Rebuilding the Fleet

Austin Gray & Tim Glinatsis

A podcast engaging the people, voices, and ideas behind America’s maritime reboot at the intersection of technology and manufacturing. austinegray.substack.com

Episodes

  1. 12/18/2025

    Ep. 05: Inside America's Shipbuilding Moment

    About the Shipbuilders Council of America The Shipbuilders Council of America (SCA) represents 45 shipyard companies operating approximately 90 facilities nationwide, serving as the voice of America’s commercial shipbuilding industry. Founded to advocate for U.S. shipbuilding capabilities, SCA members span from commercial shipyards to major players in government shipbuilding (excluding nuclear-focused yards). The organization champions policies like the Jones Act and the SHIPS Act, working to revitalize American maritime manufacturing and ensure the United States maintains a robust shipbuilding industrial base essential for both national security and economic competitiveness. About Matt Paxton Matt serves as President of the Shipbuilders Council of America, bringing extensive experience from Capitol Hill to the maritime industry. He previously worked for Senator Ted Stevens of Alaska, serving as senior counsel on the Senate Commerce Committee where he worked on Coast Guard bills, maritime administration legislation, and Jones Act policy. His background includes work on defense appropriations and shipbuilding programs, giving him unique insight into both the policy and practical sides of American maritime power. This marks his first podcast appearance, representing a critical voice for the American shipbuilding industrial base during a pivotal moment for U.S. maritime policy. Key Topics of Conversation * The historical context of American shipbuilding - from the 1970 Merchant Marine Act to being the world’s second-largest ship producer * Current U.S. shipbuilding capacity: 750+ ships delivered annually across military, commercial, and government sectors * The strategic importance of the Jones Act and why outsourcing shipbuilding to allies is problematic * COVID-19’s supply chain lessons and the risks of relying on foreign shipping carriers * The SHIPS Act: bipartisan congressional support for American maritime revitalization * Presidential Executive Order on revitalizing the maritime industry and the upcoming maritime action plan * The future of autonomous ships and their integration into America’s fleet structure * Career opportunities in shipbuilding: from craftsman to family-wage employment across the nation * Why America needs both advanced military vessels AND commercial shipbuilding capacity * The difference between building the world’s most advanced Navy and having broad maritime industrial capacity Key Links Follow Matt: https://www.linkedin.com/in/matthew-paxton-9608a4ba/ Follow Austin: https://www.linkedin.com/in/austinelliottgray/ Follow Tim: https://www.linkedin.com/in/tglinatsis/ Subscribe to Rebuilding the Fleet! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit austinegray.substack.com

    46 min
  2. 12/11/2025

    Ep. 04: Forty Years Building Warships

    About the Guest Rick Spaulding brings nearly 40 years of experience in the American shipbuilding industry, having worked on some of the Navy’s most complex and critical platforms. Throughout his distinguished career, he has been directly involved in the design and construction of aircraft carriers, submarines, amphibious assault ships (LPDs, LHAs), destroyers (DDG-51s), and Coast Guard cutters. Beyond his hands-on shipbuilding experience, Rick has served in key leadership roles within the industry, including as President of the Society of Naval Architects and Marine Engineers (SNAME) and in various positions with the National Shipbuilding Research Program (NSRP). His unique perspective combines both operational shipyard experience and high-level strategic thinking about the future of American maritime power. About the Organization Rather than a single company, this episode focuses on the broader American shipbuilding industry, exploring the challenges and opportunities facing the sector that builds America’s naval fleet. Rick’s experience spans multiple major shipyards and encompasses both military and commercial shipbuilding programs. The discussion addresses the industry’s evolution from simpler mechanical ships to today’s highly complex, electronics-heavy platforms, and the implications for production speed, cost, and capability. Key Topics of Conversation * The Complexity Crisis in Modern Shipbuilding: Rick explains how today’s warships have exponentially more complexity than ships built even two decades ago, with miles of additional cabling, sophisticated electronics, and integrated systems that require early installation and testing. This complexity has fundamentally changed how ships must be built and tested. * The Planning vs. Speed Dilemma: We dive deep into the tension between the military’s need for speed in ship production and the industry’s requirement for solid, executable plans. Rick argues that true speed comes from proper planning and preparation, not from cutting corners or starting construction before designs are complete. * Evolution of Ship Technology and Construction: Rick lays out how shipbuilding has transformed over his 40-year career, from largely mechanical systems operated manually to highly integrated, computer-controlled platforms that require entirely different construction and testing approaches. * Industry Leadership and Vision: We examine parallels to World War II production under leaders like William Knudsen, and Rick emphasizes the need for clear vision, adequate funding, sustained demand, and strong leadership to unlock the industry’s potential. * Future Workforce and Technology: We explore the coming revolutions in autonomy, robotics, and electronics as key growth drivers of the sector. Rick shares his views on what skills and education paths will be most valuable for the next generation entering the field. * Generative AI: Overhyped or Transformative? Rick’s candid assessment of current AI trends in the industry, expressing skepticism about over-reliance on generative AI tools while acknowledging their appropriate applications. Follow Rick: https://www.linkedin.com/in/rick-spaulding-192226203/ Follow Austin: https://www.linkedin.com/in/austinelliottgray/ Follow Tim: https://www.linkedin.com/in/tglinatsis/ * YouTube: https://www.youtube.com/@RebuildingTheFleet This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit austinegray.substack.com

    42 min
  3. 12/04/2025

    Ep. 03: Vatn Systems and the Future of Undersea Combat

    Background This week, we’re coming to you from Bristol, Rhode Island where Austin and Tim are visiting the production facility of Vatn Systems. Vatn, led by CEO and co-founder Nelson Mills, is scaling the manufacturing of autonomous underwater vehicles (UUVs) to support America’s undersea warfare capabilities. From being homeschool on a boat in the Caribbean to building 2,000 UUVs per year, Nelson dishes hard-hitting insights on maritime technology, defense manufacturing, and the critical supply chain challenges facing the American industrial base. About the Company Vatn Systems is building low-cost autonomous underwater vehicles at scale to maintain America’s underwater superiority. Based in Bristol, Rhode Island, the company recently hit 50 employees and operates a production facility capable of manufacturing up to 2,000 units per year. The company focuses on building the platform (the “truck” or “iPhone”), leaving it to customers to determine the payload and application needs. They have a suite of platform-agnostic launch capabilities from torpedo tubes, USVs, UAVs, and aircraft. Key Products: * S6: 6-inch diameter, man-portable UUV with patented modularity system for kinetic payloads, sensor payloads, and decoy applications * S12: 12.75-inch diameter vehicle (same size as Mark 54 torpedo) that can launch from traditional torpedo tubes Company Philosophy: Building the platform (the “truck” or “iPhone”) while customers determine payload and application needs. Platform-agnostic launch capabilities from torpedo tubes, USVs, UAVs, and aircraft. Fun Fact: The company’s name, “Vatn” is Old Norse/Icelandic for “water”. About the Guest Nelson Mills is the CEO and co-founder of Vatn Systems, bringing a unique combination of academic, technical, and maritime backgrounds to undersea defense technology. Learn more about Vatn: https://hii.com/ Follow Nelson: https://www.linkedin.com/in/millsn/ Follow Austin: https://www.linkedin.com/in/austinelliottgray/ Follow Tim: https://www.linkedin.com/in/tglinatsis/ Subscribe to Rebuilding the Fleet: https://www.youtube.com/@RebuildingTheFleet This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit austinegray.substack.com

    36 min
  4. 11/20/2025

    Ep. 02: The Unmanned Revolution: Inside HII's Strategy for Next-Gen Naval Warfare

    About the Company Huntington Ingalls Industries (HII) stands as America’s largest military shipbuilder, operating three major divisions that form the backbone of U.S. naval power. Newport News Shipbuilding handles all aircraft carrier construction and refueling operations, while partnering with General Dynamics Electric Boat on submarine programs. The Ingalls division in Mississippi serves as the nation’s largest provider of surface combatants, including destroyers and amphibious vessels. Meanwhile, their Mission Technologies division, based in McLean, Virginia, has emerged as the world’s largest producer of unmanned undersea vehicles (UUVs), having delivered over 750 systems globally through their Lionfish program and Remus family of vehicles. About the Guest Eric Chewning brings a unique blend of private sector expertise and defense policy experience to his leadership role at HII. His background spans investment banking, management consulting at McKinsey & Company, and critical Pentagon positions focused on industrial base policy and serving as an advisor to the Secretary of Defense. From workforce development to technological innovation and international partnerships, Eric is driving the conversation around the future of American shipbuilding. Key Topics of Conversation * Workforce Innovation and Outsourcing Strategy: HII’s ambitious plan to scale outsourced work from 2 million to 3 million hours annually, and rebuilding of the sub-tier industrial base across America * Unmanned Systems Leadership: HII’s position as the world’s largest UUV producer, the evolution of the Lionfish program and autonomous launch and recovery capabilities for the Remus vehicle family * Industrial Base and International Partnerships: Analysis of the Korea-Hyundai partnership and how to balance domestic production with international cooperation * Technology Integration Challenges: assessing the state of AI implementation in legacy manufacturing environments and change management challenges in traditional shipbuilding operations * Workforce Development Excellence: HII’s Apprentice School programs and strategies for attracting talent from other industries to maritime * Defense Policy and Budget Outlook: FY26 defense program priorities, evolution of Navy unmanned surface vessel (USV) strategy, and long-term implications for naval force structure and capabilities Learn more about HII: https://hii.com/ Follow Eric: https://www.linkedin.com/in/eric-chewning-0500733/ Follow Austin: https://www.linkedin.com/in/austinelliottgray/ Follow Tim: https://www.linkedin.com/in/tglinatsis/ Subscribe to Rebuilding the Fleet: * Apple: https://podcasts.apple.com/us/podcast/rebuilding-the-fleet/id1852025705 * Spotify: https://open.spotify.com/show/4y9QghHY1jGi2XhdiVmWlj * YouTube: https://www.youtube.com/@RebuildingTheFleet This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit austinegray.substack.com

    48 min
  5. 11/20/2025

    Ep. 01: Flying Boats are the Future

    About the Company Regent is revolutionizing transportation with electric sea gliders - flying boats that operate in ground effect over water. The company serves dual markets: defense and commercial. On the defense side, they’re developing high-speed maritime solutions for Indo-Pacific operations with 180 mph speeds and 1,600-mile range using hybrid propulsion. Commercially, they’ve secured $10 billion in backlog from airlines and ferry companies for all-electric vehicles that travel just under 200 miles at twice the speed and half the cost of existing transportation modes. About the Guest Billy Thalheimer is the co-founder and CEO of Regent. He holds both undergraduate and graduate degrees from MIT in aerospace engineering (Course 16), specializing in aircraft design and aerodynamics. Before founding Regent, Billy worked at prominent aerospace companies including Blue Origin, Virgin Galactic, and Aurora Flight Sciences (later acquired by Boeing), where he helped develop some of the early eVTOL technology. He went through Y Combinator’s Winter 2021 cohort and co-founded Regent with Mike Klinker, who handles flight controls and software. Key Topics of Conversation * Origin Story: How MIT aerospace engineers pivoted from traditional aviation to sea gliders * Technology Deep Dive: Electric propulsion advantages, ground effect physics, and hybrid systems * Market Economics: Why short-haul aviation maintenance costs drove their business model * Defense Applications: Maritime dominance in the Indo-Pacific, casualty evacuation (CASEVAC) * Commercial Traction: $10 billion backlog and partnerships with airlines/ferry operators * Regulatory Strategy: Navigating maritime vs aviation certification pathways * Competition Analysis: Differentiation from eVTOLs and traditional marine vessels * Funding & Growth: Scaling hardware development with strategic capital sources * Industry Criticism: Bold takes on DARPA effectiveness and government R&D priorities * Founder Advice: Building hardware companies and navigating aerospace/maritime sectors Learn more about Regent: https://www.regentcraft.com/ Follow Billy: https://www.linkedin.com/in/williamthalheimer/ Follow Austin: https://www.linkedin.com/in/austinelliottgray/ Follow Tim: https://www.linkedin.com/in/tglinatsis/ Subscribe to Rebuilding the Fleet: * Apple: https://podcasts.apple.com/us/podcast/rebuilding-the-fleet/id1852025705 * Spotify: https://open.spotify.com/show/4y9QghHY1jGi2XhdiVmWlj * YouTube: https://www.youtube.com/@RebuildingTheFleet This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit austinegray.substack.com

    38 min

About

A podcast engaging the people, voices, and ideas behind America’s maritime reboot at the intersection of technology and manufacturing. austinegray.substack.com

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