post, a Kickstarter campaign, and a Slack invite helped launch what would become a media platform built around the absurdity, frustration, trauma, and humor of military life. At the center of Vet Tv's philosophy is a simple idea: humor drops people's guard. John explains why the company's comedy often starts with real frustration or trauma, how laughing about shared experiences can rebuild the sense of community veterans lose after leaving the military, and why dark comedy can open the door to conversations that are anything but funny. The crew also digs into Vet Tv's expansion beyond scripted comedy—from candid conversations about Afghanistan to filming with Ukrainian troops within sight of Russian lines—and its partnership with Reveal on Battle Lab, where military units and defense technology companies test emerging capabilities in realistic force-on-force environments. Along the way, they get into drone warfare, what internet commenters get wrong about military training, adapting tactics for the next fight, and an idea whose time may have come: a Silicon Valley-style comedy about the defense tech industry. Dark humor, serious technology, and absolutely no shortage of Marine-on-Marine abuse. It's Goat Rodeo. In this episodeJohn Acevedo's path from Vanderbilt ROTC to Marine infantry officer and Vet TvHow Vet Tv grew from Donny O'Malley's early writing and viral military comedyWhy Vet Tv starts with frustration and trauma instead of sanitized military stories"Healing through humor" and rebuilding community among veteransWhy comedy can create an opening for much more serious conversationsVet Tv's expansion from scripted comedy into documentaries and unscripted contentFilming with Ukrainian troops near the front linesHow veteran credibility creates access traditional media doesn't always haveReveal and Vet Tv's partnership on Battle LabWhy realistic force-on-force experimentation matters for emerging defense technologyDrones, counter-UAS training, and preparing troops for a rapidly changing battlefieldWhat civilians—and internet commenters—get wrong about military trainingWhy changing the way America fights requires practice, not just new technologyThe case for a Silicon Valley-style comedy about defense techFeatured GuestJohn Acevedo CEO, Veteran Entertainment Television (Vet Tv)Marine Corps VeteranFormer Marine Infantry OfficerProducer and Entertainment ExecutivePartner on Reveal's Battle Lab seriesChapters00:00 Cold open: Why humor drops people's guard 00:12 Welcome to Goat Rodeo & introducing John Acevedo 02:05 From Vanderbilt ROTC to the Marine Corps 05:26 Military culture, boot camp & the Marine Corps melting pot 07:31 Infantry leadership and leaving active duty 09:00 Skipping the MBA and joining the startup that became Vet Tv 11:27 The viral content that helped launch Vet Tv 12:39 Why Vet Tv starts with frustration and trauma 14:13 Healing through humor and rebuilding veteran community 17:15 Vet Tv, Reveal and the origins of Battle Lab 19:55 Moving beyond comedy and talking candidly about war 22:03 Vet Tv goes to Ukraine 24:44 Why Vet Tv creates instant trust with warfighters 25:15 Inside Battle Lab: testing technology against a thinking enemy 27:46 What civilians get wrong about military training 29:28 How Vet Tv handles the internet experts 30:48 Drones, live fire and preparing for the next battlefield 32:36 You can't change the way you fight without training 33:15 Does defense tech need its own Silicon Valley? 35:21 American Nightmare, JFK & Simon defends his shirt Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in military culture, defense technology, national security, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  6. Aug 13

    Why America Must Win the AI Arms Race | Aaron Flint, Military Veteran and Congressional Candidate

    What does it take to win the next war before it's ever fought? This week, Garrett Smith, Dave Caudle, and Simon Coon sit down with Aaron Flint—Army combat veteran, longtime radio host, and candidate for Congress—for a wide-ranging conversation on defense technology, military leadership, and the future of American deterrence. Drawing on his experience serving in Ramadi during the height of the Iraq War and later supporting special operations missions, Aaron reflects on how technology has transformed the battlefield—from sensitive site exploitation to AI-powered tools that put capabilities once carried in backpacks into the hands of individual operators. The crew also explores the accelerating race for AI, quantum computing, autonomy, and defense innovation, why America's greatest military advantage remains its empowered junior leaders and NCOs, and how veteran-led startups are reshaping the national security ecosystem. Along the way, they unpack defense venture capital trends, the changing relationship between startups and traditional defense primes, and why technological superiority remains the foundation of peace through strength. Whether you're building defense technology, serving in uniform, or following the future of American national security, this episode explores the people, technology and ideas shaping tomorrow's battlefield. In this episode Aaron Flint's journey from Capitol Hill staffer to Army infantry officer after 9/11Combat lessons from Ramadi and the evolution of sensitive site exploitation (SSE)Why AI, quantum computing and autonomy represent the next strategic competitionHow companies like Reveal are shrinking battlefield capabilities from backpacks to handheld devicesWhy empowered NCOs remain America's greatest military advantagePeace through strength—and why better technology helps prevent wars before they beginDefense bureaucracy, acquisition reform and empowering operators instead of organizationsVeteran entrepreneurship and the growing defense innovation ecosystemDefense venture capital, autonomous systems and the rise of next-generation prime contractorsBoeing, Archer Aviation and what the future relationship between startups and traditional defense companies could look likeFeatured Guest Aaron Flint Army Combat VeteranFormer Special Operations OfficerRadio HostCandidate for U.S. Congress (Montana)Former U.S. Senate Staffer@AaronFlintMT Chapters 00:00 Cold open: military culture, tattoos & life after 9/11 05:20 Aaron Flint's military background and service in Iraq 12:05 AI, quantum computing and the next space race 18:10 Why America's NCO corps remains a decisive advantage 24:15 Peace through strength and preventing future wars 31:00 Government bureaucracy, empowering operators and getting out of the way 36:40 Defense venture capital, autonomy and the future of military technology 47:40 Congress, veteran leadership and solving national security challenges 54:50 Closing thoughts & Fiddlehead shirt defense Connect with Goat Rodeo If you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in national security, defense technology, or the future of warfare. Our Podcast National security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

  7. Aug 6

    Goat Rodeo #60 - COLD WAR II & AGENTIC SPIES, Dmitri Alperovitch, Crowdstrike CoFounder

    What happens when one of the world's leading cybersecurity entrepreneurs argues that we're already in a new Cold War? This week, Garrett Smith, Dave Caudle, and Simon Coon sit down with Dmitri Alperovitch—CrowdStrike co-founder, Chairman of Silverado Policy Accelerator, bestselling author of World on the Brink, investor, and host of Geopolitics Decanted. The conversation explores why Dmitri believes strategic competition with China has already become "Cold War II,"why Taiwan sits at the center of the 21st century geopolitical landscape, and what winning the AI race will require. Along the way, the crew dives into the rapidly evolving defense technology ecosystem, venture capital's growing appetite for national security startups, Pentagon acquisition reform, and the emerging role of AI in cyber conflict. Whether you're building defense technology, serving in government, or simply trying to understand where global security is headed, this episode offers a wide-ranging discussion on the forces reshaping warfare. In this episodeWhy Dmitri believes the U.S. and China are already engaged in Cold War IIWhy Taiwan remains the most consequential strategic flashpoint of the centuryThe race for AI leadership—and why compute, semiconductors, and export controls matterChina's cyber capabilities and the future of digital conflictWhat defense startups get right—and wrong—during today's investment boomLessons from building CrowdStrike into a category-defining cybersecurity companyWhy solving real problems matters more than chasing defense tech hypePentagon procurement reform and how incentives shape acquisition outcomesAI agents, autonomous cyber operations, and accountability in the age of intelligent softwareRecent trends in defense venture capital, European investment, and emerging military technologiesFeatured GuestDmitri Alperovitch Co-founder, CrowdStrikeChairman, Silverado Policy AcceleratorNational bestselling author of World on the BrinkHost of Geopolitics DecantedInvestor in defense technology and emerging technologies@DAlperovitch Chapters00:00 Introduction & Dmitri Alperovitch's background01:15 Why we're already in "Cold War II"13:25 Taiwan, AI and winning strategic competition20:59 Defense tech investment and venture capital trends24:43 Building CrowdStrike and creating a new category31:07 Reforming Pentagon acquisition36:14 AI agents and the future of cyber warfare42:03 Closing thoughts Books & Resources MentionedWorld on the Brink: How America Can Beat China in the Race for the Twenty-First Century — Dmitri AlperovitchGeopolitics Decanted (Podcast)Connect with Goat RodeoIf you enjoyed this episode, please subscribe, leave a review, and share it with someone interested in national security, defense technology, or the future of warfare. Our PodcastNational security, defense tech, and geopolitics; serious topics, but that doesn't mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take, because let's be honest, this space can be a total goat rodeo. Listen on other platforms: https://linktr.ee/GoatRodeoPodcast

Ratings & Reviews

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About

National security, defense tech, and geopolitics—serious topics, but that doesn’t mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare. Expect sharp insights, unfiltered debates, and the occasional defense industry hot take—because let’s be honest, this space can be a total goat rodeo. New episodes every week. If you’re serious about defense but don’t take yourself too seriously—subscribe now!

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