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gary harasio

T3 · host / generalist
1 call·1 name·100% bull·last heard 11 months ago·a16z
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$BAHBooz Allen Hamiltonposition

Booz Allen leads federal AI and cyber, building edge autonomy systems for modern warfare

Booz Allen has transformed over 25 years into a mission-centric technology integrator, now the largest AI provider to the federal government and a leader in cyber and edge autonomy systems, positioning it to win on speed over size in defense procurement.

a16z2025-10episode →

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recurring themes

  • Robotics & Physical AI1
  • Defense Tech1
  • Cybersecurity1
  • Critical Minerals & Supply Chain1
  • AI Infrastructure1
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$BAH
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Booz Allen Hamilton
HIGHgary harasio·a16z·11 months ago·Why Speed, Not Size, Will Define the Next War· position
Booz Allen leads federal AI and cyber, building edge autonomy systems for modern warfare
Booz Allen has transformed over 25 years into a mission-centric technology integrator, now the largest AI provider to the federal government and a leader in cyber and edge autonomy systems, positioning it to win on speed over size in defense procurement.
"We're at the forefront of cyber. We're the largest provider of AI to the federal government and we're builders. So we're building a number of of edge systems that either are soldi…"
18:21
9
Robotics & Physical AItailwind
Autonomy and drones are redefining warfare by removing humans from risk and enabling cost-effective mass
Ukraine has proven that low-cost autonomous drones and iterative field deployment create sustainable combat advantage; the US must adopt the same agile iteration cycle — try four things, fail three, double down on the one that works — to maintain technological edge over China.
9
Defense Techtailwind
Shifting from cost-plus to outcome-based procurement is the key to unlocking speed in defense acquisition
The current 75-100 year old regulatory framework over-relies on cost-plus contracts and minimizes risk rather than speed; moving to outcome-based purchasing where companies deliver capabilities at fixed cost and timeline — like commercial buyers — would cut procurement cycle times by 80% and align incentives with innovation.
8
Cybersecuritytailwind
Adversarial AI and zero-trust architectures are essential to protect autonomous systems from algorithm manipulation
The greatest risk to autonomy is a cyber or safety event that triggers regulatory backlash; Booz Allen's adversarial AI expertise (attacking/defending algorithms) combined with Shield AI's tamper-proof software practices creates a security-first foundation for deploying autonomous weapons at scale.
7
Critical Minerals & Supply Chainrisk
Critical mineral and component dependencies on adversaries remain a strategic vulnerability for directed energy and autonomy programs
Booz Allen found a directed energy program could not be sourced entirely from US or steadfast allies, exposing a supply chain gap that requires multi-agency effort (Energy, Interior, Commerce, Defense) to resolve over the long term.
7
AI Infrastructuretailwind
Edge AI and digital twins accelerate algorithm validation for autonomous weapons certification
Digital twin simulations — built with partners like Nvidia — allow rapid training and validation of dynamic AI algorithms for autonomy, solving the trust/safety bottleneck by proving reliability in simulated environments before field deployment.