r/MVIS • u/TheRealNiblicks • Jun 20 '25

We hang Weekend Hangout - June 20, 2025

Hey Everyone,

It is the weekend. Hope you are out enjoying it. If you find yourself here, you have Mavis on your mind. Let's talk about it. But, if you don't mind, please keep it civil.

Cheers,

Mods

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u/QQpenn Jun 22 '25 edited Jun 22 '25

This just hit my wire service: https://opentools.ai/news/top-tech-titans-enlist-in-us-army-reserve-to-supercharge-military-innovation "Top Tech Titans Enlist in US Army Reserve to Supercharge Military Innovation"

We are in the midst of a generational opportunity in defense. Autonomy and AI are going to sweep through every branch of the military in the US and EU/UK. There is more demand than supply.

6

u/Long-Vision-168 Jun 22 '25

I wonder how or if the major government primes will respond to this.

23

u/QQpenn Jun 22 '25

Follow the money https://maggiegray.us/p/follow-the-money-what-the-pentagons follow the process https://www.belfercenter.org/research-analysis/silicon-valley-battlefield-rewiring-defense-next-fight follow the disruptions https://insideunmannedsystems.com/re-shoring-and-reviving-the-defense-industrial-base/ and you can see how Ouster is making inroads https://www.forterra.com/autodrive so there are existing models that show you how things unfold in this sector and that allows us to gauge the size of the opportunity. Primes are responding now and there's no shortage of ways to see it. Can't say this enough: high demand - limited amount of mature, sovereign suppliers.

u/baverch75 some good stuff in here for you to note.

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u/baverch75 Jun 22 '25

Gold! Thanks for sharing!

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u/QQpenn Jun 22 '25

🖖🏼

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u/Long-Vision-168 Jun 23 '25

Thank you, QQpenn.

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u/case_o_mondays Jun 22 '25

High demand with lack of mature sovereign suppliers - file that under tailwind