Thematic Research

Our Thinking

2 days ago3 min read

The Investment Increase In the Defense Sector Contrasts Starkly With the Broader Decline In All Venture Capital Investment So Far In 2024

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Mar 187 min read

Are State-Owned Military Companies the Future?

As governments question the limits of privatization, however, PMCs could gradually and partially be replaced by the SOMCs.

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Sep 28, 202315 min read

The Dark Sides of Machine Warfare

AI is making its way into decision-making in battle. Who’s to blame when something goes wrong?

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Apr 4, 20233 min read

Network Effects: How Connections Create Value

Investors are increasingly looking at the power of companies’ network of users, which can make or break a start-up.

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