Private Markets / Emerging Spaces / Defense Autonomy & Drones

Defense Autonomy & Drones

Autonomous defense systems, drones, counter-UAS, and the software-defined battlefield.

28/100momentum · Cooling
100tracked companies
$498Bcombined valuation
$5.6Bcapital · 90d (11 deals)
$22Bcapital · 1y (49 deals)
40new entrants · 1y
-7.2%median secondary vs round (32 marks)

Momentum components — 4/4 computable

Funding acceleration23
Deal velocity36
News heat16
Secondary temp43

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Enter $190B as of 2026-08 no mark 2026-05-06
2 Anduril Industries $61B as of 2026-Q2 +88.7% 2026-05-13
3 Vast $30B as of 2026-04 no mark 2026-04-01
4 Helsing $18B as of 2026-Q3 no mark 2026-07-13
5 Infinite Reality $16B as of 2025-Q2 no mark 2025-10-15
6 Applied Intuition $15B as of 2025-Q2 no mark 2025-06-17
7 Scale AI $14B as of 2025-Q2 -37.9% 2025-06-12
8 Shield AI $13B as of 2026-Q1 -1.5% 2026-03-26
9 Saronic $9.3B as of 2026-Q1 +15.3% 2026-03-31
10 Flock Safety $8.4B as of 2026-04 -34.3% 2025-03-13
11 Sierra Space $8.0B as of 2026-Q1 -7.3% 2026-03-01
12 Hadrian $7.9B as of 2026-Q3 +45.2% 2026-08-06

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.