The drone gap is a components gap
The US wants drones by the hundreds of thousands, but motors, circuit cards and batteries are the real constraint. What a component-level industrial base needs.
Fluxa First Venture Studio
American sovereignty
American sovereignty from Fluxa First: 4 articles for founders and investors building hard tech.
Foundries before fleets: castings, forgings and the hidden industrial base
Submarine delays trace back to a few foundries, mills and specialty suppliers. Why castings and forgings decide industrial strength, and where builders fit.
The transformer chokepoint: why grid equipment now sets the pace of American industry
Power transformers now take more than two years to arrive and most large units are imported. Why grid equipment is a sovereignty issue and where founders can help.
Reshoring runs on people: the workforce gap behind American manufacturing
More US manufacturers are reshoring in 2026, but two-thirds call technician hiring very hard or a crisis. Why workforce is the real constraint and how founders can help.