@alder_riley Every piece of hardware in your production chain is an attack surface if it's not built here. The U.S. need to revamp its advanced manufacturing stack from the ground up. We work with companies solving this problem every day
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Stonegardens Advisory
203 posts
Stonegardens Advisory
@StonegardensAdv
Evolving America's Arsenal Newsletter: https://t.co/KiIpef438w LinkedIn: https://t.co/RW1SnohN3l
New York - D.C. - Tokyo - Kyiv Katılım Haziran 2023
204 Takip Edilen36 Takipçiler
For the deep tech/defense founders out there:
A lot of effort goes into making sure the 3D printer you put on your company network and send all your prototypes through is not made in the US.
Josef Prusa@josefprusa
The Kickstarter ploy here is what's gross. Last year at a Formnext party, a Chinese founder was bragging after a few drinks that he got his factory and land free from the government, I just checked, of course they ran a KS too 🤦 The playbook is simple: wait until the new tech has all the dead ends solved, start a company, take the subsidies and tax breaks, and milk the Western community. The new Creality IPO paperwork is a rare glimpse into how this works, if anyone wants to dig. But it is very surface level. For deeper research into this topic you'll need a Chinese phone, bank account, etc to access most of the source. Because of course - no one can fact check this way or if local, get into trouble 😬 (My father couldn't even study before '89, the communists took our family's property two generations earlier.) Since I started saying publicly that we're researching this, a lot of previously public documents have quietly disappeared 🤔 The CCP state support worked too well. In the last 6 years the desktop market got wiped, 95% China, the remaining 5% is Prusa. The billions being dumped into it are not just for the benefit of the Western consumer. I should do a longer write up after Makerfaire Prague! BTW It would be too funny if these are the guys we caught in our locked private room checking the CORE One INDX prototype the night before the Formnext reveal 🤣
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@leander01_ would love to join on behalf of our team at arcinc.com !
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Since moving to NYC, we started hosting bi-weekly casual robotics dinners to bring the small (but growing!) robotics community together. Let me know if you want to join next time!
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@Defence_Index theres a market for this, but need to get the cost down for this to be a true alternative. Having met this company at DSEI, nice team and its scalable, just needs to be much cheaper for what it is.
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⚡🇯🇵 Japan Deploys Ultra-Cheap “Cardboard Drone Swarms”, Warfare Goes Disposable
Japan is testing the AirKamuy 150, a flat-packed drone made from corrugated cardboard, costing just $2,000–$2,500, assembled in minutes, no complex logistics needed.
Already in use by the Japan Maritime Self-Defense Force as target drones, with combat capable swarm variants now in development.
Game changer: for the cost of a single advanced missile or jet, militaries could deploy hundreds or thousands of expendable drones to overwhelm defenses.
Cheap. Scalable. Replaceable.
The future of war isn’t just high tech, it’s mass produced.
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@BalaSelvam @ASWCTDoddFather We can help with that! Dm for more details, already working with counterparts across the enterprise and space
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@StonegardensAdv @ASWCTDoddFather We are frequently. But open for more and the latest and greatest
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If you’re not working with @ASWCTDoddFather and his office and you’re a startup, you’re missing out! Mike Dodd is a beast and his office is doing some special things for the department.
Assistant Secretary of War Mike Dodd@ASWCTDoddFather
The DoWs "Golden Dome" is taking shape. The new Joint Laser Weapon System (JLWS) is a 150kW-300kW containerized beast designed to fry cruise missiles. Army + Navy teamwork to bring "speed of light" defense to the frontline. Read more here: defensenews.com/newsletters/da… Insomnia Adversariis Nostris
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@Andercot @bscholl @EdwardMehr @jordannoone @jimbelosic @aphysicist Deep tech and dual-use hardware finally getting the spotlight it deserves. Manufacturing at scale is exactly what the DIB is starving for, and the atoms side of the house is heating up. Good lineup
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We have the first speaker lineup for the first event of SF Deep Tech Week 2026.
It's about hardware and manufacturing.
There's a few T of future enterprise value here. Recognize anyone?
@bscholl @EdwardMehr @jordannoone @jimbelosic @aphysicist
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@AI_in_LEO public opinions aside, surely there would be less protective measures in space that could deter an enemy attack on a space born DC
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The DoW use case for space datacenters is invulnerability. The military and government will need to use AI. Datacenters on the ground can be valid military targets. Blowing up a datacenter in orbit would cause every space-faring nation to turn against you.
John Titor #137 𓅊𓅔𓅊@JohnTitor137
“Data centers in space” is a really dumb cover story for whatever they are actually planning on doing
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@BalaSelvam @ASWCTDoddFather love it. Any thought on looking to test some of these newer, emerging techs under the program in ukraine?
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We touched down at Defense Tech Meet-up 2.0 hosted by @NYSTEC
The room was packed with defense and dual-use tech companies, DoW orgs, and VCs all pushing the DIB forward. @dhsscitech , @AFWERX , @AFResearchLab , @usarmy_devcom , and @DIU_x were all in the building
Building for defense? Come talk to us
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U.S. company AeroVironment has unveiled “Halo_Shield,” a modular, tile-based counter-UAS system designed to detect, track, and defeat drones, swarms, and even subsonic cruise missiles. #USA #AirDefense #CounterDrone #UAV #Defense
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@alex_chenkov @RobotUnderlord Ukrainian defense tech was forged on the front lines, and the U.S. is already deploying Ukrainian counter-drone software at Prince Sultan. The combat-validated companies coming out of Ukraine are about to own the next decade of defense exports
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Strait of Hormuz carries 20% of the world’s oil. Disruption there means inflation everywhere including in Ukraine, where every dollar matters for our defense.
This isn’t about Trump or Netanyahu. It’s about commercial vessels and the engineers who built our interception tech needing to feed their families.
We’ll let politicians pick sides. We protect ships from Shaheds.
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Four years ago we begged the world to close the sky over us.
The world watched us bury our children instead.
Every Shahed we now know how to intercept - we learned on a Ukrainian grave.
Today the world asks us to close their sky.
We will. For a price. Ours has already been paid. No invoice can match it.
united24media.com/business/ukrai…
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@CBSNews Nowhere else on Earth is defense tech getting validated like Ukraine. If you're building deep / dual-use tech and still rely on range days and demo reels for credibility, you're behind. We put your systems in front of operators who've been in the fight because proof >>> pitches
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After the Russian invasion of Ukraine left its waters heavily mined, Ukraine developed advanced sea drones to help clear the bottom of its seafloor. Now, President Zelenskyy is offering the same technology to the U.S. to help reopen the Strait of Hormuz.
CBS News’ Aidan Stretch saw up-close how they work.
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@business True Anomaly is building for a contested space environment that many still think is science fiction. Those people are gonna learn the hard way. The USSF is already buying, so either you're paying attention or you're behind
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True Anomaly has raised $650 million in a fresh funding round, bringing the defense aerospace startup’s valuation to $2.2 billion bloomberg.com/news/articles/…
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@InsiderWire Drones are just the start of what's possible with American autonomy software + Japanese precision manufacturing. Every company building dual-use tech from robotics to satellites should be watching this framework and figuring out how to get in on it. If that's you, reach out to us
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#BREAKING: U.S. and Japan plan joint dual-use drone cooperation to counter China.
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@james_riney @yohei_sawayama Japan has led the world in robotics for decades, and the US defense ecosystem is finally catching up to what we've known from our Tokyo office for years: allied tech collaboration is mission critical. More of this
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Almost 10 years ago, we invested in this crazy Japanese entrepreneur.
His robots looked like a hobby. I was skeptical but @yohei_sawayama convinced me.
That same entrepreneur convinced some of the best roboticists in Japan to move their families to LA and commit to the US space market.
Now Space Force has awarded up to $3.2B in contracts to @GITAI_HQ alongside Anduril, SpaceX, Lockheed Martin, and Northrop Grumman. Incredible achievement!
Sho Nakanose (中ノ瀬 翔)@sho0315
GITAIは米国宇宙軍（Space Force）のSpace-Based Interceptor案件において、Prime Contractorの1社として選定されました！🚀 本案件は、現代のミサイル脅威の高まりに対抗するため、宇宙配備型迎撃コンステレーションの開発を目的としており、米国Golden Domeを支援する取り組みの一部です。 本案件には米国を代表する防衛宇宙企業であるAnduril、SpaceX、 Lockheed Martin、Northrop GrummanなどにGITAIを加えた合計12社がPrime Contractorとして選定され、総額上限$3.2BのOTA契約が付与されています。 Proud that GITAI has been selected as a Prime Contractor for the U.S. Space Force Space-Based Interceptor (SBI) program!🚀 The program is designed to develop a space-based interceptor constellation to counter the increasing speed and maneuverability of modern missile threats. The Space Force has awarded up to $3.2B in OTA contracts to 12 companies, including GITAI alongside Anduril, SpaceX, Lockheed Martin, and Northrop Grumman. We are proud to contribute to this critical national security effort. 🔗 ssc.spaceforce.mil/Newsroom/Artic… #GITAI #GITAIUSA #SpaceForce #SpaceSystemsCommand #SpaceBasedInterceptor
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well worth the read for those unfamiliar to the space.
Shashank Joshi@shashj
I've written two special reports on the changing character of war, the future of military technology & lessons from recent conflicts. economist.com/technology-qua… & economist.com/special-report… Curious what issues, topics, questions readers would want to see in a third special report?
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Today, AUVSI member @SkydioHQ announced plans to invest $3.5 billion in American manufacturing, R&D, and supply chains over the next five years, supporting thousands of jobs and strengthening the domestic industrial base for uncrewed systems. Learn more: skydio.com/blog/skydio-co…
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Stonegardens Advisory retweetledi
Japan wants to mass-produce its own drones for national security and the Defense Ministry is looking for startups to make it happen.
s.nikkei.com/3QoxRWp
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Stonegardens Advisory retweetledi
China already has the largest navy in the world, with a lead that grows daily. The next Navy Secretary must urgently work with Congress to make American shipbuilding great again before it is too late.
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@ZelenskyyUa The U.S. DIB should pay close attention. Combat-proven wins every time, and Ukraine is setting the standard for solutions built on the front lines. If you're building tech in this space, we'll help you get it off the bench and into the fight
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We signed three big security documents with the countries in the Middle East – Drone Deals with Saudi Arabia, Qatar, and the UAE. These will translate into many different contracts with both the private and public sectors of Ukraine.
We are ready to deliver. First, our expertise. Second, training missions and software to integrate different military equipment into one system. And cheap drones and co-production lines to make them. A “shahed” can cost between $80 and $130 thousand. They will destroy it using not a $3-4 million missile, but a $10,000 interceptor. We want to help them defend themselves. And we will continue building such partnerships with other countries.
I think all of this needs to be shared with the U.S. as well. I would be proud if we could do it because we are very thankful to the U.S. for its support.
From an interview with CNN (3/3).
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