Insights

North America has emerged as the epicenter of private capital flow into defense and space technology. What once was a slow trickle of early-stage interest has transformed into robust strategic investment from both traditional venture firms and corporate venture arms tied to major defense and aerospace players. VC Momentum in Defense Tech Venture investment in defense & aerospace startups has climbed from just over $10B in 2024 to more than $19B in 2025 (as of late November) —

Source: www.anduril.com From Silicon Valley to the Tactical Edge Anduril Industries is a U.S.-based defense technology company building AI-powered systems for national security. Founded in 2017 by Palmer Luckey (Oculus VR), along with former Palantir and Founders Fund leadership, Anduril is redefining defense contracting by acting as a vertically integrated product company — building, funding, and fielding technology before  the government asks for it. Software-Defined Warfar