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DEEP DIVE: Own the Factory or Own the Sonar

Sep 14, 2026

Saronic is building the factory. Kraken is building the network. Both bet a different answer to the same question: how do you get from tens of hulls to hundreds without a shipbuilding base sized for either? Neither model is proven at volume, and the US Navy is buying from both.

Nothing Grows on a Crewed Hull for Long

Sep 7, 2026

A hull on station for weeks grows its own reef. The posted endurance figures pretend it does not, while the rulebook for scraping it off was written for ships that come home.

You Can't 3D Print a Program of Record

Aug 31, 2026

Printing a hull is becoming routine. Turning it into something a navy can actually buy is a different problem, and nobody has solved it.

Where Is the Captain? Eight Weeks Inside the Voluntary Phase

Aug 24, 2026

The MASS Code went live on 1 July. Nobody's had to answer the hard question yet, and there's a specific reason why.

Own the Stack

Aug 17, 2026

In one month, five buyers moved to own the entire undersea stack. Their rivals spent the same month proving you don't have to.