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Notes on eVTOL investing, wildfire response aviation, and what it actually takes to build a dual-use aircraft company.

Why Wildfires Keep Winning — And the Technology That Could Change That

July 15, 2026

Why Wildfires Keep Winning — And the Technology That Could Change That

Northern Ontario and the U.S. are burning right now, and air quality in Toronto, Ottawa, and major U.S. cities is paying for it. The problem isn't effort — it's response speed.

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What eVTOL Cash Burn Numbers Actually Tell You Before You Write the Check

July 3, 2026

What eVTOL Cash Burn Numbers Actually Tell You Before You Write the Check

Burn rate alone will not tell you if an eVTOL company is executing or dying. Here is how to read it against the revenue timeline before you invest.

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