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1. How to Attract Top Tier Defense Investors with Sam Gray

All Quiet on the Second Front

CHAPTER

Is There a Downturn in Access to Capital?

Pitchbook is saying it's around $10 billion last year alone, went into aerospace and defense venture deals. Defense dollars are getting discounted by commercial VCs because they don't look like ARR,. They're lumpy. There's complicated contracts. And we see Congress taking a more direct stance towards countering China. Do you think that has any upward pressure on valuations in defense tech?

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