The Drone Ultimatum

Inside the Defense Tech Boom: Investors, Entrepreneurs, and the DoD | Podcast #21 with Live Audience

19 snips
Mar 15, 2025
Naweed Tahmas, former Special Assistant to the President, discusses the intersection of defense policy and innovation. Alex Moore, from 8VC, dives into challenges and opportunities in defense tech investments. Casey Perley, leading the Army Applications Laboratory, emphasizes the need for collaboration between the Army and startups to accelerate technological integration. They explore topics like dual-use technology, innovative drone strategies, and the evolving dynamics of defense startups amidst changing military needs and funding landscapes.
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ANECDOTE

Epirus Funding and Vision

  • Epirus raised $250 million to advance directed energy applications.
  • They aim to create an 'iPhone' form factor for directed energy weapons, starting with counter-drone tech.
INSIGHT

Shifting Investment Landscape

  • Venture capital investment in defense tech, including lethal tech, has increased significantly.
  • This shift requires the DoD to adapt its thinking, as lethality was traditionally the domain of prime contractors.
ADVICE

Prioritize Commercial Market

  • Dual-use tech companies should focus on the commercial market first to gain revenue and stability.
  • This helps them withstand potential delays or changes in defense contracts.
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