Post by Thomas Allgeyer

Defense Tech CW 22/23 is out - 70 posts, 30 new voices.   Most VCs avoided defense tech seven years ago. Now it is Europe's fastest-growing sector.   What we couldn't ignore in European defense this week:   VC investment in defense reached $49.1 billion in 2025, nearly doubling the prior year. Germany's Bundeswehr loitering munition agreement signals a doctrinal shift toward autonomy. Counter-UAS infrastructure, not platforms, is the dominant near-term demand signal. ARX Robotics, Helsing, STARK, and Quantum Systems are collectively forming an autonomy stack. Mass drone economics have broken conventional air defense logic at scale.   Featured read: Roko Karanusic shared a database of 60 startups tracking Europe's 150% defence tech growth.   Thanks for sharing and reading - good to have you along.