Defense Tech

Solar surge

🔎 Unwritten AI rules

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

The Memo - Special edition - Public access delays to intelligence & the Claude Fable 5 ban (15/Jun/2026)

NEW: How 137 Ventures Built a 1%+ SpaceX Position

🛡️ National security AI

SpaceX's IPO Is a Done Deal

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

Dan Dreyfus: America's Critical Minerals Crisis is Here

Emerging Manager Q&A: Jason Zins about $50M Nomi Defense Fund I

Anthropic Unleashes a Version of Mythos

🔬 Science power player

Axios Pro Rata: AI USA Inc.

Axios Pro Rata: a16z goes global

First to build the missile wins

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo

BREAKING: Impulse Space Raises $500M Series D

Anthropic Files to Go Public

Axios Pro Rata: New ballgame

SpaceX and Dell Score Massive Government Contracts

Defense tech VC's graduation

SpaceX Spars with the Pentagon

Uncapped #51 | Joe Lonsdale from 8VC

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

😬 Executive order disorder

Google Redefines Search Again

“Our Goal Is to Build an Electrical Engineer.” (Davide Asnaghi, Co-Founder & CEO of Diode)

Rebuilding The American Shipyard

Import AI 457: AI stuxnet; cursed Muon optimizer; and positive alignment

The Plan to Make American Crime Obsolete

SpaceX Accelerates Its IPO Timeline

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

Axios Pro Rata: Sam at stake

Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand U.S. Manufacturing

SpaceX Buys an Option to Purchase Cursor

Import AI 454: Automating alignment research; safety study of a Chinese model; HiFloat4

BREAKING: General Catalyst's First-Ever Quarterly Review

Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

⚡️ Data center divide

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

At Shield AI, a Young Product Guru Fights for God & Country

Defense tech's next IPO test

Police Arrest a Suspect for Throwing a Molotov Cocktail at Sam Altman's House

Axios Pro Rata: Ties that bind

Anthropic Suffers a Setback in Its Fight with the Pentagon

Axios Pro Rata: Crisis averted

Lawsuits haunt 401(k) expansion

The AI model that can hack anything, and why you can't use it

Axios Pro Rata: D1 dollars

Inside the AI Garage Powering the Real World

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

What Is Your Startup Actually Worth? 🔢, AI Shifts Value Capture 🤖, How to get cited by LLMs🔎

🧪 California tests AI rules

Axios Pro Rata: Retail revival

Anthropic Accidentally Exposes Claude Code's Code

✖️ Anti-Elon

⚡️ AI rift widens

ChatGPT Loses Its Apple Exclusive

⚔️ Silicon Valley's D.C. friction

The nuance behind evergreen funds

Security, Resilience, and the Future of Mobile Infrastructure

20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

Import AI 450: China's electronic warfare model; traumatized LLMs; and a scaling law for cyberattacks

Mapping AI's $244B market

🚧 White House AI plan

SpaceX at Musk's mercy

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Axios Pro Rata: TikTok toll

😱 Selling AI fear

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens

Anduril & Founders Fund’s Trae Stephens on Choosing Good Quests in the Age of AI | Ep. 35

Julia DeWahl of Antares on building nuclear reactors for the US military

Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism

Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook