From Last Supper to First Breakfast: The Defense Tech Ecosystem
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 3 years ago | Last Issue | 3 days ago |
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firstbreakfast.comLatest Issues
The Defense Reformation Turns Two
To commemorate the second anniversary of The Defense Reformation, I’m giving away 180 copies of my book with Madeline Hart, Mobilize: How to Reboot the American Industrial Base and Stop World War III. Claim yours here.
Two ye...
The Arms Race is Measured in Gigawatts
Katherine Lambert is a University of Toronto student and AI researcher focused on critical systems. She is a former Palantir FDE intern.
The Dawn of a New Era
Before sunrise on March 1, 2026, Iranian Shahed drones...
Ukraine’s Battlefield Meritocracy
Ukraine’s defense industrial base is powered by hundreds of startups—small manufacturers churning out drones in factories whose locations are closely guarded secrets.
This fragmented, decentralized production ecosystem is an advantage for...
Unmanned Forces as a Service
DAN MADDEN is national security principal at Squadra Ventures. He served in the U.S. Marine Corps, as Congressional staff, and at the RAND Corporation.
DOM VENTIMIGLIA is network principal at Squadra Ventures. He retired...
The Ultimate Weapons Innovation Cycle
GLENN NYE heads the Center for the Study of the Presidency & Congress. He recently returned from a trip to Ukraine.
Ukrainian defenders have earned their reputation as the world’s most skilled drone and counter drone fo...
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Authors
The writers behind this newsletter.
CTO, Palantir Technologies
Abby works in Strategic Engagement at Palantir Technologies, and is a current fellow at the Foundation for American Innovation.
Commercial Lead @ Sable. Formerly focused on AI in defense and national security with McKinsey. From Boston, acclimating to SF.
Content Strategist at Palantir. Mobilizing the English language for battle.
Technology to the Warfighter Carthago delenda est.
#CoffeewithKen
Senior Counselor at Palantir
President and CEO Center for the Study of the Presidency and Congress
Venture capitalist chasing reindustrialization, civic revival, and solid returns
Principal at Squadra Ventures and retired CW5 with 33 years in the Army, including 25 in United States Army Special Forces, specializing in unconventional warfare and defense innovation.
VC | Marine | Defense and Frontier Tech
AI/ML researcher focused on AI security and defense.
Defense at Palantir. Co-Author of MOBILIZE: How to Reboot the American Industrial Base and Stop World War III
Hi! I am a rising senior in high school going to Trinity Prep. I am interested in defense and industrial policy.
Deployment strategist and medium data specialist at Palantir Technologies.
Senior Director of Partnerships at Palantir and Adjunct Professor of Finance at George Mason University
Nadia Schadlow is a senior fellow at the Hudson Institute who works on issues at the at the intersection of technology and national security.
Deployment Strategist and medium data specialist at Palantir Technologies.
John A. Burtka III, Director of Advancement and Outreach at the Coalition for a Prosperous America, is a former manufacturing executive and Lean Six Sigma Black Belt. He writes about the productive foundations of American sovereignty.
Its Cool To Love America
Veteran-led, multi-stage (seed to late stage/pre-IPO) pure play dual-use tech investors finding & funding founders who are the ‘Best of the Bold’.
Investing at the intersection of national security and next gen industrials.
I'm a lecturer at the Harris School of Public Policy at the University of Chicago and the co-founder of the Frontier Mission Network, a Chicago-based business consortium serving the region's defense technology and national security industries.
Active duty Navy nuke. Creating the future of payment, Vibe Wallet.
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