Silicon Valley’s defense tech startups are booming as war shifts

A wave of defense technology initiatives in the Silicon Valley takes billions to finance and reshape America’s national security.

Anduril Industries, which recently value 30.5 billion dollars after the last financing tour, is among the so-called “neoprims”-companies that challenge the dominance of the contractors “premiums“Lockheed Martin, Northrop Grumman, Boeing– General DynamicsAnd RTX (formerly Raytheon).

When we go to what we call neoprimes’, there is more money than ever before. MVAHe told CNBC. “This is still part of the general budget, but the trend is positive.”

SpaceX and Palantir TechnologiesAt the same time, the US Department of Defense said Darby, the founding member of the Defense Innovation Unit.

Unlike the Aazs, these initiatives build things that can help to close the “critical technology gaps that are really important for national security” and fu mak, the founder of Brave Capital, the founder of Brave Capital, the founding partner of MVA.

The initiative financing for US -based defense technology initiatives was about $ 38 billion in the first half of 2025, and the speed may exceed the 2021 summit if it remained constant for the rest of the year. Jpmorgan.

As the global war view changed in the last decades, US Department of Defense defined A few technologies Hypersonic, energy elasticity, space technology, integrated detection and cyber is critical for national security.

“In a world after September 11, the entire Ministry of Defense focused on the War of Terrorism. Our soldiers, rebels, guerrillas, asymmetric war, in most cases, were relatively low technology fighters.” He said.

However, he said that the war focuses on “great power competition” today.

“Focus, to deterd and compete more [adversaries] In this very high technology, multi -field conflicts, “Mak added.” The battlefield is changing and there is a need for new technologies … War is no longer limited to land, sea, air. There are also cyber and space areas that are appealed. “

Today, some of this Silicon Valley “Neoprims” not only develop weapons, but also develop double -use technologies that can be implemented both commercially and by soldiers.

“Therefore, things like artificial intelligence and autonomy have wide, comprehensive commercial practices, but there is also a clear power multiplier in the military context.” He said. “[The] The war department quickly evaluates and adopts these double use technologies … They show the investment world, the defense industry base, the US government needs these things. “

Mak said that this aspect of the government provides an open and strategic road map for both investors and entrepreneurs.

Today, MAK says that approximately 250 members of the union contain technology founders, Wall Street financiers, company managers, intelligence officials, former military leaders and navy seals. Together, Invest in companies Anduril Industries, Shield AI, Hermeus, Ursa Major and Aetherflux.

“In general, ‘We believe that Neoprims cannot exist in abstract.

He added that modern national security requires both the “insights of the warrior on the battlefield” and “the builder’s innovation driving”.

Mak, “Participation to work with busy, knowledgeable patriots who strengthen our defense ecosystem and strengthen the texture of national security.” He said.

Mak and Darby acknowledge that new technologies move globally to the battlefields, as soldiers change the way of fighting, which can pose new threats.

Mak, “These technology experts, these builders … Building defense technology and the reason they do it is not to start the conflict, not to start the aggression to create a reliable deterrent.” He said.

Mak, “No one in the defense technology does not want to cause war, rather, he wants opponents to think twice before he stands and threatens peace and stability.”