Stanford Seminar - Silicon Valley & The U.S. Government: Investing in Resilience and Security

The panel explores investment strategies in resilience and security technologies, particularly within the defense tech sector. Panelists discuss the increasing importance of technology for national security and economic growth, highlighting key areas like AI, autonomy, and advanced energy. They emphasize the need for creative approaches beyond traditional venture capital, including moonshot investments and strategic roll-ups. A key theme is adapting to the rapid pace of change in modern warfare, driven by conflicts like the one in Ukraine, and the necessity of integrating new technologies like drones into military doctrine. The discussion also covers the challenges of selling into the government sector and the importance of founder expertise and go-to-market strategies.