defense

5 statements across 5 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Dec 24, 2023 by Grant Gregory · across every show →

Everything said about defense, oldest first

Dec 24, 2023 bullish
Prediction Not checkable as stated
Autonomous vessel swarms will emerge for defense and ocean monitoring
“Anticipate there's going to be a number of companies that are able to provide swarms of vessels, both on the surface and also subsurface that are able to not only protect our shores and our allies, but are able to detect environmental damage issues in our ocea…”
Grant Gregory Dec 24, 2023 ▶ 21:42 Big Ideas 2024: A New Age of Maritime Exploration with Grant Gregory
Apr 14, 2025 positive
Insight
Yudis: Automotive autonomy software dynamics mirror defense, construction, and mining
“And I think what we learned after we got into the business, we started the company was actually the dynamics that exist in automotive are the same that exist in defense, they exist in construction, mining, they exist in trucking, and so... And then they not on…”
Qasar Younis Apr 14, 2025 ▶ 3:07 Autonomy is no longer a moonshot—it’s a market
May 6, 2025 positive
Assertion Not checkable as stated
Younis: Silicon Valley controversy over defense tech work has vanished
“I think, let's say, 10 years ago, there was more controversy on should you do defense or not. I think that's all basically gone in Silicon Valley”
Qasar Younis May 6, 2025 ▶ 25:13 Modernizing Warfare and Beyond
Nov 19, 2025 bullish
Assertion Contradicted
Ulevitch: Almost Every Major European Nation Committed to Doubling Defense Spending
“Almost every major country in Europe has made a commitment to double or more their spending their GDP level spend on, on defense.”
David Ulevitch Nov 19, 2025 ▶ 39:00 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
May 8, 2026
Assertion Contradicted
Horowitz: Japan increased defense spending from 0% to 3% of GDP
“They just went from zero percent of GDP to three percent of GDP spent on defense.”
Ben Horowitz May 8, 2026 ▶ 16:15 Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
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