As Software VCs Chase SpaceX Alumni, A Defense Tech Veteran Warns Of ‘Tourists And FOMO’
THE SO WHAT
Software VCs chasing SpaceX alumni into industrial and defense tech, while sector veterans warn of ‘tourists,’ is a reminder that hardware timelines and risk don’t bend to SaaS instincts. If you’re building in this space, prioritize investors and partners who understand certification, supply chains, and unit economics over headline valuations.
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