Well, well, well, how the turn tides

Silicon Valley continues dumping massive money into dual-use capable advanced computing capabilities

Good morning,

This week has been all about massive funding rounds. PE firm Thoma Bravo raised $34.4B for three funds. Scale AI is eyeing a $10B funding round. Elon Musk’s brain-implant startup, Neuralink, closed a $650M round, and quantum sensing company Infleqtion raised $100M. It’s also important to recognize that while these massive funding rounds are grabbing headlines, there’s also a ton of smaller rounds for companies that provide solutions for national security and dual-use cases.

All of this suggests that we’re seeing no signs of a slowdown in the defense-tech / dual-use market. Couple that with Meta’s recent pivot towards defense (as observed in their partnership with Anduril on the Army’s IVAS augmented reality system). Meta’s CTO Andrew Bosworth explained the pivot saying that the ‘tides have turned’ in Silicon Valley, making supporting defense more palatable.

And by ‘tides’ we think he really means revenue opportunities.

Tides, tables, same same. Something’s turn…