Oliver Buchannon
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
AI Pins: A Short-Sighted Form Factor

Jan 23, 2026

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6 min read

AI Pins: A Short-Sighted Form Factor

Pins will be a forgotten fossil

Josh Chapman
Josh Chapman
The Robotic Standard

Jan 16, 2026

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6 min read

The Robotic Standard

The rise of the intelligence stack

Josh Chapman
Josh Chapman
The State Of AI & Games

Jan 9, 2026

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10 min read

The State Of AI & Games

AI continues to make progress reducing costs and changing gameplay

Josh Chapman
Josh Chapman
Skin in the Game

Jan 2, 2026

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12 min read

Skin in the Game

Employee ownership and incentive structures must evolve as a company matures

Josh Chapman
Josh Chapman
2025

Dec 26, 2025

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4 min read

2025

Our top newsletters of 2025

Josh Chapman
Josh Chapman
Age Gating the Future

Dec 19, 2025

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7 min read

Age Gating the Future

Moving towards a verifiable age requirement

Josh Chapman
Josh Chapman
Physical Products are Back

Dec 12, 2025

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10 min read

Physical Products are Back

Physical assets are growing in popularity relative to digital

Josh Chapman
Josh Chapman
A System Under Strain: The U.S. Navy

Dec 5, 2025

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15 min read

A System Under Strain: The U.S. Navy

America’s naval edge is a new fleet powered by a new generation

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.