SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan

Commercial space and defense technology are undergoing a fundamental transformation as public-private partnerships replace traditional, bureaucratic contracting models. SpaceX leads this shift by pioneering rocket reusability, which dramatically lowers costs and enables a burgeoning space economy. Simultaneously, the defense sector is pivoting toward "dual-use" technologies, with startups like Saronic and Anduril developing autonomous systems that serve both military and commercial needs. This reindustrialization effort is critical for national security, aiming to secure vital supply chains for semiconductors and rare-earth materials amidst intensifying global competition. As venture capital floods into these sectors, the focus shifts toward rapid, iterative innovation, signaling a departure from the slow-moving legacy defense models of the past. This convergence of industrial policy, technology, and national security is currently reshaping the investment landscape for the coming decades.