In this episode, Mike and Jake catch up on defense techhappenings.
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00:36 intro
03:31 defense tech investing
17:25 Anduril & Golden Dome
18:13 Golden Dome
25:51 frequency auctioning
28:12 Ukraine forcing a US reckoning
34:27 DIU criticism
42:24 the 4th offset?
46:39 Sun Tzu terrain
47:45 the torpedo
50:05 Ukraine drones and Israeli pagers
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