Air Superiority, Not Opening Hours, Defined Operation Sindoor
"Campaigns are decided by whether military actions achieve political objectives. In Operation Sindoor, the sequence of events makes that outcome clear: an initial tactical setback gave way to a campaign in which the Pakistan Air Force was increasingly outmatched, India established air superiority over key sectors of Pakistani airspace, and conducted precision strikes across the operational depth of Pakistan. That, not the opening hours, defined the war."
Overview Energy Secures US Air Force Space Solar Contract
Overview Energy awarded contract to provide space-based solar power to U.S. Air Force #energysky -- via pv magazine usa: https://t.co/xQw97BIOKl
Infrastructure Security Upgrades only Happen with New Trains
Great roundtable last week with a group of CISOs from transportation and critical infrastructure. One of them said cybersecurity improvements only happen when they buy new trains. That is the real story of critical infrastructure security. Not the threat landscape, not...
Trump’s Iran Gambit Becomes Historic US Strategic Defeat
It’s becoming clearer with each passing day that Trump’s military misadventure in Iran will be one of the greatest strategic defeats in US history.

USAF Seeks $3.36B for VIP Jet Replacements: Security or Pork?
While budgets are tight, USAF asks for $3.36B to swap out old VIP jets ($2.19B for 17 new C-37Cs). These planes carry SecDef & top brass worldwide. Essential security spend… or military pork?

Iran's Threat Endangers Navigation Freedom and Nonproliferation
A lot of the domestic conversation about Iran focuses on whether the President wants a way out, fears escalation, or prices at gas pumps. I disagree. What is at stake is far bigger. Two pillars of global stability and American strength...
Griffin Claims War Stalls Iran's Nuclear Program, Despite Public Backlash
Here’s what Ken Griffin told me on @CNBC about the war: “With this war, I believe the president has done a great service to humanity by curtailing and containing Iran's nuclear ambitions. The combination of the strikes on their nuclear facilities...
Ending War Cedes Strategic Waterway to Iran
I am neither a neocon nor an Israeli (in fact I try to stay out of politics), but as a navalist I for one will criticize the result if we end the war with Iran in de facto control of...

China’s Missile Buildup Dwarfs US TLAM Deployment to Philippines
Yes, the deployment of likely a handful of TLAMs to the Philippines is SOOO provocative. Meanwhile, during the period the U.S. was bound by the INF Treaty and the PRC was not, China got a head start on building literally thousands...
Trump Threatens Escalated Bombing of Iran over Peace Deal
Trump says Iran will be bombed ‘at much higher level’ if they don’t agree peace deal: CNBC

Peace Deal Would Boost US Iran Oil Blockade
If we end up with a peace agreement - a big if at this stage - that'll count as a big win for the US blockade of Iran. Since Russia invaded Ukraine, the key question for the West has been...
Potential Gulf Oil Surge If US‑Iran Deal Holds
IF the Axios report about a the US expecting a one-page MOU with Iran to end the war is true... And IF Iran confirms... And IF it is indeed signed... And IF it is honoured... And IF negotiations to reopen SoH succeed in the...

China’s Quiet Rise Undermines US Strategic Advantage
China has spent years removing what used to be America’s advantage. That changes behaviour. Not just for China, but for everyone around it. You focus on the rock. Russia. Iran. You miss who threw it. This is a snippet from David’s recent podcast episode with Grant...

China Tightens Global Port Control, Plays Long Game
The Economist reports that China has a TIGHTENING GRIP on critical ports AROUND THE WORLD. CHINA = KNOWS HOW TO CAREFULLY PLAY THE LONG GAME. https://t.co/OtRhEJQxj2
US Threatens to Decline UN Relevance Over Iran Threat
USA will test the relevance of UN - Iran is mining the Strait of Hormuz and attacking merchant ships - If UN does not find that illegal and if UN cannot at least try to participate in trying to find...
Chinese Firms Bypass U.S. Sanctions, Supply Drones to Iran, Russia
China Is Still Supplying Drone Factories in Iran, Russia Despite U.S. Sanctions—Obscure Chinese companies are openly shipping dual-use goods such as engines and batteries, defying American controls @joshchin @austinramzy https://t.co/SApvFcjCD7 https://t.co/SApvFcjCD7
Red Access Skips Proper Disclosure, Public Apps Are Expected
A cybersecurity firm, “Red Access,” contacted us less than 24 hours before going to the media with vague claims about Replit. This is not how responsible security research works. The standard practice in terms of disclosure policies, as followed by CISA,...
Israel Breaches Ceasefire, Kills 110 Lebanese in Days
Despite the April ceasefire, Israel CONTINUES to strike Lebanon. Lebanon’s Health Ministry reports 110 Lebanese have been killed in the past four days. ISRAEL = BREAKS CEASEFIRES WITH RECKLESS ABANDON = A REIGN OF TERROR. https://t.co/e7AlHdD0KE
This Week's Breach Landscape: Vishing, Social Engineering, Data Dumps
Weekly update is up! The Current State of Breaches: Vishing, Social Engineering, ShinyHunters, Salesforce, Extortion and Massive Troves of Data: https://t.co/39w6jR8MRH
US Declares End to Iran War's Offensive Phase
Strangely, Hegseth didn't say this today at his presser as that would have been actual news: US Says Offensive Phase of Iran War Over as Ship Hit in Strait - Bloomberg https://t.co/EM1FxUiSEe

Turkey's CGI ICBM Video Depicts Strikes on Diego Garcia
The (bad CGI) video that Turkiye released shows the 6,000 km #yildirimhan ICBM striking what looks like Diego Garcia and the Eastern Seaboard. https://t.co/HOvEE1QIvf

Trump Cancels Policy, Strait Stays Closed, Markets Rally
Secretaries of Defence and State spend all day talking about how Project Freedom is super necessary and a fantastic success Trump then abruptly calls off the two day old policy to “guide” ships through Hormuz. The Strait remains closed. Oil falls, equity markets...

Trump Pauses “Project Freedom” To Reopen Strait of Hormuz
Just 48 hours since its launch, President Trump says that the “Project Freedom” to unilaterally re-open the Strait of Hormuz would be “paused for a short period.” https://t.co/kIxkVDi3FC
US Halts Naval Escort Project Amid Pakistan
$USD softens POTUS pauses Project Freedom naval escort initiative--said to be at the request of Pakistan and "other countries". US blockade remains in place. June WTI comes off (~1.5%).
Iran's Blockade Over Humanitarian
Please explain to me like I’m 5 or a golden retriever why stopping the humanitarian effort to get ships out but keep the blockade going is what Iran wants and we happily agree to?
Compact AIM-9X Enables More Missiles in Drone Bays
Smaller AIM-9X Sidewinder For Stealthy Weapons Bays Is In Development More compact AIM-9Xs will allow aircraft to carry more at once and make them easier to fit at all inside the weapons bays of future drones. https://t.co/qfwzzmW1bY
Trump Halts Hormuz Escort Mission, Citing Iran Deal Progress
Trump pauses U.S. bid to guide ships out of Strait of Hormuz, cites Iran deal progress: CNBC
CISA Pushes 3‑day Patch Deadline Amid AI Defense Gaps
“Patch the KEVs faster” still isn’t taking a scalable, targeted, realistic approach to the #Mythos #AI era, for gov or private sector. AI defense has not yet produced an autonomous, safe answer to meet the AI offense moment.
China’s Quiet on Hormuz: Strategic Silence Explained
Cousin @JacobShap and I wax about China and whether its relative silence on Hormuz makes sense or not. https://t.co/0s4iCkXS7Q
Trump Claims Iran's Fire on US Ships Shows Respect
That's pretty MAGA. Trump says Iran firing on U.S. ships is a sign of respect.
Trump’s Project Freedom Risks Bypassing Iran’s Strait
VIDEO COLUMN: Can President Trump’s new ‘Project Freedom’ unblock the Strait of Hormuz? I take a look at his high-risk, high-reward shipping plan, trying to circumvent Iran’s grip on the crucial waterway. @Opinion https://t.co/u6if9l4171
Rubio Frames Hormuz Naval Escort as Defensive, Not Offensive
Secretary of State Marco Rubio emphasized that the move to give military support to ships passing through the Strait of Hormuz near Iran is a “defensive operation,” saying the US will only fire if fired upon. https://t.co/bT2kVvByOY
Rubio Predicts Trump‑Xi Talks Will Cover Taiwan, Stress Stability
Secretary of State Marco Rubio said he expects President Donald Trump and Chinese counterpart Xi Jinping to discuss #Taiwan when they meet next week and that neither nation wants to destabilize the Indo-Pacific region. https://t.co/sH7SjhiDB3
Phalanx CIWS: Navy’s 4,500‑rpm “R2D2 of Death
"The R2D2 of Death," the U.S. Navy Phalanx CIWS. Fires at a rate of up to 4,500 rounds per minute (75 rounds per second) using a six-barreled M61 Vulcan cannon. Just one of the many U.S. systems in the Strait...

Naftogaz to Import More Gas After Massive Russian Attacks
"Naftogaz Group, Ukraine's largest national oil and gas company, has to import additional gas volumes following a large-scale combined Russian attack on its gas production facilities on 5 May. 'Sadly, ballistic missiles have caused severe damage… There have certainly been gas...
Rubio Calls Iran’s Leadership ‘Insane,’ Urges Self‑Check
Marco Rubio, giving the White House press briefing, says the Iranian regime's leadership is "insane in the membrane," and that they should "check themselves before they wreck themselves"
Hezbollah: Terrorist Group, Not Lebanon's Government, Iran‑backed
Exactly. Hezbollah are terrorists that terrorize Israel and Lebanon. They are not the government or representatives of the Lebanon people. They are a direct arm of the Islamic Regime in Iran, allowed to arm, grow and thrive in Southern Lebanon....
Japan's Drone Push Could Redefine Global Warfare
As Japan leans into defense exports, it could very well reshape modern warfare and emerge as a leading global drone power. #japan #militarytechnology #geopolitics https://t.co/t874Q096CX
UN Considers Hormuz Sanctions Amid US Push for Forceful Resolution
U.N. Weighs Hormuz Sanctions as U.S. Pushes Resolution That Could Open Door to Force https://t.co/CT043TrOfi
Draft Resolution Forces Iran to Halt Mining, Disclose Sea Mines
"The draft resolution requires Iran to cease attacks, mining, and tolling. It demands that Iran disclose the number and location of the sea mines it has laid and cooperate with efforts to remove them, while also supporting the establishment of...
Iran Launches Strait Authority, Threatens $90B Fees
Iran does not care about any UN reg. They will do what they want with the Strait. They may be looking at $90bil in fees. What will Trump do?

Iran's Cheap Strategy: Make Shipping Costly, Not Win War
I keep staring at the Iran situation, trying to find the move where the US comes out ahead, and I can't find it. Hormuz is at ~5% of normal traffic. A commercial drone costs five figures. The interceptor that kills it...
Bees Trained to Detect Explosives, Security Breakthrough
Bees Trained to Detect Explosives: A Breakthrough in Biotech Security by @zackdfilms1 #EmergingTech #Technology #Innovation https://t.co/LKDx2dGVFM
Russia Seeks May 9 Ceasefire to Protect Parade
Russia asked for a ceasefire on May 9: they want to hold their annual military parade in Moscow without it getting disrupted by a Ukrainian drone attack. Ukraine responded with a ceasefire on May 5th to 6th, which if upheld would...
US Deploys Destroyers, Iran Hits Back—Strategic Showdown
us announces “project freedom" and sends destroyers into the strait. iran responds with missiles and drones. that’s not a misunderstanding, that’s strategy. @gzeromedia

US Gains AI Edge, Delays Chinese Model Progress
this could slow down chinese open source models by another 6-18 months if their distillation sits on gpt 5.9—therefore slowing ccp’s capabilities—while the us government gets early access to models 3-4 generations ahead. https://t.co/HVfOMgM5Nv
U.S. Pushes AI Dominance Amid Calls for Cooperation
Bessent: “What we had in the past month was a step change in the power of one large language model, but we're going to see it from the other AI companies, and it's important, Maria, that the U.S. stays ahead...
Expanding Small Modular Reactors Risks Global Nuclear Weapon Spread
Yes, but so long as you keep pushing nuclear electricity (especially small modular reactors), you will eventually have nuclear weapons in another country because nuclear electricity and weapons go hand in hand.
InversionSpace Milestones Advance Critical Space Interceptor Program
Phenomenal achievement from @InversionSpace, one of a very small group of new technology startups building on this hyper critical space-based interceptor program. One of the most important missions for the future –– and the present –– of U.S. and allied capabilities...
Weekend Military Simulation Explores Abandoned Nuclear Facility
Some highlights from this weekends military simulation - old nuclear facility. Ton of fun. https://t.co/XyX3RblBTh