"Hardware is hard, selling to gov is harder": VC reflects on passing on Shield AI
dunkhippo33 · x · 2026-11-12
Continuing her miss post-mortem, Elizabeth Yin explains why she passed on Shield AI: at the time she felt hardware was hard and selling to the government was even harder. She says she should have invested even with a small personal check. Her firm got lucky in that a number of their LPs got into Shield AI later — though of course at much higher valuations.
Related event: Hustle Fund Founder's Regrets: Missing Shield AI and Honey(3 posts)→
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