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. New episodes every week. If you’re serious about defense but don’t take yourself too seriously—subscribe now!

Goat Rodeo
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Podcast Overview
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. New episodes every week. If you’re serious about defense but don’t take yourself too seriously—subscribe now!
Language
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Publishing Since
3/11/2025
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Recent Episodes

July 2, 2026
Goat Rodeo #59 - SpaceX Goes Public, Europe Bets Big, VC Picks Winners
<p>This Episode:</p><p><br></p><p>This week on Goat Rodeo, Garrett and Simon break down the SpaceX IPO, which debuted at $1.7 trillion and briefly cleared $2.1 trillion in market cap, and what it means for the next generation of capital-intensive defense tech companies.</p><p><br></p><p>From there, Garrett walks through four defense VC trend lines: the shift from software toward hardware and heavy industrial capacity, the winner-takes-all dynamic concentrating 90% of capital into the top ten growth-stage plays, VCs now demanding production contracts over Phase 1 SBIRs, and the surge of European defense venture capital building sovereign AI and counter-UAS capabilities on the continent.</p><p><br></p><p>The episode closes on the congressional funding landscape. The war supplemental math doesn't add up, the House has left town, and Simon's prognosis is short-term CRs all the way to December.</p><p><br></p><p>Our Podcast:</p><p><br></p><p>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. </p><p><br></p><p>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.</p><p><br></p><p>Listen on other platforms: https://linktr.ee/GoatRodeoPodcast</p>

June 25, 2026
Goat Rodeo #58 - Iran Ceasefire Collapses, Shield AI Goes Big, and Anduril Wins Army
<p><strong style="background-color: transparent;">This Episode:</strong></p><p><span style="background-color: transparent;">This week on Goat Rodeo, Garrett, Simon, and Dave open with a victory lap — Garrett called ten days on the Iran ceasefire, and he wasn't wrong. The US has sunk two Iranian boats, the UN is evacuating thousands from the Strait, and the Senate has voted to end the conflict. The crew breaks down why the deadlock has no exit, and why the $35–60 billion war bill is a political grenade nobody wants to hold before the midterms.</span></p><p><span style="background-color: transparent;">From there, a packed week in defense venture — Shield AI closes at $13 billion, Helsing hits $18 billion, UK mine-hunting startup Kraken raises $100 million, and European FPV drone company Stark raises €300 million. Defense VC in 2026 has already surpassed all of 2025.</span></p><p><span style="background-color: transparent;">The episode closes on Anduril winning the Army's Next Generation C2 common data layer — effectively becoming the operating system every other vendor has to plug into.</span></p><p><strong style="background-color: transparent;">Our Podcast:</strong></p><p><span style="background-color: transparent;">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.</span></p>

June 19, 2026
Goat Rodeo #57 - Iran Ceasefire, Apache vs. Shaheed, and Anduril's AI Wingman
<p><span style="background-color: transparent;">This Episode:</span></p><p><br></p><p><span style="background-color: transparent;">This week on Goat Rodeo, Garrett Smith, Simon Coon, and Dave Caudle — back from the cold — open on the Iran ceasefire and immediately ask the only question that matters: how long does it last? Garrett gives it ten days, Simon gives it thirty, and Dave splits the difference at thirty-one. The crew breaks down why the Islamabad MoU is full of diplomatic double-speak, why Israel's absence from the negotiation is a ticking clock, and whether there is any real mechanism to enforce any of this.</span></p><p><br></p><p><span style="background-color: transparent;">From there, the conversation turns to one of the strangest military incidents in recent memory — a U.S. Army Apache helicopter struck by a Shaheed drone over the Strait of Hormuz. The crew breaks down why almost nothing about this story makes sense, what it says about the vulnerability of legacy platforms, and how a Saronic autonomous surface vessel rescued the crew in what may be the first-ever combat rescue by an unmanned boat.</span></p><p><br></p><p><span style="background-color: transparent;">The episode closes on the Air Force's Collaborative Combat Aircraft program, where Anduril and General Atomics have been selected to build the hardware for America's first AI wingman — a semi-autonomous jet targeting a fleet of 1,000 to 1,500 aircraft at roughly $30 million per unit.</span></p><p><br></p><p><span style="background-color: transparent;">Our Podcast:</span></p><p><br></p><p><span style="background-color: transparent;">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.</span></p><p><br></p><p><span style="background-color: transparent;">Listen on other platforms: https://linktr.ee/GoatRodeoPodcast</span></p><p><br></p><p><br></p>
59 total episodes available
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- What is Goat Rodeo?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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