Monthly Signals

Regular analysis of global movements in superintelligence, robotics, and quantum computing. We track policy shifts, technological breakthroughs, and strategic positioning by state and corporate actors to identify early indicators of convergence-driven power dynamics.

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October 2025 • Quantum Security

U.S. Export Controls on Quantum Photonics: Strategic Implications

The Commerce Department's new restrictions on quantum photonic components signal a fundamental shift in how the U.S. approaches quantum technology proliferation. We analyze the geopolitical calculus behind these controls and their implications for allied nations' quantum roadmaps.

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September 2025 • Critical Infrastructure

AI Agent Proliferation in Critical Infrastructure

Autonomous AI agents are moving from pilot programs to production deployment across power grids, water systems, and transportation networks. We examine the security implications of this rapid adoption and the emerging governance challenges.

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September 2025 • Regulatory Landscape

Robotics Autonomy Standards: The New Battleground

Competing international standards for robotics autonomy are emerging from the EU, China, and industry coalitions. These technical standards will shape market access, liability frameworks, and strategic advantage for decades.

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August 2025 • Post-Quantum Cryptography

Quantum-Safe Encryption Timelines: Reality Check

NIST's post-quantum cryptography standards are finalized, but implementation timelines vary wildly across sectors. We analyze which critical systems face the greatest "harvest now, decrypt later" vulnerabilities and recommended mitigation strategies.

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What We Track

Our signals intelligence draws from policy analysis, technical research, defense procurement patterns, and strategic positioning by state and corporate actors across three convergence domains:

Superintelligence Developments

Frontier AI capabilities, autonomous agent deployment, AI governance frameworks, compute infrastructure buildout, and strategic AI alliances.

Robotics & Autonomy

Autonomous systems in defense and critical infrastructure, robotics manufacturing capacity, human-robot collaboration standards, and supply chain automation.

Quantum Computing

Quantum hardware breakthroughs, post-quantum cryptography adoption, quantum networking infrastructure, and national quantum initiatives.

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