The United States defense industrial base is undergoing a fundamental rewiring, moving away from consolidated primes towards a model with a large number of specialist firms, similar to the 1960s-1980s...

Specialist defense firms such as Hughes, Douglas, and Martin were eventually consolidated into the five major prime contractors known today.

The next major bottleneck for the defense industry will be the integration of systems from a growing number of new, specialized vendors.

Zane Mountcastle predicts there will be 50 to 100 billion-dollar-plus winners in the defense technology sector, with a few reaching valuations of $10 billion or even $100 billion.

Zane Mountcastle predicts that at least one $100 billion company will emerge from the defense technology sector in the next five to ten years.