Ed Ludlow

Interesting that it's two big venture firms leading this late stage round.

And again, another company that remains private for as long as possible.

But what's notable is we're at this moment where we're questioning autonomous weaponry.

We're at this moment of ethical questioning, and we wonder how much that's something that's being debated in an investment level.

There's no confirmation that any Anduril tech's been used in Iran, and no evidence or reports.

But they do have deployment, anti-drone deployments in the Middle East, which is so common on U.S.

military bases.

But they want to revolutionize the entire military tech stack, essentially.

They certainly do.

And we keep a close eye on the activity of both Thrive and A16Z and how it continues to foster some of these enormously valued companies here in the U.S.

Meanwhile, coming up, all eyes are on Broadcom, a publicly U.S.-traded company that has results after the bell.

We'll discuss that next.

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