Gray Matters
Maggie Gray, Max Dauber, Akhil Iyer, David RothzeidMonthly thoughts on technology, national security, and venture capital
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Monthly | Issues | 15 |
| Subscribers | Read | maggiegray.us |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Winning 2027 Starts Now
The United States’ Department of Defense (DoD) frequently cites 2027 as the year it must be ready to deter or defeat an invasion of Taiwan by the People’s Republic of China (PRC). This timeline is based on statements made by Chinese officia...
Reasoning Models and National Security
It’s no secret that large language models (LLMs) today are far from perfect. Most LLMs lack logical reasoning capabilities and therefore have difficulty answering questions that are simple and intuitive for humans. For instance, until recen...
2025 Predictions for NatSec Tech
One of my 2024 New Year’s resolutions was to publish a blog post every month. Despite a few close calls – sometimes posting on the very last day of the month – I’m proud to say I achieved my goal! Thank you to everyone who has read anything...
Mission-Driven Metrics: A Framework for Assessing Startups Targeting National Security
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...
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Authors
The writers behind this newsletter.
VC at Shield Capital, investing in innovative early stage companies building at the intersection of national security and commercial markets
Venture Capitalist, Air Force Reservist, Pitty dad, and DC kickball champion
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