Defense Deals, Data Centers, & Drones

📡 Radar

📈 Anthropic Projects $70B In Revenue by 2028

Anthropic is forecasting a massive jump in enterprise demand, projecting $70 billion in annual revenue by 2028. The surge will be driven by corporate adoption of Claude-powered agents across finance, healthcare, and government sectors. With that growth trajectory, Anthropic is positioning itself as OpenAI’s most credible enterprise rival. TechCrunch

☁️ AWS Deepens AI Infrastructure for OpenAI

Amazon quietly expanded its infrastructure deal with OpenAI, allowing workloads to run directly on AWS Trainium and Inferentia chips. The move signals a closer partnership between two AI heavyweights while diversifying compute away from NVIDIA dependence. AWS is clearly betting on being the backbone of AI infrastructure, not just another cloud option. Amazon

🚀 SpaceX Wins $2B ‘Golden Dome’ Contract

SpaceX just landed a $2 billion Pentagon contract to build a new classified satellite constellation called Golden Dome. The system will expand U.S. space-based communications and surveillance, adding another layer to Starlink’s defense-grade network. Musk’s space empire is now a core pillar of America’s orbital infrastructure. Investors

🔍 Perplexity Launches Patent Search

Perplexity AI is moving into research-grade territory with a new AI-powered patent search tool. It combines LLM reasoning with structured USPTO and EPO data, helping users uncover technical insights buried in legal filings. This push cements Perplexity as the go-to AI for factual precision and professional use cases, not just curiosity-driven chat. The Verge

💽 PsiQuantum Teams With Lockheed Martin

We just wrapped our investment in PsiQuantum, and they’re already making moves. The company announced a new partnership with Lockheed Martin to advance quantum computing for aerospace and defense. The collaboration will use photonic qubit systems to simulate flight dynamics, materials, and encryption models, marking another step in quantum’s shift from theory to real-world defense applications. PsiQuantum

🦈 Anduril Opens Australian Ghost Shark Factory

Anduril Industries just opened a submarine drone facility in Australia to manufacture its Ghost Shark autonomous undersea vehicles. The plant will support AUKUS-aligned defense initiatives and serve as Anduril’s hub for Indo-Pacific operations. The company continues to expand its global defense footprint at startup speed. Reuters

💬 Prompt

What can I help you with?

Write a launch email for our new product. Use the following info about the product and target audience: [insert details]. Make it engaging and persuasive, formatted as a marketing email ready for review.

💡 Updates

📦 100 Founders

One of our portfolio companies and AI Super Connector, Boardy, just launched a new campaign to help 100 founders close their rounds before year-end. They recently introduced a founder to Marc Andreessen after narrowing 3,000 startups down to 60 top-tier names, including Thiel Fellows, YC alums, and repeat unicorn builders. If you’re raising, give Boardy a try.

🪜 Deck Building

We often get asked about creative tools for building decks and presentations. Canva and Google’s Gemini just announced a partnership that could be a game changer. We’re testing it out this week and will report back with our thoughts.

🎷 David Sacks

Our favorite Bestie, David Sacks, now serving as the White House AI and Crypto Czar, sat down with Marc Andreessen, Ben Horowitz, and Erik Torenberg to dig into the big frontier topics, including winning the AI race against China, creating a real federal crypto framework, solving the AI energy crunch, and fixing San Francisco. He also pointed out that AI doomerism is just climate doomerism with better marketing. He seems far more at ease here than when Jason Calacanis has him fired up on the All-In Podcast. Worth a listen at 1x.

👕 Gear

It’s getting colder, and we just dropped a new colorway in our hoodie collection. Pre-shrunk, 460gsm heavyweight cotton, vintage washed, and built to last. Your new favorite hoodie has arrived.

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