defense

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CIDE Case Study: 2026-04-26 · Yaroslavl, Russia · RU intelligence

Ukrainian forces strike Yaroslavl energy refinery 950km from front lines using long-range loitering munitions, demonstrating expanded operational depth and strategic targeting of Russian fuel supply infrastructure.

Signal 6 min read
Dawn Aerospace: Company Profile intelligence

Dawn Aerospace is building integrated space mobility across green propulsion, standardized docking interfaces, and reusable spaceplanes with $22.3M in funding—a coherent but capital-constrained strategy against better-funded competitors.

Analysis 3 min read
Competitive Landscape intelligence

Analysis of defense and infrastructure autonomous systems market leaders including Kongsberg, Boston Dynamics, and emerging software autonomy providers, with competitive positioning and procurement acceleration drivers.

Analysis 9 min read
Conflict Assessment intelligence

Weekly conflict intelligence briefing tracking 1,641 drone attack events across 10 countries, with Ukraine accounting for 61.5% of global volume and strategic long-range strikes reaching 1,800 km.

Signal 7 min read
Deep Signal: HD HHI Becomes First Korean Company to Win U.S. Office of Naval Research Project intelligence

HD Hyundai Heavy Industries becomes first Korean shipbuilder to win U.S. Office of Naval Research funding, signaling a strategic shift toward allied shipbuilding capacity and autonomous maritime technology.

Analysis 4 min read
Competitive Landscape intelligence

Analysis of 19 robotics companies across defense, industrial, infrastructure, and enabling tech sectors reveals bifurcating market: defense-adjacent autonomy firms command premium valuations while commercial robotics face margin compression.

Analysis 10 min read
Deep Signal: @Jonathan_K_Cook: California firm Skydio shipped 100s of AI drones to Israel, which battle-tested them in Gaza. Now ne intelligence

Skydio shipped hundreds of AI drones to Israel for Gaza operations, battle-testing autonomy systems before domestic U.S. city deployments, creating a competitive advantage in the $4.7B public safety sUAS market.

Analysis 4 min read
Deep Signal: US startup’s football-sized drone draws NATO interest intelligence

California startup STUD demonstrated a football-sized drone at NATO Romania, drawing 500+ military officials, but the company cannot be verified in any public records.

Analysis 3 min read
Deep Signal: ThinKom’s truck-mounted microwave gun fries drones at U.S. Army test intelligence

ThinKom's truck-mounted HPM counter-drone system, cued by Echodyne's EchoShield radar, demonstrated at U.S. Army warfighting experiment as cost-effective alternative to kinetic interceptors.

Analysis 4 min read
ThinKom’s truck-mounted microwave gun fries drones at U.S. Army test intelligence

Echodyne's EchoShield radar cueing ThinKom's HPM counter-drone system at U.S. Army test signals technical validation across multiple services and effector types.

Brief 2 min read