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!

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”.

2200 Words: 7 Minutes Read I've spent the last decade watching BattleBots with my son and writing checks for frontier tech—AI infrastructure, combat drones, nuclear microreactors, quantum computing. I've also evaluated investments in Figure AI and Apptronik. But I want to be clear about something:

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

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.

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.

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.

Navigating the Private Capital Landscape: A Deep Dive into Regulation D Rule 506(b) and 506(c) for Savvy Investors

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.