A place to stay up to date with the National Defense markets.
I love America and I love the way that some of our top founders are working on problems that benefit our incredible nation.
To stay on top of these stories I built a bloomberg-like dashboard to constantly stay in the loop. I built it for myself, but I thought I'd share.
Some top voices in the space:
@JTLonsdale / @8vc /@Lux_Capital / @wolfejosh / @KTmBoyle / @espricewright / A16z American Dynamism / + more
https://t.co/ewkQEru79t
I've seen a lot of portfolio monitoring tools for investors and they are incredible, but the ability to pull and synthesize massive amounts of data is easier than ever.
Each company should have their own, customized, bloomberg-like view.
So I built an example: @OrnnExchange
I think this is a really good take of the market right now.
The best new investors will partner with founders to provide execution speed through relationships, capital, and more.
IMO investors should work as long of hours as founders helping build these companies
@renyukong@MTSlive Yeah, fair take. They are also ALWAYS streaming. So hard to always look interesting.
Kind of like, if a cop follows you for 500 miles they are bound to pull you over at some point
Magnificent X coming soon
Alphabet
Amazon
Apple
Meta Platforms
Microsoft
Nvidia
Tesla
New additions by end of 2026
SpaceX (June IPO)
Anthropic (Late summer IPO?)
OpenAI (Fall IPO?)