Oct 2026
AI · National security
One Model, Two Missions
AI’s dual path in commerce and national security. The same model serves the boardroom and the ops center — and so do the risks.
Protective intelligenceInsider threatAI riskGeopolitics
Security analysis from the operator’s side of the problem.
Technology and geopolitics get argued at the policy altitude. The consequences land somewhere else — on the utility with no security staff, the facility with no threat assessment team, the organization that has to absorb a decision it had no part in making. This is analysis of the first, written from the second.
Featured
Supply chain · Geopolitics Your Chip Supply Chain Is a Geopolitical Bet Every board that signs off on a technology roadmap is making a geopolitical wager. Most do not know they placed it. Read the analysis →Writing
Sept 2026
Supply chain · Critical infrastructure
The Memory Gap Runs Through 2027
The United States is building leading-edge memory on home soil. None of it arrives before the exposure it is meant to fix.
Sept 2026
Elections · Counterintelligence
Thirty Briefings to Zero
Russia, China and Iran want different things from an American election. The apparatus that used to tell the difference has been taken apart between cycles.
Sept 2026
Iran · Counterterrorism
The Rally of a Regime at the End of Its Rope
Iranian state media showed crowds marching through Tehran in combat uniforms. Confident governments do not stage these spectacles — failing ones do.
Sept 2026
AI · Arms control
AI Is Nuclear in Reverse
Nuclear technology arrived as a weapon and was later domesticated into a public good. AI is running that sequence backwards — and the arms control playbook does not transfer.
Aug 2026
Supply chain · Geopolitics
Your Chip Supply Chain Is a Geopolitical Bet
Every technology roadmap places a wager on the Taiwan Strait. The threshold that matters is not invasion — it is closure, and the cost of re-qualifying a supply base is already on the record.
Advisory
I take a small number of advisory engagements with organizations working on threat management programs and infrastructure security posture — assessments, program design, and standing counsel for teams without a dedicated security executive.