Jul 15, 2026 6:43 PM
Eric DeMarco, CEO of Kratos Defense, explains why the defense sector is set to explode in the next 5 years, and why he believes Kratos is positioned better to capture value in a time when military spending is expanding rapidly in response to conflicts all over the globe.
0:00 — Eric DeMarco's 22-year journey building Kratos
3:13 — Hiring: entrepreneurs & ex-government weapons experts
4:22 — The Valkyrie drone & "affordable mass"
5:53 — Autonomy, the kill chain & Ukraine's drone war
8:12 — Export reform: MTCR, Europe & Taiwan deals
10:32 — Hypersonics & cheaper missile defense
13:20 — Zero-debt balance sheet & the space business
15:48 — Satellite convergence, IP & retaining talent
18:04 — Contract risk & the defense budget boom
21:20 — Rejecting the prime model: merchant supplier
23:46 — First-to-market & the $10B vision for 2030
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