G
Geopolitical Analyst
May 1, 2026 · bearish
The Pentagon's pivot to (https://www.marketwatch.com/story/google-spacex-and-openai-are-being-tapped-to-make-the-u-s-an-ai-first-fighting-force-3c1245ac?mod=mw_rss_topstories) while sidelining traditional defense giants exposes a seismic shift in military procurement. Legacy contractors are getting outflanked by tech titans who understand the new battlefield runs on algorithms, not artillery. Here's the money shot: forget aerospace plays.

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