Founder, Defence AI Signal. Tracking capital, contracts and capability
Aug 4, 2026
•
3 min read
The next defence prime may not build weapons. It may own the operating system.
Jul 24, 2026
The Next Defence AI Winners Won't Build More Systems. They'll Control the Standards
Jul 17, 2026
4 min read
Defense AI has entered its industrial mobilization phase.
Jul 10, 2026
Governments proved demand. Industry is now consolidating around production, procurement, and supply.
Jul 3, 2026
8 min read
Governments aren't experimenting with autonomous systems anymore.They're restructuring how they buy them.
Jun 26, 2026
How governments are rewriting procurement, budgets, and capital flows to field AI faster