đ¨ The $30B Gov-Tech Goldrush Hiding in Plain Sight
Federal News Network just screamed the ticker symbolâmost people missed it.
If you only read one headline today, read the one that matters:
âHow CMMC is addressing years of systemic failures in protecting sensitive dataâ
âFederal News Network, 18 July 2025
https://federalnewsnetwork.com/fnn-25-anniversary/2025/07/a-look-back-at-the-origins-of-cmmc/
That single article is the canary in a $30-billion coal mine.
Below, Iâll show you the three follow-on signals that turn a dry policy story into a venture-scale opportunity.
1. CMMC 2.0: From Suggestion to Survival
The linked piece confirms what insiders already knew: the final CMMC rule drops October 2025.
300,000+ defense contractors must prove Level-2 compliance or lose contracts.
Average remediation cost: $50 kâ$500 k per firm.
Do the math: 300 k Ă $100 k â $30 B in forced spend over the next 18 months.
That is not a ânice-to-haveâ market; it is a compliance ransom.
2. Zero-Trust 2.0: Use-It-or-Lose-It Money
A second headline you might have scrolled past:
â'Zero trust 2.0' is next, OMB cyber leader saysâ
âFederal News Network, 15 July 2025
https://federalnewsnetwork.com/cybersecurity/2025/07/zero-trust-2-0-next-omb-cyber-leader-says/
Translation: agencies have $11.7 B in FY-25 zero-trust funds that must be committed to FedRAMP SaaS solutions by September 30 or they vanish back to Treasury.
Legacy hardware vendors are locked out; cloud-native IAM, micro-segmentation, and continuous-authorization startups are in.
3. Trusted Workforce 2.0: Real-Time Background Checks at Scale
ââTrusted Workforce 2.0â ushers in new era of personnel vettingâ
âFederal News Network, 11 July 2025
https://federalnewsnetwork.com/management/2025/07/trusted-workforce-2-0-ushers-new-era-personnel-vetting/
The five-year reinvestigation is dead. DCSA now wants live risk signals on 6.2 million cleared individuals.
That is a data-ingestion, ML-scoring, and API-delivery problemâperfect turf for a SaaS upstart.
What the Winning Company Looks Like
Imagine a single platform that:
Scans a contractorâs environment and spits out a CMMC-ready Plan of Action in 72 hours.
Delivers zero-trust identity controls via a FedRAMP-High SaaS console.
Pipes continuous-vetting risk scores straight into DCSAâs case-management system.
Charge $5 k/yr for CMMC autopilot, $20/seat/mo for zero-trust, and $35/yr per clearance for live vetting.
Layer on network effectsâevery new agency or contractor adds data that improves the ML modelsâand you have the Salesforce of federal trust infrastructure.
The Bottom Line
Policy deadlines + pre-appropriated billions + acute talent shortages = a textbook venture moment.
The headlines are already live; the money is already obligated.
All thatâs left is for builders to show up and invoice.
If youâre raising or joining a seed round in the next six months, stop chasing consumer AI apps and start chasing the federal compliance fire hose.
Itâs boring, regulated, andâif you solve itâungodly profitable.
How to enable it with Agentic AI?⌠grab a copy of my Agentic AI book at Amazon.