Fortifying the Future: Applying the 7 Powers in Defense Tech

Unveiling the Blueprint for Defensibility

Last week, I introduced the idea that to make a Defense Tech company VC-backable, it needed to be both scalable and defensible.

While scalability paints a picture of potential, defensibility illuminates the path to realization. It revolves around mitigating risk and safeguarding investor interests by fortifying the company's position in the market.

In the realm of defense technology, defensibility manifests through technical and economic moats. Technical moats, such as patented technologies, erect barriers against competitors, shielding the company's innovations from replication. Meanwhile, economic moats, like network effects, forge unassailable positions by leveraging market dominance.

I then essentially dismissed network effects and discussed how to use contracts as a proxy for the economic moats.

Today, I want to go back to the idea of economic moats and look at a few examples of companies in this space that have applied Hamilton Helmer’s 7 Powers to create them.

Truth be told, I wa…