Defense Startups

One force protects the country and cannot afford to be wrong.

The other equips it and cannot afford to be late.

Reader's guide

How to read this publication

We write for two cultures trying to serve the same country, often speaking past one another.

Reading the Startups side

TAM / SAM
Who could buy it, and which buyers can this company realistically serve?
Revenue / MRR / ARR
What are customers paying for: products, delivered work or ongoing services? Where recurring revenue fits, what do the monthly (MRR) and annual (ARR) measures show?
Unit costs
What must be delivered for each customer, and what does making, delivering and supporting it cost?

Reading the Defense side

Mission
What operational outcome matters, under which conditions and constraints?
CONOPS
How does the capability fit the operation, alongside people, systems and dependencies?
CONEMP
Who employs it, when, where, and with what training and support?

Print edition, institutions only

The monthly brief, printed and mailed. For investment firms, government customers and large businesses. Enter a work email to request the next issue.