Cybersecurity Shifts to Executive Strategic Priority in AI Era
Anthropic’s Claude Mythos is reframing cybersecurity at the top level. The risk is no longer a technical issue to delegate, but a core business concern that requires executive attention. This is the wake-up call. In the AI era, cybersecurity becomes a strategic priority. https://t.co/Vt7FV8yE1m @BainandCompany
Trump Claims Ceasefire, Iran Refuses Any Friday Talks
Trump: The ceasefire will continue, as Iran will present some proposal very soon. IRAN: A nuclear weapon is a right for a country. and we can't compromise with this. TRUMP : US-Iran deal may be possible on Friday. meeting schedule on Friday. IRAN...
EU Positions Itself as Emerging Geopolitical Commission
So this may indeed turn out to be the "geopolitical Commission" EU working to secure its Western as well as Eastern flank ... 1/2 https://t.co/E5tZDyX9CS
Aerospace Stocks Peaked at Iran Conflict Start, Now Falling
Many investors might be surprised to see that Aerospace & Defense stocks peaked right near the beginning of the attack on Iran As we know, the market's forward looking & $ITA had pushed up 64% ahead of the conflict &...
Full‑Stack AI Ownership Is the New Strategic Imperative
Sovereign AI: Why Owning The Full Stack Is The New Strategic Imperative By @ChuckDBrooks https://t.co/5RVQiQJof7 #ai #sovereignai
Hegeseth's Moves Mirror Iran War Planning, Hormuz Focus
Sec of War Hegeseth strikes again. Do his changes reflect the planning and ops of the Iran War. Especially the Strait of Hormuz.
Navy's $17B Trump-Class Battleships: New Strategic Role Revealed
Everything New We Just Learned About The Trump Class Battleship Program We are getting a clearer idea of how the Navy thinks it can use these ships, which have an estimated cost of $17B per vessel. https://t.co/k4FgtbB7pR
US Deploys Massive Naval Force Amid Oil Market Apathy
JUST as the SSS Bush arrives this weekend to join the two other US aircraft carrier strike groups in the Middle East. How many assembled jets, missiles, destroyers, nuclear submarines & military personnel does that make - now in attack position? Market,...
US Navy Leadership Ousted as Iran Blockade Falters
The US Blockade of Iran is FAILING…. And @realDonaldTrump has pushed out the man in charge of the US Navy… https://t.co/RnieA8mJkh
Navy's Top Conference Ends as Budget Talks Intensify
Doing this right as the Navy’s biggest conference ends, after Phelan spent the last three days laying out the Navy’s priorities to industry and media, and amid Phelan meeting with lawmakers on the budget, is some wild timing:
Zumwalt's $10B Flaws Exposed by Shipyard Fire
Really the dumbest boondoggle of them all. It will never end with these things and nobody is willing to cut them loose. We are at like $10B per ship all in. Absolutely insane. Cool ships yes, of course. But the...
Revealed Vulnerability Shifts Bargaining Power; Iran's Capabilities Now Known
Bottom line: the issue isn't only what Iran can do. It's that everyone now knows what Iran can do. Revealed vulnerability changes bargaining power. https://t.co/icf9axhcM0
Low‑Cost RAACM‑ER Missile Matches Tomahawk Range
New RAACM-ER Low-Cost Cruise Missile Features Tomahawk-Like Range With a range of over 1,000 nautical miles, the RAACM-ER cruise missile aims to go far while costing less. https://t.co/smNIk3Nw1d
US Opens Tough Cuba Talks, Deadline Looms This Week
The U.S. has begun new negotiations with Cuba, presenting sweeping demands with a looming deadline later this week. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/MG6vaQVGos #cuba #geopolitics https://t.co/Y4hhm8sZaK
Auto-Protect: 24/7 Security Engineer for Your Apps
Sometime apps you made that are secure might suddenly become vulnerable when there is an exploit in one of its dependencies. Typically you need engineers on payroll to monitor and handle this. We just automated that with Auto-Protect. It’s like your security...
Dorena Vessel Confirmed Under U.S. Destroyer Escort
The statement here about the Dorena matches reporting from @washingtonpost yesterday: We reported the vessel was under escort by a U.S. destroyer.
EU Grants Ukraine $90B as Kyiv Jokes “Donnyland”
Funding secured: $90B for Ukraine from the EU And Ukraine playing up to Trump by suggesting a rename of some of its land in his name (dubbed Donnyland)
Putin's Clownish Press Act Masks Russian Army's Failures
The more smirking, giggling, sleazy jokes, awkward clowning, and empty bravado Putin puts on at his press conferences, the worse things are going for the Russian army on the front lines in Ukraine.
US Munitions Arrive in Israel as Carrier Group Approaches
Is May 1, end of the ceasefire, going to be the date when Trump acts instead of settling new fallback dates? And ships in the Strait?
Iran Escalates Hormuz Attacks Despite Trump Ceasefire Extension
Iran Ramps Up Attacks On Ships In The Strait Of Hormuz After Trump Ceasefire Extension With Iran refusing to commit to peace talks, the future of the ceasefire remains in doubt. Updating live: https://t.co/Yg6DONMUnM
Air Force Hikes VC-25B Budget, Bypasses FY27 Bridge Funding
The Air Force is increasing VC-25B spending to meet the newly announced schedule. Also, no money requested in FY27 for the Qatar-donated 'bridge aircraft.' Funding transferred from Sentinel, outside the typical budgetary process, covers the whole project https://t.co/nMNKAzWLff
Saudi Arabia's US Pivot Raises Questions on Trump
Saudi Arabia. Shift away from US. And its unpredictability. What will Trump do? Not a strong diplomatic admin.
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
Ship Seizures Signal Iran’s Growing Control of Hormuz
Ship Seizures Mark New Phase in Iran’s De Facto Control of Hormuz. With extended ceasefire. The situation looks shaky. https://t.co/pThf20VEbW
Iran's Missile Fleet Underutilized Despite Active Air Force
This article is potentially pretty damning. But I'd like to know whether the 50% of the ballistic missiles + launchers can be utilized, why if Iran still has an Air Force was it not being used & are all these...
Iran Conflict: Strategic Threat or Opportunity for China?
Is the Iran war a strategic threat or an opportunity for China? https://t.co/E82r5V2x3h @QamarEnergy @TheNational
Ukraine's Long-Range Drones Now Routinely Hit Russian Refineries
Back in September, I wrote about Ukraine's long-range drones. Now that they are regularly and accurately striking Russian refineries and oil infrastructure, I think it's worth reading again, for those who missed it. Gift link: https://t.co/FhWqhDkkBi
Bitcoin‑funded Van Delivered Amid Russian Drone Attacks
So I actually spent Easter in a small front line town near Kramatorsk, delivering a van bought with ₿ donations. Literally dozens of armed Russian FPV drones attacked that town during this "ceasefire". Hell, I even spotted one; the soldiers around...
Ford-Class Review Casts Doubt on Future Carriers
Ford Class Review Puts Navy’s Future Carrier Plans Into Question The review includes comparing the Ford class to the Nimitz class and seeing what has been gained or lost operationally. https://t.co/WVncs2xAJx
Iran Conflict Heightens Threat of Losing Iraq War 2
Translation: As a result of the Iran War, we are at increasing risk of losing Iraq War 2.
Hormuz Mine Clearance Could Take Six Months, Delayed Until War Ends
EXCLUSIVE: It could take six months to fully clear the Strait of Hormuz of mines deployed by the Iranian military, and any such operation is unlikely to be carried out until the U.S. war with Iran ends, the Pentagon has...
Real Hacker Reveals AI's Threats and Countermeasures
Talking with a real hacker will freak you out. Thanks @theonejvo for freaking me out about how AI could be used to attack everything in our modern society. And what we can do about it. https://t.co/0znpRiZ0tz
Pentagon Aims to Accelerate
The Pentagon in its budget request says it can speed up fielding of the F-35's Block 4 by a year, to 2030, as it increases spending on the program. This is reliant on reconciliation approval https://t.co/F5NdnDxpKT
IRGC, Not U.S., Threatens Iran's Fragile Leadership
Who is a bigger threat to the rickety leadership in Iran right now, the U.S. or the IRGC? I would argue the latter. This has always been the case. What game tree exists where the IRGC doesn't gain power if...
Senator's War Critique May Undermine Peace Negotiations
I asked the Senator if her constant public trashing of the war and the President weakens our position at a high stakes moment to negotiate a more peaceful non-nuclear Iran and Middle East
US Eyes Strait of Malacca as New Strategic Chokepoint
We talk a lot about a Taiwan scenario, but are we ready for a Strait of Malacca scenario? "A shipping route that carries roughly 40% of global trade and around 80% of China's imported oil, and is regarded as...
Navy's 2027 Budget Revives P‑8 Purchases, Costs Surge
The Navy is procuring new P-8s in its 2027 budget request for the first time since 2024. That gap has seen the flyaway cost per aircraft to substantially rise, connected in part to Boeing's production shift to MAXs https://t.co/ww2HzyUpU6
AI-Powered Attacks Foreshadow Automated, Scalable Cyber Threats
Early AI-driven cyberattacks show systems can find vulnerabilities with little human input. Still rare, but signaling more automated, scalable threats. As AI advances, organizations must prioritize speed, visibility & resilience. https://t.co/rCsmckczrM
Navy Expands E‑2D Fleet Amid E‑3 Readiness Woes
The Navy wants to grow its E-2D fleet because Advanced Hawkeyes are seeing "accelerated service life burn down" as they are taking on more overland airborne early warning taskings This as E-3s face readiness issues and the E-7 has an uncertain...
U.S. Retreats From Seas; Who Will Police Space?
Really good point. If the US is pulling back from policing the high seas, who will police the assets in outer space?
Frontier AI Models Risk Degrading, Exposing Enterprises to Breaches
Article I'm quoted in on Forbes on the recent Claude model degrading. Note, I am not anti-Anthropic in anyway. I loved Opus 4.6 when it first came out. I almost bought a I <3 Claude t-shirt (kinda joking there). My...
EU Unlocks €90 Billion Loan for Ukraine After Veto Lifted
"Ukraine will finally start receiving a €90 billion ($106 billion) loan from the European Union after Hungary lifted its veto, ending months of wrangling over the vital cash injection for the war-torn country. EU ambassadors gave preliminary approval for the loan’s...
U.S. Deploys Ukrainian Counter‑Drone System at Saudi Base
"The U.S. military has introduced Ukrainian counter-drone technology in recent weeks at a key U.S. air base in Saudi Arabia, according to five people with knowledge of the matter, as it seeks to stem attacks that have destroyed aircraft and...
US Cuts Iran Oil, Delivering Sharp Economic Pain
The best way to deal with a belligerent oil exporter is to cut off its oil exports. The West dropped the ball on Russia in 2022, but the US is now doing this right with Iran. Iran faces severe economic...
Secure Mineral Supply Will Cost a National Security Premium
.@USTradeRep on critical minerals: "We will all pay a national security premium to have a secure supply chain"
U.S. Blockade Sparks Iranian Infighting, Shows Economic Power
The US has pivoted to a full economic blockade of Iran. You can tell it's highly effective by the state of agitation in Iran, which has descended into infighting on how to deal with this. Economic warfare isn't perfect, but...
Euphoria Passes Strait as IRGC Seizes Two Vessels
Looks like Euphoria has made it through the Strait. Reports are that MSC Francesca and Epaminodas have been seized by the IRGC. https://t.co/fvsOG1RuKU
US Dominates South Korea with 75 Bases, Third‑largest Overseas Footprint
The US has 75 military bases in South Korea, the 3rd highest concentration of US foreign bases. In South Korea, Uncle Sam runs the show. https://t.co/A9l6MhQOa3
US Ammo Shortage May Coincide with Russian Peak Power
Depleted U.S. precision munition stockpiles—and the 4–5 years required to replenish them—could coincide with a period of relatively peak Russian military power vis-à-vis NATO under a scenario in which a tenuous 2027 ceasefire in Ukraine frees Russian forces to reconstitute...
US Depletes Half Its Missile Stockpiles in Weeks
‘Over the last seven weeks of war, the US military has expended at least 45% of its stockpile of Precision Strike Missiles; at least half of its inventory of THAAD missiles, which are designed to intercept ballistic missiles; and nearly...