Alex Dolan
First principles perspectives on defense industrial base innovation
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 3 months ago | Last Issue | 10 days ago |
| Active | |||||
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alexdolan.substack.comLatest Issues
Project Vault is a Rare Earth Demand Signal
Not long ago, a pre-product founder building an incredible piece of technology for the defense community told me about his supply chain struggles. Someone in the DoW asked him where he planned on getting his components-- like really, where...
What the DoW’s Accelerated Research for Transition (ART) Program Actually has to Prove
Congress passed the Small Business Innovation Security Act on 14 April this year. The DoW passed the Accelerated Research for Transition (ART) six days later. Over 90 SBIR/ STTR topics opened less than a week later. The press hailed the ans...
Firestorm vs. Purple Rhombus
Firestorm and Purple Rhombus. Distributed UAS production versus centralized UAS production. Two AFWERKX awards. Two production philosophies. The same broad timeline.
Purple Rhombus won SBIR phase III this past January for “industrial scale...
The Wrong Room
Private capital spending on defense tech surpassed most recent full-year totals when it designated over $28 billion into defense tech alone in the first half of 2025. Now, the $1 trillion defense budget is live. Procurement reform is accele...
Building defense startups is hard. Here's why
I previously made an optimist’s case for defense tech’s long-run success based on legislative signals, but that’s not the whole story of our legislative and bureaucratic landscape.
If we follow the money in venture capital, much of it lead...
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First principles perspectives on defense industrial base innovation
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