Non-Consensus Investing: AI is crowded. Defense is next

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-10-20

00:00 Cold open: highlights 01:47 Why defense tech is the next trend 03:04 From the Pentagon to VC: early thesis on the coming tech wave 04:03 Blacked-out van to meet Ukraine's unmanned systems commander 07:26 First trip to Ukraine and the sourcing thesis 09:07 State of the war: Russian overmatch, air defense, and peace pressure 12:09 What Ukrainian startups looked like in 2023 vs. today 14:18 Anduril and the new defense primes 16:12 Ukrainian startup culture vs. the U.S. ecosystem 17:15 The Battle of the Baltic and drone boats 19:16 A night under ballistic missile attack in Ukraine 20:38 The...