STRATEGIC INTELLIGENCE ARCHIVE
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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

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

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

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

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

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

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

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Observing the massive flow of federal capital reveals a historic shift away from outdated military hardware and toward agile technology firms.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

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

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

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

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
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