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