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		<title>Iran war is defense tech&#8217;s chance to shine, but few systems are ready</title>
		<link>https://www.ourstoryinsight.com/iran-war-is-defense-techs-chance-to-shine-but-few-systems-are-ready/</link>
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		<pubDate>Mon, 30 Mar 2026 14:30:58 +0000</pubDate>
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					<description><![CDATA[<p>Guvendemir &#124; E+ &#124; Getty Images The Iran war is redefining modern combat for the U.S. and driving demand for lower-cost tech. It&#8217;s the exact situation Defense Secretary Pete Hegseth warned against a few months ago. &#8220;We cannot afford to shoot down cheap drones with $2 million missiles,&#8221; Hegseth said in December. &#8220;And we ourselves [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/iran-war-is-defense-techs-chance-to-shine-but-few-systems-are-ready/">Iran war is defense tech&#8217;s chance to shine, but few systems are ready</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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										<content:encoded><![CDATA[<p><span class="HighlightShare-hidden" style="top:0;left:0"/></p>
<p>Guvendemir | E+ | Getty Images</p>
<p>The Iran war is redefining modern combat for the U.S. and driving demand for lower-cost tech.</p>
<p>It&#8217;s the exact situation Defense Secretary Pete Hegseth warned against a few months ago.</p>
<p>&#8220;We cannot afford to shoot down cheap drones with $2 million missiles,&#8221; Hegseth said in December. &#8220;And we ourselves must be able to field large quantities of capable attack drones.&#8221;</p>
<p>Two days into the war, the U.S. used up a reported $5.6 billion in munitions. Meanwhile, Iran has wreaked havoc on military bases, tourist centers and data centers used by America&#8217;s largest tech giants with swarms of low-cost Shahed drones that cost between $20,000 and $50,000, according to public estimates.</p>
<p>This is the moment defense tech and Silicon Valley have been waiting for. </p>
<p>For years, defense tech has fought to prove itself in Washington and grab a chunk of the ballooning Pentagon budget snatched up by defense primes like <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-7">Lockheed Martin<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-8">RTX<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> and <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-9">Northrop Grumman<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>. </p>
<p>The war, coupled with President Donald Trump&#8217;s military reindustrialization efforts, could offer that long-awaited catalyst.</p>
<p>&#8220;The world is more dangerous,&#8221; said Mike Brown, partner at Shield Capital. &#8220;Technologies that were on the drawing board a decade ago have now proven themselves on the battlefield.&#8221;</p>
<p><span class="InlineVideo-videoButton"/><span/></p>
<h2 class="ArticleBody-subtitle">Proving ground for drone tech</h2>
<p>The U.S. has deployed its own version of the Shahed in Iran called the Low-cost Uncrewed Combat Attack System, or LUCAS. The drone, built by Arizona-based SpektreWorks, costs about $35,000 per unit according to industry estimates.</p>
<p>The Department of Defense is also reportedly in the market to buy more.</p>
<p>Tara Murphy Dougherty, CEO of defense software startup Govini, said LUCAS is one of the only major new systems emerging in the Iran war, but production is modest. Most U.S. air capabilities in Iran have been with traditional fighter jets and bombers.</p>
<p>In counter-drone tech, <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-17">Aerovironment<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> this week announced the Locust X3 laser system, which the company claims will cost under $5 a shot. Contractors Lockheed Martin, RTX and <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-19">Leidos<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> also offer solutions.</p>
<p>Taser maker <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-20">Axon<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> entered the sector in 2024 with its Dedrone acquisition. Startups Anduril and Epirus are also scaling counter-drone warfare capabilities. </p>
<p>Despite their real-world applications, these tools accounted for only $4.7 billion of the fiscal 2026 budget. That&#8217;s according to data from Obviant, an intelligence startup that focuses on defense acquisition, contracting and budgeting data. </p>
<p>&#8220;America was built on competition, so let&#8217;s be competitive,&#8221; said Brett Velicovich, co-founder of Powerus, a drone company backed by Trump&#8217;s sons. &#8220;Let the companies that have the best technology win, because it&#8217;s only beneficial to our country.&#8221;</p>
<p>Major defense tech winners so far include Oculus-creator Palmer Luckey&#8217;s Anduril and software AI company <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-26">Palantir<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>. Both recently signed multibillion-dollar-ceiling contracts with the Pentagon.</p>
<p>Palantir&#8217;s tools are already deeply ingrained in the DOD, and CEO Alex Karp alluded to the fact that the U.S. and its Middle East allies are using the company&#8217;s Maven platform.</p>
<p>The sector has seen a surge in popularity in Silicon Valley, with deal value nearly doubling to $49.9 billion last year from $27.3 billion in 2024, according to Pitchbook data. </p>
<p>Despite that excitement, spending on the sector accounted for less than 1% of contract dollars in 2025, according to data from the Ronald Reagan Presidential Foundation and Institute. Anduril, Palantir and Elon Musk&#8217;s SpaceX account for 88% of that.</p>
<p>Anduril flies its unmanned drone YFQ-44A for the first time at an unspecified location in California, Oct. 31, 2025, in this handout image.</p>
<p>Anduril | Via Reuters</p>
<h2 class="ArticleBody-subtitle">Reindustrializing the military</h2>
<p>The push to advance the military&#8217;s tech capabilities began well before the war in Iran, and Trump stepped up efforts to rebuild aging military systems early in his first term with a series of executive orders.</p>
<p>Trump&#8217;s signature $185 billion &#8220;Golden Dome&#8221; missile defense system will also provide new opportunities for startups, including shipbuilding and drone companies.</p>
<p>Several defense tech startups CNBC spoke with for this story said demand has skyrocketed from DOD customers since the U.S. and Israel first struck Iran at the end of February. Many of those customers have offered to buy out capacity or asked firms to ramp production, the businesses said. </p>
<p>&#8220;We&#8217;ve had very clear demand signals coming out of this administration and the Pentagon,&#8221; said Ryan Tseng, president and co-founder of Shield AI, which hit a $12.7 billion valuation this week. &#8220;People are more ready than they ever have been.&#8221;</p>
<p>Gauging demand is a difficult task for any business, but particularly critical for firms reliant on venture funding to keep factories running. At the same time, the government hasn&#8217;t offered a steady enough flow of contracts to rationalize scaling for some of these businesses.  </p>
<p>That&#8217;s leaving defense tech firms divided over whether to hike capacity to win deals and risk profitability, or hold off and potentially miss opportunities. </p>
<p>John Tenet, CEO of radar maker Chaos Industries, said his manufacturing team is building day and night to meet customer demand signals. The company recently raised $510 million at a $4.5 billion valuation.</p>
<p>&#8220;If you&#8217;re waiting for the contract to scale production, you&#8217;re already too late,&#8221; he said.</p>
<p>Many of these businesses are already operating at a faster clip than in previous years. </p>
<p>One counter-drone startup, which asked not to be named due to the nature of the company&#8217;s work with the government, told CNBC that this year it&#8217;s on track to double the number of systems created since it first launched its tool.</p>
<p>The startup said that all those systems have been sold to customers, and it would only increase capacity if given a contract by the U.S. government. </p>
<p>That&#8217;s the tricky part of working with the government. </p>
<p>Chaos Industries&#8217; Vanquish Prime radar system.</p>
<p>Courtesy: Brett Cummings | Chaos Industries</p>
<p>Demand appears insatiable, but some defense firms told CNBC that they want contracts before shelling out on new systems. That&#8217;s even more critical for businesses building multi-million dollar tools with intricate supply chains.</p>
<p>Businesses could stockpile to get ahead of demand, but rapid innovation could quickly outpace their tech. That&#8217;s why focusing on a single product is a &#8220;very dangerous game,&#8221; said Accel partner Ben Quazzo.</p>
<p>&#8220;If you wake up one day and that&#8217;s obsolete, your business is in trouble,&#8221; Quazzo said.</p>
<p>The Pentagon plans to funnel billions over the next few years into defense technology, with Trump calling for a $1.5 trillion military budget in 2027. However, a budget managed by Congress with limited long-term visibility, coupled with a slow contracting process hindered by bureaucracy, creates some roadblocks.</p>
<p>&#8220;The Pentagon is the only company in the globe that is bound up by procurement and sales rules that somebody else is writing,&#8221; said Morgan Plummer, vice president of policy design and delivery at Americans for Responsible Innovation.</p>
<p>Even as tech companies ramp up production, experts said few of these tools are actually reaching battlefields abroad, and the production scale is far too low to cause a significant impact.</p>
<p>Hegseth&#8217;s acknowledgment of the drone-missile cost disparity came with a call for the industry to build 300,000 drones &#8220;quickly and inexpensively.&#8221;</p>
<p>The effort would deliver &#8220;hundreds of thousands of them by 2027,&#8221; Hegseth said.</p>
<p>Weeks after the first phase of the program started, the Iran war began.</p>
<p><span class="InlineVideo-videoButton"/><span/>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/iran-war-is-defense-techs-chance-to-shine-but-few-systems-are-ready/">Iran war is defense tech&#8217;s chance to shine, but few systems are ready</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>Defense startup taking on Palantir hits $100 million in ARR</title>
		<link>https://www.ourstoryinsight.com/defense-startup-taking-on-palantir-hits-100-million-in-arr/</link>
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		<pubDate>Sun, 12 Oct 2025 06:58:17 +0000</pubDate>
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		<guid isPermaLink="false">https://www.ourstoryinsight.com/?p=9929</guid>

					<description><![CDATA[<p>Govini, a defense tech software startup taking on the likes of Palantir, has blown past $100 million in annual recurring revenue, the company announced Friday. &#8220;We&#8217;re growing faster than 100% in a three-year CAGR, and I expect that next year we&#8217;ll continue to do the same,&#8221; CEO Tara Murphy Dougherty told CNBC&#8217;s Morgan Brennan in [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/defense-startup-taking-on-palantir-hits-100-million-in-arr/">Defense startup taking on Palantir hits $100 million in ARR</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span class="HighlightShare-hidden" style="top:0;left:0"/><span class="InlineVideo-videoButton"/><span/></p>
<p>Govini, a defense tech software startup taking on the likes of <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-2">Palantir<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, has blown past $100 million in annual recurring revenue, the company announced Friday.</p>
<p>&#8220;We&#8217;re growing faster than 100% in a three-year CAGR, and I expect that next year we&#8217;ll continue to do the same,&#8221; CEO Tara Murphy Dougherty told CNBC&#8217;s Morgan Brennan in an interview. With how &#8220;big this market is, we can keep growing for a long, long time, and that&#8217;s really exciting.&#8221;</p>
<p>CAGR stands for compound annual growth rate, a measurement of the rate of return.</p>
<p>The Arlington, Virginia-based company also announced a $150 million growth investment from Bain Capital. It plans to use the money to expand its team and product offering to satisfy growing security demands.</p>
<p>In recent years, venture capitalists have poured more money into defense tech startups like Govini to satisfy heightened national security concerns and modernize the military as global conflict ensues.</p>
<p>The group, which includes unicorns like Palmer Luckey&#8217;s Anduril, Shield AI and artificial intelligence beneficiary Palantir, is taking on legacy giants such as <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-5">Boeing<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-6">Lockheed Martin<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> and <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-7">Northrop Grumman<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, that have long leaned on contracts from the Pentagon.</p>
<p>Dougherty, who previously worked at Palantir, said she hopes the company can seize a &#8220;vertical slice&#8221; of the defense technology space.</p>
<p>The 14-year-old Govini has already secured a string of big wins in recent years, including an over $900-million U.S. government contract and deals with the Department of War.</p>
<p>Govini is known for its flagship AI software Ark, which it says can help modernize the military&#8217;s defense tech supply chain by better managing product lifecycles as military needs grow more sophisticated.</p>
<p>&#8220;If the United States can get this acquisition system right, it can actually be a decisive advantage for us,&#8221; Dougherty said.</p>
<p>Looking ahead, Dougherty told CNBC that she anticipates some setbacks from the government shutdown.</p>
<p>Navy customers could be particularly hard hit, and that could put the U.S. at a major disadvantage.</p>
<p>While the U.S. is maintaining its AI dominance, China is outpacing its shipbuilding capacity and that needs to be taken &#8220;very seriously,&#8221; she added.</p>
<p>Dougherty also noted China&#8217;s dominance in rare earths and processed minerals that are critical to making parts and systems for the military. </p>
<p>&#8220;The rare earth crisis that we&#8217;re in is a serious one,&#8221; she said, &#8220;because one of the things that you can see in the data that we have in our proprietary data set tracks national security programs down to the raw materials.&#8221;</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/defense-startup-taking-on-palantir-hits-100-million-in-arr/">Defense startup taking on Palantir hits $100 million in ARR</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>Silicon Valley’s defense tech startups are booming as war shifts</title>
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		<pubDate>Sat, 04 Oct 2025 16:41:30 +0000</pubDate>
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					<description><![CDATA[<p>Guvendemir &#124; E+ &#124; Getty Images A wave of defense tech startups in Silicon Valley is drawing billions in funding and reshaping America&#8217;s national security. Anduril Industries, recently valued at $30.5 billion following its latest funding round, is among the so-called &#8220;neoprimes&#8221; — companies challenging the dominance of legacy contractors, dubbed &#8220;primes,&#8221; such as Lockheed Martin, Northrop [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/silicon-valleys-defense-tech-startups-are-booming-as-war-shifts/">Silicon Valley’s defense tech startups are booming as war shifts</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span class="HighlightShare-hidden" style="top:0;left:0"/></p>
<p>Guvendemir | E+ | Getty Images</p>
<p>A wave of defense tech startups in Silicon Valley is drawing billions in funding and reshaping America&#8217;s national security.</p>
<p>Anduril Industries, recently valued at $30.5 billion following its latest funding round, is among the so-called &#8220;neoprimes&#8221; — companies challenging the dominance of legacy contractors, dubbed &#8220;primes,&#8221; such as Lockheed Martin, Northrop Grumman, <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-6">Boeing<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-7">General Dynamics<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, and <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-8">RTX<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> (formerly Raytheon).</p>
<p>&#8220;There&#8217;s more money than ever going to what we call the &#8216;neoprimes'&#8221; Jameson Darby, co-founder and director of autonomy at investment syndicate MilVet Angels, or MVA, told CNBC. &#8220;It&#8217;s still a fraction of the overall budget, but the trend is all positive.&#8221;</p>
<p>Other examples of defense tech startups challenging the incumbents include SpaceX and <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-11">Palantir Technologies<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span>, said Darby, who is also a founding member of the U.S. Department of Defense&#8217;s Defense Innovation Unit.</p>
<p>Unlike the primes, these startups are faster, leaner and software-first — with many of them building things that can help close &#8220;critical technology gaps that are really important to national security,&#8221; said Ernestine Fu Mak, co-founder of MVA and founder of Brave Capital, a venture capital firm.</p>
<p>Venture funding for U.S.-based defense tech startups totaled about $38 billion through the first half of 2025, and could exceed its 2021 peak if the pace remains constant for the rest of the year, according to JPMorgan.</p>
<h2 class="ArticleBody-subtitle">&#8216;The battlefield is changing&#8217;</h2>
<p>As the global war landscape changed over the past decades, the U.S. Department of Defense has identified several technologies that are critical to national security, including hypersonics, energy resilience, space technology, integrated sensing and cyber.</p>
<p>&#8220;In a post-9/11 world, the entire Department of Defense effectively focused on &#8230; the global war on terrorism. It was our military versus insurgents, guerrillas, asymmetric warfare, relatively low-tech fighters in most cases,&#8221; said Darby.</p>
<p>But war today is more focused on &#8220;great power competition,&#8221; said Mak.</p>
<p>The battlefield is changing and new technologies are needed &#8230; warfare no longer being limited to land, sea, air. There&#8217;s also cyber and space domains that have become contested.</p>
<p>Ernestine Fu Mak</p>
<p>Co-founder, MilVet Angels</p>
<p>&#8220;The focus is more on deterring and competing with [adversaries] in these very high-tech, multi-domain conflicts,&#8221; Mak added. &#8220;The battlefield is changing and new technologies are needed&#8230; warfare no longer being limited to land, sea, air. There&#8217;s also cyber and space domains that have become contested.&#8221;</p>
<p>Today, some of these Silicon Valley &#8220;neoprimes&#8221; are developing not just weapons, but also dual-use technologies that can be applied both commercially and by militaries.</p>
<p>&#8220;So things like artificial intelligence and autonomy have broad, sweeping commercial applications, but they&#8217;re also clearly a force multiplier in a military context,&#8221; said Darby. &#8220;[The] Department of War is rapidly assessing and adopting these dual-use technologies &#8230; they&#8217;re sending signals to the investment world, to the defense industrial base, that the U.S. government needs these things.&#8221;</p>
<p>That direction from the government has, in turn, provided a clear and strategic roadmap for both investors and entrepreneurs, said Mak.</p>
<h2 class="ArticleBody-subtitle">The &#8216;new guard&#8217;</h2>
<p>On Sept. 17, MVA came out of stealth mode after quietly backing some leading defense tech startups since 2021.</p>
<p>Today, Mak says the syndicate&#8217;s roughly 250 members include tech founders, Wall Street financiers, company executives, intelligence officials, former military leaders and Navy SEALs. Together, they&#8217;ve invested in companies like Anduril Industries, Shield AI, Hermeus, Ursa Major and Aetherflux.</p>
<p>&#8220;Overall, we believe that &#8216;neoprimes&#8217; cannot exist in the abstract. They require people — individuals who bring technical expertise, who carry a deep sense of mission, and who contribute complementary voices and talents. Together, this coalition forms what we are convening and calling the &#8216;new guard,'&#8221; said Mak.</p>
<p>She added that modern national security requires both the &#8220;warrior&#8217;s insight on the battlefield&#8221; and the &#8220;builder&#8217;s drive for innovation&#8221;.</p>
<p>&#8220;Working together with engaged, informed patriots whose participation strengthens our defense ecosystem and reinforces the very fabric of national security,&#8221; Mak said.</p>
<p>Mak and Darby both agree that as new technologies develop and make their way onto battlefields globally, it&#8217;s changing the way militaries fight, which can also pose new threats.</p>
<p>&#8220;You&#8217;re seeing these technologists, these builders &#8230; building defense tech, and the reason why they&#8217;re doing so, is not to initiate conflict, but rather to create a credible deterrent that discourages aggression,&#8221; said Mak.</p>
<p>&#8220;No one in defense tech is looking to wage war, rather, it&#8217;s looking to deter it and wanting adversaries to think twice before threatening peace and stability,&#8221; Mak added.</p>
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<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/silicon-valleys-defense-tech-startups-are-booming-as-war-shifts/">Silicon Valley’s defense tech startups are booming as war shifts</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>Striking defense workers reject Boeing contract offer</title>
		<link>https://www.ourstoryinsight.com/striking-defense-workers-reject-boeing-contract-offer/</link>
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		<pubDate>Sun, 14 Sep 2025 19:13:05 +0000</pubDate>
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					<description><![CDATA[<p>The Boeing Company at Paris Air Show 2025 in Le Bourget Airport. Nicolas Economou &#124; Nurphoto &#124; Getty Images Striking Boeing defense workers in Missouri voted Friday against the company&#8217;s latest offer of a modified contract deal, according to the union representing the workers. More than 3,000 workers in the St. Louis area will remain [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/striking-defense-workers-reject-boeing-contract-offer/">Striking defense workers reject Boeing contract offer</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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										<content:encoded><![CDATA[<p><span class="HighlightShare-hidden" style="top:0;left:0"/></p>
<p>The Boeing Company at Paris Air Show 2025 in Le Bourget Airport.</p>
<p>Nicolas Economou | Nurphoto | Getty Images</p>
<p>Striking <span class="QuoteInBody-quoteNameContainer" data-test="QuoteInBody" id="RegularArticle-QuoteInBody-1">Boeing<span class="QuoteInBody-inlineButton"><span class="AddToWatchlistButton-watchlistContainer" id="-WatchlistDropdown" data-analytics-id="-WatchlistDropdown"><span class="AddToWatchlistButton-addWatchListFromTag"/></span></span></span> defense workers in Missouri voted Friday against the company&#8217;s latest offer of a modified contract deal, according to the union representing the workers.</p>
<p>More than 3,000 workers in the St. Louis area will remain on strike, the first walkout in almost three decades.</p>
<p>&#8220;Boeing&#8217;s modified offer did not include a sufficient signing bonus relative to what other Boeing workers have received, or a raise in 401(k) benefits,&#8221; a statement from the International Association of Machinists and Aerospace Workers read. &#8220;The democratic vote underscores the determination of approximately 3,200 IAM Union members to continue their stand together until their voices are heard.&#8221;</p>
<p>The union had said it reached a tentative five-year agreement with Boeing on Wednesday, with better wages and a signing bonus, and set a vote on the deal for Friday.</p>
<p>The deal that workers rejected included 45% average wage growth, among other things. The local chapter of the union, IAM 837, said it would bring the average wage from $75,000 to $109,000.</p>
<p>&#8220;Our members in St. Louis have once again shown that they will not settle for Boeing&#8217;s half-measures,&#8221; IAM International President Brian Bryant said in a statement. &#8220;Boeing must start listening to its employees and come back to the table with a meaningful offer that respects the sacrifices and skill of these workers.&#8221;</p>
<p>Boeing has said it is hiring more workers to replace those who are on strike to meet rising demand.</p>
<p>Boeing Air Dominance Vice President Dan Gillian said in a statement that no further talks are scheduled between Boeing and the striking workers, and that the company is &#8220;disappointed.&#8221;</p>
<p>&#8220;We&#8217;ve made clear the overall economic framework of our offer will not change, but we have consistently adjusted the offer based on employee and union feedback to better address their concerns,&#8221; Gillian said. &#8220;We will continue to execute our contingency plan, including hiring permanent replacement workers, as we maintain support for our customers.&#8221;</p>
<p>The striking workers mostly assemble and maintain F-15 fighter jets and missile systems, according to the union. The employees went on strike in early August and turned down a previous offer, which included 20% general wage increases and a $5,000 signing bonus, among other improvements.</p>
<h2 class="RelatedContent-header">Don’t miss these insights from CNBC PRO</h2>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/striking-defense-workers-reject-boeing-contract-offer/">Striking defense workers reject Boeing contract offer</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>Boeing St. Louis defense workers set to strike after rejecting latest offer</title>
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		<pubDate>Mon, 04 Aug 2025 00:20:11 +0000</pubDate>
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					<description><![CDATA[<p>Union members who assemble Boeing’s fighter jets in the St. Louis area rejected the U.S. planemaker’s latest contract offer on Sunday and will strike at midnight on Monday, the International Association of Machinists and Aerospace Workers union said. “IAM District 837 members … deserve a contract that reflects their skill, dedication, and the critical role they play [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/boeing-st-louis-defense-workers-set-to-strike-after-rejecting-latest-offer/">Boeing St. Louis defense workers set to strike after rejecting latest offer</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>Union members who assemble Boeing’s fighter jets in the St. Louis area rejected the U.S. planemaker’s latest contract offer on Sunday and will strike at midnight on Monday, the International Association of Machinists and Aerospace Workers union said.</p>
<p>“IAM District 837 members … deserve a contract that reflects their skill, dedication, and the critical role they play in our nation’s defense,” the union’s Business Representative Tom Boelling said.</p>
<p>Boeing said it was ready for the action. “We are prepared for a strike and have fully implemented our contingency plan,” Boeing Air Dominance vice president and general manager Dan Gillian said in an emailed statement to Reuters.</p>
<p>Boeing’s original offer proposal included a 20% general wage increase over four years and a $5,000 ratification bonus. <span class="credit">Bloomberg via Getty Images</span></p>
<p>“We’re disappointed our employees in St. Louis rejected an offer that featured 40% average wage growth,” he added.</p>
<p>Boeing’s original proposal included a 20% general wage increase over four years and a $5,000 ratification bonus, as well as more vacation time and sick leave. The union had rejected the offer, saying it was insufficient.</p>
<p>Last week, Boeing sent a new contract offer to the union with some minor compensation changes that would benefit senior union members, according to the company. The offer also kept current overtime policies, which Boeing had proposed modifying in the last contract offer.</p>
<p>The workers assemble Boeing’s fighter jets and the MQ-25, an aerial refueling drone being developed for the US Navy.</p>
<p>Boeing is expanding manufacturing facilities in the St. Louis area for the new US Air Force fighter, the F-47A. <span class="credit">AFP via Getty Images</span></p>
<p>Boeing’s defense division is expanding manufacturing facilities in the St. Louis area for the new US Air Force fighter, the F-47A, after it won the contract this year.</p>
<p>The upcoming strike by the union, representing 3,200 employees, would be much smaller than the one Boeing was hit with last fall, when 33,000 machinists at Boeing’s commercial plane division walked out for nearly two months. That strike ended with approval of a four-year contract that included a 38% wage increase.</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/boeing-st-louis-defense-workers-set-to-strike-after-rejecting-latest-offer/">Boeing St. Louis defense workers set to strike after rejecting latest offer</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>What&#8217;s Included in the 596 Books Banned by the Department of Defense Education Activity?</title>
		<link>https://www.ourstoryinsight.com/whats-included-in-the-596-books-banned-by-the-department-of-defense-education-activity/</link>
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		<pubDate>Thu, 17 Jul 2025 16:29:58 +0000</pubDate>
				<category><![CDATA[Literature]]></category>
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		<guid isPermaLink="false">https://www.ourstoryinsight.com/?p=8254</guid>

					<description><![CDATA[<p>Find below more information about the ACLU’s lawsuit over book bans in DODEA schools from earlier this summer. For years, it’s been clear that one of the most vital ways through this era of book censorship is the legal system. The results of the ongoing spate of lawsuits are a mixed bag. We’ve seen Iowa’s “Don’t [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/whats-included-in-the-596-books-banned-by-the-department-of-defense-education-activity/">What&#8217;s Included in the 596 Books Banned by the Department of Defense Education Activity?</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>Find below more information about the ACLU’s lawsuit over book bans in DODEA schools from earlier this summer. </p>
<p>For years, it’s been clear that one of the most vital ways through this era of book censorship is the legal system. The results of the ongoing spate of lawsuits are a mixed bag. We’ve seen Iowa’s “Don’t Say Gay” bill, which involves removal of any books from schools with so-called “sex acts” in them, be blocked and deemed unconstitutional. We’ve seen the Fifth Circuit Court say that library users have no First Amendment grounds to sue libraries for removal of books for any reason in Louisiana, Mississippi, and Texas. Librarian Brooky Parks successfully settled a lawsuit against her former public library employer, where she was terminated for speaking out against censorship; so, too, did Suzette Baker in Llano County.</p>
<p>Keeping track of the number of lawsuits over library censorship right now is a nearly impossible task because there are so many. Among them are suits in Tennessee and South Carolina over bans in public school libraries and public libraries respectively; a lawsuit over the use of BookLooks/RatedBooks to select school library materials in Minnesota’s St. Francis Area Schools (a state where they have an anti-book ban law, remember); and a lawsuit over Idaho’s bill that requires public libraries relocate books parents complain about or face financial penalty.</p>
<p>These don’t even touch on upwards of a dozen more, nor do they cover the two federal lawsuits happening over the dismantling of the Institute for Museum and Library Services (you can read a timeline of this ongoing situation, including all of the court actions on it, over here).</p>
<p>Another lawsuit underway right now is one that has gotten less attention than some of the others, thanks in part to the censorship issue at play taking place outside of the “typical” public library and school environment. One of the first book ban directives of the current federal administration came through the Department of Defense Education Activity schools, which fall under the directive of the Department of Defense. This creates a more direct line for federal demands than your average public school or public library–the IMLS, for example, doesn’t set policies or procedures for public libraries in the country, as those are determined on the state and local level and thus, while the financial support for libraries can be yanked as we’re seeing now, that doesn’t (yet) translate to the agency’s leader being able to demand all books on certain topics be banned from public schools. The same goes with the Department of Education and public schools. There are a lot more hurdles to jump through from the top down than with the Department of Defense’s Education Activity schools.</p>
<p>The American Civil Liberties Union (ACLU) filed a lawsuit against the administration for its book banning demands on those schools.</p>
<p>Sam LaFrance, First Amendment Communications Strategist for the ACLU, gives background into the current book banning directive, which books are being targeted, what led the ACLU to pursue litigation, the current status of the case, and more.</p>
<p class="has-text-align-center">***</p>
<p>From Kentucky to Japan, something is going on in certain public schools: books are being taken off the shelf, posters of historical figures like Frida Kahlo are being removed from walls, and Black History Month celebrations are being cancelled. </p>
<p>It’s all because the Department of Defense is implementing new policies banning books, classroom discussions, events, and extracurriculars that relate to race and gender in military-run schools on bases around the world. </p>
<p>So the ACLU took them to court. </p>
<h3 class="wp-block-heading">What is DoDEA? Why are they banning books?</h3>
<p>The U.S. Department of Defense runs public schools on their military bases around the world for children of active-duty servicemembers and civilian military personnel. The agency that runs these schools is called the Department of Defense Education Activity (DoDEA), and it operates just like any other public school district — except that it is run by the federal government and therefore is under the direct control of the Secretary of Defense and the Commander in Chief, not a local school board. DoDEA serves over 67,000 students from kindergarten through high school in 161 schools across 11 countries, seven states, Guam, and Puerto Rico.</p>
<p>If you compared DoDEA to more traditional school districts in the United States, it would be among the most diverse, and most high achieving, in the nation. </p>
<p>But in January 2025, President Donald Trump signed three executive orders that impact DoDEA and how it operates: </p>
<ul class="wp-block-list">
<li>Executive Order (EO) 14168 titled “Defending Women From Gender Ideology Extremism and Restoring Biological Truth to the Federal Government”;</li>
<li>EO 14185 titled “Restoring America’s Fighting Force”; and </li>
<li>EO 14190 titled “Ending Radical Indoctrination in K-12 Schooling”</li>
</ul>
<p>These executive orders prohibit, among other things, the use of federal funds for anything that may promote “gender ideology” or “divisive concepts,” the latter of which has long been interpreted to cover a wide array of topics related to race, sex, and American history. EO 14185 explicit instructs the military to stop “promoting, advancing or otherwise inculcating” several “un-American, divisive, discriminatory, radical, extremist, and irrational theories” — all of which implicate books and curricula that relate to race and gender, as we have seen in public schools around the country since 2021.</p>
<p>In President Trump’s words, these concepts add up to “wokeness”:</p>
<p>[W]e are getting wokeness out of our schools and out of our military and it’s already out and it’s out of our society, we don’t want it. Wokeness is trouble, wokeness is bad, it’s gone. It’s gone. And we feel so much better for it, don’t we? Don’t we feel better?</p>
<h3 class="wp-block-heading">What exactly are they doing?</h3>
<p>In February, DoDEA began implementing these new executive orders. In several emails to teachers and staff, administrators asked that they “ensure books potentially related to gender ideology or discriminatory equity ideology are removed from the student section” of the library. Parents were told that “books potentially related to gender ideology or discriminatory equity ideology topics” were to be relocated to a private section, away from students, for professional review. Teachers were asked to remove these books from their classrooms, and DoDEA told the press that they were taking steps to end “radical indoctrination” in school.</p>
<p>Using keyword searches, materials were identified for potential noncompliance with the executive orders prohibiting so-called “gender ideology” and “divisive concepts.” That review is ongoing at DoDEA HQ – and their decision could impact students in schools from Kentucky to Japan. In DoDEA’s own words, all of this happened in response to President Trump’s executive orders and guidance from Secretary of Defense Pete Hegseth. The impact is already being felt.</p>
<p>A training at a school in Germany, librarians were instructed to scan books for potential references to gender identity; one book, Both Sides Now by Peyton Thomas, was flagged as in violation because it “refers to transgender.” </p>
<p>A news outlet in Kentucky reported that librarians at Fort Campbell felt they needed to remove “any books that mention slavery, the civil rights movement or the treatment of Native Americans.” In that same school, an internal memo explicitly banned “monthly cultural observances” — resulting in bulletin boards about Black history being taken down, and the cancellation of similar plans for Asian American and Pacific Islander Heritage Month. In an official, DOD-wide memo from January titled “Identity Months Dead at DoD,” the agency instructed all schools to cancel any “special activities and non-instructional events” related to Black History Month, Women’s History Month, Pride Month, and more.</p>
<p>Several books and resources were removed from the curriculum, including chapters of two AP Psychology books that discussed human sexuality and a historically accurate, grade-appropriate biography of Robert Cashier, a civil war veteran who was born female but enlisted and fought valiantly as a man in the Union Army.</p>
<p>This censorship extended into sex education, too. Several chapters were banned from DoDEA sex ed textbooks, including:</p>
<ul class="wp-block-list">
<li>“Communicable Diseases: Sexually Transmitted Diseases”;</li>
<li>“Unwanted Sexual Activity: Sexual Harassment”;</li>
<li>“Human Reproductive System, Menstrual Cycle, and Fetal Development”;</li>
<li>“Abuse and Neglect”; and </li>
<li>“Adolescence and Puberty”</li>
</ul>
<p>The agency left no stone unturned. Even school yearbooks were implicated: no “visual depictions, written content, or editorial choices” that may indicate support for “social transition” was allowed. </p>
<p>All of this violates the First Amendment.</p>
<p>Students in DoDEA schools, just like other students in American public schools, have a right to receive information about the world around them. They have a right to read books about their own experiences or the experiences of people that are different from them, and they have a right to have their education shaped not by animus or politics but by pedagogical expertise, curiosity, and educational rigor. </p>
<h3 class="wp-block-heading">What books were banned?</h3>
<p>According to a new filing from DoDEA, 555 books and 41 curricular materials have been banned on bases around the world while they undergo review. DoDEA doesn’t want to say what those books are, but we’ve compiled a list of some titles that appear to be included, and the court ordered a full list by mid-June.</p>
<p>According to reporting from news outlets, plaintiffs, DoDEA itself, and other sources, these 233 books are alleged to have been quarantined or banned in DoDEA schools. Here is a selection:</p>
<ul class="wp-block-list">
<li>Freckleface Strawberry by Julianne Moore</li>
<li>To Kill a Mockingbird by Harper Lee</li>
<li>Julián Is a Mermaid by Jessica Love</li>
<li>4 entries in the Heartstopper series by Alice Oseman</li>
<li>I Kissed Shara Wheeler by Casey McQuiston</li>
<li>The Color Purple by Alice Walker</li>
<li>The New Jim Crow: Mass Incarceration in the Age of Colorblindness by Michelle Alexander</li>
<li>The Kite Runner by Khaled Hosseini</li>
<li>The Nickel Boys by Colson Whitehead (and The Dozier School for Boys: Forensics, Survivors, and a Painful Past by Elizabeth A. Murray, about the school on which this novel was based).</li>
</ul>
<p>Despite pleas from parents, students, and advocates, DoDEA has thus far refused to confirm which 555 books are officially on the chopping block systemwide. But based on what we know, as with other school districts, the vast majority of books allegedly banned within DoDEA appear to be by or about women, LGBTQ people, and people of color.</p>
<h3 class="wp-block-heading">What is being done about it?</h3>
<p>The American Civil Liberties Union, along with the ACLU of Kentucky and the ACLU of Virginia, filed suit against DoDEA in March on behalf of six families with children in DoDEA schools. These families have children ranging from kindergarten to 11th grade in schools around the world. </p>
<p>The suit argues that these removals violate the First Amendment. As described in the initial complaint, the removals and bans are not based on “rational, age-appropriate, evidence-based concerns” but on politics and the President’s “anti-wokeness” agenda. This limits students’ ability to think critically, learn about themselves and their neighbors, and in the case of sex ed materials, even keep themselves safe from harm.</p>
<p>On Tuesday, June 3, 2025, the ACLU argued in the Eastern District of Virginia that the court should grant an immediate preliminary injunction – restoring curriculum, putting books back on the shelf, and preventing DoDEA from continuing to enforce the executive orders that caused all of this. The court could issue a decision at any time and at the hearing, the court ordered DoDEA to share more information about the removed books within seven days.But the battle won’t just be won in the courtroom – student organizers in DoDEA schools have been leading walkouts in protest of these new policies, often risking disciplinary action, since January. In South Korea, 40 students participated in one such walkout, which included a flag folding ceremony and a student dressed as the Statue of Liberty. And military parents, like the ones bringing the lawsuit, have spoken out about how incongruous this spate of censorship is with their jobs: “We make sacrifices as a military family so that my husband can defend the Constitution and the rights and freedoms of all Americans,” said one such parent. “If our own rights and the rights of our children are at risk, we have a responsibility to speak out.”</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/whats-included-in-the-596-books-banned-by-the-department-of-defense-education-activity/">What&#8217;s Included in the 596 Books Banned by the Department of Defense Education Activity?</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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		<title>The Defense Department wants to ban hundreds of books. Here are the weirdest titles. ‹</title>
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		<pubDate>Wed, 16 Jul 2025 21:28:42 +0000</pubDate>
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					<description><![CDATA[<p>July 16, 2025, 2:25pm The Trump administration has moved to ban 596 books from schools that serve military children. This is in addition to all their ongoing support for state book bans. Though it’s uniquely upsetting because military schools can be seen as arms of the government, where free speech protections can be harder to [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/the-defense-department-wants-to-ban-hundreds-of-books-here-are-the-weirdest-titles/">The Defense Department wants to ban hundreds of books. Here are the weirdest titles. ‹</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p></p>
<p>July 16, 2025, 2:25pm</p>
<p>The Trump administration has moved to ban 596 books from schools that serve military children. This is in addition to all their ongoing support for state book bans. Though it’s uniquely upsetting because military schools can be seen as arms of the government, where free speech protections can be harder to protect.</p>
<p>Threatened titles include “children’s biographies of trailblazing transgender public figures. An award-winning novel reflecting on what it is like to be Black in America,” and “a series of graphic novels about the love story between a teenage gay couple.”</p>
<p>To meet their apparent quota, Defense Department (DD) censors seem to have applied a control F search to the whole Library of Congress. YA books with “gender,” “trans,” “racist,” “identity,” or any acronym in the title have been scrubbed from school shelves.</p>
<p>Counter or contextualizing histories that challenge white supremacy, like Paul Ortiz’s An African American History and Latinx History of the United States, are also on the chopping block. Ditto rhetorical question titles that tease a challenge to hegemony. Like Ronald D. Lankford’s Are America’s Wealthy Too Powerful?</p>
<p>All of this is pure trash, of course. But some of the censored books are real curveballs. Here are a few that surprised me on the government’s latest list.</p>
</p>
<p style="text-align: center;"><strong>Megha Majumdar, A Burning</strong></p>
<p>Majumdar’s thrilling three-hander debuted five years ago to great acclaim. It dances with big themes re: gender, class, and political extremism. But as a literary novel—one pitched at adults, no less—it’s extra bizarre to find this one in the government’s cross-hairs.</p>
<p>What “ideology,” DD?</p>
</p>
<p style="text-align: center;"><strong>Meagan Brothers, Debbie Harry Sings in French</strong></p>
<p>This YA book charts a young person’s coming-of-age under the only benevolent influence of your favorite 80s pop-punk icon.</p>
<p>What gives, DD? Do you just hate fun?</p>
</p>
<p style="text-align: center;"><strong>Kai Cheng Tom, From the Stars in the Sky to the Fish in the Sea</strong></p>
<p>This beautifully illustrated children’s book follows a young person with shape-shifting powers. The story affirms gender-queerness and gender-questioning. But its allegory can also be read as a general urge to embrace one’s contradictions. Also, Julie Andrews reads the audio book.</p>
<p>Really, DD? You’re scared of Maria von Trapp?</p>
</p>
<p style="text-align: center;"><strong>Ann Braden, Flight of the Puffin</strong></p>
<p>This novel, from the former middle school teacher and grassroots activist Ann Braden, is about bullying. It follows four kids around the country as they investigate bad habits and embrace small acts of kindness. Though I can’t emulate their example here, this message seems pretty innocuous to me.</p>
<p>But maybe this one’s on the outs because it’s at cross-purposes with the military in general…?</p>
<p><strong></strong></p>
<p style="text-align: center;"><strong>Robie Harris &#038; Michael Emberley, It’s Perfectly Normal</strong></p>
<p>This book, a big one on my childhood shelves, first came out in 1994. And as the title suggests, it offers a pretty innocuous intro to all the things a young body can go through.</p>
<p>But I guess you’re anti puberty, too? Huh, DD?</p>
</p>
<p style="text-align: center;"><strong>Virginia Woolf, Orlando</strong></p>
<p>On its publication in the previous century, Orlando enjoyed a fair bit of controversy for its allusions to same-sex love and strategic censor-dodging. The academy has since celebrated the novel with abundant queer readings. That said, it’s fiction. For grown-ups.</p>
<p>Also, more threats on Julie Andrews-related texts? Not in this house!</p>
</p>
<p style="text-align: center;"><strong>Grace Ellis &#038; ND Stevenson &#038; Shannon Watters &#038; Gus Allen</strong><strong>, Lumberjanes</strong></p>
<p>I’ll be honest. I guess I have to thank the DD censors for pointing me to this series, which was not on my radar but looks like the kind of thing that would have ruined my grades in middle school. Following a set of punk-rock preteens who solve mysteries and wail on monsters at their bespoke summer camp, this series has been described as “Buffy the Vampire Slayer meets Gravity Falls.” And I list it here for the same reason I list the others: I actually think more kids should have copies of this book.</p>
<p>Surprise! You’ve been AGENDA’d!</p>
<p>You can read the rest of the list of unobjectionable titles the government wants to take away from its military students here, and buy them in abundance on your own free time.</p>
<p>In the meanwhile, we send warm thoughts and props to the families fighting these bans.</p>
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		<title>Trump Shuns Europe, and Its Defense Industry Tries to Capitalize</title>
		<link>https://www.ourstoryinsight.com/trump-shuns-europe-and-its-defense-industry-tries-to-capitalize/</link>
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		<pubDate>Tue, 22 Apr 2025 07:30:39 +0000</pubDate>
				<category><![CDATA[Business]]></category>
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		<category><![CDATA[Europe]]></category>
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					<description><![CDATA[<p>Fresh off the assembly line, the two Eurofighter jets screamed down Turin’s runway at 186 miles per hour before lifting off against the snow-capped Alps. Their destination was Kuwait, a six-hour flight away. The Kuwaiti military is the first foreign customer to buy the supersonic jets from Leonardo, the Italian defense contractor that manufactures the [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://www.ourstoryinsight.com/trump-shuns-europe-and-its-defense-industry-tries-to-capitalize/">Trump Shuns Europe, and Its Defense Industry Tries to Capitalize</a> appeared first on <a rel="nofollow" href="https://www.ourstoryinsight.com">Our Story Insight</a>.</p>
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										<content:encoded><![CDATA[<p></p>
<p class="css-at9mc1 evys1bk0">Fresh off the assembly line, the two Eurofighter jets screamed down Turin’s runway at 186 miles per hour before lifting off against the snow-capped Alps. Their destination was Kuwait, a six-hour flight away.</p>
<p class="css-at9mc1 evys1bk0">The Kuwaiti military is the first foreign customer to buy the supersonic jets from Leonardo, the Italian defense contractor that manufactures the Eurofighter as part of a consortium with producers in Britain, Germany and Spain. More such deals are likely, as Europe looks inward to build its defenses amid President Trump’s trade war and his demands that Europe stop relying on the United States for its security.</p>
<p class="css-at9mc1 evys1bk0">Demand for weapons spiked in Europe after Russia invaded Ukraine in 2022 and has persisted. With Europe producing more and better weapons, it is also looking to sell its wares more broadly on the global market.</p>
<p class="css-at9mc1 evys1bk0">The new emphasis on arms production is evidence of a broader generational shift in Europe, which wound down its militaries after the Cold War in favor of social investments.</p>
<p class="css-at9mc1 evys1bk0">Giancarlo Mezzanatto, a top Leonardo official who was the Eurofighter consortium’s chief executive until December, is betting that the administration’s antagonism toward Europe will encourage more militaries to buy European weapons. Already, both Poland and Turkey are weighing multibillion-dollar deals for the Eurofighter, known as the “Typhoon,” instead of expanding their fleets of American-made jets.</p>
<p class="css-at9mc1 evys1bk0">“It is a matter of how successful the products are, and of how the technologies are helping the products to be successful in the market,” Mr. Mezzanatto said in a recent interview in Turin, describing a “renaissance” for the Eurofighters with a new mid-generation upgrade that will maintain its edge until 2060.</p>
<p class="css-at9mc1 evys1bk0">“Then, of course, there are the geopolitical situations, which are clearly influenced by Trump,” he added.</p>
<p class="css-at9mc1 evys1bk0">Even before Mr. Trump invoked punishing global tariffs this month, Europe’s defense stocks were flying high, in part because institutional investors that had long disregarded them are reconsidering their stances.</p>
<p class="css-at9mc1 evys1bk0">The Stoxx Europe Total Market Aerospace &#038; Defense, an index of top defense contractors including Leonardo, Rheinmetall, and BAE Systems, has soared roughly 24 percent this year while the S&#038;P 500 is down more than 10 percent.</p>
<p class="css-at9mc1 evys1bk0">Mr. Trump’s tariffs blitz has shaken investors’ confidence just about everywhere, but analysts see the defense sector as secure, especially given the political pressure to rearm Europe. In March, the European Commission announced a broad proposal to ramp up defense spending by about $840 billion, including $165 billion in loans. The European Investment Bank also said it planned to at least double its funding for security and defense projects, and expand its financing to military equipment.</p>
<p class="css-at9mc1 evys1bk0">That has caught the attention of institutional investors, including Norway’s Government Pension Fund Global, the world’s largest sovereign wealth fund. Such funds have long stayed clear of arms makers but are rethinking those restrictions.</p>
<p class="css-at9mc1 evys1bk0">“What really has provoked the turnaround in opinion, I think, is the Trump administration’s obvious reluctance to support Europe in defense,” said Stephen M. Davis, a senior fellow at the Harvard Law School Program on Corporate Governance. “When public opinion changes, the investor community is likely to change, too.”</p>
<p class="css-at9mc1 evys1bk0">The shift represents a major change in how many investors have approached the defense industry in Europe. Governments there drastically cut their militaries when the Cold War ended in 1991 and began pumping money into pensions, health care, education, environmental programs and other economic priorities deemed more important than building weapons.</p>
<p class="css-at9mc1 evys1bk0">For decades, many European pension funds prohibited direct investments in arms manufacturers that produce weapons like cluster bombs, chemical, nuclear and biological weapons, and mines. After Russia’s full-scale invasion of Ukraine, NATO implored governments, banks and private funds to invest in the defense industry and help speed up arms production and keep the war from spreading deeper into Europe.</p>
<p class="css-at9mc1 evys1bk0">“It’s always nicer to invest in health and infrastructure and education,” Jens Stoltenberg, then NATO’s secretary general, said in December 2022. But, he said, “the reality is that the only way to sustain peace is to invest in defense.”</p>
<p class="css-at9mc1 evys1bk0">Varma, a Finnish pension fund, was one that relaxed its rules a few months after the Russian invasion, and before Finland joined NATO in 2023. Under some conditions, Varma can now consider investing in such a manufacturer if, for example, the controversial weapons such as cluster bombs account for no more than 5 percent of sales.</p>
<p class="css-at9mc1 evys1bk0">“There are no restrictions regarding conventional weapons, as long as the products are primarily used to defend sovereignty and prevent conflict,” added Hanna Kaskela, Varma’s senior vice president for sustainability and communications.</p>
<p class="css-at9mc1 evys1bk0">AkademikerPension in Denmark is also rethinking its arms investing rules — but it may be more because of Mr. Trump than Russia. The 65-year-old pension fund, which counts many of the country’s current and retired academics as clients, has been a big investor in companies with strong climate and human-rights credentials.</p>
<p class="css-at9mc1 evys1bk0">Lately, its members have grown more hawkish in their investment focus.</p>
<p class="css-at9mc1 evys1bk0">“In February, everything changed,” recalled Jens Munch Holst, the chief executive of AkademikerPension, which has roughly $24 billion worth of assets under management. Mr. Trump’s threat to expropriate Greenland, a semiautonomous territory of Denmark, was “shocking news for the Danes.”</p>
<p class="css-at9mc1 evys1bk0">For some investors, that was the moment national defense overtook climate change as the new top threat.</p>
<p class="css-at9mc1 evys1bk0">But in addition to money, Europe will need political will to bolster its defenses.</p>
<p class="css-at9mc1 evys1bk0">Most of the major weapons producers in Europe are partially state-owned, and each government has its own spending priorities, regulations and defense strategies. That has created inefficiencies among national manufacturers that each produce relatively small amounts of weapons, resulting in relatively high costs.</p>
<p class="css-at9mc1 evys1bk0">The price of a self-propelled 155-millimeter artillery howitzer built in Europe, for example, can range between $6 million and $19 million, according to the Bruegel Institute, an economic think tank in Brussels, while one built in the United States is less than $2 million. Analysts are watching to see whether Mr. Trump’s tariffs drive up costs for steel, copper and other metals key to the construction of military hardware.</p>
<p class="css-at9mc1 evys1bk0">“The fragmentation of the European defense market has meant that money is spent very inefficiently,” researchers at the Royal United Services Institute, an analytical group affiliated with the British military, concluded in a study this month.</p>
<p class="css-at9mc1 evys1bk0">The four-nation consortium that builds the Eurofighter jet sought to pool its resources instead of competing when it was created in the 1980s. The jet now flies in nine countries, including four in the Middle East. While Kuwait was the first to buy the warplane from Leonardo, other nations purchased it directly from the other companies in the consortium.</p>
<p class="css-at9mc1 evys1bk0">Named for the Italian inventor Leonardo da Vinci, Leonardo is also developing a next-generation fighter jet, the Global Combat Air Program, with producers in Britain and Japan; it is expected to enter military service in 2035.</p>
<p class="css-at9mc1 evys1bk0">Its technology is expected to rival, if not surpass, that of the American-made F-35 stealth jet, which flies in 20 countries and is broadly considered the most advanced fighter jet on the global market. But while the United States has strict restrictions on some of the F-35’s highly classified capabilities, the GCAP, as it is known, will give its customers more control over its systems.</p>
<p class="css-at9mc1 evys1bk0">With uncertainty swirling over Mr. Trump’s trade policies, some Europeans are now openly debating the value of the F-35, which Lockheed Martin produces.</p>
<p class="css-at9mc1 evys1bk0">“If we need the F-35, then we need to invest in the American defense industry, which I understand a lot of people are going to have issues with at a time in which we’re at a commercial war with the United States,” Thibault Muzergues, a researcher with the Institute of International Affairs in Rome, said at a NATO-sponsored conference this month.</p>
<p class="css-at9mc1 evys1bk0">The Italian Air Force flies both Eurofighters and F-35s, and Leonardo builds parts for both. But while Leonardo is restricted to manufacturing wings and other hardware for the F-35, the company is deeply involved in developing the technology for the Eurofighter.</p>
<p class="css-at9mc1 evys1bk0">Two years ago, when chief executive Roberto Cingolani took over Leonardo, he focused the company on high-tech advances and brokering joint ventures with other European weapons producers, including with the German defense giant Rheinmetall to build tanks and with the Turkish drone-maker Baykar.</p>
<p class="css-at9mc1 evys1bk0">He believes that is what caught the attention of investors who were reconsidering Europe’s defense industry after Mr. Trump took office.</p>
<p class="css-at9mc1 evys1bk0">“Europe has, all of a sudden,” Mr. Cingolani said, “realized that we have to change.”</p>
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