US Out of Tomahawks Until 2030

Retained excerpt

🎯 Three-Shot Burst Silicon Valley Defense Group (SVDG) released its annual NatSec100, an annual pulse check on the overall health of the emerging defence technology ecosystem in the US. The top 100 received $4.3B in US federal obligations in FY25 (+22% YoY); $16B lifetime (+36%). 38 new entrants made this year’s list. Tectonic reports that SVDG teamed up with J.P. Morgan this year, with a big focus not only on helping Silicon Valley connect with defence, but also on helping institutional capital better understand how to deploy later-stage capital into these defence tech companies. Pete Modigliani at Defense Tech and Acquisition writes that this year’s report captured six shifts in the defence tech landscape: Washington Rewired the Rules. Executive orders, the Acquisition Transformation Strategy, DRPMs, OSC, EDU, Reconciliation, and the Innovation Adoption Kit. The Battlefield Imperative. Lessons from Ukraine and Iran resulted in increase in AI and autonomy experimentation to central…

This limited excerpt is retained to explain the source trail. Rights remain with the original publisher.