Signals from
the frontlines of reindustrialization

Why SaaS Playbooks Derail Hard Tech

Jeff has watched the same failure mode repeat across energy, defense, and deep tech: investors who don't understand the technology gain large ownership stakes and take companies off the rails. That pattern is what pushed him to launch IceNine, an early-stage venture firm built around first-principle technical depth and embedded government networks rather than a SaaS growth playbook.

Watch More