defense tech

“I think the hard reality with this is it's just like venture. It's just like any sort of industry where there isn't going to be 500 success stories. That is unlikely to be the case, right?”

“Now there's a ton of capital and a ton of interest and a lot of people who really want to be part of this. So we've really reached a tipping point on that, but we still have a long way to go on taking some of what Brian was just talking about really to the nex…”

“We invested in defense a lot three, four years ago, and then we kept looking, we're basically paused for a year and a half or two, because after the Ukraine and Israel thing, you know, prices just went up like two, three, four times, but the company fundamenta…”