Monthly thoughts on technology, national security, and venture capital
Platform | Substack | Pricing | Only free issues | Publishes | Monthly |
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I’m often asked: “How does your venture capital firm evaluate startups that sell (or are trying to sell) into the US Department of Defense (DoD)?” Unlike evaluating more traditional startups that rely on well studied business models like So...
If I’m being honest, I’m a VR hater. I first experimented with augmented and virtual reality (AR/VR) about a decade ago when my dad brought home an Oculus Rift VR headset. The first few days we had it, my brothers and I fought over who coul...
“Jane, stop this crazy thing!” yells George Jetson to his wife, as they encounter another erratic failure from one of the many household gadgets in the year 2062. Through its three seasons, the producers of “The Jetsons” envisioned a famil...
At this point, most of us are familiar with large language models (LLMs) like GPT-4, the generative AI model that powers ChatGPT. We are comfortable interacting with an LLM via natural language text, “chatting” with the model the same way w...
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The writers behind this newsletter.
Associate at Shield Capital, investing in innovative early stage companies building at the intersection of national security and commercial markets
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