Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of them will get lost in the Valley of Death between prototype contract and real production deal.
Watch as, on this episode of Read’s Equity podcast, Rebecca Bellan asks Fubini — the founder and managing partner of XYZ Venture Capitalbuilt on the Palantir alumni network and now approaching $2B AUM — what separates the survivors from the rest.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threadsat @EquityPod.
-
Score Prediction for Belarus vs Syria Friendly Match on Saturday, 6 June 2026 at 00.00 WITA
-
Squad Depth Becomes Key Reason Behind Police Officer Ramli’s Backing of Portugal for 2026 World Cup Glory
-
Requirements for Neighbourhoods in South Sulawesi to Host Free 2026 World Cup Public Screenings
-
Rajesh Exports Crisis: SEBI takes a big hit on Rajesh Exports, shares hit a 5% lower circuit after alleged financial manipulation
-
Legal Action Against Mamata Banerjee for Alleged Incitement and Defamation
