FUNDRAISING ANNOUNCEMENTS

• Allen Control Systems raises $30M Series A to build AI-powered autonomous gun turrets for counter-drone defense

GUEST INTERVIEWS

• Delian Asparouhov on the DOD budget freeze, slop in defense investing, and Varda's factory growth
• Hermeus CEO AJ Piplica on building a Mach 5 aircraft in 15 months — fastest jet development in 50 years
• Lightspeed's Connor Love on the DOD budget reality, defense investing blind spots, and what kills the ecosystem
• Hadrian CEO Chris Power on autonomous factories, the US manufacturing deficit, and becoming the 'index of the market'
• Atomic Industries CEO Aaron Slodov demos AI-driven mold manufacturing from Detroit factory floor
• Deterrence co-founder Dhruva Rajendra on building robots that manufacture munitions to close the US-China gap

NEWS

• Ferrari raises prices up to 10% on select US models to offset import tariffs
• Pat Gelsinger joins Playground Global as GP focused on semiconductors after Intel exit
• Flexport misses profitability target but grows revenue to $2.1B; Ryan Petersen expects profit by end of 2025

COMMENTARY

• Defense tech history: from WWII radar to DARPA to the Last Supper consolidation and SpaceX's rise