Shyam explains how America's defense industry went from founder-led to a consolidated and conformist system: "In 1993, there was a very famous dinner at the Pentagon called The Last Supper. The Secretary of Defense told a subset -- 15 of the 51 primes -- the budget's getting cut, we give you permission to consolidate. This just set off a merger frenzy that led from the consolidation from 51 down to 5. The consequence is this is the moment of profound financialization and conformity in the industrial base. You lost the crazy people. They went to tech. What we would recognize in the Valley today, that's where this talent was. It was in the industrial companies of America. We think about it as Northrop Grumman. Much more accurately, it was Jack Northrop. It was Leroy Grumman. You had founder figures. The defense industry used to not just be about dividends, buyback ratios and financial engineering. It was about real engineering. We need a little more crazy back."