Defense tech is red hot right now.On the sensorandMach Industriesjust doubled and quadrupled their valuations, respectively,and the U.S.government is proposinga40% increasein defense budget. A wave of new startupsischasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of themwill get lost in the Valley of Death between prototype contract and real production deal.
Watch as, on this episode of TechCrunch’sEquitypodcast, Rebecca Bellan asks Fubini — the founder and managing partner ofXYZ Venture Capitalbuilt on the Palantir alumni network and now approaching $2B AUM — what separates the survivors from therest.
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