For Michael, the battle appears to reflect a belief forged across his career—from Uber’s global expansion battles to the Pentagon’s AI buildup—that control over transformative technology cannot remain in private hands when national security is at stake. The question now is how far he’s willing to go to achieve that end.
Recurring revenue brings predictable cash flow, stable margins, and compound customer value. Investors love it, but more importantly, it lets you grow without chasing every single sale.
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