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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 8 of 8

Source
AIDefenceGeopolitics
+44 more tags
OddLots
Podcast
Technology
US / West

Anthropic, the Pentagon, and the Future of Autonomous Weapons | Odd Lots

"I think conceptually I think the distinction really is a weapon that is choosing its own targets on the battlefield." - Paul Scharre [00:05:15]

"The US military's flown over 6,000 sorties against Iran... US mil got to bring all that information together and find out where are these targets right now." - Paul Scharre…

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UJ
Mar 30, 2026
Source
DefenceEquityGeopolitics
+55 more tags
IndiaIndia FocusedInvestmentMarkets & InvestmentsPodcast

Geopolitics & Defence: India’s Top Companies Set to Gain | Finding Alpha | CNBC TV18

"For FI27 the total defense budget is stated as 7.9 trillion INR... this is roughly about 2% of the total GDP." - Vikas [00:01:08]

"US has in absolute terms a little shy of a trillion dollar budget spending... out of the total $2.6-2.7 trillion of the total global defense budget." - Vikas…

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UJ
Mar 30, 2026
Source
ReportDefenceUSA
+44 more tags
Macro / EconomicsReport, Blogs & InsightsGeopoliticsUS / West

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

From 51 to 5: Mapping the U.S. Defense Industrial Base Consolidation. “Last Supper” (DoD consolidation push) in 1993 triggered rapid mergers across the defense industry. #J.P.Morgan

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UJ
Mar 28, 2026
Source
ReportDefenceUSA
+88 more tags
FinanceWall StreetMacro / EconomicsReport, Blogs & InsightsGeopoliticsMarkets & Investments

https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/center-for-geopolitics/jpmc-cfg-us-dib-v4-ada-remediated.pdf

An Era of Global Rearmament and the U.S. Defense Industrial Base (Mar 2026) | J.P. Morgan

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UJ
Mar 28, 2026
Source
AIDefenceEnergy
+99 more tags
FinanceGeopoliticsMacro / EconomicsPE/VCPodcastTechTechnologyTeslaUS / West

AI, Tesla, Defense & Energy: What Comes Next? | Antonio Gracias & Gavin Baker

"If you do not start using AI regularly you will be out competed by people who do." - Antonio Gracias [00:00:32]

"The decisions that software company CEOs make now will echo in eternity; they have two to three months to make good decisions." - Gavin Baker [00:06:27]

"The models…

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UJ
Mar 21, 2026
Source
ReutersDefenceDrones
+55 more tags
WarfareIran WarGeopoliticsReport, Blogs & InsightsMiddle East

https://www.reuters.com/graphics/IRAN-CRISIS/DRONES/dwpkyamxqpm/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Reuters-Gulf-Currents&utm_term=031826&lctg=662b387221b819e57d01f971

An info-graphic article from Reuters

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UJ
Mar 19, 2026
Source
DefenceFinanceGeopolitics
+66 more tags
Knowledge ByteMarkets & InvestmentsMiddle EastMossadPE/VCPodcast

Ep 278: Yossi Cohen (Ex-Mossad Director & Current SoftBank Investment Advisers [Israel]) on The Mossad

1. Executive Summary

This podcast features Yossi Cohen, former director of the Mossad, discussing the inner workings of Israel's intelligence agency. Cohen provides insights into the unique recruitment process for Mossad operatives, emphasizing the importance of human intelligence (HUMINT) and the specific qualities sought in agents, including bravery, adaptability, and the ability to act under cover.

He…

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UJ
Mar 2, 2026
Source
CB InsightsAISpace Tech
+99 more tags
DefenceRobotsPE/VCReportsReportTechnologyFinanceReport, Blogs & Insights

https://www.cbinsights.com/reports/CB-Insights_Tech-Trends-2026.pdf?utm_source=substack&utm_medium=email

2026 Tech Trends Report #cbinsights | Link

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UJ
Feb 20, 2026
US / West
PE/VC
Geopolitics