80 National AI Strategies / 2026 Update
QUICK TAKE · AI Summary * Bullet * Bullet * Bullet Since 2019, I've been tracking and reporting on National AI Strategies. This 2026 update now includes 80 National AI Strategies. In 2026 the first post-generative-AI wave of national strategies has landed. Of the 39 retained countries from the 2025
GINC Trends / 2026
QUICK TAKE · AI Summary * Trends are * We use them for * Whats next Introduction What are GINC Trends, how are they identified, how are they useful and how do we use them. Thematic Clusters Overall Money and Debt sd Life Sciences & Food Climate & Hazards Conflict & Security Critical Technology
GINC Scenarios / 2026
Intro ```html Area Scenario Upside/Downside Economic and tradeGeoeconomic confrontationDownside Economic and tradeSingle-supplier cut-offDownside Economic and tradeGlobal financial crisisDownside Economic and tradeSovereign funding crisisDownside Economic and tradeCoordinated sovereign debt resetUpside Economic and tradeEmerging-market growth breakoutUpside Geopolitical and securityMaritime chokepoint closureDownside Geopolitical and securityHybrid campaign by a hostile
80 Years of United Nations Speeches in Charts
What eighty years of the General Debate show The complete verbatim record of every nation's annual statement to every other nation, across eighty sessions. This section sets out what the corpus supports, separated throughout from what it does not yet support. Eight eras, not eight decades. Membership and
The Anatomy of a National AI Strategy
QUICK TAKE · AI Summary * Analysis of 80 National AI Strategies informed a single 20 part 'template' that all nations are scored against to reveal variations on where nations focus their attention * Seven of the 20 areas are near-universal. No strategy is silent on vision, governance, research or
The Swarm Age: Drones, Robots and the New Calculus of Military Power
GINC analysis of drone warfare economics: Ukraine builds 200,000+ drones monthly; only China, the US and Ukraine rate frontier-tier in swarming robotics.
The Lego War: Iran, Generative AI and the New Economics of Information Operations
Welcome to the new economics of information operations, where a sanctioned state can out-reach a superpower on its own platforms for the price of a cloud computing bill.
Game of Nations: The New Geopolitics of Sport
Saudi Arabia's $925 billion fund and 900+ sponsorship deals reshape sport diplomacy; GINC tracks hosting, elite performance, ownership and federation influence.
Defense and Military Tech ETFs
A guide to roughly 15 defense and military tech ETFs holding over $50 billion, with 45-100% sector returns through 2025 amid record global defense spending.