February 20, 2025

Drone Defense Technology

In recent years, the UAS (unmanned aircraft systems) market has exploded. Technology has advanced significantly, and a wide range of unmanned aircraft systems have come of age. In particular, the emergence of drones presents a challenge to military and aerospace sectors. The Threats of Drones Today, drones can be used for a variety of reasons,… Read more »

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January 31, 2025

Investing in the AI Infrastructure Boom

Artificial intelligence is in the middle of an arms race, and while everyone is focused on flashy consumer applications and foundation models, the real money might be in the picks and shovels—the companies building the AI infrastructure. A great example is Scale AI, a leader in data labeling and AI training. Investors looking for high-growth opportunities in AI should consider companies that operate in the backbone of the industry.

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January 27, 2025

Top Defense Tech Startups to Watch in 2025

The defense technology sector is experiencing a significant transformation, with startups challenging traditional industry giants and attracting substantial venture capital investment. In 2024, defense tech startups raised nearly $3 billion, signaling a surge in interest and potential for innovation in this space1. As we enter 2025, several private companies are making waves in the defense tech industry, revolutionizing everything from autonomous systems to data analytics.

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January 20, 2025

Investing in Private Robotics Companies: The Next AI Revolution

The robotics industry is experiencing an exciting surge, with advancements that promise to reshape entire sectors—from manufacturing and logistics to healthcare and everyday consumer products. For savvy investors, private robotics companies represent a unique and high-potential opportunity to tap into this revolutionary wave of technological innovation. But as with any emerging industry, investing in private robotics comes with its set of challenges and considerations. Here’s why this space could be the next big thing, how investors can navigate it, and which private robotics companies are showing the most promise.

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