The Drone Ultimatum · 2026-06-12 · 48 min
Jason Zins is the Founder and Managing Partner of Nomi Capital. Nomi Capital invests across defense, aerospace, manufacturing, space, energy, and national security technologies. Jason shares how his team evaluates defense startups, why they focus on later-stage companies, and what separates durable businesses from hype-driven investments. We discuss the current state of defense venture capital, manufacturing bottlenecks, the evolution of military technology, defense software, hypersonics, space infrastructure, and why Jason believes defense remains underinvested despite growing attention from investors. Jason on Linkedin: Jason on X: Steve on X: Steve on LinkedIn: Follow the show! Spotify: Apple Podcasts:
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