Ross Fubini on defense tech investing: Most startups won't survive the 'Valley of Death'

Summary

Ross Fubini, the venture capitalist who wrote Anduril's first check, discusses the defense tech boom on TechCrunch's Equity podcast. He notes that while defense tech is red hot — with companies like Anduril and Mach Industries seeing massive valuation increases and the U.S. government proposing a 40% defense budget increase — most new startups chasing government contracts will fail to navigate the "Valley of Death" between prototype contracts and real production deals.

Source

bskyRoss Fubini on defense tech investing: Most startups won't survive the 'Valley of Death'techcrunch.com