I’ve written or edited memos for both Hill staffers and DoD / DHS and other security agencies. While both a Hill staffer and a DoD audience might be engaged on the same issue (e.g., national resilience, dual-use policy, or industrial capacity), the positioning, tone, and framing must differ to match their institutional mandate, time horizon, … Continue reading The Art of Defense Policy Memo Writing
"Innovation Theater" highlights the U.S. tech ecosystem’s focus on temporary initiatives without long-term commitment. This leads to symptoms like abandoned projects and unscalable startups. The importance of “infrastructure memory” and “manufacturing depth” is emphasized, advocating for a dual-track model that balances disruptive innovation with resilient production capabilities.
The content discusses how Japan, India, and Israel successfully implemented industrial policies through state-led strategies, fostering economic resilience and innovation. It contrasts their approaches with the U.S.'s market-dependent model, suggesting that the U.S. could benefit from a more integrated and strategic industrial policy to enhance resilience and promote long-term growth.
The content discusses the evaluation of Portal Space, a startup developing maneuverable spacecraft, following their $17.5 million fundraising. The author outlines a five-step analysis framework focusing on competitors, company challenges, investor perspectives, and potential secret weapons. Portal Space aims to revolutionize orbital agility but faces significant strategic vulnerabilities and must succeed in market education to secure investor confidence.
Recycling innovation — especially in the mining sector and rare earth elements (REEs) — is held back by a deeply entangled web of technological inertia, misaligned economic incentives, and systemic narrative failures. Not by a lack of venture capital interest per se. The prevailing narrative has long equated recycling with waste management, not strategic resource … Continue reading Recycling — A Systemic Narrative Failure
not every tech-enabled business needs venture capital. It's time for a new financial product tailored to the needs of critical infrastructure and national resilience.
I am befuddled why "Defense Investing" is treated differently from "Investing". As if the rules of behavioral economics don't apply anymore when national security is at stake. You are still offering an investment product to investors. You still have to acknowledge all realities of Conviction, Cognitive Bias, and the subtle zero-sum of early-stage investing. The … Continue reading Who’s on the Other Side of That Trade?
Complexity masquerades as flexibility— but it often creates the very fragility it claims to prevent. No one likes high fragmentation and complexity. Many small vendors lead to inefficient purchasing decisions, and someone needs to train you on all these new machines and vendors. You could start releasing design documents on usage patterns. Or perhaps there … Continue reading Why Layers Lie: Careful with Overlays in Defense Resilience
[Avoiding Hype, Serving the Mission] Sidenote: I had the pleasure of doing a (German) podcast interview with an incredibly smart host and experienced interviewer. It just aired today .. which I was not sure of it ever would, because (A) I don't think I was very succinct; and (B) there was very clear feedback that … Continue reading Six Innovation Fronts that Matter in Defense Tech
"Hey, real quick: what's a good way to think about value chains in Defense in Europe?" Oh boy. Defense is not an industry or a sector. And it depends to whom your talking: Various detailed segmentations are often used by defense ministries, procurement agencies (e.g., OCCAR, NSPA), and trade associations like ASD Europe. But here … Continue reading European Defense Manufacturing Value Chain: Detailed Segmentation
