
Defense 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."
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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, ...
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.
Alright - let’s talk about Black Swan events.
This is Overmatch.
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