The Future of GovCon

Jake Frazer

Government contracting is changing fast—driven by foreign policy shifts, new technology, and major talent moves. The Future of GovCon is your front-row seat to the leaders shaping what’s next. Hosted by Jake Frazer, CEO of Precision Talent Solutions, the show features candid conversations with CXOs, Flag Officers, diplomats, and innovators across defense, intelligence, space, and cybersecurity. Most of us only see from our own foxhole—this podcast pulls the camera back to show the whole battlefield, offering clear insights without spin or partisanship.

Season 2

  1. Episode 51

    The Defense Supply Chain Has Zero Capacity for What's Coming | Patrick Malcor, Ajax Defense

    Season 2 kicks off with the guest who kicked off Season 1. Patrick Malcor, PTS Co-Founder and Founder & CEO of Ajax Defense, returns to talk defense manufacturing: the tier 2 and tier 3 suppliers who actually make the parts for Raytheon, Lockheed Martin, and BAE Systems. With Tomahawk production set to go from about 60 missiles a year to more than 1,000, Patrick explains why the supply chain has almost no room to absorb that demand, and what it will take to rebuild it. Jake and Patrick cover why the defense industrial base has 40% fewer small suppliers than it did 20 years ago, why short-term private equity thinking won't meet the moment, how Ajax is investing in people, process, and technology, and why veterans are central to its hiring. Patrick also picks a new word for the future of GovCon, and nominates who should be next in the guest chair. New episodes every week. Timestamps 00:00 Season 2 kickoff 02:09 What Ajax Defense does 03:57 Is defense manufacturing really booming? 06:07 Why supplier relationships beat badge flips 07:46 40% fewer suppliers in 20 years 12:51 A year of shutdowns, budgets, and acquisition change 16:25 Tomahawks and the coming demand wave 18:09 How Ajax is scaling 22:31 Long-term capital for the industrial base 25:24 Talent: the number one constraint 27:41 Veterans in defense manufacturing 29:15 One word, and the rise of the neo primes 31:51 The biggest change coming 34:27 The magic wand 36:03 Budget stability and shifting priorities 42:01 Who should be next? 45:06 Closing thoughts Links Connect with Patrick Malcor: https://www.linkedin.com/in/patrickmalcor/ Ajax Defense: https://www.ajax-defense.com/ Connect with Jake Frazer: https://www.linkedin.com/in/jakefrazer/ Precision Talent Solutions: https://pts.careers All episodes: https://pts.careers/en/podcast Listen and subscribe Apple Podcasts: https://podcasts.apple.com/podcast/id1838189132 Spotify: https://open.spotify.com/show/0aMgbnT4lLK1BVPqqYG32A

Ratings & Reviews

5
out of 5
7 Ratings

About

Government contracting is changing fast—driven by foreign policy shifts, new technology, and major talent moves. The Future of GovCon is your front-row seat to the leaders shaping what’s next. Hosted by Jake Frazer, CEO of Precision Talent Solutions, the show features candid conversations with CXOs, Flag Officers, diplomats, and innovators across defense, intelligence, space, and cybersecurity. Most of us only see from our own foxhole—this podcast pulls the camera back to show the whole battlefield, offering clear insights without spin or partisanship.

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