Why Defense Tech Is the Next $100B Venture Opportunity | Josh Wolfe & Terry Monis

Defense tech is no longer niche—it's national priority, geopolitical strategy, and one of the most explosive areas in venture capital. In this session, Lux Capital’s Josh Wolfe and ICG’s Terry Monis sit down with Dan Nathan to break down the future of warfare, AI, reshoring, defense manufacturing, and how the next $100B companies will be built. Key topics include: – Why early bets on Anduril paid off—and what’s next – How VCs weigh the moral calculus of investing in the “kill chain” – The rise of national security as a macro investing theme – Why energy, quantum, and deep tech are the new frontier – Global defense corridors (India–UAE–Europe), reshoring, and manufacturing – Why this era is a rare moment for allocators to act early and wisely Whether you're a fund manager, allocator, technologist, or policymaker—this is a must-watch session to understand how defense tech is shaping the future of markets, security, and global alliances. 🔔 Subscribe for more thought leadership from iConnections NYC. #DefenseTech #JoshWolfe #LuxCapital #VentureCapital #Anduril #NationalSecurity #AI #HardTech #Biotech #Reshoring #Geopolitics #PrivateMarkets #iConnections #futureofdefense -- Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn: https://www.linkedin.com/company/53118918/ Twitter: https://twitter.com/iconnections_io Instagram: https://www.instagram.com/iconnections_io/