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Geopolitical Risk

Active conflict analysis, escalation risk, sanctions regimes, alliance dynamics, and the strategic backdrop investors and corporates need to read correctly.

6 pieces|Comparisons + analysis
AI in Defence — What's Real, What's Marketing
Assessment
AI in DefenceDefence Procurement

AI in Defence — What's Real, What's Marketing

An operator's read of the UK and NATO defence-AI moment. Where the capability is real, where the vendor narrative isn't, and what institutional investors and defence-tech founders should actually test.

24 Apr 20268 min read
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The Asgard Programme: Inside the UK MOD's 26-Company AI Defence Contract
Assessment
Asgard ProgrammeUK Defence AI

The Asgard Programme: Inside the UK MOD's 26-Company AI Defence Contract

The UK Ministry of Defence awarded four-year AI decision-support contracts to 26 companies under the Asgard programme in January 2026. Here's who won, what they do, and what it tells investors and founders about the UK defence-AI market.

24 Apr 20267 min read
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How to Read a Defence-Tech Pitch Deck Like a Target Pack
Assessment
Defence TechInvestor Due Diligence

How to Read a Defence-Tech Pitch Deck Like a Target Pack

A structured intelligence analyst's framework for stress-testing defence-tech pitch decks. For investors, founders, and procurement leaders who need to separate capability from capability-marketing.

24 Apr 20268 min read
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Virginia-class vs Yasen-class: A Strategic Comparative Assessment
AssessmentVirginia 8.3/10 vs Yasen 6.4/10
Nuclear SubmarinesNaval Intelligence

Virginia-class vs Yasen-class: A Strategic Comparative Assessment

Professional intelligence assessment comparing US Virginia-class and Russian Yasen-class nuclear attack submarines across design philosophy, capabilities, and strategic impact.

19 Apr 202611 min read
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F-35A vs Su-57: A Comparative Assessment of Fifth-Generation Air Superiority
AssessmentF-35A 51/60 vs Su-57 31/60
Air PowerFighter Comparison

F-35A vs Su-57: A Comparative Assessment of Fifth-Generation Air Superiority

Military intelligence assessment comparing the F-35A Lightning II to Russia's Su-57 Felon. Stealth, sensors, combat record, and production — which fifth-gen fighter wins?

16 Apr 202616 min read
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Arleigh Burke vs Type 055: Which Destroyer Actually Wins?
AssessmentBurke 47/60 vs Type 055 39/60
Naval WarfareDestroyer Comparison

Arleigh Burke vs Type 055: Which Destroyer Actually Wins?

Military intelligence assessment comparing the US Arleigh Burke destroyer to China's Type 055. Which platform wins in head-to-head analysis?

9 Apr 20269 min read
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