Tectonic

The defense tech world waits up each year for Silicon Valley Defense Group’s NatSec100 report—the nonprofit’s annual ranking and analysis of the top 100 venture-backed, dual-use and defense tech companies shaping US national security innovation. tectonicdefense.com/svdg-releases-…

Military logistics startup Rune Technologies announced they’ve raised a $24M Series A led by Human Capital, with participation from Pax VC and Washington Harbour Partners. tectonicdefense.com/rune-raises-24…

.@BoozAllen, the century-old defense and intelligence consulting giant, announced a $200M boost to its venture arm, raising its total capital commitment to $300M. tectonicdefense.com/booz-allen-boo…

Between Iron Dome and Golden Dome headlines, debates over the E-7 Wedgetail AEW&C and space-based ISR, and calls to send more Patriots to Ukraine, air and missile defense (AMD) is the talk of the town. tectonicdefense.com/csis-wants-air…

It’s been a big week for Stark. The German drone company announced that it’s opening a 40,000 sq ft manufacturing facility in the UK, the company’s first site outside of Germany and Ukraine. tectonicdefense.com/starks-big-wee…

When defense tech is hot, it’s hot. Dual-use defense- and security-focused VC fund New North Ventures announced exclusively to Tectonic the first close of its second fund. tectonicdefense.com/exclusive-new-…

Well, turns out @Firestorm_Labs is printing a lot more than drones. The San Diego-based manufacturing and drone company announced it has raised a $47M Series A. tectonicdefense.com/firestorm-eyes…

After Defense Secretary Pete Hegseth’s UAS memo last week, we said small drones are having a moment. As it turns out, there’s just as much interest in the tech that takes them down. tectonicdefense.com/epirus-secures…

Just a month after raising $2.5B at a $30.5B valuation, officially entering “neo-prime” territory, @anduriltech looks more than ready to take on the real primes—this time in the cruise missile game. tectonicdefense.com/andurils-barra…

Looks like @BlueWaterShips is doubling down. The Boston-based autonomous shipbuilding company told Tectonic that they’re opening a DC office and hiring three new engineers to amp up their development and testing process with the Navy. tectonicdefense.com/exclusive-blue…

Just a month after raising $2.5B at a $30.5B valuation, officially entering “neo-prime” territory, @anduriltech looks more than ready to take on the real primes—this time in the cruise missile game tectonicdefense.com/andurils-barra…

If you’ve learned one thing from this newsletter, we hope it’s that new tech is changing the way wars are fought. Drones, directed energy weapons, massive sensor suites. But the thing is, they also require a heck of a lot of power. tectonicdefense.com/chariot-defens…

Shortly after the House released the Chairman’s Mark for the FY26 NDAA last week, the Senate Armed Services Committee (SASC) passed their own vision for next year’s defense budget on Friday. tectonicdefense.com/sasc-slots-for…

The maritime mash-ups continue. 8VC-backed unmanned surface vessel (USV) company @Saronic announced that they’re teaming up with Vigor Marine Group, a maritime services provider that specializes in marine fabrication, vessel repair, and maintenance. tectonicdefense.com/saronic-and-vi…

In July alone, Russia has launched its largest drone attacks so far on the country, allegedly assassinated a high-level intelligence officer, and killed at least 232 civilians, making this the deadliest month of the war in about three years. tectonicdefense.com/mits-capital-i…

Drones are having a moment. Defense Secretary Pete Hegseth released a memo that the Pentagon would be making some big changes to the way it buys, uses, and trains with drones. tectonicdefense.com/the-quest-for-…

The DoD announced it’s buying $400M of convertible preferred shares in Las Vegas-based rare earths mining company @MPMaterials, making it the company’s largest stakeholder with a 15% stake. tectonicdefense.com/pentagon-inves…

Germany-based autonomous unmanned ground vehicle (UGV) company ARX Robotics announced it’s forming a “software-defined defense mobility” partnership with German propulsion and drivetrain prime RENK Group. tectonicdefense.com/arx-robotics-a…

Virginia-based @DEFCONAI announced in an exclusive release to Tectonic that their AI-powered logistics and mobility decision-making software (called ARTIV) is going from air-focused to multi-modal. We’re talking air, land, and sea, baby. tectonicdefense.com/exclusive-defc…

The Cybersecurity and Infrastructure Security Agency put out a joint statement with the DoD’s Cyber Crime Center (DC3), NSA, and FBI warning that US defense companies face heightened risk from Iranian cyberattacks. tectonicdefense.com/icymi-iran-vs-…