Anduril's success, along with rising geopolitical tensions and changes within the Pentagon, has led to an increase in startups seeking to work on tech at the intersection of national security and commercial. This shift indicates that defense tech and venture capital are no longer incompatible, with more investors willing to fund such ventures.
Key takeaways:
- Defense tech, once an area only for contrarian VCs, is now booming with the government sector showing interest in outsourcing R&D to the VC crowd.
- Anduril, a defense company, despite being controversial, has managed to raise a massive $1.48 billion Series E round of funding and is on an acquisition spree.
- The success of Anduril is symbolic of a trend where defense tech and venture capital are no longer considered incompatible.
- Due to rising geopolitical tensions and changes within the Pentagon, more startups are seeking to work on tech at the intersection of national security and commercial, and more investors are willing to fund them.