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Europe

Maritime

+3

Power Lines, Part 1: The Cloud on the Ground

Oct 30, 2026

•

5 min read

Power Lines, Part 1: The Cloud on the Ground

Every AI model, satellite image, and targeting tool runs in a building somewhere, plugged into a grid. In March 2026, one of those buildings became a target.

Sam Armstrong
Sam Armstrong

Communications

+2

Starlink Speed Limits

Oct 23, 2026

•

5 min read

Starlink Speed Limits

For about a day last week, Ukraine's interceptor drones were slower than the drones they were chasing. A week later, nobody will say who made that call.

Sam Armstrong
Sam Armstrong

Maritime

+1

The Black Sea's Receding Safe Waters

Oct 16, 2026

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6 min read

The Black Sea's Receding Safe Waters

Drones are sinking merchant ships off NATO's Black Sea coast, and each strike is landing closer to shore. Here's why the line they're approaching matters.

Sam Armstrong
Sam Armstrong

Europe

+1

Poland Will Buy Shield AI, if Shield AI Buys Into Poland

Sep 18, 2026

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6 min read

Poland Will Buy Shield AI, if Shield AI Buys Into Poland

Warsaw now charges admission to the fastest-growing defense market in NATO. It's getting the hardware it needs, but also a growing production capacity of its own.

Sam Armstrong
Sam Armstrong

Aviation

+3

Will Rheinmetall Rearm Europe?

Sep 4, 2026

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5 min read

Will Rheinmetall Rearm Europe?

The order book is full, the share price has fallen. Just the ups and downs of European defense?

Sam Armstrong
Sam Armstrong

Aviation

+3

Undercutting the Drone War With Cambridge Aerospace

Jul 28, 2026

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8 min read

Undercutting the Drone War With Cambridge Aerospace

A defense startup is betting that cheap, not exquisite, wins modern air defense.

Sam Armstrong
Sam Armstrong

Aviation

+3

From Satellites to Battlefield Intelligence With ICEYE

Jun 23, 2026

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9 min read

From Satellites to Battlefield Intelligence With ICEYE

Radar satellites that can see through cloud and darkness, but the bigger pitch is faster intelligence for modern war.

Sam Armstrong
Sam Armstrong

Aviation

+3

Helsing’s Sovereign Software Bet

Jun 12, 2026

•

9 min read

Helsing’s Sovereign Software Bet

The German startup is building AI systems for drones, aircraft, sensors and factories, but its larger pitch is that Europe needs to build sovereign software for war.

Sam Armstrong
Sam Armstrong

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