Cogs of War

The Pentagon is sending a record demand signal for munitions, but turning it into deliveries depends on suppliers several tiers below the primes, many of which disappeared over the last two decades. Marc Andersen (Army assistant secretary and chief investment officer of the Strategic Capital Initiative), Brandon Daniels (Exiger), and Joseph "Gus" Guastella (Voyager Technologies) join Jonathan in the studio. They debate whether China's control of critical minerals could halt U.S. munitions production and discuss the Army's strategic capital initiative, the Patriot production ramp, and the push for cheaper munitions.

What happens when the military depends on technologies it doesn't own? Sharon Weinberger, the new editor-in-chief of the Bulletin of the Atomic Scientists, stops by the studio to discuss her book, Valley of Death: How Big Tech Is Fueling the Future of War. She delves into the Pentagon's disputes with SpaceX and Anthropic, why the tech industry's split from the military was about money more than ideology, and how a new generation of firms could become the next primes.

As the Pentagon races to buy hundreds of thousands of unmanned systems, acquisition professionals have turned to the special operations community to learn about how to buy commercial technologies fast. Cara Teeter, deputy assistant secretary of war for special operations analysis, resources, and capabilities, and chief technology officer for the Special Operations Forces enterprise, and Bonnie Evangelista, who leads acquisition transformation for the direct reporting portfolio manager for unmanned systems, stop by the studio. They share lessons from the competitions and marketplaces they implemented, including last summer's inaugural accelerator event. They also discuss Project Agincourt and the new Autonomous Warfare Command, the Defense Autonomous Warfare Group, and what it means to change the department's culture.

For years, ground autonomy lagged well behind its counterparts in the air. That gap is starting to close. Jonathan is joined by Ryan Hartman (Ondas Sentinel) and Scott Philips (Forterra) to examine what it takes to field autonomous ground vehicles in combat. The conversation ranges across what Ukraine and Gaza have taught them, what operating without GPS and resilient communications really looks like, air-ground teaming, and more.

NATO's Supreme Allied Commander Transformation, Adm. Pierre Vandier, returns to the studio to discuss how the alliance is continuously adapting to a new era of warfare driven by software, data, and uncrewed systems, and where it still lags. He explains why NATO is favoring field experimentation, how allies can build sovereign defense tech ecosystems without sacrificing interoperability, and what the right balance between unmanned and legacy platforms might look like.

The space economy has surpassed $600 billion in annual value, with some projecting it will reach a trillion by the 2030s. Jonathan Panter is joined by Joseph Yaffe (Cowboy Space), Brian Weeden (The Aerospace Corporation), and Dan Wald (Booz Allen) to weigh where the real growth is. They discuss how AI infrastructure is blurring the line between the space economy and the regular economy, the regulatory tangle, the leap toward autonomous constellations of hundreds of thousands of satellites, competition with China, and the dual-use risks of data centers in orbit.

Quantum's hype obscures a reality with real geopolitical stakes: the technology works and is advancing every day. Cameron Chehreh (IonQ), JD Dulny (Booz Allen), and Ben Gianni (GDIT) join Jonathan to discuss the race to Q-Day. They cover the shift to post-quantum cryptography, competing hardware modalities, emerging use cases, and why talent gaps and fragile supply chains mean the United States could be at risk of falling behind.

In a Pacific war, the U.S. military cannot assume uncontested access to its depots and supply lines for munitions, spare parts, food, water, and energy. Jonathan is joined by David Tuttle (Rune Technologies), Paul Lwin (HavocAI), and Tom Garvey (CACI) to discuss sustaining a dispersed force that's facing enemy fire and lacks stable, secure communications. They debate autonomy versus automation, predictive resupply, where the data comes from, and which lessons from Ukraine transfer across theaters.

Under Secretary of Defense for Acquisition and Sustainment Michael P. Duffey joins Jonathan to discuss the Pentagon's ongoing acquisition transformation. Their conversation spans the recent munitions agreements, industry investments, the shift to portfolio acquisition executives, allied coproduction, and more.

There's a clear consensus that America hollowed out its critical minerals base. How to rebuild it is less settled. Alex Grant of Magrathea Metals and Wes Spurlock of Principal Mineral join Jonathan to discuss the processing technology, labor force, and how government can catalyze private capital investment in the sector rather than replace it.

Armies run on more than what happens at the front. Behind every operation is a vast amount of coordination, administration, logistics, and judgment. Bill Pessin, senior vice president of national security at Salesforce and a former U.S. Army logistics officer, joins Jonathan to discuss how military organizations can use AI agents, what makes these tools different from ordinary software, and why safety and accountability matter when new technology enters national security work. They also discuss what Pessin learned early in his Army career about the gap between plans, systems, and the people who have to make them work.

Congress rarely moves fast, but Reps. Rob Wittman and Pat Ryan are trying to change that. The two lawmakers founded the bipartisan House Defense Modernization Caucus in 2024 and have driven reforms through two consecutive defense authorization acts, targeting acquisitions and other bottlenecks. Jonathan sits down with both congressmen to discuss their initiatives, how a caucus without markup power actually moves legislation, and whether bipartisan cooperation on defense can last.

Is it too late to stop criminals and American adversaries from exploiting AI to conduct cyberattacks or design novel pathogens? Has regulation kept pace with the threat civilian drones pose to critical infrastructure? AI researcher Lennart Heim, Army drone strategist Paul Lushenko, and CEO of Sentinel Bio Claire Qureshi join Jonathan to discuss the trade-offs between protecting the public and letting the private sector forge ahead. The conversation gets into synthetic DNA, the risk of drones at the FIFA World Cup, and whether the U.S. government should get early access to Silicon Valley's newest large language models.

Ryan sits down at the Cogs of War mic for the last time to introduce Jonathan Panter, the new host and executive editor of Cogs of War. Jonathan shares his background, from naval officer to scholar. They discuss major defense tech issues, and Jonathan shares what he hopes to accomplish at the helm of Cogs of War.

What happens when one of the defense industry's leading technology integrators partners with one of Silicon Valley's most influential venture firms? Bryce Pippert of Booz Allen and Matt Cronin of Andreessen Horowitz join Ryan to unpack their new partnership and discuss how the United States is trying to tap into the tech ecosystem. The conversation gets into venture capital's growing role in national security, how this partnership is supposed to work in practice, and why getting real technology into government hands is still harder than it should be.

This episode is about far more than countering drones. It is about how America prepares for and fights its wars. With three leaders from three companies at the forefront of counter-drone solutions (AeroVironment, Epirus, and Hidden Level), the conversation explores how America and its enemies are adapting, how the U.S. military is and isn't keeping pace, the problems with how America buys things, and more. This episode also features a rant from Ryan about companies that exaggerate the value they are providing to Ukraine. The idea for this episode precedes the latest war with Iran, but the fight in the Middle East makes this conversation so much more urgent.

Agentic AI is quickly moving from demo to deployment inside the Department of Defense. But what does it actually mean to give AI "agency" — and what does it take to make those systems work on real military networks?

In this episode, Ryan sits down with Ben Van Roo, co-founder and CEO of Legion Intelligence, Jags Kandasamy, co-founder and CEO of Latent AI, and Aaron Brown, co-founder and CEO of Lumbra AI, to discuss why the real challenge is not just building smart models but getting AI agents to run on military networks and inside operational workflows. They cover deploying agents in denied environments, compressing models for the edge, orchestrating them across stovepiped systems, and the Pentagon's struggle to scale and buy these tools fast enough to matter.

China and Russia are churning out millions of drones while the United States has little capacity to build them at scale. Rep. Pat Harrigan of North Carolina introduced the SkyFoundry Act to change this, and it got rolled into the latest National Defense Authorization Act. This law authorizes a government-run facility capable of producing one million small drones annually, cutting China out of our supply chains and ending years of procurement delays. It's a truly new way for the government to work with multiple industry partners. Harrigan joined Ryan to discuss how SkyFoundry is supposed to work, the tradeoffs of a government-run production facility, how vendors would plug into the system, and the failures in military strategy and production that brought us here.

Since World War II, America's universities have been part of the nation's arsenal, forging the ideas, technology, and talent that underpin national defense. That engine of innovation never stopped running. John Beieler and John Paul Sawyer of the University of Maryland join Ryan to talk about the power of public–private partnerships in defense tech, quantum science, and AI, and how that work keeps American innovation humming just outside Washington.

Open-source intelligence has matured into a complex blend of technology, access, and tradecraft. Ryan is joined by Ryan Curran of ZeroFox, Tucker Moore of Booz Allen Hamilton, and Scott Petry of Authentic8 to explore how today's practitioners manage attribution, collect at scale, preserve provenance, and ensure human judgment remains at the center of the process.

Sherman Williams, the co-founder of AIN Ventures, joins Ryan at the bar to discuss the hard realities of dual-use investing. They dig into inflated valuations, the dangers of easy capital, and the risks of betting on defense budgets that may not endure. They also examine the outlook for space companies, the role of private equity, and what it really takes for startups to survive in this sector.

Tory Bruno, president and CEO of United Launch Alliance, joins us to talk about the hard business of getting things into space. He reflects on competition, what it took to turn ULA around, the politics of building new rockets, and what assured access to space means in the new era of great-power competition.

There's a fundamental mismatch between the agile acquisition processes that the Pentagon says it wants, and the unfortunate bureaucratic reality. Bonnie Evangelista, an acquisition maverick, joins the show to explain why. She spent the last seven years implementing rapid acquisition strategies for Army Defensive Cyber, the Joint AI Center, and the Chief Digital AI Office, and is now a strategic advisor supporting the Revolutionary FAR Overhaul team rewriting the Federal Acquisition Regulations.

What does it take to push aerospace innovation from concept to battlefield? Ryan sits down with John Clark, Lockheed Martin's senior vice president for technology and strategic innovation and former head of the legendary Skunk Works. They unpack the Skunk Works playbook for rapid innovation, reveal proven strategies for bending the cost curve, and explore why established defense giants may have an unexpected edge in the race for AI advantage.