A venture “Tribe” of seasoned operators, engineers, and innovators backing founders in DeepTech, HealthTech, and DefenseTech—turning bold ideas into enduring companies for a safer, healthier, more prosperous future.
Undersea cables are being cut. Adversaries deploy submarine-sized autonomous drones. The Pentagon commits $13B to maritime autonomy. This $46B market represents defense tech's next late-stage opportunity—and the deployment window is open now. Smart capital is moving from air to ocean!
Agentic AI—autonomous AI agents that don’t just help, but actually act, make decisions, and handle tasks on their own—are rewriting the rules. Instead of building huge centers full of people, the new model focuses on “Agent Factories” that coordinate smart systems.
The GenAI investment narrative is shifting from training economics to deployment economics. While foundation model training remains strategically important, the emerging opportunity lies in “cheap intelligence”.
Robot fight leagues are becoming far more strategically valuable than feeder systems for humanoid manufacturers. They're becoming the public R&D testbed and benchmark infrastructure that every player in physical AI will ultimately depend on.
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
How institutional investors verify pre-IPO transactions, model liquidity scenarios, and construct portfolios that balance conviction with diversification.
Evaluating pre-IPO investments requires a fundamentally different analytical framework than public equities. Without quarterly earnings, SEC filings, or market-discovered pricing, investors must construct their own assessment across three critical dimensions covered in this framework.
Undersea cables are being cut. Adversaries deploy submarine-sized autonomous drones. The Pentagon commits $13B to maritime autonomy. This $46B market represents defense tech's next late-stage opportunity—and the deployment window is open now. Smart capital is moving from air to ocean!
The GenAI investment narrative is shifting from training economics to deployment economics. While foundation model training remains strategically important, the emerging opportunity lies in “cheap intelligence”.
Robot fight leagues are becoming far more strategically valuable than feeder systems for humanoid manufacturers. They're becoming the public R&D testbed and benchmark infrastructure that every player in physical AI will ultimately depend on.
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
In the hidden corners of our connected world, a new type of conflict is taking shape, unseen yet powerful. Cognitive warfare, which uses digital tech and mind games, is becoming a real threat to our national security and how our society functions.
OpenAI's $500 billion valuation represents more than another Silicon Valley milestone—it signals a fundamental transformation in how value is created and realized in the modern economy. This unprecedented valuation, achieved through secondary markets rather than public offerings, exemplifies the shift toward private markets as the primary venue
Firehawk's proprietary additive manufacturing approach fundamentally transforms solid rocket motor production by addressing historical limitations that have constrained hybrid rocket performance, specifically the low regression rates and limited mixing efficiency that plagued earlier designs.
The convergence of artificial intelligence and autonomous systems is fundamentally reshaping modern warfare, creating unprecedented investment opportunities in the defense technology sector. At the forefront of this transformation stands Shield AI, a company that has not only captured Silicon Valley
Why do I continue to be bullish about investing in Defense Companies as an investor? Andrew lays out all the reasons in this book. What a fantastic read! Sharing a summary of the book from my read notes.
Quantum computing just took another significant step forward. Microsoft has unveiled its highly anticipated quantum chip, and it’s more than just a technological breakthrough—it’s a signal to investors that the future is closer than we think.
Unix X by Raj Shah and Christopher Kirchhoff provides a detailed look at the Defense Innovation Unit (DIU), also known as Unit X, which was established to bridge the gap between the Pentagon and Silicon Valley. The book explores how this unit has transformed military operations by integrating cuttin
DeepSeek vs OpenAI: Why Investors Should Care. Explore how DeepSeek is challenging OpenAI in generative AI. Learn what makes it unique, why it disrupts the market, and what investors need to consider.
