Industrial Base Alpha

The Industrial Base Alpha newsletter.

Free every Monday: one full analysis plus the week's defense deals and contracts. Premium every Thursday: deep dives on the companies building the industrial base.

Get the free Monday briefTry Premium free for 7 days

Free

IBA Espresso every Monday: one full industrial base analysis plus the week's deals, contracts, and raises.

Premium

$11/mo or $120/yr, with a 7-day free trial.

  • A Premium deep dive every Thursday on the companies building the industrial base: funding, contracts, production, and what could go wrong.
  • Every Prototypes to Primes and Start Up Playbook company profile and the full archive, fully unlocked.
  • Ask me directly: subscriber chat and topic requests every week.
Latest Issue
⬟ Re:Build
Latest Issue · Nov 13, 2026
⬟ Re:Build
Inside Re:Build Manufacturing's bet on rebuilding American industry.…
→Read the Latest
What You'll Get
Deal Flow
VC, M&A & Investment Tracking
Every significant funding round, acquisition, and facility investment across the defense and national security sector, with context on what it means.
Technology
Emerging Technology Briefings
Deep dives on the technologies reshaping the defense industrial base: from autonomy and AI to directed energy, hypersonics, and advanced manufacturing.
Companies
Startup & Company Profiles
Who is building what, who is funding them, and why it matters for the broader defense ecosystem. Focused on the companies you need to know.
Policy
Policy & Procurement Analysis
How shifts in DoD procurement, congressional priorities, and allied defense spending are creating opportunities, and headwinds, for the industrial base.
Recent Issues
Nov 9, 2026⬟ Shield AI→Nov 5, 2026⬟ Robotics→Nov 2, 2026⬟ Rune→Oct 29, 2026⬟ Xona→View full archive on Substack→

The archive is on Substack.

View Full Archive →