How Did You Become Interested in Investing in Defense Companies?

The origin started from a company that we backed in a cutting edge area of material science called Nanosis. One of the technologies that they were developing was focused on Intel purposes. The quantum dots would basically fluoresce only at a certain wavelength of light and you could see them through night vision goggles. And it was actually quite interesting because the then CIA director, George Tenet, who's now a friend, was there for an RFP to label cows.