The defense-tech one is interesting. I wholeheartedly agree that more people should be involved in the space and it is critically important -- I think the war in Ukraine clearly shows the need for the Western world to be prepared to fight for freedom and democracy -- but as far as venturebackable business models go I don't really understand how many defense tech co's will fit. Most defense firms, other than perhaps Palantir which has a unique position as a commercial provider trade at extremely low multiples to revenue on public markets, whereas tech stocks usually have a relatively large boost. Perhaps not as much concern at early stages but not sure how the financials work out long term.
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