Katherine Boyle

So it was a crazy story, but that was my first big investment in defense.

It's been a good one.

So a lot of it comes from the people.

And that's, like, I don't know much about technology.

I've never built anything in technology.

I'm not a technologist by nature.

I've learned a lot having been in the industry for 10 years, but that's not how I make decisions.

There's a lot of venture capitalists.

They always say that venture capitalists have three different dimensions they judge.

They judge the market.

How big is the market size?

DoD has a very big market.

Small market for startups, but a very big market.

It's $800 billion and growing every year.

It's a massive, massive budget.

The product, so a lot of technologists, people who are really, really good at, they've worked at Facebook or Google or these different companies.

They come out, they become VCs, and they always want to talk about the technology.

How does it work?

How does it operate?

And those are people who oftentimes are genius level.