Lucas and Luna drill into the defense tech boom—who's getting funded, who's built for the long haul, and why a flood of money doesn't guarantee survival. They break down two contrasting models: Palantir's slow, profitable grind versus a crop of VC-backed newcomers chasing rapid growth. With the S&P 500 up 5% this week and Amazon down nearly 9% in five days, they also connect the macro mood to the appetite for non-cyclical government contracts. A concrete look at unit economics, procurement cycles, and why some defense startups will fail even with full order books.

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