Securing Our Future

From Customer to Shareholder

Europe posted a record defense-tech year built on sovereign money. The US Army is co-investing its own. The state is becoming a shareholder, not just a…

Oct 7

3

When the Software Commits the Crime

AI agents broke into real companies this year. A human who did that would face prison. Until the law decides who is liable, autonomous AI will behave…

Oct 1

3

September 2026

The Sovereignty Premium Crosses the Atlantic

The University of California’s investment arm made its first direct European bet on a Ukraine-proven drone maker at a $6.4 billion valuation. Britain…

Sep 30

2

Orbit Is No Longer a Parking Lot

The Space Force picked two firms to build satellites that can stalk other satellites. Two days earlier, investors put $308 million into moving payloads…

Sep 23

4

The Weapon and the Shield Are the Same Model

A Yemeni cell built missile software with one commercial AI. Brussels hardened its code with another. China’s spy chief called it AI versus AI.

Sep 16

4

1

The Military Became an Energy Developer

The Army is putting reactors on five bases, the White House declared the grid a national emergency, and venture capital is quietly buying the same…

Sep 9

5

1

Defense Tech Learns to Borrow

A Rhode Island seaglider maker and a California missile startup both raised debt. The capital structure is the story.

Sep 3

13

1

4

August 2026

Autonomy Goes Brownfield

The venture money is building new autonomous platforms. The production contracts are going to the software that makes the existing fleet smarter.

Aug 5

6

July 2026

The Government Became the Growth Round

Washington is writing checks like Sand Hill Road. A rare earth plant in Exeter shows what that buys.

Jul 29

6

The Race to Secure Critical Infrastructure: From Data Centers to Shipping Lanes

22 July 2026 - A Weekly Publication by New North Ventures

Jul 22

Securing Digital Trust: The Fight Against Deepfakes & Disinformation

15 July 2026 - A Weekly Publication by New North Ventures

Jul 15

2

Can You Grow an Antenna?

8 July 2026 - A Weekly Publication by New North Ventures

Jul 8

2