Defense

In response to a new era of geopolitical uncertainty, countries across the world are transforming their military capabilities. Start-ups (along with their commercial hyperscaler counterparts) are well positioned to fulfill critical security needs, complementing the traditional industrial base that might not have the capabilities to respond to the rapidly evolving demands on its own.

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This new cohort of emerging defense companies features greater spend on high-risk R&D, relative to size, top-tier talent with fluency in digital technologies such as AI, quantum computing, and advanced microelectronics, as well as product-oriented business models that tend to be faster, cheaper, and more innovative​ than traditional defense primes.