Defense tech funding is booming—great news, right? Maybe not.
In this episode, host Brooke Fallon breaks down the paradox at the heart of today’s defense innovation wave. Yes, global tensions are rising. Yes, defense budgets are growing. And yes, more venture capital is flowing into the sector than ever before. But unlike traditional tech markets, defense is a zero-sum game. Every dollar awarded to one company is a dollar denied to another.
That’s creating a dangerous dynamic: more companies chasing the same pot of money, delayed exits, and early signs of a funding bubble. Brooke walks through seven tactical moves founders, investors, and policymakers should consider right now—from evaluating venture suitability and leveraging the 7 Powers to avoiding the siren song of Trump’s Golden Dome initiative.
Plus, this week’s Defense Tech Headlines feature:
NATO’s move to adopt Palantir’s Maven AI
Trump’s plan to buy foreign ships to match China’s navy
The Air Force’s push for an upgraded E-7 Wedgetail
A swarm of new venture deals including Scout AI, Theseus, and Blue Water Autonomy
And why DOGE is suddenly threatening AmeriCorps. Seriously.
Whether you're building, funding, or legislating the future of defense, this episode gives you the clarity—and the caution—you need to navigate it.
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