Theatre Research notes: Indopacific FY26_4MAY2025
THE OFFSET and RESEARCH tiers

Theatre Research notes: Indopacific FY26_4MAY2025

Demand signal from the US asia-pacific military apparatus
EW/RF market segment and a new defense startup
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EW/RF market segment and a new defense startup

RF/EW distributed systems defense startup
Pentagon FY26 'offsets'
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Pentagon FY26 'offsets'

These technologies or infrastructure changes are meant to create offsets to the adversary, whereas US
Beware of the innovation and RDT&E hostel masquerading at the Grand Budapest
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Beware of the innovation and RDT&E hostel masquerading at the Grand Budapest

FY25 has proven to be an RDT&E food fight amid rapid re-prioritization, revisions, looks, and liability ligation for a stronger-heeled FY26 - many hostels have vacancies, go to them, but know it is a hostel
Why SpaceX isn't leaning into "deep orbit"
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Why SpaceX isn't leaning into "deep orbit"

SpaceX's potential rationale for focusing on LEO and avoiding GEO and HEO assets. SpaceX has a successful LEO strategy that captures both commercial broadband and defense markets through Starshield
Opine on One-Way-Attack
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Opine on One-Way-Attack

or missiles