defense tech

“Defense tech is an area that I'm bullish on, but there's nothing like Endural.”

“We've had roughly a hundred billion dollars of venture investment enter defense tech recently, last couple of years.”

“And so people will lose a lot of money chasing the new, new thing, which today happens to be defense in addition to AI.”

“I believe that the big venture firms, defense tech is great, right? Defense tech, those companies are going to be insanely capital inefficient. They're going to require insane amounts of money. My view is like American dynamism and defense tech as a theme. It'…”

“I would say Helsing is a company that you can only co-found. You need to have multiple founders.”

“Founding teams, one of the most important things in, in defense is some of them can be outsiders and, you know, brilliant technologists and thinkers. It does take a lot of inside knowledge and I think that one of the things we got right and keep getting right …”

“And so you'll notice that like we are now extremely enthusiastic investors in defense tech and in you know, things involving law enforcement, national security, public safety and, you know, say a hundred percent, we would not make that same mistake again.”

“I think an area where, despite it being amazing for America and important for the world, I think the venture returns of the March might be tough will be defense, not because we don't need all these products, but because I think there's an element of that busin…”