Unsteady Ground, Unshaken Optimism: 2Q25 Quarterly Commentary

Published on July 28, 2025

The second quarter of 2025 started with a bang and ended with a whimper.

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Silicon Valley’s $4 Billion Gamble on Defense Manufacturing

July 28, 2025
Every month Neros Inc. makes hundreds of drones designed to drop warheads on adversaries.

Uncertainty Squared

July 28, 2025
Today I’ll continue talking about uncertainty. I want to highlight the complexity we face and also describe the jarring surprise some of us feel when our most trusted sources say things we didn’t expect… and the importance of listening to them anyway.