The Defense Delta
Nestor LevinDefense Markets and Emerging Tech. Separate the signal from the noise. "All views expressed are my own and do not represent official policy or position of the DAF, DoW, or U.S. Government."
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 4 | Founded | 8 months ago | Last Issue | 5 months ago |
| Active | |||||
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abovethenoisefloor.substack.comLatest Issues
A NatSec Case for Data Centers in Space
In recent months, a major new technological and investment theme has come into the mainstream - Orbital Data Centers (ODCs). To those on the skeptic isle, I’d imagine this is where eye-rolling ought to be expected. To the techno-optimists,...
Whose Demand Signal is it Anyway?
I’m sure many of you - myself included- have heard or used the phrase “demand signal” as it relates to defense acquisition ad nauseam at this point, so I don’t want to beat a dead horse.
However, it is a phrase that carries a lot of meanin...
The Military Black Swan
Alright - let’s talk about Black Swan events.
Black Swans are not only an important concept in financial markets. They are also what anyone in the DoW or in the defense industry should fear - and try to prepare for. It is a concept that p...
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