Navigating Uncertainties in Tech and Defense

This chapter explores the complexities of economic and geopolitical uncertainties impacting the tech and defense sectors. It focuses on key investments in defense technology, particularly a $1 billion funding round for Anduril, and discusses the intricate relationship between U.S.-China dynamics and supply chain security. The conversation also highlights the evolving landscape of defense contracting, emphasizing the need for collaboration among various vendors to meet national security objectives.