Lessons from Ukraine and Iran resulted in increase in AI and autonomy experimentation to central DoW modernization priority and reshaped capital flows, procurement priorities, and operational doctrine in the process.
SVDG Take
War is a powerful demand signal. The question is no longer whether new technologies constitute a revolution in military affairs. It is whether the U.S. acquisition system can absorb lessons fast enough to matter.
Future Success Signals
U.S. wielding Ukraine-proven tactics in its own AORs at scale
DAWG procurement moving from budget proposal to production contracts with non-traditional vendors
CENTCOM and INDOPACOM publicly highlighting operational use of NatSec100 companies
Public success stories giving investors the proof points needed to maintain long-term appetite