6 patterns from #miltech day 2 at #EDW:
1. Serial founders dominating - if you exited once, you're back building
2. Software layer plays only - nobody touches hardware anymore (same as AI: the model isn't the moat, what you build on top is)
3. R&D first, find buyer later - classic defense procurement flow
4. Everyone loves the tech, nobody knows who actually deploys it on the ground
5. Drop "dual use" and suddenly everyone's interested
6. Panels drag for an hour here vs 15 min at crypto events - different pace, different crowd
Two days in. More alpha coming.
1. Serial founders dominating - if you exited once, you're back building
2. Software layer plays only - nobody touches hardware anymore (same as AI: the model isn't the moat, what you build on top is)
3. R&D first, find buyer later - classic defense procurement flow
4. Everyone loves the tech, nobody knows who actually deploys it on the ground
5. Drop "dual use" and suddenly everyone's interested
6. Panels drag for an hour here vs 15 min at crypto events - different pace, different crowd
Two days in. More alpha coming.
