First of all, thank you for sharing all your insights and info. I was on the DIN call last week, and you are terrific.
I predict there will NOT be three defense tech IPOs in the US in 2026. The entire approach to defense innovation in the US is rigged against it. My reasoning is in the article linked below. I say this as the CEO of the largest defense tech investor group in the country with the highest level of defense tech innovation — Ukraine.
Instead of three IPOs in the US, I suggest three neoprimes will emerge from Ukraine. One of them will be mine (MITS Industries). I have an idea who the second one will be, but the third spot is open.
Here's the link to my article.
Thank you for your excellent work. If you get to Kyiv, we'd love to host you.
Thanks for sharing your thoughts Perry and for the kind words! I’ll check out the article. To be fair I’m defining national security broadly here — I’d count an OAI or Anthropic IPO as a NatSec IPO
I definitely agree that there will be some major winners coming out of Ukraine (I think my 4th prediction probably fits within that thesis)
First of all, thank you for sharing all your insights and info. I was on the DIN call last week, and you are terrific.
I predict there will NOT be three defense tech IPOs in the US in 2026. The entire approach to defense innovation in the US is rigged against it. My reasoning is in the article linked below. I say this as the CEO of the largest defense tech investor group in the country with the highest level of defense tech innovation — Ukraine.
Instead of three IPOs in the US, I suggest three neoprimes will emerge from Ukraine. One of them will be mine (MITS Industries). I have an idea who the second one will be, but the third spot is open.
Here's the link to my article.
Thank you for your excellent work. If you get to Kyiv, we'd love to host you.
https://www.linkedin.com/posts/perryboyle_with-a-bit-of-help-from-the-ai-bots-i-dissect-activity-7407955729095094272-VSyF?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAA9TfMBfA3mj2PPMU1DbcvF6--8DOcxn00
Thanks for sharing your thoughts Perry and for the kind words! I’ll check out the article. To be fair I’m defining national security broadly here — I’d count an OAI or Anthropic IPO as a NatSec IPO
I definitely agree that there will be some major winners coming out of Ukraine (I think my 4th prediction probably fits within that thesis)
Only time will tell on all of these