Kyle Harrison · 26 September 2026 · Additional Read

Sailing Tailwinds

Kyle Harrison, GP @ Contrary

Exploring how companies ride tailwinds—temporary subsidies in customer education, capital, or political will—and why the truly durable ones are those built to survive when the wind dies. Anduril's ChatGPT boost and the defense-tech bubble illustrate both the opportunity and the risk.

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Topics: Defense & Aerospace · Venture Capital & Startups · AI (Horizontal)

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