Industrial Base Alpha
Matthew Bernard, Tobias ArmourWeekly analysis of the defense industrial base and companies that contribute to national security.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 9 months ago | Last Issue | a month ago |
| Active | |||||
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matthewbernard776320.substack.comLatest Issues
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...
Stark Defense
Iran struck a ship in the Strait of Hormuz, the first attack since the ceasefire, and proved it can still close the waterway at will. Also inside: a €3.5B European drone raise, a $984M Doomsday-plane
Iran struck a cargo vessel transiting t...
French Drone Dominance
Disputed inspections and a weakened hand are making this look worse than the 2015 JCPOA by the day. Plus: a $35B THAAD ramp, France's Costco run for drones, and Boeing's $2B phone bill.
The U.S.-Iran dispute over nuclear inspections is pub...
Booz Allen Goes Ultra
The world rearms on drones and counter-UAS solutions, while US legislators vote for a halt to the war in the Middle East
Yesterday, the Senate passed the Iran War Powers resolution, 50–48, ordering Trump to withdraw from the war in Iran.
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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