Katherine Boyle

Like you know if someone is going to give you good information even before they know.

And it's the same thing with sourcing and reporting.

You can spend a lot of time with a source and them give you nothing.

And then six months into building the relationship, they have a story they want to give you.

The best reporters are like that.

Same is true of venture capitalists.

It's figuring out who are the people who matter and making sure that they call you first.

And so, you know, that then became, I'd say, after Anduril, one, after Anduril, it became clear that, like, Catherine doesn't, like, Catherine's going to invest in this stuff, right?

Like, it's like, this is what she cares about.

I started writing very publicly about it.

A lot of people weren't even talking about it, right?

Like, people were still afraid of it.

There were firms that, you know, still couldn't invest in it because their limited partner agreement, the sort of governing docs of how the funds they operate operated.

work said they can't touch weapons.

So there were firms in Silicon Valley that could not invest in Anduril because their limited partners wouldn't let them.

But even after in 2019, like when I made that investment, the number of founders who said like, one, you're an idiot.

Like that's a dumb investment.

They're never going to make it.

Like that was common.

But there was another class of people who said like, wow, you're a fascist too.