Discover the cutting-edge innovations in autonomous systems, defense tech, and physical AI that are redefining global security and reshaping the physical workforce.
Matternet holds the only FAA Type and Production Certification for drone delivery, began trading as MTTN in September, and unveiled the M3 the same week. The investment case turns on whether a decade of paperwork converts into unit economics before the moat closes.
TERASi, a Stockholm spinout from KTH, closed an €11M seed round co-led by the NATO Innovation Fund and JOIN Capital. Its millimetre-wave hardware pushes gigabit data past 100 km without fibre or towers, and resists jamming. The open question is whether the hardware converts into a prime contract.
Aurora Innovation has logged half a million driverless miles and targets 200 trucks by year-end, on the way to 30,000 in 2030. Capital, factories and permits now stand between a working product and a 30,000-truck fleet.
Vesoma emerged from stealth with 60+ staff, a first humanoid and a bet that robots should learn physical work from their own failures rather than from human demonstrations. An early look at the thesis, the team and the risks.
A $900,000 USSOCOM prototype contract puts Tycho.AI's man-packable interceptor at the centre of a counter-drone market now splitting into expensive missiles and cheap attritable drones.
Europe's newest defence unicorn spent two decades building drones for coastguards. Then rearmament arrived: a $580M Series D, a British Army contract worth up to £400M, and a $6.4B valuation that now rests on procurement pipelines rather than published profit.
Neros Technologies is the only vendor on both Gauntlet II leaderboards, and the harder course reordered the field. The Pentagon plans to buy 60,000 one-way attack drones from the top performers, but the program still calls all ten firms finalists.
Ursa Major Technologies is going public through a $2.3 billion SPAC to fund solid rocket motor and hypersonics production. The bull case is a third supplier breaking a two-company duopoly; the bear case is redemption risk and quarterly reporting colliding with multi-year qualification cycles.