Chris is one of the best, if not THE best, GTM founder in defense Go work for him.

The only way to be "contrarian and right" is to be pessimistic.

SBIR/STTR is cope money for startups who can’t compete for real contracts while real players cash actual checks

Excited to launch Chariot Defense today, live on stage at REINDUSTRIALIZE SUMMIT ! After constantly battling power challenges while fielding advanced sensors and countermeasures at Anduril, and seeing the massive leap in technology happening at Archer and across the eVTOL industry, I

Arthur Kroeber makes the interesting case on Dwarkesh Patel that if we want to turbocharge reindustrialization, we should proactively incentivize the most competitive Chinese industrial players to set up shop in the US to aggressively compete while learning from them

Similarly, non-technical founders can easily choose to become technical

Hitting Faceit Level 10 and grinding ESEA in CSGO did more for my cognitive development than two decades of school

The dirty truth is that much of Anduril's kit performs so poorly that Ukraine operates "warehouses of shame" where their systems are stripped for parts and repurposed. Most Western "defense-tech" gear shipped to Ukraine ends up in the same category, except for a dozen or so

Most of the reasons VCs reject you are really because they think you don’t have what it takes and don’t want to say it your face

Hot Take: Virtual meetings for 12 hours a day are deeply unproductive and are an illusion of productivity. Ship don't schedule.

Chris makes some excellent points, but I wanted to add a couple more I have observed over the past two years 1) The period of innovation is over, and the period of adoption is here. 95% of the valuable companies in defense have already been founded. They control pipeline,

Are quant/hedge funds trading prediction markets yet? So far, I've only noticed a small community on X that arbs them