Molly O'Shea chats with Alex Kolicich, founding partner at 8VC, known for his investments in Palantir and SpaceX. They dive into the rising trends in defense technology spurred by geopolitical factors. Alex discusses the evolving landscape for AI investments and the unique challenges of capturing value. He also highlights the shift towards innovative defense startups over traditional contractors, driven by new government practices and a favorable fundraising environment amid economic uncertainties.