Welcome to the Swarm...

From Swarm LogicNov 4, 2026

It’s good to have you here. Swarm Logic offers you sharp, irreverent analysis on venture capital investment in the defense and national security sector. No ads, no sponsors, no nonsense. Just the unfiltered view from inside the Swarm.

As a member of the Swarm, you will receive weekly issues of the newsletter in your inbox. You can also log in to Substack to read Swarm Logic online and access our full archive. If you can’t find us, check your spam folder and mark this address as ‘not spam.’ And if you know someone who should be reading this, forward it to them.

The Swarm grows one subscriber at a time.

The views and opinions expressed in Swarm Logic are solely the author’s own and do not represent the views, positions, or opinions of any current or former employer, client, government agency, or affiliated organization. Nothing published here constitutes investment advice.