Defence tech just hit $16.3bn in H1 2026 — an all-time record. 🛡️
Mega-rounds are driving it: Anduril ($5B), Saronic ($1.8B), Shield AI ($1.5B), Helsing ($1.2B) and Quantum Systems ($1.1B) lead the pack.
Billion-dollar rounds now dominate the category.
BREAKING: Sequoia's @shaunmmaguire on Elon’s SpaceX Moon Endgame
“Mass drivers on the Moon are a lot easier than people think & a lot closer.”
If Starship delivers cheap abundant launch & Optimus robots provide infinite scalable labor, building fabs + mass drivers on the Moon is inevitable.
Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk
OMG how have I only just discovered the original Grumman logo? Grumman made the F-14 Tomcat, made famous in the original Top Gun.
Now compare it to the current Northrop Grumman logo? This explains a lot.
As usual an excellent read from @adwooldridge.
I founded @buzzthetower_hq in part because I recognised the Defence industry itself was going to be upturned by the end of ESG and the return to focus on the need for Defence in society and that Marketing would be essential.
And here it is, *by far* my most viewed Substack post of 2025.
Also drove a lot of new business leads for @buzzthetower_hq@anduriltech vs @HelsingAI
https://t.co/kJTE67SH2E
The "Brand MVP" is a service I offer my clients at @buzzthetower_hq.
It allows even the earliest stage startups to benefit from high-end brand strategy.
In this article I outline how AI has made this possible and how this benefits startups.
https://t.co/dTy0y0ygLI
The absurd degree of self-harm caused by ESG is hard to calculate.
Europe is playing host to a major land war yet major lenders still lack the stomach underwrite defence companies.
Pathetic.
New article: A Game of Inches
"@brian_armstrong might not have recognised it as such, but this was an act of brand. Not a new logo. Not a campaign. A hard perimeter drawn around identity. For the people who stayed, the message was unambiguous: this is who we are, and if you’re here, you’ve chosen this fight and we fight together."
(Link in replies)