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- 00:00There is tension economically and otherwise between the United States and China. But if you’re a venture capitalists or private growth equity player, you see an opportunity. Thank you so much both for having me here today at Washington Harbor Partners. We’re running our daily ground game. We’re meeting with the Department of War. We’re meeting with the national security community, with the White House, with Congress to listen and to engage and to understand what are the greatest mission needs. What are the market gaps and where can we find the best founders with the best leadership, with the best technologies and capabilities to meet those needs and to fill those market gaps? You just mentioned the Department of War. Last week I was in Los Angeles with many space technology leaders, and they very much say that space is the next warfighting domain. That point, which I wrote about for the Tech in Depth newsletter, is that Space Force as a government agency, is a real player here. Do you agree with that argument? And do you see yourself doing business with Space Force? That’s a great question. And space is a critical warfighting domain that we’re very interested in. We’re very bullish on the Space Force. We’re very excited about their leadership, their talent, their focus, the resources they’re dedicating to this this very critical warfighting domain. We’re making active investments in the space domain. So, for example, we recently invested in a company called Turian Space, which is a space domain awareness company. They identified potential threats in space. They analyze them and they potentially, you know, help to react to those emerging threats and and emerging technologies. We also have investments in companies like Stokes Space, Apex Space and Quint are to meet these mission gaps and needs and space. And we’re on the lookout to be much more active in the space domain stove space just had some interesting news in and of itself about it. So fund raise, I’m interested. More broadly then, what is your ask when you think about later this week, the meeting between Xi and Trump? How worried are you about rare earth metals? How worried are you about access at the moment when so much of this is integral to some of the start ups that you back? Thank you, Caroline. So the whole world is watching. Everyone’s following the headlines. And at Washington Harbor, we just have our heads down, and we’re running. Running our daily ground game. Rare earths. The US supply chain, we think, is a very high priority. We’re investors in a company called Vulcan Elements, which we think can help create that domestic supply chain and ensure that we have access to the most important materials for both robotics and drones and other very important mission needs on production at scale, we think is an increasingly important pain point where investors in companies like Andrell Industries, which brings hardware and sensors and munitions to the mission edge beyond just things, we think data is incredibly valuable and part and valuable and powerful. We think bringing data to the edge and empowering the warfighter and the operator with AI and AI enabled capabilities is also of incredible importance. So we’re invested in a company called RAFT, which brings that decision making capability using AI to the mission edge and finally, power and energy resilient mobile safe power and energy anywhere in the world for the warfighter. We also think it’s incredibly important and very critical to the supply chain. Just remind us of, like your thesis at this moment, we’ve suddenly felt like 2025 has been the year that we were all talking about defence tech. But the piece that are in Washington Harbour partners, the likes of the corporate pension funds, the endowments, the foundations of have they always been there backing this thesis, how much we suddenly had heard of this, this wall of demand coming from those who want to access this VC focus that you have. We are very fortunate to have very focused Alps who have been very passionate about bringing the best technologies to not only the warfighter and but also the civil servant. They see it as having been unfair, that those who are making the greatest sacrifice and taking the most courage haven’t had the best technologies and have critically been 8 to 10 years behind the Fortune 500. Today, they’re all universally excited that, you know, in an area where we haven’t had the U.S. military modernized in nearly a generation, all the stars are aligning now to change things now more than ever. Congress has appropriated real dollars to acquiring capability and next generation technologies. Both sides of the aisle are in agreement today that things have to change, that there needs to be acquisition reform, and that they’re trying to enable the Pentagon to acquire modern technologies and capabilities very quickly. The timeline that all of the apparatus finds out for us this nation runs to is conflict of some Form 2027 U.S. and China. Do you model for that same timeline? You know, we model for Asia. We model for the urgent needs and not not knowing when there could be conflict. And so that the critical thing here is that both military leaders, civilian leaders, entrepreneurs, investors are scaling up and they’re all acting with a sense of urgency to make sure that the warfighter has what they need in the next two weeks and doesn’t have to wait two years to get what they deserve and need to fight this this battle.
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Investors See Opportunity in Space Defense
October 27th, 2025, 9:03 PM GMT+0000
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