The breakdown of roadmap-as-deal-flow was smart. I hadn’t thought about Navy procurement docs as market research before, but it’s a useful frame. What stood out to me, though, was the idea that institutional investors can now model demand around government priorities, not just founder vision.
Do you think this clarity will make investors more willing to back non-AI dual-use plays earlier, or will they still wait for traction before writing checks?
The breakdown of roadmap-as-deal-flow was smart. I hadn’t thought about Navy procurement docs as market research before, but it’s a useful frame. What stood out to me, though, was the idea that institutional investors can now model demand around government priorities, not just founder vision.
Do you think this clarity will make investors more willing to back non-AI dual-use plays earlier, or will they still wait for traction before writing checks?