Over the last fourteen years in Europe, defense technology early stage only outperformed by over 60%. It's dual use from inception.

but also you look at the private equity roll ups, the exits across the board.

15:17 / 15:33

but also you look at the private equity roll ups, the exits across the board. Over the last fourteen years in Europe, so this isn't a US example, this is just in last fourteen years in Europe, defense technology early stage only. And again, keep in mind, this was a wasteland for a long time. On average, outperformed

Why this clip

This directly contradicts conventional wisdom about dual-use being superior, backed by specific 14-year European data showing 60% outperformance. The contrarian framing with concrete numbers makes it highly quotable.

15:17 - 15:3316sBold/Contrarian

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