The hottest Defense industry Substack posts right now

Suppressors, or silencers, are gaining more support for deregulation, showing that public perception is changing. This progress is encouraging and opens the door for other regulations to be reviewed.
Current barrel length laws create a confusing situation where small and long guns are legal, but certain medium guns face severe penalties. This disparity highlights the need for revisiting these laws.
Many people don't have the time to understand complex gun laws, so they often stick to popular opinions. It's important to discuss these laws openly to reshape public sentiment and promote better understanding.

The USSR had a massive military and machine tool industry, but when it collapsed in 1991, Russia struggled to maintain it
Russia was forced to cut military spending after the USSR's collapse, leading to financial ruin for much of its military industry
The Russian military industry suffered for over a decade due to reduced government purchases

Estimating market size and revenue in defense startups is challenging due to the complexities of the market, long customer life cycles, and misleading reports from analysts.
The traditional top-down approach for market sizing in defense is flawed, so a bottom-up method, focusing on quantifying available customers and understanding unit costs, can be more effective.
Understanding different contract types in defense, such as SBIRs, OTAs, IDIQs, and Programs of Record, is crucial for startups to differentiate between product revenue and government-funded R&D, and to aim for sustainable growth.

Small startups are seeing big growth with less staff, thanks to new technology like AI. This lets them reach more people without spending a lot of money.
The Chinese tech industry is getting a boost from new investments, which is surprising given their current challenges. Investors are becoming more optimistic about tech opportunities in China.
The defense industry in Europe is growing as the U.S. scales back its military presence there. This could bring more funding into European defense startups.

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