defense tech startups
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 31, 2024 by Jordi Hays · across every show →
Everything said about defense tech startups, oldest first
Dec 31, 2024 bullish
Hayes: Anduril will acquire defense startups that fail at government distribution
“Andrew roll, I think benefits dramatically from a lot of this, cause there's so many smart teams that are building cool tech that just won't figure out distribution and actually getting contracts. Yeah. Anderil will acquire them and they've already proven that…”
Apr 1, 2025 neutral
Love: Raising over $500M forces defense startups into IPO or PE exits
“The second you start to raise above five hundred million both early, you know, maybe early investors will get a good outcome, but near-term investors
and you as a company, like you're either going to be a public company or you're going to be bought for a priva…”