@Mer__edith has anyone replied yet that before Silicon Valley was tech it was all military contractors :-D

I worked in and tangentially to defense for a number of years, and my belief is that it really is being driven by America's weakness to asymmetric warfare, cyberattack and propaganda, which is acute. AI/drone/tech companies address this weakness better than companies that make military hardware so money is flowing to them. Every defense company has or is organizing a cybersecurity division to try to claw back this money, though.

Thank you for posting the paper, it was a good read.