Latest / The AeroGrowth Podcast
Voices of Industry: Five
The defense industrial base is not constrained by machine capacity, but by capital allocation, demand obscurity, and technical illiteracy across the procurement chain. Equipment builders remain backlogged with deliveries while machine shops run cash-poor, buried under equipment debt they bought on blind speculative hope. Scaling hardware production requires treating manufacturing assets as counter-cyclical hedges rather than infinite capacity sponges.00:00 Not a Capacity Issue00:35 Data and Compliance Roadblocks01:52 Machine Debt Trap02:50 Right Fit Machining03:27 Visibility and Forecasting…
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