STRATEGIC INTELLIGENCE ARCHIVE

Search through 4.2 PB of declassified tactical data and field reports

The Pentagon Is Buying a Cost Curve, Not Just Drones

The Pentagon Is Buying a Cost Curve, Not Just Drones

In March, the Pentagon laid out the first phase of its Drone Dominance program: roughly $1.1 billion over eighteen months, spread

Aug 2. 20263 min read
The Submarine Bottleneck Is Getting 3D Printed Away

The Submarine Bottleneck Is Getting 3D Printed Away

In March, the Navy modified its contract with General Dynamics Electric Boat by roughly $15.4 billion to keep the Columbia-class

Aug 1. 20263 min read
When a Valuation Doubles Twice in One Year

When a Valuation Doubles Twice in One Year

In May, Anduril Industries raised $5 billion at a $61 billion valuation, doubling its price tag from the year before. By late

Jul 31. 20263 min read
The Same Autonomy Stack Now Delivers Snacks and Soda

The Same Autonomy Stack Now Delivers Snacks and Soda

On June 8, PepsiCo and autonomous freight company Gatik announced a multi-year deal to expand driverless trucking across PepsiCo's

Jul 30. 20263 min read
When the Pentagon Becomes a Shareholder

When the Pentagon Becomes a Shareholder

This month the White House signed an executive action aimed at securing the domestic supply of critical minerals for defense. On its

Jul 29. 20263 min read
The Pentagon Just Bought a Platform, Not a Weapon

The Pentagon Just Bought a Platform, Not a Weapon

In March, the U.S. Army handed Anduril Industries a ten-year contract with a ceiling of $20 billion. That number gets

Jul 28. 20263 min read
The Post-Globalist Hedge: Profiting from the Autonomous Maritime Pivot

The Post-Globalist Hedge: Profiting from the Autonomous Maritime Pivot

Tracking the latest maritime blockade simulations reveals severe economic risks across our international trade routes, which forces smart legacy protectors to reallocate

Jun 27. 20265 min read
The multi-billion-dollar capital migration reshaping American defense

The multi-billion-dollar capital migration reshaping American defense

Observing the massive flow of federal capital reveals a historic shift away from outdated military hardware and toward agile technology firms. This

Jun 23. 20265 min read
The Asymmetric Trap: How Cheap Tech is Bankrupting Legacy Defense

The Asymmetric Trap: How Cheap Tech is Bankrupting Legacy Defense

As asymmetric drone warfare disrupts the global maritime trade routes that sustain our legacy supply chains, a historic reallocation of federal capital

Jun 20. 20266 min read
The Capital Migration Redefining Global Defense

The Capital Migration Redefining Global Defense

Massive legacy defense platforms are now weak to cheap drones that threaten global trade routes, that's why smart investors are

Jun 16. 20266 min read
The Hardware Reality Check: Why AI Drone Swarms Are Reshaping American Wealth

The Hardware Reality Check: Why AI Drone Swarms Are Reshaping American Wealth

The American military is moving away from costly legacy platforms, pivoting toward large numbers of low-cost autonomous systems. Because of this

Jun 12. 20267 min read
The Post-Globalist Hedge: Why Legacy Defense Contracts Are Now Toxic Assets

The Post-Globalist Hedge: Why Legacy Defense Contracts Are Now Toxic Assets

Because massive legacy platforms are now at risk from cheap tech that blocks global trade routes, smart investors are moving their wealth

Jun 4. 20269 min read

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