dany @efectual

"I just don't see the defense budget doing a 180 towards drone or cuas procurement. I agree they should move fast, but I think it'll take maybe a decade to get to $10.0B." -- someone with hahaWRONGism I spoke with in 2025

Vital Trades @VitalTrades

2 months ago

@unusual_whales The buried number: the Defense Autonomous Working Group goes from $226M this year to $54.6B next year. That is a 242x increase for one office. The Pentagon just quietly admitted that the Iran war exposed a capability gap that requires a Manhattan Project-sized response. $54B

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dany @efectual

2 months ago

@jamoses92 @ycombinator @bosmeny @mara_defense we on that high SNR shit 😎

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dany @efectual

2 months ago

RIP "I just don't see how counter-UAS could ever be a massive market. And what happens when the War in Ukraine ends next month?" (2022-2025)

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dany @efectual

2 months ago

@jamoses92 @ycombinator @bosmeny they passed on @mara_defense in 2024😂

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dany @efectual

2 months ago

@83dollaroring brutal

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dany @efectual

2 months ago

yea

Vital Trades @VitalTrades

2 months ago

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dany @efectual

2 months ago

u can call me a pirate the way I got that ARR

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dany @efectual

2 months ago

@nicochristie @tkexpress11 THATS RIGHT 🚀

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dany @efectual

2 months ago

want an intro to the SR team? DM me

andrew chen @andrewchen

2 months ago

ok - dropping big dates/news for a16z speedrun: - starting TODAY, founders can apply for the 2026 program that runs July 27 to Oct 11 in SF here's the link: speedrun007.a16z.com/ac - we will be investing up to $1M and funding 70+ companies over the next few weeks - But