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"SkyOS" c/o Skyryse

"SkyOS" c/o Skyryse

teardown

Teardown dissects the most critical companies in today’s deep tech ecosystem—one stack at a time. This edition features Skyryse, the L.A.-based aviation company behind SkyOS, the first universal operating system for flight. With a backlog that spans military, EMS, and law enforcement, Skyryse is reshaping how America trains pilots, automates airframes, and scales vertical mobility—with FAA certification on the horizon.

Newsletter 024

Newsletter 024

newsletter

What comes next? Seven imperatives for America's Next Space Age. Plus: orbital datacenters, the Renaissance capital stack, and more

Newsletter 015

Newsletter 015

newsletter

A Renaissance summer.

PULSE CHECK, MANUFACTURING

PULSE CHECK, MANUFACTURING

pulse check

We asked the nation about a topic near-and-dear to our hearts: reindustrialization. And here's what we found.

Newsletter 019

Newsletter 019

newsletter

Private Capital for American deep tech

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Realities of Space-Based Compute

Realities of Space-Based Compute


antimemo

There’s been a lot! of noise about space being the “natural” next frontier for data centers. We've been seeing a flood of surface-level commentary on orbital data centers. But very little that digs deep. This antimemo is a step toward greater depth.


The End of Thirst Traps

The End of Thirst Traps


antimemo

The American Southwest is running dry — and most solutions sound like sermons: conserve more, grow less, accept decline. This isn’t a morality tale. It’s a blueprint for turning sunlight and seawater into a future that can keep growing.


"Tech-Enabled Reinvention" c/o North America Closeshoring

"Tech-Enabled Reinvention" c/o North America Closeshoring


teardown

Teardown dissects the most critical companies in today’s deep tech ecosystem—six points at a time. This edition examines North America Closeshoring, a platform helping companies modernize and localize operations while strengthening supply chains and logistics across the continent.


Newsletter 017

Newsletter 017


newsletter

Forward Deployed


Starlink, Rural America, and A New American Frontier

Starlink, Rural America, and A New American Frontier


antimemo

A quiet revolution is underway, led from Lower Earth Orbit


The Last Hardware Problem

The Last Hardware Problem


Why Robots Are the True Test of AGI


"DAPS" c/o Divergent

"DAPS" c/o Divergent


teardown

Teardown dissects the most critical companies in today's deep tech ecosystem — six points at a time. This edition breaks down Divergent’s DAPS: an end-to-end platform for design, print, and assembly.


Newsletter 016

Newsletter 016


A Renaissance fall.


Newsletter 021

Newsletter 021


Robots → Peak AGI


Starlink, Rural America, and A New American Frontier

Starlink, Rural America, and A New American Frontier


A quiet revolution is underway, led from Lower Earth Orbit


Newsletter 017

Newsletter 017


newsletter

Forward Deployed


Newsletter 019

Newsletter 019


newsletter

Private Capital for American deep tech


ARCHITECTURE MOVEMENT: PHOTONICS

ARCHITECTURE MOVEMENT: PHOTONICS


antimemo

We’re building cathedrals of compute — racks of silicon, corridors of power — on a dying substrate. Electrons powered the last epoch. Photonics may define the next.


Newsletter 002

Newsletter 002


newsletter

So you want AI factories? This 002 newsletter is about how everyone’s hyping space-based data centers — yet, no one’s doing the physics. Beneath the glossy concepts lies a missing conversation: the economics.


Newsletter 004

Newsletter 004


newsletter

We don’t need a rain dance — we need a systems upgrade. In this newsletter, we give desal the love it deserves. We explore what real intervention looks like: a solar-powered, off-grid desalination system delivering 4.5 million acre-feet per year — integrated with aquifer recharge and targeted flows to revive the Salton Sea.

EDITOR-IN-CHIEF RYAN DUFFY

CREATIVE DIRECTOR JOY SHIN

ADVISOR, RESIDENT INVESTOR JEFF CRUSEY

CHIEF HISTORIAN & FUTURIST DAN GOLDIN

X (FKA TWITTER)

LINKEDIN

YOUTUBE

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