FILE 059Geopolitics12 min read
Amazon Told Towns to Stop Fighting. The Grid Said Otherwise.
Amazon pledged $1B and told towns to stop defying its data centers. Then the grid operator said it can cut them off.
October 9, 2026
Case file · UKRAINE-2026 · Source confidence: High
Ukraine Hit Yandex's Data Centers
Three drone strikes in four days took half of Russia's cloud offline. What the Yandex campaign reveals about the militarization of digital infrastructure.
FILE 058Geopolitics10 min read
Money Bets on Iran Peace, Bails on Ukraine
Polymarket prices US-Iran ceasefire at 100% while Russia-Ukraine diplomatic odds drop 19.5% in a month. What two de-escalation bets reveal about power.
October 7, 2026
FILE 057Defense12 min read
The Pentagon Gave Its Future to the Billionaires
Hegseth's Project Meridian puts Musk and Luckey in charge of picking the next war's weapons. Their companies already sell them.
October 5, 2026
Areas of Focus
05 DesksDesk 01
Geopolitics
Great power competition, alliances, and the shifting global order
Desk 02
Defense
Military strategy, force posture, and the technology of warfare
Desk 03
Economics
Sanctions, trade wars, resource competition, and economic statecraft
Desk 04
Diplomacy
Treaties, negotiations, institutions, and the art of statecraft
Desk 05
Intelligence
Espionage, covert operations, and the information battlespace
The Docket
Full docket →FILE 056FILE 055FILE 054FILE 053FILE 052FILE 051FILE 050FILE 049
AI Capex Is Now a Subsidy Fight
EconomicsOctober 2, 202612 min read
The 'Bretton Woods of Super Intelligence' Is a Bluff
GeopoliticsSeptember 30, 202612 min read
US-Iran Talks This Week: What the Money Already Prices
GeopoliticsSeptember 28, 202612 min read
Anthropic Said No to the Pentagon. It Got Blacklisted.
GeopoliticsSeptember 25, 202613 min read
Europe Drops Russia Sanctions as Its Airspace Gets Probed
GeopoliticsSeptember 23, 202612 min read
Open Weights Are Now Statecraft
GeopoliticsSeptember 21, 202613 min read
The Pentagon's Europe Drawdown Is Already Priced In
GeopoliticsSeptember 18, 202612 min read
Germany Cracks: The AfD and the 500B Doom Loop
GeopoliticsSeptember 14, 202614 min read
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