What’s missing from analysis of competition in the defense industry?
Since the 1990s, the defense sector has consolidated substantially, transitioning from 51 to 5 aerospace and defense prime contractors. As a result, DoD is increasingly […]
industrial policy
There are 50 single-points of failure in the microchip supply chain — Challenges of industrial policy
I am a fan of the way interdependency makes war between great powers illogical — because the supply chain for microchips are many, many countries […]
The indecision problem of capital investment during times of crisis
One of the biggest lessons I had reading through WWII industrial mobilization literature is the waffling that goes on in the early days. Companies are […]