Anduril Hits $100B, Saronic Hits $9B 💥 Inside the Defense Tech Boom w/ Dave McClure and Aman Verjee
Dave McClure and Aman Verjee break down why venture capital is pouring into autonomous defense companies, how Anduril, Shield AI, Saronic and a new generation of startups are challenging the traditional defense primes, and why expanding military budgets outside the United States could create an enormous new market.
They also discuss the growing threat Chinese open-weight AI models pose to OpenAI and Anthropic, including Kimi K3’s near-frontier performance at a fraction of the apparent cost. Could cheaper open models force the leading American AI labs to compete harder—or will Washington…
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