Writing
Nomi Notes.
Thoughts, research, and market perspectives from our investment team.
16 Jul 2026
Defense Tech Market Notes: July 2026
Munitions on a wartime footing, startups outrunning the primes, and allies who stopped waiting
Brent Gerundo
6 Jul 2026
Breaking Bread III: The New Arsenal of Democracy
The next era of military power will be built at the intersection of software, hardware, and industrial scale
Jason Zins
17 Jun 2026
Defense Tech Market Notes: June 2026
The drained arsenal, Congress’s new rules, and defense tech reaching the front
Brent Gerundo
19 May 2026
Compute at the Edge of the World
Why we invested in Armada and the race for edge AI infrastructure
Brent Gerundo
17 May 2026
Defense Tech Market Notes: May 2026
Wartime triage, the legacy base, and the new Pentagon counterparty
Brent Gerundo
7 Apr 2026
Establishing Orbital Dominance
Our investment in Starfish Space and the dawn of on-orbit logistics
Brent Gerundo
4 Mar 2026
Rebuilding America’s Magazine Depth
Our investment in Firehawk and the rise of additive manufacturing in solid rocket motors
Brent Gerundo
29 Jan 2026
Fueling America’s Nuclear Renaissance
Our investment in Standard Nuclear and the future of American fuel security
Brent Gerundo