Inside the case of Roark Aerospace: The British defence unicorn no one can verify
On Boxing Day 2025, we received a press release from Roark Aerospace. The UK startup, which makes anti-drone systems, reported it had closed a $210 million Series B investment round at a post-money valuation of $1.6 billion. It caught our attention. If the UK had produced a defence tech startup...
Inside the case of Roark Aerospace: The British defence unicorn no one can verify
On Boxing Day 2025, we received a press release from Roark Aerospace. The UK startup, which makes anti-drone systems, reported...
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The UK is under attack from grey-zone warfare, and we are not ready for it
The UK is under attack, and we are not prepared. Earlier this month, Kensington Gardens was closed to the public...
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Nowhere to hide
"All warfare is based on deception. Hence, when we are able to attack, we must seem unable; when using our...
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The UK is on the precipice of geopolitical and military irrelevance
Imagine the headline next week: “Trump seizes Cyprus, Chagos and Gibraltar from the UK.” Such is the ambiguity of Britain’s...
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Is defence tech a ‘proper’ VC-backable vertical?
Several months ago, on a famous VC podcast, I heard an idea that I consider heresy: defence tech is not...
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The dangerous economics of drone warfare
Modern air defence is entering a dangerous economic inversion: in many cases, it now costs far more to destroy a...
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