Jordan Yashari
Investing in Organized ChaosMy takes on deeptech, venture, and investing. GP at Cyrus Ventures. Growing up, business was dinner conversation, welcome to my table. Sometimes I'll be right, sometimes wrong, either way, you'll know what I'm thinking.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 10 months ago | Last Issue | 4 months ago |
| Active | |||||
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jordanyashari.substack.comLatest Issues
The ITAR Tax on Innovation
There’s a misconception that ITAR violations are about smuggling weapons abroad, but most aren’t anything as dramatic. In 2024 Boeing paid $51 million to settle nearly 200 violations, and almost all of them were about disclosing controlled...
The Solid Rocket Motor Problem
Russia builds Shahed drones for roughly $30,000 each and launches them at Ukrainian cities in waves. The interceptors America and its allies fire to shoot them down cost ten to twenty times that, take more than a year to manufacture, and ru...
The Rare Earth Chokehold
The most expensive weapons program in human history had its entire delivery pipeline frozen in 2022 because of a magnet. A small magnet inside a Honeywell turbomachine on the F-35, made with an alloy that turned out to have been sourced fro...
The Defense Supply Chain Nobody Talks About
In October 2021, an explosion at a plant in Minden, Louisiana killed one person and leveled a facility most people in defense had never heard of. The company, Explo Systems, was what’s known as a fifth-tier supplier, meaning they were five...
The Attritable Engine Thesis
I recently wrote about the turbine backlog and why the biggest supply crunch in power generation is also the biggest investment opportunity. That piece focused on the ground. This one looks up.
The Department of Defense is shifting how it...
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My takes on deeptech, venture, and investing. GP at Cyrus Ventures. Growing up, business was dinner conversation, welcome to my table. Sometimes I'll be right, sometimes wrong, either way, you'll know what I'm thinking.
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