Pre-IPO Briefing: Defense Tech companies Anduril, Shield AI, Saronic

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

Full Transcript

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