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Oliver Buchannon
Josh Chapman
We Solved the Sun

Jul 17, 2026

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4 min read

We Solved the Sun

We made strides in fusion physics but lack the engineering

Josh Chapman
Josh Chapman
US Supply Chain Constraints

Jul 10, 2026

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6 min read

US Supply Chain Constraints

A review of the chokepoints across critical American Industries

Josh Chapman
Josh Chapman
Soccer’s Ascension in America

Jul 3, 2026

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7 min read

Soccer’s Ascension in America

The sport America ignored for a century is now the one it can't stop watching

Josh Chapman
Josh Chapman
Robotics Landscape

Jun 26, 2026

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5 min read

Robotics Landscape

Scalability can be found in software, hardware, and the messy in between

Josh Chapman
Josh Chapman
How Sure is Your AI?

Jun 19, 2026

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4 min read

How Sure is Your AI?

How do you know what is right and what might be right?

Josh Chapman
Josh Chapman
1979’s Impact on U.S. Nuclear Energy

Jun 12, 2026

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5 min read

1979’s Impact on U.S. Nuclear Energy

The U.S. is 40+ years behind on nuclear energy.

Josh Chapman
Josh Chapman
The Merits of Maritime Data Centers

Jun 5, 2026

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7 min read

The Merits of Maritime Data Centers

The pros and cons of putting compute in the ocean, and why serious capital is starting to bet that it floats.

Josh Chapman
Josh Chapman
Nonprofits Underpin the Tech Industry

May 29, 2026

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4 min read

Nonprofits Underpin the Tech Industry

Foundational value creation comes from nonprofits in tech

Josh Chapman
Josh Chapman
Agentic Entity Simulation

May 22, 2026

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6 min read

Agentic Entity Simulation

Applying agent-based simulation from individuals to entire organizations.

Josh Chapman
Josh Chapman
The Return of Supersonics

May 15, 2026

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6 min read

The Return of Supersonics

A new generation of aircraft is racing to make Mach 1+ travel routine both for passengers and warfighters

Josh Chapman
Josh Chapman
Gaming Roots in Venture’s Biggest Exits

May 8, 2026

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5 min read

Gaming Roots in Venture’s Biggest Exits

Gaming has quietly become one of the most prolific talent pipelines for venture's largest non-gaming exits

Josh Chapman
Josh Chapman
Envy And The Future of Work

May 1, 2026

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5 min read

Envy And The Future of Work

As many areas of work are commoditized, premium experiences and status retain value

Josh Chapman
Josh Chapman
Gaming x Heavy Industry

Apr 24, 2026

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6 min read

Gaming x Heavy Industry

Heavy industry is leveraging simulation technology, which was perfected in gaming

Josh Chapman
Josh Chapman
Robotics and Gaming

Apr 17, 2026

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3 min read

Robotics and Gaming

Robotics is built on gaming

Josh Chapman
Josh Chapman
Modern Day Knights

Apr 10, 2026

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9 min read

Modern Day Knights

Both Europe and the United States’ most valuable defense tech startups owe their origins to video games

Josh Chapman
Josh Chapman
The Great Unbundling of Game Engines

Apr 3, 2026

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11 min read

The Great Unbundling of Game Engines

AI and open-source are dismantling the monolithic game engine

Josh Chapman
Josh Chapman
Gaming’s Historical Precedent for DevOps

Mar 27, 2026

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9 min read

Gaming’s Historical Precedent for DevOps

Infrastructure is quickly becoming the next hurdle for AI

Josh Chapman
Josh Chapman
Airplanes from Ireland

Mar 20, 2026

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11 min read

Airplanes from Ireland

Aircraft is now >50% leased, and much of it is owned by companies in Dublin, Ireland

Josh Chapman
Josh Chapman
Value Accrual to the Edge

Mar 14, 2026

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5 min read

Value Accrual to the Edge

Infrastructure at the edge is the future

Josh Chapman
Josh Chapman
America's Battery Independence

Mar 6, 2026

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13 min read

America's Battery Independence

Section 842 attempts to save the U.S. from an incoming tidal wave of energy demand

Josh Chapman
Josh Chapman
The Evolution of IT Architecture

Feb 27, 2026

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9 min read

The Evolution of IT Architecture

Choices for architecture have increased and AI can accelerate migration

Josh Chapman
Josh Chapman
An Unreliable Future

Feb 20, 2026

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7 min read

An Unreliable Future

Our digital infrastructure is getting fragile

Josh Chapman
Josh Chapman
Red Hat, Open Source, and the Future

Feb 13, 2026

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8 min read

Red Hat, Open Source, and the Future

The history of Red Hat, how open-source evolved, and what the future holds

Josh Chapman
Josh Chapman
Enterprise AI Adoption

Feb 6, 2026

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7 min read

Enterprise AI Adoption

AI should change your workflows, not integrate into existing ones

Josh Chapman
Josh Chapman
Deal flow is now table stakes

Jan 30, 2026

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7 min read

Deal flow is now table stakes

Every investor will soon see everything, everywhere, all at once

Josh Chapman
Josh Chapman
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KONVOY WEEKLY NEWSLETTER

Konvoy is a thesis driven investment firm. Each week we write a unique analysis on key industry trends, challenges, and opportunities.