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Gray Matters

Maggie Gray, Katie Gray, Akhil Iyer, David Rothzeid, Michael Brown, H.R. McMaster, Matt Kaplan, Philip Bilden, Pat O'Reilly, Anna Strumpel

Monthly thoughts on technology, national security, and venture capital

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues48SubscribersRead maggiegray.us

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

🎙️ Ep 19 - Vector Defense: Building American Drone Dominance

Drones are re-defining modern warfare – and the U.S. is behind. On the latest Mission Matters episode, we sat down with Andy Yakulis, CEO & Co-Founder of Vector Defense, to discuss what it will actually take to achieve American Drone Domina...

14 days ago
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How I'm Using AI

Every time I go on Twitter / X, I am bombarded by massive waves of FOMO. Everybody seems to be using more AI better than I am to automate everything about their lives. People claim to have hundreds of agents running continuously, automating...

15 days ago
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🎙️ Ep 18 - Starfish Space: Building Autonomous Satellite Servicing in a Contested Space Domain

Space is a contested domain. Russian and Chinese satellites are conducting proximity operations near American satellites. Critical U.S. and allied infrastructure depends on space-based assets that can be inspected, approached — or interfere...

21 days ago
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🎙️ Ep 17 - Techquisition: The $839B FY26 Defense Appropriations Explained

After a brief government shutdown, Congress finally passed the $839B Defense Appropriations bill! What does this new budget mean for startups? In our newest Techquisition Edition of the Mission Matters podcast (link in comments), ⁠David⁠ an...

a month ago
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Authors

The writers behind this newsletter.

  • Maggie Gray

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

  • Katie Gray

    Katie Gray is the lead investment partner for the Cyber Practice at In-Q-Tel (IQT) where she is responsible for identifying technologies that address challenges faced by the U.S. Intelligence Community.

  • Akhil Iyer

    Investor at Shield Capital

  • David Rothzeid

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

  • Michael Brown

    Partner at Shield Capital Senior Advisor to Defense Panel at Special Competitive Studies Project Former Director of the Defense Innovation Unit, U.S. Dept. Of Defense

  • H.R. McMaster

    H. R. McMaster is a senior fellow at the Hoover Institution, Stanford University and distinguished visiting fellow at Arizona State University. He is author of the bestselling books Dereliction of Duty, Battlegrounds, and At War With Ourselves.

  • Matt Kaplan

    Venture @ Shield Capital

  • Philip Bilden

    Founder & Managing Partner, Shield Capital

  • 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.

  • Anna Strumpel

    Doing Europe BD

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