Join host Dr. Liz Specht for a conversation with Dr. Michelle Rozo, Vice Chair of the National Security Commission on Emerging Biotechnology, to discuss why biotechnology is becoming a critical pillar of U.S. national security. Dr. Roso explains how breakthroughs in biomanufacturing promise to secure DoD supply chains and create new defense capabilities, producing key materials like synthetic blood or advanced polymers. The episode explains the evidence that the United States risks losing its lead to China in biotechnology, and outlines legislative recommendations to strengthen the domestic bio-industrial base, including innovative industrial policy tools like advanced market commitments.

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Join host Arun Seraphin for a conversation with defense acquisition expert Moshe Schwartz to discuss how the FY 2026 NDAA is shaping up. Arun and Moshe lean on their deep expertise in the authorization process to break down new provisions that could significantly change how DoD creates requirements, budgets for systems, and works with commercial and non-traditional contractors.

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Join guest host Dr. Mark Lewis and Meritech Capital Partners cofounder Paul Madera for a talk on Series C/D investing, how VCs judge business models, and where defense tech actually fits. A former Air Force fighter pilot turned investor, Paul helped build one of Silicon Valley’s leading late-stage venture firms. In this episode, he dives into the real economics of late-stage venture and what it takes to scale emerging defense technologies. He explains how customer dependence, not pitch decks, drives investment decisions, why AI’s compute costs are bending business models, and why there’s finally an investable pipeline for dual-use tech after years of scarcity.

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