Silicon Valley Defense Group retweeted
This morning, the Silicon Valley Defense Group (@SVDG_official) released its fourth annual NatSec100 report, looking at the state of things in our lil’ defense tech world and the companies dominating the game.
Tectonic got an exclusive first look.
tectonicdefense.com/exclusive-a-fi…
Tectonic got an exclusive first look.
tectonicdefense.com/exclusive-a-fi…
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SVDG & @JPMorgan’s 2026 NatSec100 report is now live! A thread (1/13)
This year’s report reflects a defense ecosystem that’s matured from early experimentation to real-world adoption.
SVDG believes that too much of the signal still comes from proxies like fundraising, valuattention, etc. While those indicators, in many ways, have helped catalyze the ecosystem, they’re incomplete in a market where adoption can now be observed with greater fidelity.
Defense is uniquely difficult to evaluate – sales cycles are long and uneven & there’s no clean equivalent of ARR like most venture categories. There is no silver bullet for evaluating the operational impact of national security companies, and we do not pretend this report solves that challenge. But when outcomes in this sector shape national security, human life, and the preservation of democratic values, improving the signal set is extremely important.
For the first time (in partnership with @Pryzm_Dynamics), this year’s NatSec100 incorporates gov contracting data alongside traditional indicators. We also raised the bar for inclusion: eligible companies must have secured at least one US government contract as of December 31, 2025.
The goal is not to discount capital or narrative, but to move toward a more rigorous understanding of which companies are actually on a viable path to deployment.
Full 2026 NatSec100 report here: natsec100.org
Some key findings below:
This year’s report reflects a defense ecosystem that’s matured from early experimentation to real-world adoption.
SVDG believes that too much of the signal still comes from proxies like fundraising, valuattention, etc. While those indicators, in many ways, have helped catalyze the ecosystem, they’re incomplete in a market where adoption can now be observed with greater fidelity.
Defense is uniquely difficult to evaluate – sales cycles are long and uneven & there’s no clean equivalent of ARR like most venture categories. There is no silver bullet for evaluating the operational impact of national security companies, and we do not pretend this report solves that challenge. But when outcomes in this sector shape national security, human life, and the preservation of democratic values, improving the signal set is extremely important.
For the first time (in partnership with @Pryzm_Dynamics), this year’s NatSec100 incorporates gov contracting data alongside traditional indicators. We also raised the bar for inclusion: eligible companies must have secured at least one US government contract as of December 31, 2025.
The goal is not to discount capital or narrative, but to move toward a more rigorous understanding of which companies are actually on a viable path to deployment.
Full 2026 NatSec100 report here: natsec100.org
Some key findings below:
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(12/13) 2026 data shows a shift toward production and prototypes.
We’ve long argued for more adaptive contracting structures to support non-traditional companies. Rising production/prototyping awards (alongside declining Cost Plus contracts) is a positive trend.
We’ve long argued for more adaptive contracting structures to support non-traditional companies. Rising production/prototyping awards (alongside declining Cost Plus contracts) is a positive trend.
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(13/13) And thanks @e_h_obrien @tectonicdefense for the deep dive!
Read more at: tectonicdefense.com/exclusive-a-fi…
Read more at: tectonicdefense.com/exclusive-a-fi…
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Silicon Valley Defense Group retweeted
Absolutely thrilled to announce that Impulse Space has been ranked on the 2024 NATSEC100 list by @SVDG_official! 🚀🌌
Honored to be among the top national security-focused startups driving tech innovation and paving the way for the future of in-space transportation. 🌠✨
Honored to be among the top national security-focused startups driving tech innovation and paving the way for the future of in-space transportation. 🌠✨
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Silicon Valley Defense Group retweeted
“One prevailing theme was the inherent difficulty for startups in working with government entities, particularly the Department of Defense. Sarah Hess, West Coast Director of @SVDG_official, pointed out the DOD's historical inefficiencies in procurement.”
forbes.com/sites/heatherw…
forbes.com/sites/heatherw…
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Three years ago, @SVDG_official became the founding sponsor of the @HarvardHBS / @MITSloan Tech & National Security Conference. This past weekend, student leaders from both schools held the third iteration of the conference, and SVDG was once again proud to support their efforts.
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This year's conference fostered meaningful dialogue between leaders from government and business regarding the critical role of emerging technologies for national security.
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Most importantly, the conference also provided a venue for the next generation of leaders to learn from and engage with senior figures from both the private and public sector alike.
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@SVDG_official was excited to support @Creative_Def's inaugural "Disruptors in the Desert" conference this past weekend in Palm Springs, California. Congresspeople, senior DOD leaders, and private sector innovators gathered to discuss creative disruption for our common defense.
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