The U.S. defense sector is undergoing its most profound transformation since the early Cold War, and surprisingly, the epicenter isn’t a Pentagon program office—it’s a cluster of venture-backed startups operating with Silicon Valley speed. Companies like Anduril Industries, Palantir, Shield AI, Epirus, and Vannevar Labs have fused software-native thinking with aggressive capital, forming what many now call the PayPal Mafia of Defense. They are overturning decades of procurement bureaucracy and forcing the traditional primes—Lockheed Martin, Boeing, Northrop Grumman, RTX, General Dynamics, and BAE Systems—to confront a new, uncomfortable reality: innovation is no longer synonymous with size, secrecy, or multibillion-dollar cost-plus contracts.…
Read more: Venture Backed Arsenal