Molding Moonshots
Aaron PickardWeekly insights on deep tech investing, startups, and sometimes spaceflight
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 114 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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aaronpickard.substack.comLatest Issues
Investing in Deep Tech Q2 2026
June is over, and the Fourth of July is almost here. It’s so close the NYSE and NASDAQ are closed today! So it’s time for another update on my publicly traded deep tech portfolio.
Photo by chris robert on Unsplash
I share these updates re...
Shield AI bought Aechelon
This week has been SF Deep Tech Week, and I’ve spent it running all over San Francisco and Alameda to attend events for work and learn about new developments happening in AI, defense, space, power generation, power storage, and other topics...
GenAI is Schrödinger's cat for Zoomers
The tech world was shaken last weekend when the US Department of Commerce declared Anthropic’s bleeding-edge frontier models dual-use technologies and directed the firm to stop providing access to non-US persons. Anthropic responded by remo...
Media Review: Yield
This is the third in a series of three media reviews about the history of the internet.
Last month TechCrunch reported something that lots of people had been anticipating for a while now: a massive change to users see Google Search outputs...
Where do great defense startups go?
The Silicon Valley Defense Group (SVDG) published its 2026 NatSec100 list last week. It tracks “the top 100 venture/PE-backed American defense companies that are innovating, building, and delivering warfighting capabilities”.
Similar list...
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Authors
The writers behind this newsletter.
Early-stage deep tech investor at MFV Partners. Personal account. Recovered rocket scientist. Alum of Chicago Booth, Columbia, Jewish Theological Seminary.
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