The Innovation Gap
Michael RudolphDocumenting the missing infrastructure between breakthrough and market.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 7 months ago | Last Issue | 4 months ago |
| Active | |||||
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theinnovationgap.substack.comLatest Issues
What SpaceX and Anduril Prove About the Valley of Death
New to the series? This post uses a framework from The Three Stages of Innovation. Start with Post 1.
TL;DR: SpaceX, Anduril, and Palantir prove patient capital for deep tech is structurally possible. These successes share one critical fea...
Building the Bridge: What Stage 2 Infrastructure Actually Requires
New to the series? This post uses a framework from The Three Stages of Innovation: Stage 1 (scientific discovery), Stage 2 (engineering development), and Stage 3 (market scaling). Start with Post 1.
TL;DR: Every successful Stage 2 institut...
Why Government Programs Can’t Bridge the Valley Alone
New to the series? This post uses a framework from The Three Stages of Innovation: Stage 1 (scientific discovery), Stage 2 (engineering development), and Stage 3 (market scaling). Start there with Post # 1.
TL;DR: The federal government sp...
Why Venture Capital Can’t Fund Stage 2—And Shouldn’t Have To
TL;DR: Venture capital funds have 10-year lifespans. Hardware deep tech takes 11 years to exit. The math doesn’t work, and it’s not supposed to. VC funds are optimized for Stage 3 commercialization, where they excel. The problem isn’t that...
Podcast: Improving Institutions and the Power of the Pub
I recorded this podcast conversation a few weeks ago and wanted to share it while it’s fresh. Consider this a bonus for those of you checking in during the holidays—back to regular posts on Dec 29.
I recently joined Jeff Nosanov on...
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Authors
The writers behind this newsletter.
Former NASA/JPL Systems Engineer. Researching the 'valley of death' in American innovation—why breakthrough technologies stall between lab and market despite validated science.
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