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The US-based defense technology sector offers investors two highly compelling benefits—potentially promising returns and the opportunity to bolster America’s long-term resilience. Defense technology startups had a particularly prosperous 2025, with equity funding almost tripling to $14.2 billion from $5 billion in 2024. Equally significant is that the number of firms investing in this space increased by 41 percent in 2025. The factors contributing to this surge of new investments include heightened geopolitical tensions, a rise in dual use technologies, and continued support from the current administration. Join us in this off-the-record discussion to hear what factors are drawing leading investors to this industry, where they are seeing the most success, and how they anticipate the sector evolving in 2026 and beyond.