Research

Intelligence notes on the government market.

Short, sourced notes written from the platform's data: budget developments, program exposure, market structure and competitive events. Written for people who read equity research, not blog posts.

Featured

Oct '26

7 min read

Defense Data Is Public. That Is Not the Same as Usable.

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In brief

Defense data is published for compliance, not analysis, and none of the systems were built to connect. Making it usable is a modeling problem.

defense-data-public-not-usable

Oct '26

Why Better AI Models Make the Data Layer More Important

6 min read

better-ai-models-data-layer-more-important

Sep '26

What "Trusted Data" Actually Means When You Put It Next to an LLM

6 min read

what-trusted-data-means-next-to-an-llm

Sep '26

Five Thousand Sources, One API, and the Problem That Starts After Integration

7 min read

five-thousand-sources-problem-after-integration

Sep '26

Eighty-Five Percent of the Golden Dome Fund Is a Bill That Hasn't Passed

3 min read

golden-dome-fund-85-percent-reconciliation-bill

Sep '26

For AI Plugins, Access Was the Easy Problem

3 min read

ai-plugins-access-was-the-easy-problem

Sep '26

Search the Budget for Golden Dome, and You Won’t Find It

3 min read

golden-dome-budget-lines-nine-offices

Sep '26

The $17.5 Billion Program With $398 Million Behind It

4 min read

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Sep '26

A $35 Billion Award Was Legible Five Months Before the Pentagon Announced a Dollar

5 min read

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Sep '26

Three Committees, Three Different Answers on One Destroyer Line

6 min read

ddg-51-three-committees-three-answers

Sep '26

The HighGround Marks Dataset Shows How Congress Actually Moves Money

3 min read

highground-marks-dataset-congress-moves-money

Intelligence notes on the government market.

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