YC just told every founder: build defense tech.
Money's already moving. EU dropped €35B into space over the next 5 years.
A week later? Half the miltech floor at EDW rebranded as spacetech.
Here's why this matters:
Governments don't want 10 small vendors. They want 3-4 big players who can deliver at scale. One check, done.
Everyone's racing to look like one of those 3-4.
If you're small and entering this space: don't chase the label. Chase volume. Know your delivery threshold before you even pitch.
The consolidation play is real. Position accordingly.
Money's already moving. EU dropped €35B into space over the next 5 years.
A week later? Half the miltech floor at EDW rebranded as spacetech.
Here's why this matters:
Governments don't want 10 small vendors. They want 3-4 big players who can deliver at scale. One check, done.
Everyone's racing to look like one of those 3-4.
If you're small and entering this space: don't chase the label. Chase volume. Know your delivery threshold before you even pitch.
The consolidation play is real. Position accordingly.