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

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