Nomi Capital

Investing in the next generation of American defense technology

[Jason Zins @Jason_Zins]

Software is eating the battlefield. But manufacturing will win the war.

America expended $18.5 billion of air defense munitions against Iranian drones and missiles that cost a fraction of that to build. The unit economics are broken.

For decades, the American way of war was built around precision: see first, decide first, strike first. Precision still matters, but it is no longer enough.

The future is precision plus autonomy plus scale, distributed across the battlefield.

That is autonomous, distributed mass. And building it requires a new arsenal of democracy.

As America marks its 250th anniversary, we're publishing the third essay in our Breaking Bread series on rebuilding the defense industrial base.

Full piece in comments.

@NomiCapital

[The Drone Ultimatum @DroneUltimatum]

NEW POD with Jason Zins, Founder and Managing Partner of Nomi Capital.

We cover:

• Why defense tech isn’t in a bubble
• How investors evaluate defense startups
• Manufacturing vs. software businesses
• Hypersonics, space infrastructure, and AI
• What makes a company investable

Also available on YT / Spotify / Apple Podcasts.

[Tectonic @tectonicdefense]

Looks like no one’s found the shut-off valve on the defense tech funding tap just yet. In an exclusive release to Tectonic, @NomiCapital announced that it raised a $50M Fund I that it will deploy into later-stage defense tech startups this year.
https://t.co/Hoc0jYdcI2

[Jason Zins @Jason_Zins]

@NomiCapital is proud to be doubling down on investing in the next generation of American defense and dual-use technology companies -- innovators rebuilding the arsenal of democracy for a new era.

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