Defense
Budget-line archaeology over press-release coverage. Who actually gets paid, what actually gets built, and how the industrial base is being rewired.
The New Industrial Base
Castings, energetics, shipbuilding suppliers, and allied co-production: a tour of the hidden supply chains that decide whether the West can actually arm itself.
Software Is Becoming a Weapon
Targeting, electronic warfare, and command-and-control are turning into software problems. Here's why the Pentagon historically bought software badly, and how Palantir and Anduril became the template for what's next.
Defense Manufacturing Returns
Shipyards, munitions plants, and a workforce that barely exists anymore: inside the physical rebuild of American defense manufacturing, and why it keeps running behind schedule.
Why Drone Warfare Changed Forever
Ukraine proved that cheap mass can beat exquisite machines. The cost-exchange math behind that lesson is rewriting how every military on Earth spends money.
The Autonomous Defense Stack
The military is quietly building its own version of the computing stack — sensors, networks, autonomy software, and cheap platforms — and the companies that own each layer are not the ones you'd expect.
The Arsenal Gap: Rebuilding the Defense Industrial Base
America spent two decades making its weapons factories efficient for peacetime. Now it's learning that rebuilding real capacity takes a lot longer than writing a check.
The briefing, before it's obvious.
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