Robotics Infrastructure: The Next Asset Class in the Autonomy-Centric Economy
Every major technology platform eventually creates an infrastructure layer.
Marlinspike: The 21st Century Offset
The 21st Century Offset is the fundamental change of the national industrial base—a new model that leans on private innovation and capital.
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Valley of Value Destruction
The “Valley of Death” describes the period it takes the Department of War (DoW) to transition from prototype to contract.
War of Inventory
Future great-power conflict victory will more likely resemble World War I than World War II.
Cost of M&A Restrictions
In September 2022, Adobe announced its intention to acquire Figma for $20 billion expecting to close the acquisition in 2023.
Part II: Multi-Stage Fund Deployment Strategies Compared
In Part II, we crunched the numbers to evaluate multi-stage fund strategies and the key drivers of returns.
Part I: % Ownership vs Concentration - VC Deployment Strategies Compared
Here’s a dirty little secret – most people don’t like to do math.
$4 Trillion Creative Destruction of US Industrial Base
As industry changes, historic investment opportunities are emerging.
Beyond the Internet: The AI Industrial Revolution
The Collapse of Legacy Workflows and the Dawn of AI-First Factories
How the DoD's Quest for Efficiency Turned into Monopoly
How Chasing Efficiency Crippled Defense Innovation
Marlinspike's Economic Outlook 2025
How Tariffs, Spending Cuts, Tax Breaks, and Deregulation Could Reshape the U.S. Economy