Strategic assessments and deep-dive research
Germany's dramatic shift in defense spending and the implications for European defense consolidation. Analysis of Rheinmetall, KNDS, and the new drone manufacturers entering the market.
Examining real-world AI integration in combat systems. Lockheed's Combat ID, Shield AI's Hivemind, and the challenges of autonomous targeting in contested environments.
Breaking down the significance of Pakistan's latest airstrikes in Afghanistan and what it signals for regional stability and counterterrorism cooperation.
Anduril at $14B, Shield AI at $2.8B. Are defense tech valuations sustainable? Comparing metrics to traditional primes and software peers.
Comprehensive review of autonomous underwater vehicle programs. Comparing US Navy's Orca XLUUV, Chinese developments, and the German autonomous submarine purchase.
Key developments this week: European drone production ramp, F-35 AI testing, Pakistan operations, and notable contract awards.
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