The bottleneck in defence tech is no longer invention.
It's production.
The companies that will capture disproportionate value over the next five years aren't the ones with the most interesting technology. They're the ones that can turn a prototype into a production line. On time. On budget. With supply chains that don't snap under pressure.
China builds a destroyer in three years. The US takes seven.
That's not just a manufacturing gap. It's a strategic one. And the country that figures out mass production first — again — will determine the next fifty years of global security architecture.
The real question is who owns the factory.
The Gulf has the capital. The mandate. The geographic logic. And right now, a window that won't stay open.
I wrote a deep analysis of the $49.1 billion defence tech wave, why Fast Company's innovation list misses the most important story, and the four specific moves sovereign capital should be making right now.
Including the one nobody says in polite investment circles.
Full article in my newsletter below.
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