Defense tech is no longer niche—it's national priority, geopolitical strategy, and one of the most explosive areas in venture capital.
In this session, Lux Capital’s Josh Wolfe and ICG’s Terry Monis sit down with Dan Nathan to break down the future of warfare, AI, reshoring, defense manufacturing, and how the next $100B companies will be built.
Key topics include:
– Why early bets on Anduril paid off—and what’s next
– How VCs weigh the moral calculus of investing in the “kill chain”
– The rise of national security as a macro investing theme
– Why energy, quantum, and deep tech are the new frontier
– Global defense corridors (India–UAE–Europe), reshoring, and manufacturing
– Why this era is a rare moment for allocators to act early and wisely
Whether you're a fund manager, allocator, technologist, or policymaker—this is a must-watch session to understand how defense tech is shaping the future of markets, security, and global alliances.