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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.

    Reply

    • @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.

      Reply

    • @ghostm0nkk

      June 3, 2026 at 4:39 pm

      Can be used in Finance, production and Frontiers.

      Reply

  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

    Reply

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CNET

Foldable Phones Live Q&A and What to Expect at Samsung’s Galaxy Unpacked Event

Join us as we dive into the world of foldable phones and pontificate about what’s on the horizon for Samsung at its upcoming Galaxy Unpacked summer event. CNET’s mobile team will be taking your questions live and breaking down Samsung’s newest foldable screen tech. Read more about Samsung’s Galaxy Unpacked summer event on CNET.com Samsung’s…

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July 15, 2026

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Join us as we dive into the world of foldable phones and pontificate about what’s on the horizon for Samsung at its upcoming Galaxy Unpacked summer event. CNET’s mobile team will be taking your questions live and breaking down Samsung’s newest foldable screen tech.

Read more about Samsung’s Galaxy Unpacked summer event on CNET.com
Samsung’s Galaxy Unpacked Event: We Expect Weird Foldables, Funky AI Glasses and More

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Science & Technology

Inside Ode with Anthropic, the startup betting AI services are the future of enterprise| Equity

Can a handful of engineers really do the work of an army of consultants? That’s the bet behind Ode with Anthropic — the joint venture dedicated to embedding forward-deployed engineers in enterprise firms, backed by Anthropic, Blackstone, Hellman & Friedman, Goldman Sachs and others. On this episode of TechCrunch’s Equity podcast, Rebecca Bellan sits down…

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July 15, 2026

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Can a handful of engineers really do the work of an army of consultants? That’s the bet behind Ode with Anthropic — the joint venture dedicated to embedding forward-deployed engineers in enterprise firms, backed by Anthropic, Blackstone, Hellman & Friedman, Goldman Sachs and others.

On this episode of TechCrunch’s Equity podcast, Rebecca Bellan sits down with Ode’s leaders Chris Taylor and Eddie Siegel, who founded Fractional AI, the applied AI services startup that Ode acquired earlier this year to serve as the new venture’s core. The three discuss why so many enterprise AI pilots never make it to production and why they think AI-native services are about to become one of the biggest categories in tech.

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

00:30 Fractional AI becomes “Ode with Anthropic”

1:13 Why non-AI companies are the real AI winners

2:04 Working with Blackstone, Anthropic, and beyond

3:05 Inside a real project: fixing LogicGate’s bottleneck

7:29 How long does it take from hypothesis to production?

9:19 Measuring ROI: revenue, efficiency, and evals

16:37 Model choice vs. workflow redesign, and why it’s Claude-first

23:10 Hiring generalists over specialized AI talent

26:39 Can this scale without turning into another consulting firm?

30:49 Outro

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CNET

A Behind the Scenes Look at Samsung’s Display Lab in South Korea

Over the years, phone-makers have shown off handsets that stretch, bend and fold. But inside a secret room at Samsung Display’s headquarters in South Korea — one that had never before been opened up to the press — CNET Senior Tech Reporter Abrar Al-Heeti got a firsthand look at the company’s vision for the future…

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July 14, 2026

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Over the years, phone-makers have shown off handsets that stretch, bend and fold. But inside a secret room at Samsung Display’s headquarters in South Korea — one that had never before been opened up to the press — CNET Senior Tech Reporter Abrar Al-Heeti got a firsthand look at the company’s vision for the future of smartphones. Here’s how it went:

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#samsung #samsungdisplay #allthingsmobile #behindthescenes #galaxys26ultra

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