traditional defense contractors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 19, 2025 by Ben Horowitz · across every show →
Everything said about traditional defense contractors, oldest first
Nov 19, 2025 negative
Horowitz: Legacy Defense Suppliers Lag Far Behind Commercial Tech Curve
“We kind of knew the companies that we were investing in and we knew the companies that we were buying you know, missiles and aircraft carriers from, and like, they weren't of the same caliber in terms of the, where they were on the technology curve, and so we …”