Andrew Glenn on LinkedIn: Weekly News Update: July 21, 2023 (2024)

Fantastic analysis echoing what I began observing/warning about nearly a year ago. https://lnkd.in/eBRtUVyA

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After driving more than 1500 miles (round trip) to Detroit and home, I’m slowly recovering from the REINDUSTRIALIZE summit. Designing America put on an incredible event pulling in more than 500 leaders from industry, VC firms, and government to discuss how we rebuild America’s industrial capacity to meet future threats and risks. Well done to the DA team and this supporting the conference!In the news, China and the Philippines, Israel and Hezbollah, North and South Korea all continue antagonizing each other. Poop-balloons are flying again. Russia and China continue to act suspiciously in space, as they seek advantages there in the event of a war. Boeing’s Starliner crew remains stuck in space, having needed to shelter-in-place with ISS crew as a satellite mysteriously broke up sending debris hurtling at the space station. And money continues to pour into the sector with some exceptionally large rounds (e.g., Anduril is raising $1.5Bn at a $12.5Bn valuation!).Dive in to these and other issues surrounding aerospace and defense technology.🔗: https://lnkd.in/eEUemesv#defensetechnology #defense #dod #news #venturecapital

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Yesterday was the Summer Solstice. On the upside, Summer is officially here and the Swedish holiday of Midsummer is this week. ☀️ On the downside, the days are only getting shorter from here on. 🌝Speaking of summer, it’s going to be a hot one with a heat dome having settled over the United States’ northeast and starting to work its way south towards the capital. 🥵The weather isn’t the only thing heating up. Defense industry is so hot right now that companies are having trouble hiring fast enough to meet demand. M&A remains active in the aerospace and defense sector. Naval warfare has reached an all-time post-WWII high. Old—and I mean ANCIENT—defense tech is making a comeback in the Middle East. And, the government is dropping broad agency announcements faster than Taylor Swift drops albums.Dive in to these and other issues surrounding aerospace and defense technology.🔗: https://lnkd.in/e5psqzAJ#defense #defensetechnology #spacetech #venture #defenseindustry

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Yesterday, I visited the hallowed monuments of the National World War II Memorial.I was struck by the enduring lessons it offers for today’s defense industrial base. The memorial not only honors the bravery of our service members but also highlights the critical role of the home front and industry in securing freedom globally.https://lnkd.in/ei4-mhCrMike, Kate, Vic, Julie, Kevin, Mason, Edward, Van, Liza, Ariel, Andrew, Aaron, Chris, Falon, Gregory, Shyam, Andrew, Kathryn, Josh, Alexis, Heather#reindustrialize #defense #industrialbase #history #DIB

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What do the following have in common?🏛️ US Congress👨🔬 Merlin Labs 🛩️ Safran ⛓️💥 Israeli Hostages🚀 Boeing’s disastrous engineering⚽️ and SoccerThey’re all top news this week!Clearly, I’m behind schedule today and there’s a lot to dissect in the news. First, the House Appropriations Committee did its committee markup on the Defense Appropriations bill this week. Watch for a lot of interesting insights to come in the near future on that.Second, we’re continuing to see VC firms raising funds to focus on hard tech and defense tech. Hopefully, this will quickly translate into opening the spigot for startups, but that still remains muted—although there were some defense or defense-adjacent investments announced this week. More movement in the M&A sphere with Merlin Labs acquiring EpiSci and Italy finally approving French firm Safran’s acquisition of Eurofighter component maker Microtecnica.Geopolitically, Israel rescued four hostages captures on 7 Oct, at the cost of several hundred Palestinian lives. The US has proposed a ceasefire plan, now endorsed by the UN Security Council, although Hamas has asked for some amendments. Russia is floating part of its navy in the western hemisphere near Cuba and China may be attempting to probe Taiwanese naval defenses.In space, Boeing’s Starliner craft is stranded with its return date pushed to 22 June, amid multiple leaks from the spacecraft, just the latest in what feels like dozens of major engineering mishaps from one of the largest aerospace and defense companies. How have shareholders NOT demanded the heads of the entire board, yet.Finally, the UEFA European Championship 2024 kicks off today at 3:00pm Eastern at Munich’s Allianz Arena, where Germany is heavily favored to beat Scotland.Dive in to these and other issues surrounding aerospace and defense technology.#defense #defensetechnology #venturecapital #technology #newshttps://lnkd.in/erMZDUMQ

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🚀 𝑯𝒐𝒘 𝒅𝒐 𝒘𝒆 𝒄𝒐𝒑𝒚 𝒕𝒉𝒆 𝒔𝒖𝒄𝒄𝒆𝒔𝒔 𝒐𝒇 𝑰𝒏𝒅𝒖𝒔𝒕𝒓𝒊𝒂𝒍 𝑴𝒐𝒃𝒊𝒍𝒊𝒛𝒂𝒕𝒊𝒐𝒏 𝒊𝒏 𝑾𝒐𝒓𝒍𝒅 𝑾𝒂𝒓 𝑰𝑰, 𝒕𝒐𝒅𝒂𝒚? 🚀I’m excited to share my latest article: “𝐑𝐞𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐀𝐦𝐞𝐫𝐢𝐜𝐚’𝐬 𝐃𝐞𝐟𝐞𝐧𝐬𝐞: 𝐎𝐯𝐞𝐫𝐥𝐚𝐲𝐢𝐧𝐠 𝐘𝐞𝐬𝐭𝐞𝐫𝐲𝐞𝐚𝐫’𝐬 𝐁𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭 𝐨𝐧 𝐓𝐨𝐝𝐚𝐲’𝐬 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬.”In this piece, I explore how the lessons learned from the 1930s and 1940s industrial mobilization can be applied to today’s defense industrial base. We face a modern “Axis of Autocracy” and must mobilize our economy and industrial capabilities to ensure our national security.🔹 Government-Industry Collaboration: Strengthening alignment for efficient production.🔹 Mass Production Techniques: Leveraging modern, tech-enabled methods.🔹 Investment in Infrastructure: Unlocking funds and investing in novel technologies.🔹 Skilled Workforce Development: Building and revitalizing our manufacturing workforce.🔹 Technological Innovation: Harnessing cutting-edge advancements to drive manufacturing.🔹 Resource Management: Efficiently managing raw materials, energy, and human resources.🔹 Supply Chain Coordination: Ensuring timely delivery of essential components.🔹 Flexibility and Adaptability: Pivoting from peacetime to wartime production seamlessly.These factors were crucial in WWII and remain just as relevant today. Join me as I delve into these topics and discuss how we can apply these historical insights to modern challenges.🔗 https://lnkd.in/g4GbbH3GI look forward to hearing your thoughts and seeing many of you at Reindustrialize 2024!Keep building,AndrewJustin, Josh, Mike, Callye, Kate, William, Shyam, Laurie, Andrew, Kathryn, Alexis, John, Farooq, David, Vic, Laura, Nicoletta, Molly, Katherine, David#Defense #IndustrialBase #Manufacturing #Innovation #History #Reindustrialize2024 #NationalSecurity

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“𝑪𝒐𝒏𝒈𝒓𝒆𝒔𝒔 𝒔𝒉𝒂𝒍𝒍 𝒎𝒂𝒌𝒆 𝒏𝒐 𝒍𝒂𝒘 𝒓𝒆𝒔𝒑𝒆𝒄𝒕𝒊𝒏𝒈 𝒂𝒏 𝒆𝒔𝒕𝒂𝒃𝒍𝒊𝒔𝒉𝒎𝒆𝒏𝒕 𝒐𝒇 𝒓𝒆𝒍𝒊𝒈𝒊𝒐𝒏, 𝒐𝒓 𝒑𝒓𝒐𝒉𝒊𝒃𝒊𝒕𝒊𝒏𝒈 𝒕𝒉𝒆 𝒇𝒓𝒆𝒆 𝒆𝒙𝒆𝒓𝒄𝒊𝒔𝒆 𝒕𝒉𝒆𝒓𝒆𝒐𝒇; 𝒐𝒓 𝒂𝒃𝒓𝒊𝒅𝒈𝒊𝒏𝒈 𝒕𝒉𝒆 𝒇𝒓𝒆𝒆𝒅𝒐𝒎 𝒐𝒇 𝒔𝒑𝒆𝒆𝒄𝒉, 𝒐𝒓 𝒐𝒇 𝒕𝒉𝒆 𝒑𝒓𝒆𝒔𝒔; 𝒐𝒓 𝒕𝒉𝒆 𝒓𝒊𝒈𝒉𝒕 𝒐𝒇 𝒕𝒉𝒆 𝒑𝒆𝒐𝒑𝒍𝒆 𝒑𝒆𝒂𝒄𝒆𝒂𝒃𝒍𝒚 𝒕𝒐 𝒂𝒔𝒔𝒆𝒎𝒃𝒍𝒆, 𝒂𝒏𝒅 𝒕𝒐 𝒑𝒆𝒕𝒊𝒕𝒊𝒐𝒏 𝒕𝒉𝒆 𝑮𝒐𝒗𝒆𝒓𝒏𝒎𝒆𝒏𝒕 𝒇𝒐𝒓 𝒂 𝒓𝒆𝒅𝒓𝒆𝒔𝒔 𝒐𝒇 𝒈𝒓𝒊𝒆𝒗𝒂𝒏𝒄𝒆𝒔.”In 1791, 3/4ths of the states ratified this amendment to our constitution as part of our Bill of Rights. A critical right to be certain, and yet it is an easy one to abuse. Yesterday, I was in our Nation’s capital with my family as protestors gathered outside the White House, petitioning our President over what they considered a grievance—our country’s support for Israel’s existence and monopoly on violence. But where do we draw the line on what we consider to be peaceable assembly? 👊Is attacking a Park Ranger peaceable? 🏛️Is damaging federal buildings and memorials peaceable (which will cost us all in tax money to repair and clean)? 💣Is an outright call for armed insurrection peaceable? 🧼Is verbally assaulting someone trying to clean those federal buildings peaceable?Of course not. 🙅♂️While I may consider most of these protestors to be ignorant and misguided, I support their right to assemble and protest. But I absolutely condemn their crossing of the line from peaceable to destructive, violent, inflammatory, and dangerous activities.While I am sympathetic to the Palestinians, I absolutely condemn the insidious and immoral use of terrorism, which is never just and never justifiable. And I condemn my countrymen’s support and encouragement for such immoral and unethical violence. Like many, I’ve been concerned about our country for years. Let us remember that we can engage in civil discourse and continue to build a great, strong, prosperous country capable of moral leadership in this world. Let us join hands and remember that we have more in common with one another than we have differences. Let us continue to work to build an America, of which we can all be proud. If you agree, please consider in leaving a civil comment below or sharing this post. #rights #constitutionallaw #justwartheory #americanvalues #unity

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80 years ago, the greatest generation launched the largest amphibious invasion in history, storming the beaches of Normandy to liberate Europe from the grip of tyranny. ✌️Today, eight decades later, we face perhaps the greatest threats to liberal democracies since that time. The challenges are daunting, but the spirit of determination and unity that defined D-Day continues to shine brightly. As we reflect on the past, let us draw strength and inspiration to confront the present with the same courage and resolve.This week saw the following:Europe continues to increase its support to Ukraine, seeing it as a bulwark against the Axis of Autocracy, as the country fights for its survival against its Russian invaders. As a geopolitical counter, Russia is attempting to expand its presence in Africa and in the Western hemisphere, trying to create dilemma for the US and NATO.In the IndoPacific, China is attempting to recruit western military trainers, which would give the People’s Liberation Army critical insights into how the West would respond to Chinese aggressions against Taiwan, the Philippines, or elsewhere. Australia is relaxing its recruiting guidelines, onboarding more noncitizens into its military, as it worries about growing Chinese bellicosity.More firms are continuing to enter the Defense Tech space with PE giant Cerberus opening a venture fund focused on hardware and defense and DC lobbying firm J.A. Greene & Co jumping in headfirst opening a $100M fund with Anzu Partners.Dive in to these and other issues surrounding aerospace and defense technology.🔗: https://lnkd.in/epJyw22H#defense #defensetechnology #defenseinnovation #dod #geopolitics #venturecapital #greatpowercompetition

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