This is a follow-up to last week’s brief, “CMMC Phase II Is Suspended, the Threat It Was Built to Stop Is Not.” If you have not read that one, the short version is that on July 13 the Pentagon suspended CMMC Phase 2, and I made the case that it was right to, because the…
Space Industry Cheat Sheet: The Space Force Absorbs Its Startup
For six years, the Space Development Agency was the Pentagon’s proof that the government could buy satellites at the speed of a commercial startup instead of the speed of a bureaucracy. This week, the reward for that success came into focus: the machine the SDA inspired is getting ready to swallow it whole. If you track…
Space Industry Cheat Sheet: Golden Dome Gets a Body
This week the Golden Dome program bought satellites, named a general to run it, and started building a ship. After a year and a half of ambition without accountability, the most talked-about missile-defense concept in a generation quietly started turning into hardware. Here is what mattered, and why. Golden Dome puts money on the table On July…
CMMC Phase II Is Suspended. The Threat It Was Built to Stop Is Not.
A certificate on the wall and a secure network are two different things. Plenty of companies have been breached with their compliance paperwork in perfect order. That gap, between being certified and being secure, is the whole story behind what the Pentagon did this week. Whether it turns out to be a smart correction or…
Space Industry Cheat Sheet: Competition Is the Weapon
There is an old truth in acquisition that we keep having to relearn. The moment you stop competing, you stop improving. This week, put that truth on the table in three different ways, and the Space Force is trying to have the argument go both ways at once. It is handing one vendor the keys…
Space Industry Cheat Sheet: Two Space Forces, One Budget
If you have been following this column, none of this week will surprise you. I made the case in Ambition Meets Acquisition Reality that the hard part of space power was never the technology; it was buying it the right way. I traced the single-vendor trap in The $9.7 Billion Bet on One Vendor. And…
Space Industry Cheat Sheet: Golden Dome Goes Live-Fire
Most weeks in this business, the headlines outrun the hardware. Press releases promise capability that lives three budget cycles away, and the people writing the checks learn to discount accordingly. This week was different. Golden Dome stopped being a slide deck and started being a test range. That alone makes it worth your time, but…
Space Industry Cheat Sheet: The Week Wall Street Bet on Space
Every so often, a week comes along where the money does the talking, and you learn more from watching the checkbook than the press release. This was one of those weeks. SpaceX rang the opening bell, private capital chased orbital missile defense, and the Space Force walked up to Congress asking for the biggest budget…
Technical Brief: Putting Frontier AI on Secret Networks Without Losing the Keys
On May 1, the Department of War signed agreements clearing eight frontier AI companies to run their models on the Pentagon’s most sensitive networks. SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon Web Services, and Oracle now have a path to deploy on Impact Level 6 and Impact Level 7 environments. IL6 handles data classified up…
Space Industry Cheat Sheet: Ambition Meets Acquisition Reality
Space Industry Cheat Sheet: Ambition Meets Acquisition Reality This was a week where the chickens came home to roost. NASA reversed itself on commercial stations, Artemis III quietly became a low Earth orbit test mission, Golden Dome moved from a discussion and planning into the hardware loop. Spacex kept flying the same booster as nobody…









