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.
Archive
Writing
Analysis on counterterrorism, critical infrastructure, AI, and the organizations that carry the risk.
2026
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.