Goat Rodeo #27 – Russian Drones in Poland, $290M for Divergent, and Shutdown Watch
This Episode:
Garrett checks in from Taiwan, Simon’s flying the flag for Taiwanese punk, and the crew dives right into a string of escalations: more than 10 Russian drones were shot down over Poland, a provocation with massive implications for U.S. defense companies and foreign military sales.
On the home front, they break down why small companies get punished no matter how good they are, while the big players keep rolling. HIMARS comes up, Divergent announces a staggering $290M Series E, and the Army’s FUZE program raises big questions about spiral-style funding and whether the DoD is acting like a VC.
Rounding things out: a quick look at CMMC headaches, and Simon’s not-so-rosy prediction that the government is headed for a shutdown in just 12 days...one that could stretch months.
Our Podcast:
National security, defense tech, and geopolitics—serious topics, but that doesn’t mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare.
Expect sharp insights, unfiltered debates, and the occasional defense industry hot take—because let’s be honest, this space can be a total goat rodeo.
Listen on other platforms:
Spotify: https://open.spotify.com/show/2mTJ1oJEgB3rCbQouCL7XD?si=9b2647b843144469
Apple Podcasts: https://podcasts.apple.com/us/podcast/goat-rodeo/id1801310605
YouTube: youtube.com/@GoatRodeoPodcast