HeyJaredThe Defense Delta
Defense Markets and Emerging Tech. Separate the signal from the noise. "All views expressed are my own and do not represent official policy or position of the DAF, DoW, or U.S. Government."
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- Sep 1, 2026
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The Pentagon Built a Market It Can’t See (opens the original)
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Well, it’s been a while since my last post. In the meantime, across defense tech, commercial space, venture capital, and Pentagon acquisition, a number of seemingly separate trends have started converging around the same underlying friction. So that’s what we’re going to explore here. Warning: this is a long one. We’re going from billion-dollar venture rounds and the Pentagon’s acquisition labyrinth to Michael Bloomberg and the 1970s bond market.Defense technology is in the middle of a remarkabl
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