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Monthly thoughts on technology, national security, and venture capital

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Latest Issues

🎙️ Ep 27 - Arena Physica: Building Electromagnetic Superintelligence

Electrical and RF engineering are becoming more and more important as more hardware becomes software-defined. However, the software tools for electromagnetic engineering have not kept up with the 21st century. In the newest episode of the M...

18 days ago
6

🎙️ Ep 26 - Techquisition: The Pentagon's New Drone Czar?

🚨EMERGENCY POD🚨

Earlier this week, SECWAR Pete Hegseth announced a major shakeup for how DoW will procure, test, and field unmanned and autonomous systems, establishing a new Direct Reporting Portfolio Manager (DRPM) for UxS (see full m...

a month ago
4

Where Do Defense Tech Founders Come From?

Where do great defense tech founders come from? As a venture capitalist (VC) investing in early stage, national security startups, one of the most important (and most difficult) parts of my job is evaluating startups’ founding teams. When e...

a month ago
24
6

🎙️ Ep 25 - UFORCE: Ukraine's First Defense Tech Unicorn

The Magura family of USVs, built by UFORCE, sank 14 Russian warships. UFORCE aerial systems have flown over 220,000 combat missions and downed two Su-30 fighter jets — all in under three years of operation.

In the latest Mission Matter...

2 months ago
5

🎙️ Ep 24 - Code Metal: Rewriting the Code Behind National Security

Each year, enterprises and government agencies spend billions of dollars re-writing code bases for modernization, edge optimization, and security. However, today, tools like Code Metal verifiably automate this code translation tasks that ar...

2 months ago
4

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Authors

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  • Maggie Gray

    VC at Shield Capital, investing in innovative early stage companies building at the intersection of national security and commercial technology

  • Pratap Ranade

    CEO & Co-Founder of Arena AI Previous Founder of Kimono Labs, acquired by Palantir Y Combinator W14 Quantum Physicist, Stanford & Columbia

  • Akhil Iyer

    Investor at Shield Capital

  • David Rothzeid

    Venture Capitalist, Air Force Reservist, Pittbull dad, and DC kickball champion

  • Pat O'Reilly

    LTG Patrick "Pat" O'Reilly is a Shield Capital Operating Partner working directly with portfolio companies to provide hands-on operational experience and value creation support.

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