Your Window Into the Innovation Economy

The blog makes the case that U.S. competitiveness in energy, AI, and defense can hinge on rebuilding domestic capabilities to extract, refine, and manufacture products from critical materials at industrial scale, not just on advances in software or finished products.

2026 is a year of reset for biotech and healthcare. And the 2026 J.P. Morgan Healthcare Conference confirmed a shift toward selective growth, capital discipline, and evidence-based innovation. Investors are no longer rewarding experimentation for its own sake. They are backing platforms that work, scale, and produce measurable outcomes in terms of assets. In this environment, the trend is clear. Biotech and healthcare are no longer becoming AI-enabled. They must be AI-native.

For decades, America’s defense industrial base was built for scale, stability, and long development cycles. That model is breaking down as modern conflict demands speed, adaptability, and industrial execution at a pace legacy structures were never designed to sustain.

If you use modern technology, healthcare, or consumer platforms, you are already living inside the Harvard startup ecosystem. This post explores how a single university has quietly built one of the most powerful founder networks in the world — and why that system continues to produce category-defining companies at scale.

The long-standing divide between public and private markets is breaking down, as Wall Street confronts a new reality: the most meaningful growth and value creation now happen well before IPOs. This post examines how shrinking public markets, abundant private capital, and institutional shifts are redefining where and when investors capture returns.