Weekly analysis of the defense industrial base and companies that contribute to national security.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 9 months ago | Last Issue | 16 days ago |
| Active | |||||
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matthewbernard776320.substack.comLatest Issues
AI Visibility Index: Drones
August 2026: The inaugural index of how visible your drone company is to the LLMs
Finally, after much delay, I am releasing my analysis of the AI Visibility Index for Drones.
Adventures in Spain
This essay is entirely non-defense related and serves as my long form “out of office” message before I depart for a month of moving and traveling. If this doesn’t interest you, feel free to stop here. But if you want to be moved by stories...
The New Lever of Influence
Archimedes famously said, “Give me a place to stand, and a lever long enough, and I will move the world.”
In today’s defense industrial base, that place to stand is the foundational architecture of Large Language Models. The lever is Answe...
The Philosophy of Vertical Integration
Anduril vs SpaceX: Navigating Vertical Control and Horizontal Scale
To vertically integrate or not to vertically integrate.
Rocket Lab's NASA Win
Iran spent four months getting its oil economy back.
Iran spent four months getting its oil economy back. Early Sunday, it fired missiles at the country that handed it back. Kuwait intercepted two missiles and several drones, Bahrain repor...
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Authors
The writers behind this newsletter.
Tracking every dollar flowing into drones, hypersonics, and whatever Anduril is building in the desert this week. Slightly smarter than the average defense Twitter reply guy. Probably. These are my own personal views and no one else's.
New England/DC. Space/Defense. Product/Strategy.
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