
Defense Startups Are No Longer the Outsiders: Anduril, Gecko Robotics, and the New VC Darlings
In 2017, Palmer Luckey co-founded Anduril and struggled to convince venture capitalists that defense was a legitimate category. In May 2026, the company raised $5 billion at a $61 billion valuation, doubling its worth in under a year. Gecko Robotics, which sends wall-climbing robots into Navy warships and oil refineries, hit unicorn status. Shield AI is projecting over half a billion dollars in revenue. The sector that Silicon Valley once treated as uninvestable is now generating some of the largest private funding rounds in American history — and the reasons why tell a story that goes far beyond geopolitics.








