April 4, 2025

The Future of Defense Tech Investing | Jackson Moses (Podcast #24)

The Future of Defense Tech Investing | Jackson Moses (Podcast #24)

A proven serial entrepreneur and early defense tech investor, Jackson Moses currently serves as the Founder and Managing Partner of Silent Ventures, an early stage venture firm that invests in exceptional founders building unrivaled aerospace, defense, and national security startups. He also founded and manages Silent Capital, a private syndicate that provides its members exclusive access to leading multi-stage defense and deep tech deals. Additionally, Jackson serves as a Senior Advisor to the founding teams of Castelion and Privateer Space.

(0:00) Intro(1:09) Founder Support Systems(4:33) About Silent Ventures(8:50) Layered CUAS Defense(12:20) Hypersonics in the Pacific(13:02) Trump Changes to Defense Budget(15:59) Areas to Invest in 2025(20:10) Investing in Aeon(26:09) Banning DJI(30:49) DoD Requirements(34:22) Space Investments (38:55) Conspiracy Theories (44:45) Anduril (47:15) Sizing Checks & Investment Strategy (56:59) Defense Industry vs Other Industries (59:25) Competing with China (1:02:40) Texas is Great (1:05:44) Contested Logistics (1:07:25) Defense Guys Aren’t War Dogs (1:13:50) Steve’s 7/11 Dream (1:15:00) Outro

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Follow Jackson on LinkedIn: https://www.linkedin.com/in/jacksonmoses/Silent Ventures: https://silentvc.com/

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