At OODAcon in October 2022, we identified over $15b being raised for new investment initiatives focused on national security and American competitiveness and we continue to cover those initiatives here.  This wave of speculative national security investment represents a new privatization of national security technology initiatives and will create a forcing function for the adoption of new disruptive technologies. The $5 billion fund discussed in this post was one of the first of the $15b raise in Q422 – which continues in earnest in 2023.