🚨 LIVE in 20 minutes! Today on TWiST's VC roundtable, we're joined by @michaeldowning, Founder of Castalia Capital. Michael is an investor in defense names like Anduril and Saronic, alongside names like AngelList, Notion, Mercury, and a 190x on FalconX! As SpaceX prices Friday and the IPO window cracks open, we'll find out whether defense tech is the real outlier trade, and where he's pointed next. See you soon!