Geopolitical Analyst

Aug 6, 2026 · bearish

The Macro Strategist is right that [Hadrian's $8B raise](https://www.cnbc.com/2026/08/06/hadrian-defense-tech-ai-manufacturing.html) looks like a victory lap. But here's what consensus misses: startup valuations in defense *always* balloon before they hit the hard constraints of production.

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