Hardpoints

VALOR Media Network

Every week, former fighter pilots and current entrepreneurs Neal Rickner & Mike Smith provide unfiltered insights into the biggest stories in startups, energy, and national security.

  1. 7/01

    Operation Absolute Resolve: Venezuela Shock, Oil Politics, and the AI-Driven Startup Squeeze

    Hardpoints kicks off the new year with Mike and Neal swapping quick holiday stories—family downtime, e-bikes, skiing attempts—and then diving into a headline-dominating geopolitical event: Operation Absolute Resolve, a rapid U.S. special operations raid that allegedly captured Venezuelan leader Nicolás Maduro and his wife and brought them to the U.S. for prosecution. They unpack the whiplash of the operation’s tactical competence versus the strategic, legal, and moral chaos it creates—debating whether it’s clearly illegal under international law, murkier under U.S. law, and undeniably damaging to public trust in a civilian-controlled military when Congress is bypassed.They then shift to energy implications: Venezuela’s enormous reserves, near-term production uncertainty, and the idea that oil markets may not meaningfully benefit unless price and investment conditions align. The conversation explores motives beyond the stated “drugs” rationale—leaning toward oil interests, strongman politics, and spheres-of-influence thinking (Monroe Doctrine vibes, BRICS realignment, and implications for Russia/China/Iran influence in the Western Hemisphere). The biggest worry: the precedent this sets for global stability, especially Ukraine and Taiwan.In the back half, they pivot to the startup economy: layoffs, constrained fundraising, and a market that’s “selective but alive.” Mike notes climate tech is still tougher than the 2020–2021 boom, while AI is absorbing capital and reshaping what software businesses even are—pushing toward automation, fewer humans in workflows, and potentially long-term pressure on employment. They close with “goods/bads/others,” including burnout recovery, Colorado’s alarming lack of snow, concerns about rule-of-law erosion, and anger over reported retaliation against a prominent veteran-politician, ending on a sober note about institutions, accountability, and what comes next.

    1 h 19 min
  2. 17/12/2025

    Pushing the Edge

    Managing risk is a huge part of being in the military, running a startup, and working national security. You have to push to find solutions, but you need to make sure it all doesn't blow up.In **“Pushing the Edge,”** Mike and Neal connect all three worlds — cockpits, data centers, and battlefields — to ask a hard question: *how far can you lean forward before you cross the line from bold to reckless?* They start with the grind of startup life and climate tech, where regulations in one country shape markets everywhere and climate change itself becomes “the greatest market forcing mechanism in history.” From there, they get into what it means to move from survival mode to disruption mode as a founder, and why defining culture and identity early can be the difference between being merely “world famous” and truly **world class**.On the national security and energy front, they dig into DOE’s rare earths push, mining landfills, and the tension between environmentalism and actually *building big stuff*. They wrestle with AI in critical infrastructure — grids, water systems, even aviation — and whether we’re quietly trading resilience for efficiency and new cyber vulnerabilities. That flows into a candid look at Anduril’s troubled drone tests, why failure is normal in frontier tech, and where pushing too fast can become unacceptable risk.Finally, they turn to the startup economy and duty: the collapse of Builder.ai as a kind of mini-Theranos, what ESG *really* is (risk management, not vibes), and why governance and personal responsibility matter from junior engineer to board member. The episode closes on the “Don’t Give Up the Ship” controversy, illegal orders, and the moral obligations of people in uniform — plus some personal good/bad/ugly on snowless Colorado winters, camping with kids, and a tech bubble that’s starting to feel wobbly.If you care about energy, defense, AI, or building companies that don’t implode under their own hype, this one’s a dense, honest lap around the track.

    1 h 17 min
  3. 16/10/2025

    Wind Wins, Power Shortfalls, and “War-Zone” Politics

    Aging jokes aside, Neal & Mike riff on precision in speech—why lazy phrases (“hate mail,” “to be honest…”) muddy debate and how clear language shapes how we think (Carlin’s “shell shock” → “PTSD” thread). Renewables overtake coal (H1 2025): Big milestone globally, driven heavily by China/India. Celebration tempered by frustration that U.S. policy/industry missteps are ceding ground (TPI bankruptcy, Ørsted layoffs). Coal’s collapse, policy whiplash: A massive Powder River Basin lease draws a token bid—coal’s economics keep sliding even as “energy dominance” rhetoric persists. The looming electricity crunch: AI, chips, and reshoring point to a ~36–38 GW near-term generation gap; utilities already seeking rate hikes. Gas is the fast bridge—but turbines and supply chains are bottlenecked. What households can do: Rooftop solar pencils out better as grid prices rise. DIY route = buy panels, do the racking/wiring, hire a master electrician for the final tie-in; tools like Project Sunroof help size a system. Ukraine, Russia & energy war: Targeting of energy assets escalates; Ukraine’s deep-strike capability pressures Russia’s infrastructure while Russian casualties and cash burn mount—energy flows are central to the war of attrition. Domestic politics turn combustible: Trump’s troop deployments to Chicago/Portland get labeled “war zones.” The hosts argue the facts don’t match the imagery, worry about legal overreach, and call for principled refusals of unlawful orders. Autonomy on the highway: $100M more into autonomous trucking (Einride). Long-haul seen as the first big AV beachhead; EV trucking still constrained by charging/logistics. A clever hybrid hack: Spotlight on REVOY’s powered “booster” trailer module—effectively turns diesel semis into hybrids with regen and swappable batteries to slash fuel costs without replacing tractors.

    1 h 22 min

Sobre

Every week, former fighter pilots and current entrepreneurs Neal Rickner & Mike Smith provide unfiltered insights into the biggest stories in startups, energy, and national security.