Live coverage of the U.S. defense-technology sector — the government demand, conflict signals, industrial base, and public primes shaping American hard-tech.
U.S. Defense Technology — sector coverage. Each module below answers a different question; the So What ties them together.
Shared a post highlighting American Dynamism in the context of SpaceX employees poised for big gains in its upcoming IPO, underscoring the firm's focus on national interest tech.
Commented on the entrepreneurial nature of the American Dynamism business and a16z overall.
Discussed how defense tech is headed for a shakeout, drawing from his experience co-founding Anduril and investing at Founders Fund amid the sector's rapid growth and maturation.
Discussed power generation, delivery innovations with Radiant and Heron, tying into American Dynamism themes of critical infrastructure and national interest tech.
Released Episode 24 of Mission Matters podcast featuring Code Metal on rewriting code behind national security, continuing focus on tech-national security intersections.
Published Lux Q1 2026 Report, covering investments in science, defense, and related breakthrough technologies amid the firm's new $1.5B fund.
Spoke at Global Alts Miami 2026 on the future of AI, defense tech, and America's role, highlighting his work leading defense tech renaissance via Palantir and 8VC.
Released Episode 23 on the $1.5 Trillion Defense Budget Request, exploring implications for startups and national security tech.