defense startups

also referred to as: defense startup

7 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement Sep 28, 2020 by Palmer Luckey · across every show →

Everything said about defense startups, oldest first

Sep 28, 2020 neutral
Insight
Palmer Luckey: Product Quality Alone Cannot Win Defense Contracts
“You can't just win by having a good product in defense. You have to understand the legal side. You have to understand procurement. You have to understand procurement better than government procurement officers, because most of them aren't even aware of all the…”
Palmer Luckey Sep 28, 2020 ▶ 30:45 20VC: Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company", How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach
Dec 11, 2024 bearish
Prediction Not checkable as stated
Torsten Reil: Long-tail defense startup investments will lose value
“I think for some of the more fragmented tail, I think they're maybe not to zero, but I think they're going, going to go down.”
Torsten Reil Dec 11, 2024 ▶ 50:58 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Dec 11, 2024 bearish
Prediction Not checkable as stated
Torsten Reil: VC defense startups cannot all become primes due to talent
“So, so all of these companies would be competing for a very small pool of people, and I, it's just impossible to have turned them all into primes. It will just, it just not gonna happen.”
Torsten Reil Dec 11, 2024 ▶ 53:03 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Apr 3, 2025
Insight
Feldman: Defense startups require leaders with deep existing domain experience
“It's not an accident that the people who've had success have done it before. And you don't have to be the founder who's done it before, but your co-founder could, or your head of sales needs to, or your COO needs to, you need to find people who have built a ca…”
Andrew Feldman Apr 3, 2025 ▶ 1:12:47 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
May 1, 2025 bullish
Prediction Not checkable as stated
Grinda: Ukraine could become the manufacturing hub for defense technology
“I'm investing a lot actually in Ukrainian defense startups, because I think my vision is that Ukraine could become the manufacturing hub for defense.”
Fabrice Grinda May 1, 2025 ▶ 1:12:31 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Mar 23, 2026
Insight
Steckman: Defense startups cannot require prior experience winning large government programs
“There aren't actually a lot of big programs in government, and so one of the things you don't need to necessarily look for, I think what you would, in a traditional hiring process, you would look for someone who has demonstrated the ability to Capture a large …”
Matthew Steckman Mar 23, 2026 ▶ 5:25 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026 negative
Insight
Steckman: Defense startups fail if they lack any of 12 core disciplines
“The challenge becomes in defense that if you're missing any of the 12 different types of disciplines it takes to really capture a large program, you will fail.”
Matthew Steckman Mar 23, 2026 ▶ 4:51 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
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