This summer, innovation turned up the heat. From our newest investments to fresh perspectives on frontier technology, here’s how IQT spent the season and what’s next for national security.

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Welcome to the IQT Portfolio

• Locus Lock makes software-defined Global Navigation Satellite System (GNSS) receivers that deliver resilient positioning, navigation, and timing in environments where jamming and spoofing are a threat.
• DefendEye builds autonomous AI drones for first responders that launch in seconds without a pilot and stream live video to incident commanders before crews arrive on scene.

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IQT Blogs & Podcasts

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📖 Preparing America for the New Era of Forward-Deployed Conflict: IQT CEO Steve Bowsher discusses how unmanned systems and rapidly adaptable weaponry are reshaping the battlefield and explains why the U.S. must invest in forward-deployed intelligence, manufacturing, and integration. (July 22, 2026)

📖 IQT Quarterly Recap: Spring 2026: A summary of our newest investments and frontier technology insights from the spring quarter. (July 29, 2026)

🎙️ IQT Explains: Why Electricity Is America’s AI Bottleneck ft. Emerald AI: Dr. Russel Ross, IQT’s SVP of Technology, is joined by Dr. Varun Sivaram, founder and CEO of Emerald AI, to explore why electricity, not chips or land, is the binding constraint on America’s AI buildout. They also discuss how flexible data centers can unlock existing grid capacity without costly new transmission. (August 25, 2026)

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IQT Around the World

• AI Isn’t a Vertical, It’s the Backbone of Global Power (Silicon Valleys Journal): IQT’s EVP of International, Dr. Jennifer Nelson, frames AI as a “tempo technology.” She argues the advantage will go to nations that integrate AI, quantum, and advanced communications into national capability at speed.
• Progress, Potential, and Possibilities Podcast: Dr. Dymond joins host Ira Pastor to discuss why great science alone isn’t enough. She explains how biotech companies can cross the Valley of Death and why a resilient biotechnology ecosystem matters for national security.‍
• Fed Supernova: In the Proving Ground track at STATION Austin, IQT's Principal Program Manager, Jon Cheatwood, and Partner, Michael Falcon, shared our investment thesis. They were joined on stage by portfolio founders from ICON, Vatn Systems, Starfish Space, Firestorm Labs, and Dreadnode.‍
• State-Backed Investment: How IQT and Definvest Are Accelerating Defence Tech (DSEI Gateway): Dr. Nelson explains IQT’s not-for-profit, mission-first model and its role as a translator between government, entrepreneurs, and private capital.
• ‍Discovery Day: From Sea to Space: IQT and SVB convened investors, founders, and government partners in San Francisco. The program included CEO Steve Bowsher in conversation with Dr. Chris Parrett of NGA’s Rapid Capabilities Office, plus a startup pitch competition won by Eradrive.

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