Episode Details

Defense tech is having its moment—Morgan Stanley’s first National Security Innovation Summit revealed a massive industry reboot, with 30+ companies and 150+ investors betting big on scalable, affordable tech, autonomy, and domestic manufacturing. After decades of stagnation and costly lessons, the sector’s shifting fast: new players, disruptive capital, and a push to counter unmanned threats. But hurdles remain—supply chains, budget cycles, and the race to build, not just innovate.

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