Shield AI: Commanding the Autonomous Battlefield - An Investment Thesis for the Future of Defense Technology

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

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The Origins of Victory: A Thought Provoking book by Andrew F. Krepinevich

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.

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Microsoft’s New Quantum Chip: Unlocking the Future of Computing

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.

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Latest posts
The Silicon Battleground: A Journey Through Chris Miller’s “Chip War”
The Silicon Battleground: A Journey Through Chris Miller’s “Chip War”

I recently had the privilege of attending Chris Miller’s presentation and fireside chat at the Northern Virginia Technology Council (NVTC) event, and I can honestly say it was one of the most eye-opening experiences I’ve had in years. Standing in the heart of one of America’s technology

by Manish Malhotra
Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance
Stablecoins: The Digital Dollar Revolution That’s Reshaping Global Finance

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.

by Manish Malhotra
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The Private Markets Revolution: How $500 Billion OpenAI Heralds a New Era of Corporate Value Creation
The Private Markets Revolution: How $500 Billion OpenAI Heralds a New Era of Corporate Value Creation

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

by Manish Malhotra
Firehawk Aerospace: Revolutionizing Defense Propulsion Technology Through 3D-Printed Innovation
Firehawk Aerospace: Revolutionizing Defense Propulsion Technology Through 3D-Printed Innovation

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.

by Manish Malhotra
Shield AI: Commanding the Autonomous Battlefield - An Investment Thesis for the Future of Defense Technology
Shield AI: Commanding the Autonomous Battlefield - An Investment Thesis for the Future of Defense Technology

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

by Manish Malhotra
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