E415: Why Every VC Is Suddenly Investing in Defense

2026-08-12 · 59 min · episode 415 · 7 entities

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→ discusses Business company

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mentioned Investing concept

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mentioned Why Every VC Is Suddenly Investing in Defense concept

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E415: Why Every VC Is Suddenly Investing in Defense
discusses Investing concept

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Feed category: Investing

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Feed author/publisher: David Weisburd
hosted by David Weisburd person

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Feed author/publisher: David Weisburd

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Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

Episode description as stored

For years, defense investing was considered off limits for most venture capital firms. Today, billions of dollars are flowing into defense startups as AI, drones, autonomy, advanced manufacturing, and national security become some of the biggest investment themes of the decade. David sits down with Jake Chapman, Managing Director at Marque Ventures, to discuss why defense became mainstream, how government procurement is changing, why Anduril and SpaceX transformed venture investing, where the biggest opportunities still exist, and why the next generation of iconic venture-backed companies may be built around national security rather than consumer software.