TL;DR: Seeing Systems builds modular autonomous strike drones for NATO militaries, pairing swappable hardware payloads with an agentic AI control layer that lets minimally trained operators direct lethal systems in GPS-denied, jammed environments. The moat is real battlefield data from Ukraine and direct relationships with special forces units that most competitors only dream about.
Why This One Matters
Defense tech is the fastest-growing venture category of 2026. Record funding is pouring in. But most of it is chasing software layers sitting on top of existing hardware, or building enormous, expensive platforms that only superpower militaries can afford. Seeing Systems is doing something different: cheap, modular, autonomous drones that a two-person team designed to be upgraded in the field rather than replaced every few years.
