The State of the Threat
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Weekly Threat Brief — September 20, 2026
September 20, 2026
Every story this week turns on the same gap: the party making the decision is not the party absorbing the consequence. Iran decides who gets tolled through...
Daily Brief, September 20, 2026
September 20, 2026
Daily Brief, September 20, 2026 Top Story Four consumers sue Anthropic, OpenAI, Google and xAI alleging illegal antitrust coordination to slow AI development...
Daily Brief, September 16, 2026
September 16, 2026
Daily Brief, September 16, 2026 Top Story Norway opens two criminal probes into Telenor over Myanmar junta data handovers and a divestiture that moved...
Weekly Intelligence Brief — September 13, 2026
September 13, 2026
Twenty-five years after 9/11, the systems built to make sense of instability are running lighter just as instability stacks up. The lead this week is the...
Weekly Intelligence Brief — September 6, 2026
September 6, 2026
Every story this week surfaced only because someone was forced to look. A record diesel price exposed two wars landing on the same barrel. A confession...
Weekly Intelligence Brief — August 30, 2026
August 30, 2026
The Biggest Oil Deal in History Runs Through a Company Still on the Sanctions List Confidence: MODERATE · Latin America, United States · Energy Sanctions did...
Weekly Intelligence Brief — August 23, 2026
August 23, 2026
A UK Power Plant Went Dark for Four Days. Five Agencies Just Confirmed the Bigger Problem. Confidence: MODERATE · United Kingdom, United States, Iran ·...
Weekly Intelligence Brief — August 15, 2026
August 16, 2026
The New Privateers Won't Know Whose Ship They're Boarding Confidence: HIGH · United States, Germany, North Korea · Technology, Financial Services North...
Weekly Intelligence Brief — August 8, 2026
August 9, 2026
Nobody Is Waiting for the Hormuz Deal to Work Confidence: HIGH · Iran, Saudi Arabia, Middle East · Energy, Maritime, Insurance The corridor deal exists on...
Weekly Intelligence Brief — August 2, 2026
August 2, 2026
The Blockade Has a Business Model Confidence: HIGH · Iran, Saudi Arabia · Energy, Maritime, Logistics If your 2027 planning assumes a Middle East ceasefire...
Weekly Intelligence Brief — July 26, 2026
July 26, 2026
You already have the war coverage. Every wire service delivered the strikes, the pause, and a diplomatic reading of both before you finished your coffee on...
The moves that reset your year got filed, not fought
July 19, 2026
The war with Iran ran the week: the ceasefire collapsed, two US service members were killed in Jordan, and American strikes on Iran are now in their second...
Weekly Intelligence Brief — July 12, 2026
July 12, 2026
A note as we publish: Iran's Revolutionary Guards declared the Strait of Hormuz "closed until further notice" this morning, after a third round of US strikes...
Weekly Intelligence Brief — July 5, 2026
July 5, 2026
The Strait Reopens With an Expiration Date For two months the Strait of Hormuz was an oil story: whether the barrels would flow and what they would cost....
Weekly Intelligence Brief — June 28, 2026
June 28, 2026
The Breach With No Burglar A Pennsylvania bank just filed the same emergency disclosure a company files after a ransomware attack. Nobody broke in. One of...
Weekly Intelligence Brief — June 21, 2026
June 21, 2026
Europe Is Pulling the Plug on American Software Last week we reported that the US government ordered Anthropic to switch off two AI models worldwide with no...
Weekly Intelligence Brief — June 14, 2026
June 14, 2026
Your AI Vendor Has an Off Switch in Washington On June 12, the US government ordered a private company to switch off a product worldwide. The company was...
Weekly Intelligence Brief — June 7, 2026
June 7, 2026
The Government Can Collect Before You Get Your Day in Court On June 4 and 5, the Supreme Court issued two rulings that changed how federal agencies can come...
Weekly Intelligence Brief — May 31, 2026
May 31, 2026
"Prove Someone Looked" Is No Longer Your Defense For over a decade, California companies facing data breach lawsuits could ask one question that usually...
Weekly Intelligence Brief — May 24, 2026
May 24, 2026
The Colorado AI Act Died Before It Took Effect Twelve months ago, the Colorado AI Act was the most aggressive state AI law in the country. Six weeks before...
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