Executive Summary
Silicon Valley has completed a cultural 180-degree turn on defense investment, moving from Google employee walkouts in 2017 to every major VC firm launching defense practices by 2026. Catherine Boyle from a16z reveals that when they announced their American Dynamism practice in January 2022, Silicon Valley was 'stunned' - yet three weeks later, Russia invaded Ukraine and changed everything. The key insight: this isn't a cyclical defense spending bump, but a structural shift toward space warfare ...
Key Investment Opportunity
Legacy Defense Prime Consolidation Play
Traditional defense contractors will be forced to acquire Silicon Valley capabilities or lose relevance as government demands faster, cheaper, mass-producible systems
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