Cargo airships are happening. Airship Industries is a beautiful example of a Vertical Integrator: a better product at lower cost / higher margin in a massive industry. If they execute, it's checkmate. Great piece by Eli Dourado. We invested in Airship. elidourado.com/p/airship-indu…

I have great news! I was wrong on the Internet! In my Jan 2023 cargo airship post, I wrongly assumed airships would be limited to trucking-level per-ton-km revenues. It turns out airships can actually BEAT 747 freight service times. This means revenues and margins can be MUCH

3 times the capacity of available fixed wing water drop with the ability to loiter as an situational awareness platform.