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Defense tech is flooded with money, but who’s built to last? | Equity Podcast

Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of…

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Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of them will get lost in the Valley of Death between prototype contract and real production deal.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan asks Fubini — the founder and managing partner of XYZ Venture Capital, built on the Palantir alumni network and now approaching $2B AUM — what separates the survivors from the rest.

Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Chapters:

00:00 Intro

01:11 XYZ VC’s Palantir roots, Anduril investment, and the defense investing thesis

09:25 Ukraine, Iran, and real-time battlefield testing of startups

17:59 The global shift: sovereign defense tech & decoupling from the US

23:29 The dual-use dilemma & how startups should structure GTM

34:35 Manufacturing, govtech, and beyond weapons systems

36:25 Outro

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4 Comments

4 Comments

  1. @ghostm0nkk

    June 3, 2026 at 4:35 pm

    My startup.

    • @ghostm0nkk

      June 3, 2026 at 4:38 pm

      I created a new protocol called SNBL (synchronized native binding layer). That can be used to create order in Ai agent swarms, detect logic collision and prevent. Create logs of entire agentic session.

    • @ghostm0nkk

      June 3, 2026 at 4:39 pm

      Can be used in Finance, production and Frontiers.

  2. @Meandbroafter2

    June 6, 2026 at 5:56 am

    Finally someone pointed this out

    Defense spending is not always guaranteed

    We need to dual-use-techmaxxing

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CNET

Electric Dirt Bikes Are Changing Everything | Gas vs. Electric

Are electric dirt bikes finally ready to replace traditional gas-powered machines? We explore the rapid rise of e-motos and compare them with gas dirt bikes. Featuring the Segway Xaber 300 and real-world racing insights from events like the Red Bull Erzberg Rocket Ride, we cover both the game-changing advantages and current limitations, like range and…

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Are electric dirt bikes finally ready to replace traditional gas-powered machines? We explore the rapid rise of e-motos and compare them with gas dirt bikes. Featuring the Segway Xaber 300 and real-world racing insights from events like the Red Bull Erzberg Rocket Ride, we cover both the game-changing advantages and current limitations, like range and charging infrastructure. Are you sticking with gas forever, or are you ready to make the switch to electric?

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CES 2026: Segway Debuts 2 New E-Bikes and an e-Dirtbike Along With New Accessories

0:00 Intro: The Electric Dirt Bike Revolution
0:45 Weight & Agility
1:36 Convenience & Zero Maintenance
1:59 Noise Levels & Trail Access
2:53 Instant Torque & Performance Modes
3:28 Pro Racing & Podium Sweeps
4:10 Limitations: Range & Charging Infrastructure
5:29 Final Verdict: Are E-Motos the Future?

Video Credits:
Host: Dillon Lopez
Scripted by: Dillon Lopez
Producer: Dillon Lopez
Camera: Dillon Lopez
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Thumbnail Designer: Cole Kan

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Celebrating Windows 95’s Birthday | CNET Archives

CNET’s initial impression was that Windows 95 would have a major impact, thanks to features like long file names, the taskbar and the Recycle Bin. Explore this vintage review. 0:00 The Windows 95 Hype and Cultural Phenomenon 0:45 Initial Skepticism and the Mac User Perspective 0:59 CNET Reality Check: Expert Panel Introduction 1:33 Hardware Requirements:…

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CNET’s initial impression was that Windows 95 would have a major impact, thanks to features like long file names, the taskbar and the Recycle Bin. Explore this vintage review.

0:00 The Windows 95 Hype and Cultural Phenomenon
0:45 Initial Skepticism and the Mac User Perspective
0:59 CNET Reality Check: Expert Panel Introduction
1:33 Hardware Requirements: 386/486 vs. Pentium Reality
2:05 Hard Drive Space Demands
2:18 Plug and Play: “Plug and Pray” vs. Reality
2:52 The Windows 95 vs. Mac Debate
3:33 The New Interface: Goodbye Program/File Manager, Hello Explorer
4:04 Understanding the Taskbar and “My Computer”

Video Credits:
Video Editor: Vatsal Upadhyay
Thumbnail Designer: Cole Kan

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#windows95 #birthday #microsoft

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A Cosmologist’s Guide to the End of the Universe | Katie Mack and Debbie Millman | TED

How does studying the end of time change your perspective of life on Earth? Cosmologist and TED Fellow Katie Mack joins designer and podcaster Debbie Millman to talk about the story of the cosmos — from the Big Bang’s ancient light still glowing across the universe to the five ways it might all come to…

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How does studying the end of time change your perspective of life on Earth? Cosmologist and TED Fellow Katie Mack joins designer and podcaster Debbie Millman to talk about the story of the cosmos — from the Big Bang’s ancient light still glowing across the universe to the five ways it might all come to an end — plus what aerobatic flying taught her about staying present. (Recorded at TEDNext 2025 on November 10, 2025)

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The TED Talks channel features the best talks and performances from the TED Conference, where the world’s leading thinkers and doers give the talk of their lives in 18 minutes (or less) — plus originals, podcasts and exclusive content. Look for videos on Technology, Entertainment and Design as well as science, business, global issues, the arts and more. Visit for our entire library, transcripts, translations and personalized recommendations.

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#TED #TEDTalks #Astronomy

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