defense tech

“Even if you abstract away from like the hype, you still feel like there is a moment in time where, you know, de-globalization is real. Increased global conflict is real. Like those things create market opportunities.”

“And then defense, I think is a little bit ahead of its skis. You know, we were just having a conversation earlier, Leah and I, about this, is, you know, selling into the government is really hard, and I think people don't understand that.”

“It's not like enterprise software where there's going to be hundreds of great companies that go after a multi-trillion dollar TAM in defense tech, multi-trillion dollar TAM, but I think it's gonna be a much smaller number of companies where all the value accru…”

“What's, what's overrated? And I would say it was overrated actually is defense tech.”

“Thinking back to when we started Anvil in 2017 as kind of the pariah of Silicon Valley. It was like not something people were doing, it was incredibly unpopular, and now all of a sudden there's like almost nothing as popular. Maybe AI slop enterprise SaaS comp…”

“I mean, I like defense tech to it because I like guns and explosions. So yeah, I always like say how much I love and roll”

“People say we're in a defense bubble. Well, turns out it's kind of like a good thing because we're at a point where we're looking for automakers and People to be making missiles, to be helping supply the military complex.”