Alex Dolan
First principles perspectives on defense industrial base innovation
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 4 months ago | Last Issue | 5 days ago |
| Active | |||||
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alexdolan.substack.comLatest Issues
"The edge" is More than a Tagline
I’ve been waiting to write this one for a while. My core conviction in defense tech is that war has, is, and always will be one scared 19-year-old shooting at another scared 19-year-old. We should be building and funding defense innovation...
Anduril as a customer
Anduril closed their $5b on $61b series H led by a16Z and Thrive Capital. Their valuation doubled and their total raised reached $11.4b.
The consensus solidified in hours: defense tech is validated, and the next Lockheed has arrived. That’...
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...
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First principles perspectives on defense industrial base innovation
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