Vincent's Slava Rubin and Sacra's Jan-Erik Asplund take an in-depth look at some of the hottest startups in one of the hottest sectors - defense tech. They discuss Anduril, Shield AI, Saronic, and how the current geopolitical situation is affecting the ecosystem at large.
Main points of the discussion include:
- The market size and recent growth of defense tech startups
- Anduril's lattice system and software integration in defense
- Valuation and revenue multiples of Anduril, Shield AI, and Saronic
- Up and coming European defense tech startups
- Geopolitical influences on future defense spending