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Uncovered · Drew Glover

Warhound raised $200M

“We are now entering a world where biology itself is becoming programmable infrastructure.”

Transcript

The defense startup Warhound just raised $200 million to create genetically engineered military dogs. At a $1.2 billion valuation, this shit is next level. And when you see who's behind it, it gets even crazier. First, there's Ben Lamb, the guy behind colossal biosciences,

the company trying to bring back woolly namets and direwolves. Second, there's Palmer Lucky, the founder of Andorol, one of the most important defense technology companies in America. And then there's David Spirk, the CEO, a former Marine, Pentagon chief data officer, and Palantir executive.

He's running all of Warhound. So why are these guys building genetically modified dogs? Because America has a military supply chain problem. According to Warhound, over 80% of America's military working dogs come from Europe, and fewer than half qualify for service.

And let's think about that for a minute. But we're still dependent on European breeders, for dogs that can detect explosives, track threats, and protect soldiers. Warhound wants to change all of that. They're taking genetic material from elite Belgian dogs and German shepherds, cloning them, and using gene editing to potentially improve their health,

longevity, speed, and scent detection. Then Andorol comes in, body armor, protective goggles, sensors that communicate with handlers. They're essentially combining biology and military hardware. But here's where this business is even more interesting. Warhound is even exploring a canine as a service model.

Instead of buying dogs, the government could pay for a continuous supply of trained working animals. Sequoia, A-V-C, and Inkutel, which is the intelligence community's venture investor, are among the backers. For decades, defense innovation has been about building better machines.

Now we're seeing investors bet on engineering better biology. And if this works, the applications go far beyond the military. Police, search and rescue, disaster response. We are now entering a world where biology itself is becoming programmable infrastructure. And that will completely change what a defense technology company can be.

Every business, every industry, there's a larger opportunity hiding inside of it. I'm here to help you find it. Follow me for more tech and AI news.

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