Industrial Base Alpha
Matthew Bernard, Tobias ArmourWeekly analysis of the defense industrial base and companies that contribute to national security.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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matthewbernard776320.substack.comLatest Issues
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...
Building America's Cyber Force
BLUF: The CSIS Commission on Cyber Force Generation, released this week, is the most comprehensive implementation plan ever produced for standing up an independent U.S. military cyber service. Its core finding: the current structure cannot...
Farewell to Harvard Business School
For those who regularly tune in for defense industry analysis, this one is different. For those who are new here, don't worry, you didn't subscribe to the wrong newsletter. I started this Substack primarily to sharpen my writing and thinkin...
Astranis' $2.8 Billion Bet
Five satellites, a $1 billion backlog, and three Pentagon programs. What this Series E has to prove before the IPO.
BLUF: Astranis raised $455 million at a $2.8 billion valuation to scale the only real business in small geostationary satel...
True Anomaly Series D
How a former Air Force weapons officer turned the U.S. military's space playbook into $1.03 billion in private capital, and what could unmake the trade.
Graphics like this make me think that marketing for space companies has to be the easi...
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| Subscribers | Engagement | 73 | 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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