Gray Matters

2026 Predictions for National Security Technology

IPOs, $50B+ in VC funding, new AI strategies, Ukrainian tech transfer, and more

Dec 22 • Maggie Gray

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🎙️ Ep 13 - HawkEye 360: How to Build a Profitable Space Startup in National Security

Listen now | What does it take to build a serious profitable, sustainable, scaled defense tech startup?

Dec 19 • Maggie Gray

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59:31

How Accurate Were My 2025 NatSec Tech Predictions? A Year-End Review

More unicorns than expected, less robotics and AI spending, more acquisition reform

Dec 15 • Maggie Gray

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🎙️ Ep 13 - Techquisition: What the 2026 NDAA Means for Startups

Welcome to the Techquisition Edition of the Mission Matters Podcast!

Dec 11 • Maggie Gray and David Rothzeid

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37:08

🎙️ Ep 12 - L3Harris: Inside the Trusted Disruptor Strategy with CTO Andrew Puryear

How startups and defense primes can unite to bring innovation to the mission

Dec 5 • Maggie Gray, Akhil Iyer, and Andrew Puryear

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58:59

November 2025

How SBIR Spurs Outsized Economic and National Security Gains – Time to Double Down

SBIR success stories from startups that turned small grants into hundreds of millions in impact

Nov 24 • Maggie Gray and David Rothzeid

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🎙️ Ep 11 - A New Dawn of Defense Acquisition

Breaking down SECWAR Hegseth's new defense acquisition reforms

Nov 10 • Maggie Gray, David Rothzeid, and Michael Brown

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54:32

🎙️ Ep 10 - How Missile Defense Actually Works

Former MDA head explains Golden Dome, command and control, startups, and more

Nov 4 • Maggie Gray, Matt Kaplan, and Pat O'Reilly

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1:01:59

October 2025

My Reading List

My favorite books, newsletters, and podcasts on technology, national security, and investing

Oct 31 • Maggie Gray

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🎙️ Ep 9 - Rangeview: Manufacturing in the Cyber Foundry

What will it take to actually bring manufacturing back to America?

Oct 28 • Maggie Gray, Akhil Iyer, Cameron Schiller, and Aeden Gasser-Brennan

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1:06:11

September 2025

A Playbook for U.S. Startups Selling Defense Tech in Europe

What does it take for American startups to sell into European defense markets?

Sep 30 • Maggie Gray and Anna Strumpel

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🎙️ Ep 8 - Seasats: Scaling Persistent Maritime Autonomy

Encounters with Chinese destroyers, how maritime autonomy differs from Waymos, and more...

Sep 12 • Maggie Gray, Mike Flanigan, and Matt Kaplan

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59:11