OUR THINKING
Insights
What we're reading and thinking about.
FEATURED READ

"The Return of Peace Through Strength"

A case for reviving peace through strength—why credible power, deterrence, and strategic resolve matter more than restraint in shaping global stability.

Foreign Affairs • 15 min read

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MIT PRESS DIRECT

"Power is what’s left after liabilities"

GDP/population can mislead—this argues for net resources (assets − liabilities) to gauge real strength.

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NPJ UNCONVENTIONAL COMPUTING

"Compute where you sense"

Shows in-/near-sensor computing to cut data-movement, latency, and power for AI-at-the-edge devices.

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IMF BLOG

"No productivity reforms = weaker growth"

Warns medium-term growth stays subdued unless countries boost TFP and improve resource allocation.

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NSF

"Up to $100M for NextG wireless"

NSF VINES backs research + demos across the user–edge–core–cloud stack to speed NextG networks.

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THE ROBOT REPORT

"4 physical AI predictions for 2026"

Predictive math, robot teamwork, vertical AI apps, and opt-in data sharing to make systems smarter.

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DCVC

"The Deep Tech Opportunities Report"

Annual deep dive on where computational approaches are unlocking trillion-dollar problems.

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The Economist

"Anduril's Arsenal of Democracy"

How Palmer Luckey is building the defense prime of the future.

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War on the Rocks

"The Tech Investment Playbook for Victory"

Why the U.S. needs new pathways for dual-use startups.

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CSIS

"Critical Minerals and the Future of the U.S. Economy"

15 experts on securing mineral supply chains for defense and clean energy.

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CSIS

"Developing Rare Earth Processing Hubs"

Deep dive on the economics of rare earth processing.

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MIT Technology Review

"Taiwan's 'Silicon Shield' Could Be Weakening"

As TSMC builds in Arizona, is Taiwan losing its strategic insurance policy.

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foreign affairs

"The Return of Peace Through Strength"

A case for peace through strength in modern deterrence.

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CSIS

"The Russia-Ukraine Drone War"

Tactical electronic warfare at the trench level.

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Modern War Institute

"Beyond FPVs: Learning All the Lessons"

Contrarian take: we're overindexing on FPV drones.

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The Economist

"Anduril's Arsenal of Democracy"

How Palmer Luckey is building the defense prime of the future.

Read more
War on the Rocks

"The Tech Investment Playbook for Victory"

Why the U.S. needs new pathways for dual-use startups.

Read more
Ukraine's Arms Muscle

"Drone Warfare in Ukraine: High- and Low-Tech Solutions"

Technical analysis of fiber-optic FPV drones and machine vision AI.

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MIT Technology Review

"Taiwan's 'Silicon Shield' Could Be Weakening"

As TSMC builds in Arizona, is Taiwan losing its strategic insurance policy.

Read more
CSIS

"The Russia-Ukraine Drone War"

Tactical electronic warfare at the trench level.

Read more
DCVC

"The Deep Tech Opportunities Report"

Annual deep dive on where computational approaches are unlocking trillion-dollar problems.

Read more
Modern War Institute

"Beyond FPVs: Learning All the Lessons"

Contrarian take: we're overindexing on FPV drones.

Read more
CSIS

"Critical Minerals and the Future of the U.S. Economy"

15 experts on securing mineral supply chains for defense and clean energy.

Read more
CSIS

"Developing Rare Earth Processing Hubs"

Deep dive on the economics of rare earth processing.

Read more