The OpImpact panel at DefenseTech Expo brought a clear consensus: DefenseTech is now a standalone investment category. We highlighted a structural shift in global security requiring rapid adaptation across governments, primes, investors, and founders. Capital alone is no longer enough. We expanded beyond the US, emphasizing Europe, GCC, and Asia as active shapers of the market. Key themes included cross-border alliances for scaling, information velocity over capital, emerging global strategic investors, and resilience in long defense cycles.
