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Industrial Base Alpha

Matthew Bernard, Tobias Armour

Weekly analysis of the defense industrial base and companies that contribute to national security.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues40Founded7 months agoLast Issue7 days ago
Active

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Latest Issues

Stark Defense

Iran struck a cargo vessel transiting the Strait of Hormuz yesterday, the first attack since Washington and Tehran agreed last week to work toward a peace deal. A U.S. official told CNN an Iranian drone hit the ship on its starboard side an...

7 days ago

French Drone Dominance

The U.S.-Iran dispute over nuclear inspections is publicly fracturing the week-old war-ending framework, with Washington and Tehran openly contradicting each other on access, even as an Israeli strike in southern Lebanon tested the new ceas...

8 days ago
1

Booz Allen Goes Ultra

Yesterday, the Senate passed the Iran War Powers resolution, 50–48, ordering Trump to withdraw from the war in Iran.

Four Republicans broke ranks to join nearly all Democrats on a House-passed resolution directing the President to pull U.S...

9 days ago
2

Shield AI Acquistions, Japan Builds for Space, and the UAE Arms Itself

Today, I am coming to your inbox with a new format.

With peace breaking out in the Middle East (allegedly), and my own writing for The Merge continuing (check out last week’s deep dive into Impulse Space), I wanted to bring you something...

10 days ago
2

Industrial Base Alpha Joins The Merge

Industrial Base Alpha is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Hey all, I’m coming into your inbox with this short note today to explain some updates you’re g...

a month ago
3

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Authors

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  • Matthew Bernard

    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.

  • Tobias Armour

    New England/DC. Space/Defense. Product/Strategy.

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