How Investors Evaluate Defense Startups | Jason Zins, Nomi Capital
Jason Zins is the Founder and Managing Partner of Nomi Capital.
Nomi Capital invests across defense, aerospace, manufacturing, space, energy, and national security technologies. Jason shares how his team evaluates defense startups, why they focus on later-stage companies, and what separates durable businesses from hype-driven investments.
We discuss the current state of defense venture capital, manufacturing bottlenecks, the evolution of military technology, defense software, hypersonics, space infrastructure, and why Jason believes defense remains underinvested despite growing attention from investors.
Jason on Linkedin: https://www.linkedin.com/in/jason-zins-5317aa3a/
Jason on X: https://x.com/Jason_Zins
Steve on X: https://x.com/StevenSimoni
Steve on LinkedIn: https://www.linkedin.com/in/stevensimoni/
Follow the show!
Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541
Subscribe to our Newsletter: https://thedroneultimatum.substack.com/
X (Twitter): https://x.com/DroneUltimatum
LinkedIn: https://www.linkedin.com/company/the-drone-ultimatum/
Our website: https://www.thedroneultimatum.com/
Nomi Capital invests across defense, aerospace, manufacturing, space, energy, and national security technologies. Jason shares how his team evaluates defense startups, why they focus on later-stage companies, and what separates durable businesses from hype-driven investments.
We discuss the current state of defense venture capital, manufacturing bottlenecks, the evolution of military technology, defense software, hypersonics, space infrastructure, and why Jason believes defense remains underinvested despite growing attention from investors.
Jason on Linkedin: https://www.linkedin.com/in/jason-zins-5317aa3a/
Jason on X: https://x.com/Jason_Zins
Steve on X: https://x.com/StevenSimoni
Steve on LinkedIn: https://www.linkedin.com/in/stevensimoni/
Follow the show!
Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541
Subscribe to our Newsletter: https://thedroneultimatum.substack.com/
X (Twitter): https://x.com/DroneUltimatum
LinkedIn: https://www.linkedin.com/company/the-drone-ultimatum/
Our website: https://www.thedroneultimatum.com/
Loading content...
Read the full transcript
Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.