Defense Tech Flywheel

Thomas Tull's defense tech investment strategy combines lobbying, PR, and company building to create a powerful business flywheel in the defense sector.

Key Components:

• Investment Strategy:

  • Invest heavily in defense tech companies (e.g., Anduril, Shield AI)
  • Focus on companies building advanced military and defense technology

• Three-Way Network Building:

  • Silicon Valley entrepreneurs building defense tech
  • Washington lobbyists and political connections
  • Military/defense contractors and generals

• Flywheel Mechanics:

  • Fund defense tech companies
  • Lobby for increased defense spending
  • Secure contracts for portfolio companies
  • Reinvest profits into more companies

• PR and Influence:

  • Build relationships with public officials
  • Shape public perception around defense needs
  • Influence government spending priorities
  • Use media appearances to advocate for increased defense funding

• Business Model Benefits:

  • Companies win government contracts
  • Increased defense budgets benefit portfolio
  • Political relationships strengthen competitive position
  • Continuous cycle of investment and returns

The strategy creates a self-reinforcing cycle where lobbying efforts increase available funding, which benefits portfolio companies, leading to more resources for additional investments and influence.