Spent the weekend talking to dozens of founders at YC alumni reunions and realized that we’re in the middle of an inflection for hard-tech companies. (10% of the recent batch of 240 startups are in hard-tech)

Sharing some thoughts on why this is happening below ⬇️

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This is a fantastic thread and I’m really happy it landed on my home feed. I think you are spot on about what LPs are willing to invest in. A lot of things that were taboo or vice are starting to look appealing when global unrest is a clear and present danger.

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Glad you found it valuable! I really do wish the world were in a more stable place, but the reality of conflict necessitates innovation in these areas

Sad how war and geo instability drive innovation. But I guess this is the new meta.