For the last three years, the defense tech story was: better sensors, better models, better decision-making software. Anduril, Shield AI, Palantir — all riding the idea that AI-native companies could out-think legacy primes like Lockheed and Raytheon. …

The hype around AI is at an all-time high, every startup pitch, every product update, every roadmap has "AI" in it. But beyond the buzz, I am curious to hear your thoughts: • Are we in a bubble, or is this just the beginning of something trul…